Novavax - Vergessene Aktie feiert ein Comeback. Gute Chancen dank aktueller Nachrichtenlage (Seite 2148)
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ISIN: US6700024010 · WKN: A2PKMZ · Symbol: NVAX
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Werte aus der Branche Biotechnologie
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 1,9000 | +59,66 | |
| 0,5922 | +44,44 | |
| 7,3500 | +43,84 | |
| 11,690 | +40,84 | |
| 0,7000 | +36,69 |
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 10,110 | -13,44 | |
| 8,2200 | -13,47 | |
| 7,6100 | -17,20 | |
| 1,6100 | -18,27 | |
| 2,1200 | -21,77 |
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Ich halte ein Kursziel von 100 US Dollar
für möglich, Nanoflu hat die Phase III glorreich geschafft und Sanofis Blockbustervaccine in allen Endpunkten überflügelt, hier sind 1 Milliarde revenues jährlich drin, dazu die Corona-Chance mit 400 Millionen von Cepi, wenn das kein Ritterschlag ist, ich habe schon viel in den lezten Jahren mit Novavax verloren aber jetzt mehr als das Doppelte gewonnen und es ist noch nicht zu Ende, Übernahmekandidat:
Is Novavax Stock Too Hot to Handle After Skyrocketing Over 900% This Year?
Gravity could kick in for this high-flying biotech stock. But, then again, it might not.
Keith Speights
Keith Speights
(TMFFishBiz)
May 13, 2020 at 7:02AM
Author Bio
What's the hottest stock on the market right now? Novavax (NASDAQ:NVAX) is definitely in the running. Coming into this week, Novavax shares were up more than 370% year to date. But after a big announcement on Monday evening, the stock really took off.
Can Novavax's sizzling momentum continue? Or is the biotech stock way too hot to handle after skyrocketing more than 900% so far in 2020?
Engine temperature gauge with needle nearly at the maximum temperature
Image source: Getty Images.
Rocket fuel
Positive pipeline news and big external investments are like rocket fuel for small biotechs. And Novavax has filled up with both types of rocket fuel in recent months.
Anticipation was already building early in 2020 for Novavax's experimental flu vaccine NanoFlu. In January, the FDA granted Fast Track Designation for NanoFlu in immunizing older adults against influenza. This designation could enable Novavax to submit its regulatory filing for NanoFlu on a rolling basis as data is available for each section of the application. It also opens the possibility that the vaccine could be reviewed in six months by the FDA instead of the standard 10-month review.
Fast Track Designation wouldn't have helped Novavax at all, though, if NanoFlu flopped in late-stage testing. The good news for the biotech was that the experimental vaccine proved to be tremendously successful. Novavax announced in March that NanoFlu achieved all of its primary endpoints as well as key secondary endpoints in a phase 3 study comparing it against Sanofi's leading flu vaccine FluZone Quadrivalent.
Meanwhile, Novavax had another potential growth driver waiting in the wings. The company announced in late February that it was evaluating multiple nanoparticle COVID-19 vaccine candidates in preclinical testing to select the best candidate to advance to clinical studies. Within a couple of weeks, Novavax received a $4 million grant from the Coalition for Epidemic Preparedness Innovations (CEPI) for its COVID-19 vaccine testing.
But that turned out to be just the tip of the iceberg. Just two days ago, CEPI added up to another $384 million to its funding for Novavax's COVID-19 vaccine program. It marked the biggest single investment to date by CEPI.
Sky-high opportunities
Novavax now has at least two candidates in its pipeline that could have massive market potential. Let's start with NanoFlu. Sanofi made over $2 billion last year from its influenza vaccines. And NanoFlu appears to be better than existing vaccines based on its higher antibody response.
Could NanoFlu rake in $2 billion per year? It could perhaps get close to that level. At least one analyst projects peak annual sales for NanoFlu could reach $1.7 billion. A much more pessimistic estimate is peak sales of around $550 million.
That could be chump change if Novavax's COVID-19 vaccine proves to be the most effective at immunizing against the novel coronavirus. Johnson & Johnson has stated that if it's successful with its COVID-19 vaccine, it would make the vaccine available at a cost of as little as $10 per dose. If only 1 billion people worldwide received the vaccine, that would total $10 billion.
It appears that the novel coronavirus could be like the flu and require seasonal immunization. If so, a company that successfully develops a safe and effective COVID-19 vaccine could be looking at annual sales of at least $10 billion. However, if multiple drugmakers develop equally effective COVID-19 vaccines, the market share would be split among the different companies.
And we haven't even touched on Novavax's former lead pipeline candidate, ResVax. The respiratory syncytial virus (RSV) vaccine has been unsuccessful in a couple of late-stage clinical studies. But Novavax still thinks there's an opportunity for ResVax.
Too hot to handle?
Novavax's market cap stands at around $2.2 billion after its huge gains so far this year. Has the stock gained too much too fast? I don't think so.
If we split the difference between the optimistic and pessimistic projections for NanoFlu, Novavax could be looking at annual sales of more than $1.1 billion for its flu vaccine. Biotech stocks often trade at four or more times sales. It doesn't take a big stretch of the imagination to see Novavax stock doubling from this point.
The real wild card is Novavax's COVID-19 vaccine. Make no mistake, CEPI's latest funding means that Novavax isn't a dark horse in the race to develop a novel coronavirus vaccine. The company could even be viewed as being neck-and-neck in the lead position. Success for Novavax's COVID-19 vaccine in clinical testing would probably cause its shares to soar over time even more than it has in 2020.
In my opinion, Novavax isn't too hot to handle right now. Granted, it's still early for NanoFlu and really early for the company's COVID-19 vaccine candidate. But if you're an aggressive investor who doesn't mind making a gamble every now and then, Novavax could still be right up your alley.
10 stocks we like better than Novavax
When investing geniuses David and Tom Gardner have a stock tip, it can pay to listen. After all, the newsletter they have run for over a decade, Motley Fool Stock Advisor, has tripled the market.*
David and Tom just revealed what they believe are the ten best stocks for investors to buy right now… and Novavax wasn't one of them! That's right -- they think these 10 stocks are even better buys.
für möglich, Nanoflu hat die Phase III glorreich geschafft und Sanofis Blockbustervaccine in allen Endpunkten überflügelt, hier sind 1 Milliarde revenues jährlich drin, dazu die Corona-Chance mit 400 Millionen von Cepi, wenn das kein Ritterschlag ist, ich habe schon viel in den lezten Jahren mit Novavax verloren aber jetzt mehr als das Doppelte gewonnen und es ist noch nicht zu Ende, Übernahmekandidat:Is Novavax Stock Too Hot to Handle After Skyrocketing Over 900% This Year?
Gravity could kick in for this high-flying biotech stock. But, then again, it might not.
Keith Speights
Keith Speights
(TMFFishBiz)
May 13, 2020 at 7:02AM
Author Bio
What's the hottest stock on the market right now? Novavax (NASDAQ:NVAX) is definitely in the running. Coming into this week, Novavax shares were up more than 370% year to date. But after a big announcement on Monday evening, the stock really took off.
Can Novavax's sizzling momentum continue? Or is the biotech stock way too hot to handle after skyrocketing more than 900% so far in 2020?
Engine temperature gauge with needle nearly at the maximum temperature
Image source: Getty Images.
Rocket fuel
Positive pipeline news and big external investments are like rocket fuel for small biotechs. And Novavax has filled up with both types of rocket fuel in recent months.
Anticipation was already building early in 2020 for Novavax's experimental flu vaccine NanoFlu. In January, the FDA granted Fast Track Designation for NanoFlu in immunizing older adults against influenza. This designation could enable Novavax to submit its regulatory filing for NanoFlu on a rolling basis as data is available for each section of the application. It also opens the possibility that the vaccine could be reviewed in six months by the FDA instead of the standard 10-month review.
Fast Track Designation wouldn't have helped Novavax at all, though, if NanoFlu flopped in late-stage testing. The good news for the biotech was that the experimental vaccine proved to be tremendously successful. Novavax announced in March that NanoFlu achieved all of its primary endpoints as well as key secondary endpoints in a phase 3 study comparing it against Sanofi's leading flu vaccine FluZone Quadrivalent.
Meanwhile, Novavax had another potential growth driver waiting in the wings. The company announced in late February that it was evaluating multiple nanoparticle COVID-19 vaccine candidates in preclinical testing to select the best candidate to advance to clinical studies. Within a couple of weeks, Novavax received a $4 million grant from the Coalition for Epidemic Preparedness Innovations (CEPI) for its COVID-19 vaccine testing.
But that turned out to be just the tip of the iceberg. Just two days ago, CEPI added up to another $384 million to its funding for Novavax's COVID-19 vaccine program. It marked the biggest single investment to date by CEPI.
Sky-high opportunities
Novavax now has at least two candidates in its pipeline that could have massive market potential. Let's start with NanoFlu. Sanofi made over $2 billion last year from its influenza vaccines. And NanoFlu appears to be better than existing vaccines based on its higher antibody response.
Could NanoFlu rake in $2 billion per year? It could perhaps get close to that level. At least one analyst projects peak annual sales for NanoFlu could reach $1.7 billion. A much more pessimistic estimate is peak sales of around $550 million.
That could be chump change if Novavax's COVID-19 vaccine proves to be the most effective at immunizing against the novel coronavirus. Johnson & Johnson has stated that if it's successful with its COVID-19 vaccine, it would make the vaccine available at a cost of as little as $10 per dose. If only 1 billion people worldwide received the vaccine, that would total $10 billion.
It appears that the novel coronavirus could be like the flu and require seasonal immunization. If so, a company that successfully develops a safe and effective COVID-19 vaccine could be looking at annual sales of at least $10 billion. However, if multiple drugmakers develop equally effective COVID-19 vaccines, the market share would be split among the different companies.
And we haven't even touched on Novavax's former lead pipeline candidate, ResVax. The respiratory syncytial virus (RSV) vaccine has been unsuccessful in a couple of late-stage clinical studies. But Novavax still thinks there's an opportunity for ResVax.
Too hot to handle?
Novavax's market cap stands at around $2.2 billion after its huge gains so far this year. Has the stock gained too much too fast? I don't think so.
If we split the difference between the optimistic and pessimistic projections for NanoFlu, Novavax could be looking at annual sales of more than $1.1 billion for its flu vaccine. Biotech stocks often trade at four or more times sales. It doesn't take a big stretch of the imagination to see Novavax stock doubling from this point.
The real wild card is Novavax's COVID-19 vaccine. Make no mistake, CEPI's latest funding means that Novavax isn't a dark horse in the race to develop a novel coronavirus vaccine. The company could even be viewed as being neck-and-neck in the lead position. Success for Novavax's COVID-19 vaccine in clinical testing would probably cause its shares to soar over time even more than it has in 2020.
In my opinion, Novavax isn't too hot to handle right now. Granted, it's still early for NanoFlu and really early for the company's COVID-19 vaccine candidate. But if you're an aggressive investor who doesn't mind making a gamble every now and then, Novavax could still be right up your alley.
10 stocks we like better than Novavax
When investing geniuses David and Tom Gardner have a stock tip, it can pay to listen. After all, the newsletter they have run for over a decade, Motley Fool Stock Advisor, has tripled the market.*
David and Tom just revealed what they believe are the ten best stocks for investors to buy right now… and Novavax wasn't one of them! That's right -- they think these 10 stocks are even better buys.
Ich bin hier schon seit einigen Jahren dabei und nun auch endlich wieder im Plus. NanoFlu gibt mir Hoffnung, dass die Firma eines Tagen mal ein Produkt auf den Markt bringt.
Heute könnte es trotz des starken Anstieges noch einmal interessant werden
Novavax to Present COVID-19 Vaccine Candidate Progress in World Vaccine Congress Webinar Series
GAITHERSBURG, Md., May 11, 2020 (GLOBE NEWSWIRE) -- Novavax, Inc. (Nasdaq: NVAX), a late stage biotechnology company developing next-generation vaccines for serious infectious diseases, today announced that Gregory Glenn, M.D., President of Research and Development, will present progress of NVX-CoV2373, Novavax’ coronavirus vaccine candidate, on Wednesday, May 13, 2020 as part of the World Vaccine Congress’ COVID-19 webinar series. Dr. Glenn joins a distinguished group of global public health, epidemiology, regulatory and industry leaders in sharing expertise and information related to the SARS-Cov-2 virus, as well as ongoing efforts to develop vaccines to address the global health pandemic.
http://ir.novavax.com/news-releases/news-release-details/nov…
und dazu ein Auszug aus der Telefonkonferenz
...
And so as you asked, we actually I think had about 30 constructs we made in a short period of time. And we did evaluate them based on several factors. So stability, productivity, because we knew that a lot of doses would be required in immunogenicity. And I think when we look at our immunogenicity, you may know this on Wednesday, we're going to provide some detail. We'll have a half an hour talk on our COVID program. You'll see our preclinical data. I think when they saw that, it is very compelling that the vaccine should work and be protective.
...
https://finance.yahoo.com/news/edited-transcript-nvax-earnin…
Heute könnte es trotz des starken Anstieges noch einmal interessant werden
Novavax to Present COVID-19 Vaccine Candidate Progress in World Vaccine Congress Webinar Series
GAITHERSBURG, Md., May 11, 2020 (GLOBE NEWSWIRE) -- Novavax, Inc. (Nasdaq: NVAX), a late stage biotechnology company developing next-generation vaccines for serious infectious diseases, today announced that Gregory Glenn, M.D., President of Research and Development, will present progress of NVX-CoV2373, Novavax’ coronavirus vaccine candidate, on Wednesday, May 13, 2020 as part of the World Vaccine Congress’ COVID-19 webinar series. Dr. Glenn joins a distinguished group of global public health, epidemiology, regulatory and industry leaders in sharing expertise and information related to the SARS-Cov-2 virus, as well as ongoing efforts to develop vaccines to address the global health pandemic.
http://ir.novavax.com/news-releases/news-release-details/nov…
und dazu ein Auszug aus der Telefonkonferenz
...
And so as you asked, we actually I think had about 30 constructs we made in a short period of time. And we did evaluate them based on several factors. So stability, productivity, because we knew that a lot of doses would be required in immunogenicity. And I think when we look at our immunogenicity, you may know this on Wednesday, we're going to provide some detail. We'll have a half an hour talk on our COVID program. You'll see our preclinical data. I think when they saw that, it is very compelling that the vaccine should work and be protective.
...
https://finance.yahoo.com/news/edited-transcript-nvax-earnin…
Antwort auf Beitrag Nr.: 63.661.078 von DeluxeCourse am 13.05.20 13:17:25ja ich kenne diese impf-klitschen schon seit SARS, und bis heute haben sie nichts auf die reihe gebracht, und sie werden es auch diesmal nicht schaffen, selbst wenn, die nächste mutante ist schon am heranwachsen, die 380 mio $ sind wohl hier der grund für diesen gewaltigen anstieg! meinen dank an Donald Rumsfeld! natürlich kann es auch noch weiter hochgehen, aber der absturz wird rasant, und entkomme mal durch einen flaschenhals, wenn die lemminge losrennen!
anmerkung: ich war hier nicht aus überzeugung investiert, sondern weil ich ahnte, dass dieses spiel wieder läuft, so wie die vorherigen male auch! biocryst war auch ein kandidat!
anmerkung: ich war hier nicht aus überzeugung investiert, sondern weil ich ahnte, dass dieses spiel wieder läuft, so wie die vorherigen male auch! biocryst war auch ein kandidat!
Antwort auf Beitrag Nr.: 63.654.112 von nicolani am 12.05.20 22:27:53Leider etwas zu früh, aber immerhin ein schöner Gewinn. Mich hat nur dieses hoch und runter etwas irritiert. Und heute geht es wahrscheinlich so weiter.
Antwort auf Beitrag Nr.: 63.653.206 von DeluxeCourse am 12.05.20 21:31:54hoffe du bist auch raus! war für mich ein tenbagger seit januar! heute bei 44$ raus!
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Was geht hier gerade vor sich?
thank you very much Donald Rumsfeld, i get out today!
da novavax die eigenen produktionskapazitäten aus kostengründen abgebaut hat,
gehe ich davon aus, dass ein sehr grosser anteil der 388 mio an ihren "auftragsfertiger"
abgegeben wird. passenderweise sitzt Emergent BioSolutions Inc. auch in Gaithersburg,
ist quasi der nachbar von novavax. beide zusammen sollten dann tatsächlich eine wesentliche
kraft auf dem zukünftigen markt eines impfstoffes gegen covid19 einehmen können.
so kann man eventuell auch gegen die grossen jungs wie z.b. sanofi bestehen.
nachwievor ist auch noch nanuflu im spiel, was gerade für ältere "risikopatienten"
eine kombi sein könnte.
weiterhin spannend... mein kursziel ist eigentlich erreicht, aber die tatsachen haben
stark verändert. einen derart grossen betrag zur verfügung zu stellen, bedeutet für mich,
dass die CEPI den kandidaten für sehr aussichtsreich hält.
zusätzlich wird noch mehr kapital zur verfügung stehen, weil neue ETFs mit dem thema
covid19 in der pipeline sind.
gehe ich davon aus, dass ein sehr grosser anteil der 388 mio an ihren "auftragsfertiger"
abgegeben wird. passenderweise sitzt Emergent BioSolutions Inc. auch in Gaithersburg,
ist quasi der nachbar von novavax. beide zusammen sollten dann tatsächlich eine wesentliche
kraft auf dem zukünftigen markt eines impfstoffes gegen covid19 einehmen können.
so kann man eventuell auch gegen die grossen jungs wie z.b. sanofi bestehen.
nachwievor ist auch noch nanuflu im spiel, was gerade für ältere "risikopatienten"
eine kombi sein könnte.
weiterhin spannend... mein kursziel ist eigentlich erreicht, aber die tatsachen haben
stark verändert. einen derart grossen betrag zur verfügung zu stellen, bedeutet für mich,
dass die CEPI den kandidaten für sehr aussichtsreich hält.
zusätzlich wird noch mehr kapital zur verfügung stehen, weil neue ETFs mit dem thema
covid19 in der pipeline sind.
Außerdem musste doch die Anzahl der Aktien reduziert worden sein (geteilt durch 20). Es geht also um die Gesamtbewertung der Firma. Zu dem Zeitpunkt (August 2015) als bei Novavax 250$ im Chart angezeigt wird, war der Kurs vor dem Re-Split nur 12,5€ aber es gab auch ca. 20 x so viele Aktien we jetzt. Jetzt gibt es 51,5 Mio. Aktien, das bedeutet vor dem Re-Split gab es 936 Mio Aktien (hier habe ich bereits berücksichtigt, dass dieses Jahr im Februar 10% neue Aktien ausgegeben wurden). So gesehen betrug die Marktkapitalisierung im August 2015 11,7 Mrd $ !!! Bei den aktuellen Kursen sind wir bei einer Marktkapitalisierung von 2 Mrd $ - Also nur 1/6 von damals und Re-Split darf hier keine Rolle spielen.
Danke E-Jack-cool_at. Im Chart ist kein Split zu sehen und auch die Kurse unterhalb 1$ sind nicht zu sehen. Könnte es sein, dass der komplette Chart angepasst wurde ?
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