Novavax - Vergessene Aktie feiert ein Comeback. Gute Chancen dank aktueller Nachrichtenlage (Seite 2238)

[E-Jack-cool_at]

Ob hier demnächst eine Kapitalerhöhung ansteht? Das war ja schon längere Zeit im Gespräch, und soweit ich weiß sind auch in den ganzen Jahren seit 1988 etliche durchgeführt worden. Der jetzige Kurs wäre für das Management verlockend. Für die weitere Arbeit (außerhalb Corona) wird unbedingt Geld benötigt. Die 388 Millionen werden bestimmt restriktiv an bestimmte Maßnahmen hinsichtlich des Sars-Cov2 Virus gebunden sein. Und das Geld kommt auch nicht in einer Tranche. Außerdem ist es eine Maximalzusage seitens CEPI.
Für das eigentliche wichtige Produkt NanoFlu können diese Mittel nicht verwendet werden. Es sind aber erhebliche Mittel für Zulassung, Ausbau der Produktionskapazitäten, Vertrieb und Vermarktung notwendig.
Vor der CEPI -Zusage war der Kurs bei um 18, und es wurde bei einer KE mit einem Rückgang auf 15 gerechnet.

[DasTier666]

nur zur Erinnerung

Novavax and Serum Institute of India to Develop and Commercialize Malaria Vaccine Candidate

GAITHERSBURG, Md., March 11, 2020 (GLOBE NEWSWIRE) -- Novavax, Inc. (NASDAQ: NVAX), a late-stage biotechnology company developing next-generation vaccines for serious infectious diseases, and Serum Institute of India (SII) today announced a commercial license agreement for the use of Novavax’ proprietary Matrix-M™ vaccine adjuvant with SII’s malaria vaccine candidate. SII licensed the R21 malaria vaccine, which targets the most severe plasmodium falciparum-induced malaria disease, from the Jenner Institute at Oxford University in 2017. Matrix-M is a key component in the malaria vaccine candidate, currently in a Phase 2b clinical trial sponsored by the Jenner Institute, with top-line data expected to be reported in the second quarter of 2020.
...
In addition, as part of the arrangement, Novavax has gained the rights to sell and distribute the SII-manufactured vaccine in high-income countries, primarily in the travelers and military vaccine markets.
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“Novavax’ next-generation adjuvant, Matrix-M, is an impressive and critical component in this much-needed malaria vaccine,” said Adar Poonawalla, Chief Executive Officer of Serum Institute of India. “This will be an important long-term partnership in advancing an innovative potential malaria vaccine and while we have much work to do, this marks a key step forward.”
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Globally, the World Health Organization estimated that in 2018, over 200 million clinical cases of malaria occurred, resulting in over 400,000 deaths, mostly children in Africa.1 Globally, malaria is the one of the leading causes of death in children younger than age five years.

http://ir.novavax.com/news-releases/news-release-details/nov…
https://www.who.int/publications-detail/world-malaria-report…

[Trailblaze]

Great US article on Novavax https://youth-investment-group.com/2020/05/12/novavax-set-to…

[kgunther]

Antwort auf Beitrag Nr.: 63.665.257 von marc2512 am 13.05.20 17:10:55

Geht schon noch

Zitat von marc2512:

Zitat von boss3: lohnt sich der einstieg jetzt noch

Du kannst reingehen und ein Stop setzen, das Du regelmäßig anpaßt.
Ich bin seit 18$ drin und habe gut drei %des Depotwertes investiert.

[marc2512]

Antwort auf Beitrag Nr.: 63.664.825 von boss3 am 13.05.20 16:47:39

Zitat von boss3: lohnt sich der einstieg jetzt noch

Schwer zu sagen. Kommt drauf an was du willst / erwartest. x10 wird schwierig. +20% - +80% können sicher noch drin sein wenn alles passt evtl. auch mehr. Allerdings kanns halt auch 📉 gehen.
Würde mich auf long einstellen wenn ich jetzt reingeh.

Bin seit 11 EUR drin.

[boss3]

Antwort auf Beitrag Nr.: 63.663.604 von marc2512 am 13.05.20 15:45:57

lohnt sich der einstieg jetzt noch

[marc2512]

Endlich wieder grün heute :-) Hab schon gedacht ich hab den Ausstieg verpasst

[Magnetfeldfredy]

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.

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[DasTier666]

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…

[nicolani]

Antwort auf Beitrag Nr.: 63.661.078 von DeluxeCourse am 13.05.20 13:17:25

ja 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!