Funny ....the move up today happened at the same time John Boslego, of the Global Program Leader, Vaccine Development at PATH was speaking about "Driving development of much needed vaccines for the developing world".....at the World Vaccine Conference....
Truth be told, I never banked a strategy where I'm profitting from a pandemic flu outbreak. I started invested in Novavax after they received the BARDA contract which is 1-2 years ago, and I accumulated steady throughout time. So my cost basis is quite low and I have a sizeable position, and I always thought this company could save lives because the technology fits an unmet need. I thought NVAX would be a first responder to pandemic flu, and the star of the pipeline was RSV. I initially invested in Novavax because of the BARDA contract, but invested heavily because of RSV.
The next share price driver will be Elderly RSV phase I top line, and hopefully PATH partnership extension. We know the flu vaccine works and how quickly it can be made because actual vaccines were administered to Mexicans in the 2009 swine flu outbreak. That gave me confidence in the technology. And with Protein Sciences vaccine using VLP tech approved by FDA, I think the regulatory pathway becomes even smoother as more patient data is collected.
Bird flu may come and go. I actually hope it stays contained in China and stays non-H2H transmission. I feel good at night knowing that if there is an outbreak, I invested in a first responder that may save many many lives.
Well, We are believers in VLP for years, but is logical thinking that traders will kill the PPs with PANDEMIC BIRD FLU ETC... so what is the plan, sell all our shares in this spike and burn for another 3 years?