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Novavax, Inc. Message Board

rpmanco 94 posts  |  Last Activity: Jul 12, 2016 10:57 AM Member since: Jun 11, 2004
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  • Reply to

    Who would have thought

    by duwanee111 Jul 9, 2016 11:56 AM
    rpmanco rpmanco Jul 12, 2016 10:57 AM Flag

    fully aware of the regional and ethnic vote...your first post gave the impression it was the non-white/immigrant vote that turned the tide...Brits have disdain for Poles...common knowledge...you are right about five years ago...however, not much has changed except for rampant racism which has escalated

  • Reply to

    8.25 by 11 tomorrow

    by stkpkr3 Jul 11, 2016 5:29 PM
    rpmanco rpmanco Jul 11, 2016 7:42 PM Flag

    I'll give one...risk vs gain...this market has reached new highs...stocks with huge gain potential are hard to find...a vaccine with Prevnar-like potential doesn't come along too often...

  • Reply to

    A comment on hiring

    by buymarklar Jul 11, 2016 1:58 PM
    rpmanco rpmanco Jul 11, 2016 3:14 PM Flag

    some turnaround in attitude, buy...didn't read much into this in the first place...only that it represents preparation as of the need to have xxx number of resources to fulfill the plan of going it independently...and, yes, you re being an alarmist

  • Reply to

    iS THIS A SELL?

    by ouabra45 Jul 11, 2016 9:50 AM
    rpmanco rpmanco Jul 11, 2016 10:07 AM Flag

    thanks for the chuckle

  • Reply to

    High Short Interest

    by bballgm Jul 10, 2016 7:39 PM
    rpmanco rpmanco Jul 11, 2016 8:36 AM Flag

    a great deal of this is hedging, bball...there are plenty of much better short plays in the market...a true short right now is taking a huge risk, especially if they borrowed the shares in the 4s and 5s...I expect NVAX to be over bought at some point...maybe before phIII is released if it goes through Aug...and may fall back some, but this will continue going up if it meets expectations...no one in their right mind wants this to fail...this is bigger than Prevnar...forget about short squeeze, this is more likely to become a bidding war and none of the bidders want NVAX to have a dent in its armor...

  • Reply to

    Question from a newbee

    by bearcat626 Jul 9, 2016 7:54 AM
    rpmanco rpmanco Jul 9, 2016 9:24 PM Flag

    Don't underestimate the tutes knowing results early and doing just the opposite...buying back borrowed shares to drive the price higher then selling on the news...and when it drops, buy them back and win both ways...a much safer approach than relying on negative spin that will not work if news is released after market close on Friday...

  • Reply to

    Question from a newbee

    by bearcat626 Jul 9, 2016 7:54 AM
    rpmanco rpmanco Jul 9, 2016 8:16 PM Flag

    "And, the fact that no big pharma has succeeded in producing a cure is not a good reason for buying, as it shows the difficulty in creating a viable product."
    Really...as mentioned, a 50% prevention (should that be the case) is better than none. Take a look at some cancer drugs where no cure exists, some of which have 10% efficacy and just prolong life. Especially look at Synagis, a billion dollar revenue treatment for RSV that has questionable efficacy. NVAX RSV works as shown in phII...no need to mention it earlier as there wouldn't be a phIII without getting through II...there is always risk going into phIII...I believe its a 30% failure rate if you want to weigh chances statistically alone...now take a look at the team working at NVAX...do you think any of them had to work for NVAX because they couldn't find another job...some of them left solid positions for NVAX...now look for another phIII vaccine underway that is bigger than NVAX RSV...and finally look at GNCA without Matrix M...

  • Reply to

    Who would have thought

    by duwanee111 Jul 9, 2016 11:56 AM
    rpmanco rpmanco Jul 9, 2016 4:07 PM Flag

    the Brexit vote to leave was a majority white vote...the rest is a good part of the story

  • Reply to

    Who would have thought

    by duwanee111 Jul 9, 2016 11:56 AM
    rpmanco rpmanco Jul 9, 2016 4:03 PM Flag

    exactly Lobster...par for a society that has so many in prison and too many weapons on the street...a society that is frightened to death

  • Reply to

    Question from a newbee

    by bearcat626 Jul 9, 2016 7:54 AM
    rpmanco rpmanco Jul 9, 2016 8:49 AM Flag

    tutes leverage holdings many ways...and often win both ways...Soros put his toe in the water whereas several large investment names on the street jumped in all the way...as far as board confidence goes, some are over zealous, but many have been following NVAX for years and understand the science which is a leap and bound over vacs in use today for flu and, especially Synagis used as a treatment for RSV...NVAX RSV is preventative and people raving about it have justification...in the first place, NVAX RSV would be the first vac for RSV after 60 years following billions in cost for failures by big pharma...its the science and there isn't a big pharma out there who wouldn't want to have it...the chances are excellent for a successful phIII because the bar is low...in other words, preventing RSV infections half the time is certainly better than none...although Synagis may claim some cases of prevention, it will cost a Mercedes to find out...

  • Reply to

    Question for birdyvax ..

    by omahacomedian Jul 8, 2016 1:59 PM
    rpmanco rpmanco Jul 8, 2016 3:22 PM Flag

    leverage that must buy back

  • Reply to

    Never argue...

    by birdyvax Jul 6, 2016 9:24 PM
    rpmanco rpmanco Jul 7, 2016 9:05 AM Flag

    these collective posts are stupid DD

  • Reply to

    OT: Rez & The Twilight Zone

    by birdyvax Jul 5, 2016 2:31 PM
    rpmanco rpmanco Jul 5, 2016 3:35 PM Flag

    it only takes a small speed bump in the sp to bring about paranoia...or is it phIII anxiety...putting my seat belt on for this one...believe what you want to believe on this bord, but don't believe all of it...

  • Reply to

    Over $8 this week

    by wily.coyote Jul 5, 2016 9:10 AM
    rpmanco rpmanco Jul 5, 2016 9:59 AM Flag

    you don't see the convertible notes as a hurdle in the process?

  • rpmanco rpmanco Jul 1, 2016 5:23 PM Flag

    Nice post...Is it not reasonable that AB is bringing in the same revenues as before they were bought...

  • Reply to

    The Novavax brand

    by cmarriott11 Jul 1, 2016 9:03 AM
    rpmanco rpmanco Jul 1, 2016 9:37 AM Flag

    yes...they need to fold this effort into an overall marketing plan which is way overdue

  • rpmanco rpmanco Jun 30, 2016 4:56 PM Flag

    key word is "getting", I didn't say that it is too big to fail...and, so as a highly vested investor what are you going to do about impending results... shrink in a corner with fear? There are no, I repeat, no RSV vaccines out there...even if it had 20% efficacy, would you not recommend it to a loved one? Would you not take it yourself? We don't need earth shattering results, eve...that's my point. If you are going to bite your nails over phIII maybe you should be less "highly vested".

  • rpmanco rpmanco Jun 30, 2016 3:01 PM Flag

    there are too many ways to leak information, especially when millions are at stake...actually billions are at stake

  • rpmanco rpmanco Jun 30, 2016 12:30 PM Flag

    This is getting too big to fail because the market has greater awareness and understanding of RSV and that NVAX is not a one trick pony...separately, tomorrow should be a good day for NVAX as risk is growing for shorts. I'm a risk taker, but stepping in short shoes right now gives me anxiety. A smart short should be buying back some of their position...on second thought, let's not be too hasty...leave it alone...its only a long weekend...what could happen?

  • Reply to

    LOL at newcomers

    by wily.coyote Jun 28, 2016 8:12 PM
    rpmanco rpmanco Jun 29, 2016 6:20 PM Flag

    "Why do you guys think the rest of the pipeline and their technology is worthless."
    I certainly never said that. I said that the market is only looking at RSV right now. There s a difference between the market and prospective BP buyers. You are confusing the two. Frankly, the intellectual property value and patents carry enormous value, but that is not how the market works, belkin...I've been following this company for over 10 years and see Matrix M as an invaluable asset...however, the big players look at profits more than potential and RSV elderly stands to be the first across the finish line...in the event NVAX makes a deal which brings in revenue, the valuation and market perception will change...

NVAX
6.96-0.25(-3.47%)Aug 30 4:00 PMEDT