$Novavax(NVAX)$ CEO JJ announced yesterday he has 2 new vaccines to sell to partners within a few months.
Covid plus Flu. Best in class
Flu stand alone. Best in class.
I expect fierce competition on these 2 vaccines. Many companies would like to add it to their arsenal but who will win?
Sanofi will pay any price to keep its position as the world leader.
Pfizer, Merck are loaded with cash to spend.
I expect huge deals. $2-3B for the combined vaccine and $1B for the flu.
Total $3-4B in 2025. Plus 20% royalties on sales for 20 years.
I think JJ already provided enough evidence he is a top notch and can close the deals.
Loading Novavax now at $11 per share can be a wise step.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
