NVAX Novavax Inc

$NVAX WHAT A MAASSSSSIIIIIIIIIVE BEAT !!! 🚨🚨 $NVAX JUST RAISED GUIDANCE BY $145 MILLION 🚨🚨 From $235–275M → $385–415M. 💥 Midpoint up to $400 MILLION. That’s not a tweak. That’s a +53% move at the midpoint in ONE quarter. 📈 And they put the $125M Sanofi milestone right in the 2026 framework as its own line. Not 2027. THIS YEAR. ✅ Now the print 👇 Q3 revenue: $68M. Consensus was $50.61M (Zacks). 🎯 EPS: −$0.19. Street was looking for −$0.22 to −$0.33. Beat on BOTH. 🎯🎯 Net loss: $31.4M. Last year same quarter: $202.4M. 🤯 That is a $171 MILLION improvement. Year over year. Same quarter. Product sales +91%. 🔥 AND THEY JUST OPENED THE BOOKS ON THE ROYALTIES 📖 For the first time, all three are on the table: 💰 Nuvaxovid: HIGH TEENS to LOW TWENTIES percent of Sanofi’s global net sales 💰 Takeda Japan: MID-TO-HIGH TEENS percent + an annual milestone, every season 💰 Future CIC: high single digits to sub-teens Go read that first line again. Approaching twenty percent. Of Sanofi’s global sales. For doing nothing. No factory. No sales force. No trial budget. 🧊 AND THE MATRIX-M ECONOMICS, PER VACCINE 👀 Up to $200 MILLION in launch and sales milestones — for every single new Matrix-M vaccine — plus mid-single-digit royalties for TWENTY YEARS. ⏳ Not once. Per vaccine. Four of the top 10 global pharma companies are already holding a licence or an MTA. 🤝 STILL QUEUED ON TOP: 💵 $75M — tech transfer, mid-2027 💵 $225M — first US commercial sale of CIC 💵 Pfizer — royalties and milestones already inside the 2026 framework Honest bit, because I don’t do one-sided: the Sanofi line printed $19M vs $48M. Somebody will wave that around today. It’s down because R&D reimbursements fell $42M — accounting, not demand. And CIC royalties come at a lower rate than Nuvaxovid’s. Both true. Neither changes the guidance raise. Cash: $627M — and the $125M hasn’t landed yet. 💵 Call at 8:30am ET. 📞 They raised the year by $145 million and beat on earnings while the whole market said COVID was dead. I like the stock. 🚀

$NVAX Family of 4 got our Nuvaxovid today here in Ontario 🇨🇦 . Spoke with Pharmacist who was curious about it. This was at a national chain and they received 10 boxes of 10 in a shipment that was preordered from distributor at corporate level. If that many went out to each of these stores (Shoppers Drug Mart) thats a lot of Nuvaxovid.

$NVAX Milestone payment. CD paid down or negotiated off the books. New partnership. Largest activist gone silent and repositioned long term. Cancer vaccine initiative within four weeks. 48 million shares short. 🚀

$NVAX No big news, but the operating improvement and the earnings beat is very positive.

$NVAX Analyst just asked a key question on the c diff Novavax c diff vaccine vs the other basically failed vaccines. Dr. Walker gave a quick answer for a Q&A. Most of the analysts didn’t understand it and certainly many on this board. I have a detailed response in the past and it’s the very reason c diff is going to be a huge winner. Maybe the most lucrative. The analyst asked why the infection continues to recurring over and over again. Why??? Because all the other vaccines including Pfizer’s Bethoven only addresses the toxin the bacteria produces not the bacteria itself. The bacteria just sits there ready to strike again. Just like in Malaria a toxic high reactogenic vaccine with limited efficacy. In a nutshell with matrix m KiLLS the bacteria itself. Why?? Combination of the nanoparticle cage which allows absorption into the Colon tissue itself and Matrix M which increases the efficacy to actually kill the bacteria.

$NVAX wow okay they JUST mentioned NOVAVAX in a CNBC article JUST A FEW SECONDS AGO... FIRE !!!! 🔥 "What happened? A number of stocks jumped in the afternoon session after election results confirmed that Democrats reclaimed majorities in the House and Senate, easing regulatory uncertainty around drug pricing policy. As reported by CNBC, Wall Street analysts project that the biopharmaceutical sector's recovery will strengthen in the wake of the congressional election outcome. Investors had feared potential disruptions to healthcare policies, but analysts noted that drug pricing legislation is unlikely to dominate the new legislative agenda. This is a major win for stocks such as Novavax (ticker symbol NVAX) which is expected to report earnings tomorrow before the opening bell on Wall Street. Prior statutory frameworks already established expanding annual Medicare price negotiations, meaning existing government policies will remain intact without unexpected new restrictions."

$NVAX I was out hiking in the mountains when this hit $13 a few weeks ago so it better go above $13 tomorrow.

$NVAX good luck to us all tomorrow . 🤞🏼 Am going to sleep with no to less expectations ..better this way than get hopes up and get pissed whole week..

$NVAX Earning calls are like birthdays as you get older. Each one that passes by is about the same and less exciting.

$NVAX Highlights : Reduction of Workforce, CASH (675 as Of Sept + 125(AR) : 800, C Diff to Clinical Trial in 2027, Waiting for 'Bob' to share videos of Amsterdam Adventure LOL Still Waiting for 10Q to update my nums but looks like they're gonna be Positive for the year, 2025, 2026: Positive YOY.

$NVAX Reports total revenue of $68 million for the third quarter of 2026 Raises full-year 2026 Non-GAAP Adjusted Total Revenue by $145 million to $400 million at mid-point and improves GAAP Combined R&D and SG&A expense guidance by $5 million at mid-point In October, Novavax earned a $125 million milestone upon Sanofi's launch of Phase 3 influenza-COVID-19 combination vaccine trial in Europe Sanofi confirms their intent to initiate a U.S. Phase 3 influenza-COVID-19 combination vaccine trial in 2027 to support U.S. approval Differentiated C. difficile vaccine program anticipated to advance into the clinic as early as 2027 Multiple Novavax and partner-led experiments with Matrix-M® currently underway in a wide array of infectious disease targets and oncology models Company to host conference call today at 8:30 a.m. ET

$NVAX I don’t know if Novavax will have a new MTA or great oncology results to publish in the EC but i do know for sure they will dramatically upgrade their 2026 annual forecast. $125 million from Sanofi CIC trial start and extra few dozens for September covid sales. It was just initial of the season so don’t expect toi much royalties. Anyway nvax is at least break even and probably beneficial for 2026.

$NVAX 2-week candles chart updated. Current 2-week period ends on Friday next week. Added that new Downtrend Line. The bearish signal on 2-week stochastic was triggered and FWIW I'm sharing the backtesting about that signal. GLTA

$NVAX MASSIVE COST REDUCTION — OVER 50%! Novavax is transforming itself into a lean, capital-efficient vaccine technology and licensing company. Look at the numbers straight from today's Q3 earnings presentation: 💰 2025: $408M 💰 2026: ~$325M 💰 2027: ~$225M 💰 2028: $150–200M TARGET That's a reduction of more than $200 MILLION annually compared to 2025! 🔥 Q3 2026 GAAP R&D + SG&A expenses already DOWN 41% YoY! 🔥 Targeting over 50% reduction in facilities! 🔥 Expected cash runway into 2029, assuming anticipated Sanofi milestones and partner reimbursements materialize! 🔥 Targeting Non-GAAP profitability as early as 2029! Jacobs has finally cleaned up the damn house! Now imagine this lean cost structure combined with another major CiC deal, oncology partnership, or Matrix-M licensing agreement. The operational turnaround is happening. NOW WE NEED THE REVENUE EXPLOSION!

$NVAX can't believe it!!!!!!! ESPECIALLY TEXAS is blue, too!! 💙 Congratulations to everyone who voted. And congratulations in particular to those who chose the Democrats — you’ve just handed Congress a new balance. To my Republican friends: I’m sorry for the loss. I mean that. Nobody enjoys watching their side lose, and I’m not here to celebrate at your expense. What follows is my personal opinion, nothing more, and it isn’t aimed at any individual. I’m German. I’ve visited the United States several times, and every single time Americans met me with warmth and respect. That is not a small thing, and it’s a large part of why I’ve always admired this country. But over the past eight years I’ve watched something erode. The values that made America what it is to me — compassion, tolerance, respect for one another regardless of skin color, religion or who someone loves, the refusal to draw lines between people — those have been worn down. The MAGA movement did real damage there. That’s my honest view. And when promise after promise goes unkept, it was only a matter of time before people made up their own minds. Last night they did. So congratulations, America. This was a remarkable election, and I’m glad to see the country correcting course. Thank you — and I mean that sincerely.

$NVAX Novavax earned $125 million in October after Sanofi started a European Phase 3 influenza-COVID-19 trial. Sanofi confirmed intent to start a U.S. Phase 3 trial in 2027; a $225 million milestone is contingent on a U.S. commercial launch after clinical and FDA requirements are met. A $75 million milestone would follow manufacturing technology transfer to Sanofi, expected to be completed in mid-2027.

$NVAX 🚀🚀🚀 Novavax now expects 2026 adjusted revenue between $385 million and $415 million, higher ​than $235 million to $275 million previously and analysts' average estimate of $380.29 million, according to ​data compiled by LSEG. https://www.reuters.com/legal/litigation/novavax-boosts-2026-revenue-forecast-licensing-deals-pay-off-2026-11-05/

$125M earned from Sanofi. Not a rumor, not a price target, an actual partnership milestone. $NVAX is finally giving the market something concrete to value.

$NVAX when this company made the MAJOR partnership with Sanofi, it jumped to $25 / pps. Then they made another MAJOR partnership with Pfizer and the stock jumped again. It seems logical that with 2 MAJOR PLAYERS that Novavax has ALREADY teamed up with, imo, should be at around $40 RIGHT NOW pps. I believe it will in a short time.

$NVAX To everyone praising the "blue wave" yesterday just keep in mind: There is a collaborative effort worldwide to usher in Socialism/Communism and an Islamic takeover. I just wish people would stop following the slaughter line to their own demise. How does history show life turning out for the peasants in Communism? Do the countries that were converted from Christian nations to Islamic states seem like better places to live now? I find that generally the people striving the hardest to gain the most power have the worst intentions