Dear Mr. Tenthoff, You recently were the only analyst out of the 10 covering Novavax, that had something negative to say (tweet), regarding NVAX's RSV maternal transfer data. In your defense, the release of the data was the morning of NVAX's analyst meeting, and there might not have been enough time to digest all the data. Many NVAX shareholders are hooping further analysis of the data may have swayed your opinion into the Gates camp. It's hard to believe that the Gates Foundation would grant NVAX $89M, if there weren't strongly inclined to believe that NVAX has a winner. (Finally, a life saving vaccine for RSV, the leading cause of hospitalization in infants.)
Please share you thought on the following FORBES article:
'Gates Foundation Backs New Shot To Prevent Babies From Dying Of Pneumonia'
By, Matthew Herper ,