I posted this before but I would like people to understand magnitude of RSV.
There are 179 babies born per minute. The RSV vaccine will become standard use to prevent respritory problems with infants. Vaccine can be sold cheaply at $ 30 per dose.
This gives $ 5,370 in revenue per minute, $ 322,200 per hour and in 8 hour day $ 2,577,600.
If we multiply this by 365 days you get close to $ 1 billion in sales for RSV vaccine in infants alone.
If they have 80% profit margins it means $ 800 million in profit or about $ 8 per share.
Trading at 20x earnings gives $ 160 per share.
This is infants alone, how about elders? Then we have flu vaccine with Barda expecting clinical breakthrough and commerical quantities on 24-09 and, now herpes vaccines which affects 500 million people.
All of this for $ 3.20 per share. Can you say bargain of a life time. You will not find a chance like this anywhere else on the planet. No wonder Lazard has a $11 price on it. He did his own calculations and must have fallen off the chair. You can bet BIG PHARMA is circling NVAX and will not let them go.
Just my honest opinion.
Lazard upgraded to $ 11 per share based on RSV, so there must be some sort of a deal that will be announced before the open of trading on the 24th with big pharma on RSV. Remember upgrade was for RSV.
Now people are starting to see the light, look at price SOARING in pre-market.
I thought RSV was blockbuster but we have MATRIX-M which is huge too, will be used by all biotechs to advance their drugs.
Huge pharma is going to buy them out as it gives huge advantage over competition.