Added to YB: 2025-10-28
Pitch date: 2025-10-24
NVAX [bullish]
Novavax, Inc.
-23.49%
current return
Author Info
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Company Info
Novavax, Inc., a biotechnology company, engages in the discovering, developing, and commercializing vaccines to protect against serious infectious diseases in the United States, Europe, and internationally.
Market Cap
$1.1B
Pitch Price
$8.60
Price Target
N/A
Dividend
N/A
EV/EBITDA
1.23
P/E
3.17
EV/Sales
0.52
Sector
Biotechnology
Category
turnaround
Novavax (NVAX) — The Protein Vaccine Countertrade
NVAX: Protein vaccine platform w/ proprietary Matrix-M adjuvant generating royalties (Oxford malaria vaccine). Modular manufacturing for COVID/flu/RSV combos, FDA-approved facilities, anti-mRNA positioning. Key catalysts: CIC trial data, RSV Phase 3, new adjuvant licensing deals. Risks: demand volatility, execution delays, mRNA competition. Cash-positive platform operator with asymmetric recovery potential.
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