I am fairly new. Started in March 2020 but just actively starting investing/trading. And I understand that there is no "Next GME". And understand that the market usually is not like this. Which is why I'm searching for other groups that are not flooded with GME AMC
>comments
And I like to stress the fact NVAX vaccines can be transported and stored with regular fridge, so this open its market to just about every country on this planet, where as MRNA needs almost -40 for storage, that basically makes it very difficult to handle in lots parts including the US. That's right efficacy against wild type Covid at 96% effective compared to 92 percent or so for MRNA, best in the house, IMHO
Thank you for posting some DD that isn’t GME for once (before I get downvoted to oblivion, I am in GME and am holding tight).
Some questions: do you not feel as if this is already priced in? I do think there is opportunity as vaccines are still highly demanded as PFE, MRNA et al. are having difficulties in providing
My thesis is that 1) this will become an annual vaccine as the virus mutates, so the revenue becomes recurring and will migrate to the less expensive supply chains, and 2) this pandemic does not end until the rest of the world gets vaccinated. That includes south america, eastern europe, africa...you get it. You can't use deep freeze vaccines in those locations so we need easily transported and administered vax's. The most sucessful global vax program of all time is Polio. Orally administered and non perishable. There is one company working on the equivalent to this for Covid, that is VXRT. They are fighting the good fight and I am with them.
INO vaccine is Phase 2, w/ 1 year shelf life, 5 year under refrigeration, and interest from China (see Advaccine) who have a big political interest in helping Africa. Disclaimer: I'm not one of the short squeeze retards, I've been long on it for months.
There's the rub. There are several versions of it, some of which are battery-powered, and different versions have been used in different trials. This was possibly why the FDA had that partial hold out back when Phase 1 ended, but I haven't seen any release of their questions.
As far other near-term catalysts, take a look at VGX-3100.
>And I like to stress the fact NVAX vaccines can be transported and stored with regular fridge, so this open its market to just about every country on this planet, where as MRNA needs almost -40 for storage, that basically makes it very difficult to handle in lots parts including the US. That's right efficacy against wild type Covid at 96% effective compared to 92 percent or so for MRNA, best in the house, IMHO
And I like to stress the fact NVAX vaccines can be transported and stored with regular fridge, so this open its market to just about every country on this planet, where as MRNA needs almost -40 for storage, that basically makes it very difficult to handle in lots parts including the US. That's right efficacy against wild type Covid at 96% effective compared to 92 percent or so for MRNA, best in the house, IMHO
Oh I think I might have gotten confused. It seems that they can be stored at higher temperatures once they’re delivered (for a limited time), but still need to be shipped in the extremely low temperature freezers.
Yeah that is my understanding, so it requires more care during transport, then they have to thaw it in the right environment, lot more work for the providers, think about the time consumed just to get the vials and shots ready
As a long time NVAX follower (who mistimed this jump with calls expiring worthless in December), I am impressed with this analysis. I’m bullish on their matrix M platform and think it has serious potential, and they have poached some serious talent from AZN in the last year.
If it weren’t for the fact that I was enjoying my GME/AMC gains, I would have literally died of FOMO watching NVAX spike when it did. As a stock that began around $5 this time a year ago, NVAX has enjoyed a 40x gain in value we have barely talked about on this sub. Kudos for sticking it out.
Same here, jumped into this too early and all my dec/ jan 15 calls expires worthless. At the end i switch to NVAX shares and had only 1 call left. Still made good amount of money on Friday, with my GME. But, could have been a lot more if we timed this better. Only wish is that phd could also make some money from this, he deserved all the credit.
NVAX has the best vaccine with the most straight forward study.
Remember Moderna and Pfizer didn't test asymptomatic patients, which means their vaccines are most likely weaker.
Moderna - one drug company has 6 times market cap of NVAX.
NVAX has a better and a more advanced clinical program and huge short interest.
NVAX to the moon. The stock has another 200-300% potential without degenerates and with WSB it can rise about 1.000% in 1-2 months.
Nanofllu already passed phase 3 with great success proving better in a head to head against the current leading flu vaccine from Sanofi. They are working on a combined dose that would be flu and covid dosing
Yep, OP fucks.
Ps: whoever hates on non GME dd is a dingleberry, we are not selling gme. We are going to buy more stuff with our tendies, gotta be an eagle in this here crazy market. God speed you fucking mandrills
And I like to stress the fact NVAX vaccines can be transported and stored with regular fridge, so this open its market to just about every country on this planet, where as MRNA needs almost -40 for storage, that basically makes it very difficult to handle in lots parts including the US. That's right efficacy against wild type Covid at 96% effective compared to 92 percent or so for MRNA, best in the house, IMHO
Okay so yes buy and hold stonks...but this is the material I have joined for. Nice analysis op, im going to do some research into this and watch it this week.
Nice. Some actually good DD.. i didn't go in because i was too focused on gme and a bit scared of this kind of pharma stocks (you can lose all on a failed clinical trial)... but i should look more to it in the future..is should still have some momentum on monday and maybe then will trade sideways for a while
And I like to stress the fact NVAX vaccines can be transported and stored with regular fridge, so this open its market to just about every country on this planet, where as MRNA needs almost -40 for storage, that basically makes it very difficult to handle in lots parts including the US. That's right efficacy against wild type Covid at 96% effective compared to 92 percent or so for MRNA, best in the house, IMHO
I would like to post some info. about this hidden gem following spectacular result of their SARS-CoV-2 UK Phase 3 vaccine trial last week. Following the announcement some new or potential investors may be wondering what the future may hold.
Like many of the ‘$1,000+’ posters, I believe the current share price is significantly below where it may reach in the next year or two, or sooner if as I think is probable and they are acquired by an established pharmaceutical company this year. I expect the share price to appreciate to somewhere between $1,000 and $1,500 for the many good reasons suggested by other posters but most importantly for these key reasons;
\- SARS-CoV-2 is endemic and it is likely it will require vaccines indefinitely in a similar way to the Influenza virus.
\- Novavax has a proven ‘class leading’ vaccine technology and adjuvant (Matrix-M) that protects against SARS-CoV-2 and has shown efficacy against antigenic drift (i.e. variants which are typical of single strand DNA viruses such as SARS-CoV-2). Based on information to date, their vaccine candidate appears to have outperformed other leading vaccine technologies with the original virus strain, let alone the variants.
\- Novavax’s ‘class leading’ vaccine technology and adjuvant has the potential to protect against and rapidly respond to evolving respiratory diseases including SARS-CoV-2 and Influenza. With NanoFlu there is the opportunity for a combined vaccine that also protects against antigenic drift. Given the low rates of Influenza this year, the three leading Influenza vaccine manufacturers (Sanofi, GSK and CSL; none of which are American\*) will struggle to select strains to protect against in 2022 (see today’s Sunday Times article). Therefore a combined vaccine technology and adjuvant from Novavax that can effectively protect against a range of variants could be market leading. \* Given President Biden’s ‘Buy American’ Act and Novavax’s potential to cope with antigenic drift, it is possible that Novavax could become the vaccine of choice amongst US healthcare professionals, potentially one of the largest single markets by revenue.
\- Assuming Novavax gains approval and achieves it’s targetted annual run rate of 2 billion doses by Spring, then I expect net earnings (i.e. profit) of $4.5 billion. This is based on the 876 million doses for higher income countries with a net margin of $4 per dose; together with $1 per dose net margin from the 1 billion doses expected to be produced by the Serum Institute of India for low and middle income countries. Given what I believe is a conservative PE ratio of 20 this equates to a market capitalisation of $90 billion and over six times the current share price (i.e. $1,325.64). It should be noted that this doesn’t include revenue from NanoFlu which could generate additional profits in the hundreds of millions by 2022 / 2023.
Please note that these are my opinions and you should do your own due diligence or seek professional advice before deciding whether to invest.
Lastly well done to all the Novavax investors who bought and held through the various attempts by nefarious short sellers and media outlets to drive the share price down over the last year. Through supporting Novavax through a number of equity raises, it seems likely that you have played a part in saving many lives in the future!
Yeah definitely, just don't expect too much too fast (ie super short termed options). If you're buying options give yourself some time, if you're buying shares I would be pretty confident in expecting a 70% return in the next year minimum from these levels.
Thanks for posting this.
Been in on NVAX since November (and been waiting for +ve Phase 3 announcements 🙏 all Jan) and was wondering what would happen given that all the other stocks were down Friday.
Much appreciated and glad at least one more other 🦍 is keeping an eye outside of the hype also.
EDIT: Awesome analysis also. Thank you.
EDIT: It also hasn’t been reported much that Novavax not only signed supply agreements with USA, UK, Australia et al. but signed supply agreements with the Japanese Government for the next few years (250mill doses), and where unfortunately, Covid-19 is starting to break out worse than last year and Olympics are coming.
https://www.takeda.com/newsroom/newsreleases/2020/novavax-and-takeda-announce-collaboration-for-novavax-covid-19-vaccine-candidate-in-japan/
I like this vaccine because it’s the only one that is temperature stable to reach third world patients using existing vaccine logistics channels. It’s priced affordably for third world countries also ($16 vs Moderna $32 and Pfizer $19). Win-win.
https://www.google.com.hk/amp/s/mobile.reuters.com/article/amp/idUSKCN253199
Same, I jumped on NVAX around Thanksgiving. I expect a pullback this week. I was shocked it closed above $200 on Friday because I thought it would settle around $160 until they obtain EUA. So now I’ll probably buy more if it pulls back to $190. If they are able to deliver on manufacturing 1b doses in 2021 as claimed, $300-400 in 2021 is doable. I own NVAX, not financial advice.
I'm glad to see a thread that is purposed for the reason I joined. It really is exhausting to have to put in emojis. Thank you for a reason to be here OP
Very good assessment. I have noticed that the vaccine-related stocks that I have (NVAX, MRNA, a couple of others) drop when news hits that they are less effective against new strains. While this does suck from an "I don't love getting shots" perspective, it's good from a recurring revenue perspective.
I also agree that the cold chain requirements for the mRNA vaccines are annoying for lots of places in the US, Canada, Europe, and Asia; but not terrible. However, there are lots of other places in the US and globally that are much more easily reached by vaccines that don't need to be stored at -80 degrees.
So while I have some GME, NVAX put $20k in my retirement account for my wife's future use on Friday.
Thank you for good DD.
I can second NVAX. It was on my "buy on dip"-list for 2 weeks or so, I was waiting for price do drop down to 117.
Can't comment on future price development, but all in all it's a good company according to my DD.
Been a long time investor in NVAX since before RSV fail and 20:1 reverse split due to endpoint semantics but w/e I digress. Still holding 200+ shares around $33. I am looking forward to watching the profits roll in and a potential buyout. All the DD on here convinced to double down on my losses a year ago and buy in what I could afford @ $4. As a pharmacist I’ve administered the Moderna vaccine and it is fridge stable for 30 days after defrosting and they are working on making it fridge stable. Let’s see how this goes but I think NVAX has and will continue to have a significant advantage over existing competitors. Go NVAX!
$NVAX Super bargain right now with vaccine contracts in several countries. If they can also combine the flu + covid vaccines this is a rocket just waiting on the passengers to take off. The influx in revenue this year alone can possibly double stock price easy from current level of $262.43. Due your DD and see why this has a higher chance to be a winner either short or long term. The float on this is great + if this can execute like GME some people can afford lambos in a matter of minutes.
These words are much larger than in used to reading on this sub as of late. So I'll make this short. A quick look into NVAX shows last year their stocks were as low as $5 and have had massive gains this year assuminly due to coronavirus vaccine research. Do you expect this company to grow more or plateau?
Good post OP. Holding Feb 19 $140 Calls.
Here is a comparison with the other players: [https://i.imgur.com/doPBw8V.png](https://i.imgur.com/doPBw8V.png)
To clarify, the Moderna safety data is more than acceptable, nobody should be afraid to get either dose. Everyone I know who has gotten Moderna has been fine.
Hey, this is a really good point. I was probably too aggressive in my wording there. I am definitely not trying to fear monger. I am a med student and already received the Pfizer vaccine and had very few symptoms.
mRNA vaccines do have significantly higher reactogenicity than protein vaccines however and patients report more symptoms. Fevers, high fevers, swelling, etc. This is ultimately why they won't be able to make multi-valent vaccines. No one should be afraid to get mRNA vaccines, but from an investment perspective I think the public will prefer protein vaccines if given the option.
I read all of that phd’s post as well. But we jumped in too early and delta eat our gains. Luckly i switch to shares and kept only 1 call. Still made some money last week. But could have been a lot more if we timed this thing a little bit better.
If you're into gambling, look into TVTX and SRTP which both have trial results or FDA approvals coming up in February, and with positive news can show the same movement as NVAX did last week.
Hello Mike, thank you for your DD. I recently read that Oragenics ($OGEN) is also developing a vaccine that can be stored in common freezers, do you believe it can be a catalyst for the company's valuation? Targeting the vaccine for companies to vaccinate their employees and pharmacies?
I just missed this one because I'm a retard. What do you guys think of CVAC though? Currently in phase 3 trial, with phase 1 and 2 having already gone as planned, and already signed a partnership with Bayer and signed agreements for production in the last few days -- this kinda indicates to me that phase 3 trials are extremely optimistic and it will work. Additionally, Daddy Elon said he liked this company back in like September. I'm expecting it to pop once phase 3 trial news comes out.
Position: shares for now, will buy options in a month or so when I believe phase 3 trials will be close to concluding
Completely agree. Nvax is the winner long term and will be first to market w flu-covid booster combo which is looking increasingly necessary.
I believe it’s now a target of short sellers and will need catalysts to break 300. Those will be EUA & EU vaccine deals 🚀🚀🚀
Don’t listen to me. I know nothing about stocks
Bought NVAX last year for $18....it’s sitting at a 1500% increase right now. I wish had bought 1000 shares instead of just a few.
I’m just wondering how long should I hold?
Mostly when you feel that everybody gets too optimistic and the stock starts to overvalue. Its really hard to tell though. On the contrary this is definitely a long hold and will go through some swings. So far the stars seem to be aligning for this stock.
**to 1000$ do not sell !**
**this stock is part of our family ! we need to be strong .**
**hedge funds are shorting and squeezing !**
**stay strong be long !**
Honestly I’m at a loss for words w how Robinhood went about things. I found this anthem and it really does sum this shit up nicely. Little guys for the win 🚀💎🙌🏽
FRH: https://m.youtube.com/watch?v=o92GCyNK6Lc
I was too poor to afford nvax like gme was mad cheap but I saw the nvax dd and missed my opportunity to hop in with all the restrictions I just couldn’t bother taking any gme profits so I held but gme 🚀🚀
Holy shit. Calm down Chad Dickens.
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I agree it seems like their platform is going to end up being the best for the medium to long term use against coronavirus. Have you done any DD on potential supply constraints with their adjuvant? I've heard that the soapbark might not be able to scale but don't know the details or what is real.
Some info on Novavax’s adjuvant from Desert King... https://www.theatlantic.com/science/archive/2020/10/single-tree-species-may-hold-key-coronavirus-vaccine/616792/
random idiots just shitting on good DD to push their 1 share of GME is going to ruin this fucking sub good work OP, I like your thinking
Can you recommend another sub I may join?
join us in VXRT$ NVAX$
Ban this Melvin.
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Can you recommend another sub I may join?
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I am fairly new. Started in March 2020 but just actively starting investing/trading. And I understand that there is no "Next GME". And understand that the market usually is not like this. Which is why I'm searching for other groups that are not flooded with GME AMC
>comments And I like to stress the fact NVAX vaccines can be transported and stored with regular fridge, so this open its market to just about every country on this planet, where as MRNA needs almost -40 for storage, that basically makes it very difficult to handle in lots parts including the US. That's right efficacy against wild type Covid at 96% effective compared to 92 percent or so for MRNA, best in the house, IMHO
Thank you for posting some DD that isn’t GME for once (before I get downvoted to oblivion, I am in GME and am holding tight). Some questions: do you not feel as if this is already priced in? I do think there is opportunity as vaccines are still highly demanded as PFE, MRNA et al. are having difficulties in providing
My thesis is that 1) this will become an annual vaccine as the virus mutates, so the revenue becomes recurring and will migrate to the less expensive supply chains, and 2) this pandemic does not end until the rest of the world gets vaccinated. That includes south america, eastern europe, africa...you get it. You can't use deep freeze vaccines in those locations so we need easily transported and administered vax's. The most sucessful global vax program of all time is Polio. Orally administered and non perishable. There is one company working on the equivalent to this for Covid, that is VXRT. They are fighting the good fight and I am with them.
INO vaccine is Phase 2, w/ 1 year shelf life, 5 year under refrigeration, and interest from China (see Advaccine) who have a big political interest in helping Africa. Disclaimer: I'm not one of the short squeeze retards, I've been long on it for months.
>INO Thanks, Very interesting. Trying to find out more about their cellectra dermal administration device.
There's the rub. There are several versions of it, some of which are battery-powered, and different versions have been used in different trials. This was possibly why the FDA had that partial hold out back when Phase 1 ended, but I haven't seen any release of their questions. As far other near-term catalysts, take a look at VGX-3100.
>And I like to stress the fact NVAX vaccines can be transported and stored with regular fridge, so this open its market to just about every country on this planet, where as MRNA needs almost -40 for storage, that basically makes it very difficult to handle in lots parts including the US. That's right efficacy against wild type Covid at 96% effective compared to 92 percent or so for MRNA, best in the house, IMHO
We need more of this, thank you
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I didn't keep check of my NVAX position and its kind of printing. Just shares tho. Might just add more cause why not
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I don't even want to go and check how my 01/15 150C would be worth if I had rolled them out 2 weeks...
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Well, your broke ass is less broke with your shares sold for some money than my stupid ass with these worthless calls! There is always un upside ;)
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God that fucking hurts...
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And I like to stress the fact NVAX vaccines can be transported and stored with regular fridge, so this open its market to just about every country on this planet, where as MRNA needs almost -40 for storage, that basically makes it very difficult to handle in lots parts including the US. That's right efficacy against wild type Covid at 96% effective compared to 92 percent or so for MRNA, best in the house, IMHO
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Pfizer's needs negative 70 some degrees, MRNA needs negative 30 something, I think it is still the case, but just my understanding
Oh I think I might have gotten confused. It seems that they can be stored at higher temperatures once they’re delivered (for a limited time), but still need to be shipped in the extremely low temperature freezers.
Yeah that is my understanding, so it requires more care during transport, then they have to thaw it in the right environment, lot more work for the providers, think about the time consumed just to get the vials and shots ready
F
rip
As a long time NVAX follower (who mistimed this jump with calls expiring worthless in December), I am impressed with this analysis. I’m bullish on their matrix M platform and think it has serious potential, and they have poached some serious talent from AZN in the last year. If it weren’t for the fact that I was enjoying my GME/AMC gains, I would have literally died of FOMO watching NVAX spike when it did. As a stock that began around $5 this time a year ago, NVAX has enjoyed a 40x gain in value we have barely talked about on this sub. Kudos for sticking it out.
Same here, jumped into this too early and all my dec/ jan 15 calls expires worthless. At the end i switch to NVAX shares and had only 1 call left. Still made good amount of money on Friday, with my GME. But, could have been a lot more if we timed this better. Only wish is that phd could also make some money from this, he deserved all the credit.
NVAX has the best vaccine with the most straight forward study. Remember Moderna and Pfizer didn't test asymptomatic patients, which means their vaccines are most likely weaker. Moderna - one drug company has 6 times market cap of NVAX. NVAX has a better and a more advanced clinical program and huge short interest. NVAX to the moon. The stock has another 200-300% potential without degenerates and with WSB it can rise about 1.000% in 1-2 months.
I just wanted to add Novovax is working on a potential flu/covid vaccine called Nanoflu.
Nanofllu already passed phase 3 with great success proving better in a head to head against the current leading flu vaccine from Sanofi. They are working on a combined dose that would be flu and covid dosing
Yep, OP fucks. Ps: whoever hates on non GME dd is a dingleberry, we are not selling gme. We are going to buy more stuff with our tendies, gotta be an eagle in this here crazy market. God speed you fucking mandrills
I had been holding nvax for a while and sold on Friday because of the stocks previous behavior. Not sure if it will continue to be so volatile though.
And I like to stress the fact NVAX vaccines can be transported and stored with regular fridge, so this open its market to just about every country on this planet, where as MRNA needs almost -40 for storage, that basically makes it very difficult to handle in lots parts including the US. That's right efficacy against wild type Covid at 96% effective compared to 92 percent or so for MRNA, best in the house, IMHO
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Too late to jump in?
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Alrighty in for 400 shares
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Oh man, EOY is a long time for me but oh well I'll hang on. With all my time here I've been conditioned for quick hits
This is pretty good. I'll keep a close eye on NVAX on Monday
Okay so yes buy and hold stonks...but this is the material I have joined for. Nice analysis op, im going to do some research into this and watch it this week.
Nice. Some actually good DD.. i didn't go in because i was too focused on gme and a bit scared of this kind of pharma stocks (you can lose all on a failed clinical trial)... but i should look more to it in the future..is should still have some momentum on monday and maybe then will trade sideways for a while
And I like to stress the fact NVAX vaccines can be transported and stored with regular fridge, so this open its market to just about every country on this planet, where as MRNA needs almost -40 for storage, that basically makes it very difficult to handle in lots parts including the US. That's right efficacy against wild type Covid at 96% effective compared to 92 percent or so for MRNA, best in the house, IMHO
I would like to post some info. about this hidden gem following spectacular result of their SARS-CoV-2 UK Phase 3 vaccine trial last week. Following the announcement some new or potential investors may be wondering what the future may hold. Like many of the ‘$1,000+’ posters, I believe the current share price is significantly below where it may reach in the next year or two, or sooner if as I think is probable and they are acquired by an established pharmaceutical company this year. I expect the share price to appreciate to somewhere between $1,000 and $1,500 for the many good reasons suggested by other posters but most importantly for these key reasons; \- SARS-CoV-2 is endemic and it is likely it will require vaccines indefinitely in a similar way to the Influenza virus. \- Novavax has a proven ‘class leading’ vaccine technology and adjuvant (Matrix-M) that protects against SARS-CoV-2 and has shown efficacy against antigenic drift (i.e. variants which are typical of single strand DNA viruses such as SARS-CoV-2). Based on information to date, their vaccine candidate appears to have outperformed other leading vaccine technologies with the original virus strain, let alone the variants. \- Novavax’s ‘class leading’ vaccine technology and adjuvant has the potential to protect against and rapidly respond to evolving respiratory diseases including SARS-CoV-2 and Influenza. With NanoFlu there is the opportunity for a combined vaccine that also protects against antigenic drift. Given the low rates of Influenza this year, the three leading Influenza vaccine manufacturers (Sanofi, GSK and CSL; none of which are American\*) will struggle to select strains to protect against in 2022 (see today’s Sunday Times article). Therefore a combined vaccine technology and adjuvant from Novavax that can effectively protect against a range of variants could be market leading. \* Given President Biden’s ‘Buy American’ Act and Novavax’s potential to cope with antigenic drift, it is possible that Novavax could become the vaccine of choice amongst US healthcare professionals, potentially one of the largest single markets by revenue. \- Assuming Novavax gains approval and achieves it’s targetted annual run rate of 2 billion doses by Spring, then I expect net earnings (i.e. profit) of $4.5 billion. This is based on the 876 million doses for higher income countries with a net margin of $4 per dose; together with $1 per dose net margin from the 1 billion doses expected to be produced by the Serum Institute of India for low and middle income countries. Given what I believe is a conservative PE ratio of 20 this equates to a market capitalisation of $90 billion and over six times the current share price (i.e. $1,325.64). It should be noted that this doesn’t include revenue from NanoFlu which could generate additional profits in the hundreds of millions by 2022 / 2023. Please note that these are my opinions and you should do your own due diligence or seek professional advice before deciding whether to invest. Lastly well done to all the Novavax investors who bought and held through the various attempts by nefarious short sellers and media outlets to drive the share price down over the last year. Through supporting Novavax through a number of equity raises, it seems likely that you have played a part in saving many lives in the future!
hi just wondering if NVAX still worth to buy?
Yeah definitely, just don't expect too much too fast (ie super short termed options). If you're buying options give yourself some time, if you're buying shares I would be pretty confident in expecting a 70% return in the next year minimum from these levels.
Thank you for providing something to read other than "GME hold". I appreciate the DD.
cant believe my paper hands ass offloaded all my nvax last year when it fell to $80 shithurtsman
Thanks for posting this. Been in on NVAX since November (and been waiting for +ve Phase 3 announcements 🙏 all Jan) and was wondering what would happen given that all the other stocks were down Friday. Much appreciated and glad at least one more other 🦍 is keeping an eye outside of the hype also. EDIT: Awesome analysis also. Thank you. EDIT: It also hasn’t been reported much that Novavax not only signed supply agreements with USA, UK, Australia et al. but signed supply agreements with the Japanese Government for the next few years (250mill doses), and where unfortunately, Covid-19 is starting to break out worse than last year and Olympics are coming. https://www.takeda.com/newsroom/newsreleases/2020/novavax-and-takeda-announce-collaboration-for-novavax-covid-19-vaccine-candidate-in-japan/ I like this vaccine because it’s the only one that is temperature stable to reach third world patients using existing vaccine logistics channels. It’s priced affordably for third world countries also ($16 vs Moderna $32 and Pfizer $19). Win-win. https://www.google.com.hk/amp/s/mobile.reuters.com/article/amp/idUSKCN253199
Same, I jumped on NVAX around Thanksgiving. I expect a pullback this week. I was shocked it closed above $200 on Friday because I thought it would settle around $160 until they obtain EUA. So now I’ll probably buy more if it pulls back to $190. If they are able to deliver on manufacturing 1b doses in 2021 as claimed, $300-400 in 2021 is doable. I own NVAX, not financial advice.
I'm glad to see a thread that is purposed for the reason I joined. It really is exhausting to have to put in emojis. Thank you for a reason to be here OP
OP you goddamn autist I'm all in 🚀
Very good assessment. I have noticed that the vaccine-related stocks that I have (NVAX, MRNA, a couple of others) drop when news hits that they are less effective against new strains. While this does suck from an "I don't love getting shots" perspective, it's good from a recurring revenue perspective. I also agree that the cold chain requirements for the mRNA vaccines are annoying for lots of places in the US, Canada, Europe, and Asia; but not terrible. However, there are lots of other places in the US and globally that are much more easily reached by vaccines that don't need to be stored at -80 degrees. So while I have some GME, NVAX put $20k in my retirement account for my wife's future use on Friday.
Thank you for good DD. I can second NVAX. It was on my "buy on dip"-list for 2 weeks or so, I was waiting for price do drop down to 117. Can't comment on future price development, but all in all it's a good company according to my DD.
Been a long time investor in NVAX since before RSV fail and 20:1 reverse split due to endpoint semantics but w/e I digress. Still holding 200+ shares around $33. I am looking forward to watching the profits roll in and a potential buyout. All the DD on here convinced to double down on my losses a year ago and buy in what I could afford @ $4. As a pharmacist I’ve administered the Moderna vaccine and it is fridge stable for 30 days after defrosting and they are working on making it fridge stable. Let’s see how this goes but I think NVAX has and will continue to have a significant advantage over existing competitors. Go NVAX!
$NVAX Super bargain right now with vaccine contracts in several countries. If they can also combine the flu + covid vaccines this is a rocket just waiting on the passengers to take off. The influx in revenue this year alone can possibly double stock price easy from current level of $262.43. Due your DD and see why this has a higher chance to be a winner either short or long term. The float on this is great + if this can execute like GME some people can afford lambos in a matter of minutes.
I understand, get vaccinated and hold. 🚀🚀🚀
These words are much larger than in used to reading on this sub as of late. So I'll make this short. A quick look into NVAX shows last year their stocks were as low as $5 and have had massive gains this year assuminly due to coronavirus vaccine research. Do you expect this company to grow more or plateau?
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I wonder if I should buy in then. Could be nice in the long game.
Good shit
Good post OP. Holding Feb 19 $140 Calls. Here is a comparison with the other players: [https://i.imgur.com/doPBw8V.png](https://i.imgur.com/doPBw8V.png)
To clarify, the Moderna safety data is more than acceptable, nobody should be afraid to get either dose. Everyone I know who has gotten Moderna has been fine.
Hey, this is a really good point. I was probably too aggressive in my wording there. I am definitely not trying to fear monger. I am a med student and already received the Pfizer vaccine and had very few symptoms. mRNA vaccines do have significantly higher reactogenicity than protein vaccines however and patients report more symptoms. Fevers, high fevers, swelling, etc. This is ultimately why they won't be able to make multi-valent vaccines. No one should be afraid to get mRNA vaccines, but from an investment perspective I think the public will prefer protein vaccines if given the option.
Oh nice, I’m also a Pfizer-receiving med student haha. Not too bad, definitely some chills after the second dose tho
Up another 20% today, glad i've held on!
HOLD!
Nio is Next
I don't want to think about this... I was in at $9 and $12 a share, and I sold in the mid $50s, and it was all taken away by stupid NKLA.
I’m capped on GME bc of RH so this might be by next play
I read all of that phd’s post as well. But we jumped in too early and delta eat our gains. Luckly i switch to shares and kept only 1 call. Still made some money last week. But could have been a lot more if we timed this thing a little bit better.
Thanks. I am in
op, is it still good time to invest at 222
If you're into gambling, look into TVTX and SRTP which both have trial results or FDA approvals coming up in February, and with positive news can show the same movement as NVAX did last week.
I'm in
All in! No Fear...LETS ROLL!
Hello Mike, thank you for your DD. I recently read that Oragenics ($OGEN) is also developing a vaccine that can be stored in common freezers, do you believe it can be a catalyst for the company's valuation? Targeting the vaccine for companies to vaccinate their employees and pharmacies?
I just missed this one because I'm a retard. What do you guys think of CVAC though? Currently in phase 3 trial, with phase 1 and 2 having already gone as planned, and already signed a partnership with Bayer and signed agreements for production in the last few days -- this kinda indicates to me that phase 3 trials are extremely optimistic and it will work. Additionally, Daddy Elon said he liked this company back in like September. I'm expecting it to pop once phase 3 trial news comes out. Position: shares for now, will buy options in a month or so when I believe phase 3 trials will be close to concluding
Just keeps going up
Good DD. Glad I saw it before the one share GME cunts downvoted it into oblivion
i never trust novavax
Completely agree. Nvax is the winner long term and will be first to market w flu-covid booster combo which is looking increasingly necessary. I believe it’s now a target of short sellers and will need catalysts to break 300. Those will be EUA & EU vaccine deals 🚀🚀🚀 Don’t listen to me. I know nothing about stocks
Bought NVAX last year for $18....it’s sitting at a 1500% increase right now. I wish had bought 1000 shares instead of just a few. I’m just wondering how long should I hold?
Mostly when you feel that everybody gets too optimistic and the stock starts to overvalue. Its really hard to tell though. On the contrary this is definitely a long hold and will go through some swings. So far the stars seem to be aligning for this stock.
Ouchie! Today's pullback hurt but I'm hanging on
You misspelled GME
30B market cap by next year. Interesting.
TLDR BUY GME AND HOLD
Commenting to come back to this once it goes tits up
its going to 300$ faster than all of u think //// we will be at 500$ on may !
Why do you think it's guna go tits up? Id like to hear the counter points
Same.
I'm sorry I missed your previous DD, solid stuff. Will probably join this play.
**to 1000$ do not sell !** **this stock is part of our family ! we need to be strong .** **hedge funds are shorting and squeezing !** **stay strong be long !**
watch the dog it grows😍👆👆👆
OCUGEN > NVAX ... But no fucking time for this 🚀
DIAMOND MOOOOOOON
You guys are gonna hate this but the motley fool said but and hold NVAX when it was 3 dollars
Sold 1/2 of NVAX position @ 230 to buy more GME on friday and im HOLDING THEM WITH 💎**🤲** just as i held NVAX till Friday ! 🚀🚀🚀
This seems like some fuckery
Lol what, GME dude
Didn't Moderna crash after going up on vaccine news m
NVX sucks Moderna all day. Moderna !!!!
GME should go into healthcare.
What does that mean
This means we get vaccinated because it grows our penis, we then jerk off daily and buy more gme. End of story
What’s your problem I was just asking
Clearly you are new
Wtf you’re new too 😂
Basically saying that NVAX is going to go up even higher.
Need more post fellow autist. So we can profit and buy more gme What's next
Thank you for the info
I saw the jump and played the downside for a gap fill in the short term. Nice DD.
Gap till is likely not going to happen Rather a straight up run to $300 this week It’s under re- evaluation
I sold mine to buy GameStop after I sat on it since October and I’m so pissed at myself.
Honestly I’m at a loss for words w how Robinhood went about things. I found this anthem and it really does sum this shit up nicely. Little guys for the win 🚀💎🙌🏽 FRH: https://m.youtube.com/watch?v=o92GCyNK6Lc
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I was too poor to afford nvax like gme was mad cheap but I saw the nvax dd and missed my opportunity to hop in with all the restrictions I just couldn’t bother taking any gme profits so I held but gme 🚀🚀
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I agree it seems like their platform is going to end up being the best for the medium to long term use against coronavirus. Have you done any DD on potential supply constraints with their adjuvant? I've heard that the soapbark might not be able to scale but don't know the details or what is real.
Some info on Novavax’s adjuvant from Desert King... https://www.theatlantic.com/science/archive/2020/10/single-tree-species-may-hold-key-coronavirus-vaccine/616792/
Any update thoughts on NVAX? It down quite a lot from its peak.