I'm bull-ish on Novavax (see Related Idea). I think their approach to the COVID-19 vaccine is promising - their recombinant nanoparticle vaccine technology and Matrix-M adjuvant. They also have positive long-term prospects with their proprietary NanoFlu candidate. This is the big one to me. It's unclear whether COVID-19 becomes seasonal or not but influenza is established and recurring. It fact, it's becoming more difficult to handle with every year. The strains are becoming more advanced and unpredictable. Whether or not Novavax can produce a profitable candidate, I simply don't know. I believe that their patented tech is promising.
Novavax might not produce a COVID vaccine before its competitors (or at all) but they continue to demonstrate their technology and approach works. Example: ir.novavax.com/news-...vax-nanoflu-clinical
That being said, tell me about this random Schiff I plotted :)
Matrix-M Adjuvant: novavax.com/page/10/...-adjuvant-technology
NanoFlu Phase 3 topline data: novavax.com/download...rSlides-20200323.pdf
RSV F Vaccine: novavax.com/download...Vaccine_Congress.pdf
Novavax might not produce a COVID vaccine before its competitors (or at all) but they continue to demonstrate their technology and approach works. Example: ir.novavax.com/news-...vax-nanoflu-clinical
That being said, tell me about this random Schiff I plotted :)
Matrix-M Adjuvant: novavax.com/page/10/...-adjuvant-technology
NanoFlu Phase 3 topline data: novavax.com/download...rSlides-20200323.pdf
RSV F Vaccine: novavax.com/download...Vaccine_Congress.pdf
Comment:
Check out this chart for my long-term outlook:
Source: www.marketwatch.com/...g-results-2020-05-11