Does it make sense to invest in COVID-19 vaccine stocks in 2024? It should make sense, at least in theory, since U.S. health regulators effectively gave Novavax (NASDAQ:NVAX) the green light to target a specific Covid-19 variant. Yet, it's too late to buy Novavax stock with confidence as meme-stock madness sent the share price to the moon already. I'll bet you never imagined that there would be a connection between GameStop (NYSE:GME) and Novavax. Yet, in these bizarre times, there's actually a link between ...

文章核心观点 - 诺华公司(NVAX)向欧洲药品管理局(EMA)提交了更新其蛋白质疫苗以针对2024/2025年疫苗接种季的监管申请 [1][2][3] - 该更新疫苗针对JN.1变异株进行了调整,但NVAX声称该疫苗对当前流行的KP.2和KP.3变异株也有效 [2] - 这一提交符合EMA于4月30日发布的指导意见,建议Moderna、诺华和辉瑞等COVID-19疫苗制造商更新疫苗以针对JN.1变异株 [3] - 诺华正在与全球其他监管机构合作,以获得更新其蛋白质疫苗的授权/批准 [4] - 与此同时,诺华的疫苗在欧盟仅获批用于12岁及以上人群,公司也向FDA提交了类似的申请,寻求更新疫苗以应对即将到来的秋季 [5][6][7] 行业概况 - 与辉瑞和Moderna相比,诺华由于其疫苗上市延迟,未能在去年的疫苗接种季从中获益 [9] - 诺华希望能够尽早参与即将到来的疫苗接种季,以抓住这一机会 [9] - 从明年开始,赛诺菲将获得共同推广诺华蛋白质疫苗的权利,并有权开发和销售与其流感疫苗的组合疫苗 [10] - 这笔交易为诺华注入了新的生机,帮助其解决了"持续经营"的担忧 [11][12] - 利用赛诺菲交易的资金,诺华开始计划扩大其管线,包括开发针对H5N1禽流感的新疫苗方法 [12]

Novavax (NVAX) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future. Revisions to Earnings Estimates For the current quarter, Novavax is expected to post earnings of $1.13 per share, indicating a change of +94.8% from the year-ago quarter. The Zacks Consensus Estimate has changed +544.9% over the last 30 days. With an impressive externally audited track record, our prop ...

Novavax's JN.1 COVID-19 vaccine is active against current circulating strains, including KP.2 and KP.3 Novavax intends to have its vaccine in unit-dose vials available for distribution in the European Union for immediate release post-approval. Novavax has also filed with the U.S. Food and Drug Administration (FDA) and is working with other regulatory authorities globally on authorization or approval of its JN.1 COVID-19 vaccine. When added to vaccines, Novavax's patented saponin-based Matrix-M adjuvant enha ...

Heading into today, shares of the vaccine maker had lost 12.2% over the past month, lagging the Medical sector's gain of 0.03% and the S&P 500's gain of 3.59% in that time. Our research reveals that these estimate alterations are directly linked with the stock price performance in the near future. To benefit from this, we have developed the Zacks Rank, a proprietary model which takes these estimate changes into account and provides an actionable rating system. Novavax (NVAX) closed the most recent trading d ...

It was not long ago that Novavax (NASDAQ:NVAX) was among the stocks with high short interest. The stock had been trending lower for an extended period. However, with one positive news, NVAX stock skyrocketed from February lows of $3.5 to 52-week high of $23.86. This is just one example of short-squeeze stocks delivering multi-fold returns in quick time. In the meme euphoria of 2021, stocks with high short interest as a percentage of free-float was targeted by retail investors. With the meme stock frenzy on ...

Subject to necessary permissions from the FDA and CDC, Novavax intends to market this updated COVID-19 vaccine in pre-filled syringes by mid-August. If authorized/approved, it will be the only protein-based nonmRNA COVID-19 vaccine in the United States. The FDA's prior advice was in line with the recommendation issued by a World Health Organization (WHO) advisory committee on Apr 26. However, the FDA pointed out that post the WHO recommendation, another subvariant named KP.2 has become the dominant strain i ...

Novavax's updated JN.1 COVID-19 vaccine is active against current circulating strains, including KP.2 and KP.3 Novavax's JN.1 COVID-19 vaccine would be the only protein-based option available in the U.S. Novavax's filing is aligned with FDA, EMA and WHO global recommendations on vaccine composition Novavax intends to have its vaccine in pre-filled syringes available in the U.S. for immediate release postauthorization and following recommendation by the U.S. CDC Novavax's JN.1 vaccine has demonstrated broad ...

Shares of this vaccine maker have returned +104.6% over the past month versus the Zacks S&P 500 composite's +3.3% change. The Zacks Medical - Biomedical and Genetics industry, to which Novavax belongs, has gained 0.9% over this period. Now the key question is: Where could the stock be headed in the near term? Revisions to Earnings Estimates We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnin ...

文章核心观点 - 公司在过去3年间成功推出首款商业化产品并建立了稳定的技术平台 [4][5][7] - 公司通过重组债务和降低运营成本,大幅改善了财务状况 [6] - 公司与Sanofi建立了战略合作伙伴关系,获得了多层面的潜在价值 [8][9][10][31][32][33][34] - 公司自身也在开发新的疫苗产品,包括流感疫苗和流感新冠联合疫苗,预计将于明年内完成临床试验 [11][45][46][47] - 公司未来将专注于研发,并寻求更多的业务合作机会来充分发挥自身技术平台的价值 [12][36][37] 公司情况 - 公司在过去3年间成功推出首款商业化产品并建立了稳定的技术平台 [4][5][7] - 公司通过重组债务和降低运营成本,大幅改善了财务状况 [6] - 公司与Sanofi建立了战略合作伙伴关系,获得了多层面的潜在价值 [8][9][10][31][32][33][34] - 公司未来将专注于研发,并寻求更多的业务合作机会来充分发挥自身技术平台的价值 [12][36][37] 产品管线 - 公司自身也在开发新的疫苗产品,包括流感疫苗和流感新冠联合疫苗,预计将于明年内完成临床试验 [11][45][46][47] 商业化策略 - 公司与Sanofi建立了战略合作伙伴关系,获得了多层面的潜在价值 [8][9][10][31][32][33][34] - 公司未来将专注于研发,并寻求更多的业务合作机会来充分发挥自身技术平台的价值 [12][36][37]