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NVAX has bright future
@wavyix：
$Novavax(NVAX)$ The current partnership rids the companies previous management mis steps and handling of covid rollout and the current structured deal Imho shows a significant uptick in the fortunes of the company. There will be set backs and sp reversals which represent golden opportunities for the likes of me to average down. Essentially we have a technology platform espoused by Blue which remains impregnable-hence Sanofi decision to take a 5% stake because as a company they recognise the patent value of NVAX technology and what Sanofi lacked was the ability to develop their own combination vaccine that is within the ability of NAVX to develop and commercialise with adopted partners NAVX is good at developing the patents and might be wiser to allow others to market and sell Cost cutting remains a vital task to reduce cash burn - but essentially I see a bright future and buying in at these values based on the tech platform represents a golden opportunity for all longs
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