ATM - No share issuance since May 6, 2013 should quell certain rumours.
LG - I do not think that the upfront fee was previously quantified. It is $2.5 million and deferred until certain criteria are met.
PATH- Contract extended until April 2014 with 400k pledged for reproductive toxicology studies in rabbits.
Isconova- 218,120 NVAX shares issued and I believe that major shareholder with 30% has agreed to 6 month lockup so should be immaterial to stock price.
H7N9- "We initiated and are progressing with our H7N9 campaign on our own, independent from our contract with The Department of Health and Human Services, Biomedical Advanced Research and Development Authority (HHS BARDA). "
BARDA- 41mm of initial phase I 97mm used ie $56 million left to spend.
The only thing that will quell rumors is a positive BARDA announcement...the rest is secondary...I am annoyed with the way this was handled.....the CC should have been postponed until after the BARDA meeting...Yes, this should have been buttoned up before the CC...we've got a character from MF saying that dilution is down the road and that flu vacs are hard sells (NVAXs main problem)...
The Company was awarded approximately $2.0 million by PATH for initial funding under the agreement to partially support its Phase 2 dose-ranging clinical trial in women of childbearing age, which was launched in October 2012. In August 2013, the funding under the agreement was increased by $0.3 million and the term extended to April 2014 to support the Company’s reproductive toxicology studies, which are necessary before it conducts clinical trials in pregnant women.
This was from the 10K, you would think someone had enough sense to mention this little good news on the CC. So I expect the toxicology studies to end in March 2013.