Novavax (NVAX): Tell me about my Schiff!

By traderman001
Updated
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-releases/news-release-details/new-england-journal-medicine-publishes-novavax-nanoflu-clinical

That being said, tell me about this random Schiff I plotted :)

Matrix-M Adjuvant: novavax.com/page/10/matrix-m-adjuvant-technology
NanoFlu Phase 3 topline data: novavax.com/download/files/toplineFluPhase3InvestorSlides-20200323.pdf
RSV F Vaccine: novavax.com/download/files/posters/2019-World_Vaccine_Congress/2019.04.16-World_Vaccine_Congress.pdf
Comment
Comment: During earnings announcement, Novavax reported a loss of 0.58/share versus $2.11 last year. They also announced funding of $384 mil from the Coalition for Epidemic Preparedness Innovations. There is a huge spotlight on them now.

Source: marketwatch.com/story/novavax-stock-surges-after-hours-on-coronavirus-funding-results-2020-05-11
Comment
Check out this chart for my long-term outlook:

Novavax (NVAX) - Vaccine Testing - SARS, MERS, SARS-CoV-2 (2019)
Beyond Technical AnalysisbiotechbiotechnologyCoronavirus (COVID-19)covid-2019nanoflunanotechnovavaxNVAXvaccine

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