If $NVIDIA Corp(NVDA)$ was first with a Flu/ Covid combination, I think the traditional flu market would already be large enough for them to do well. I think endemic Covid would just expand that TAM. I am bearish on Novavax because I like $Moderna, Inc.(MRNA)$ and I doubt NVAX uptake.But the pandemic ends in May and everyone is calling it endemic now. So pandemic and natural immunity talk is just irrelevant. It's like saying I don't like republicans or democrats because of Nixon and LBJ.
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