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Novavax, Inc. Message Board

golyo6 5 posts  |  Last Activity: Jun 19, 2014 3:15 AM Member since: Jul 18, 2007
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  • Reply to

    John O. Marsh steps down...

    by mistersir2005 Jun 18, 2014 4:41 PM
    golyo6 golyo6 Jun 19, 2014 3:15 AM Flag

    Actually, as per the proxy there were only 7 members on the BOD out of a possible 8 so technically there is space for 2 more!

    Sentiment: Strong Buy

  • Reply to

    Sven and Animal Vaccines

    by golyo6 May 29, 2014 6:57 AM
    golyo6 golyo6 May 29, 2014 7:45 AM Flag

    With a market cap of about 330mm and about 65mm in cash, could be interesting but tough. I could see NVAX picking up Evolva's legacy ev-035 though.

    Sentiment: Strong Buy

  • Reply to

    Sven and Animal Vaccines

    by golyo6 May 29, 2014 6:57 AM
    golyo6 golyo6 May 29, 2014 7:16 AM Flag

    A press release from 2010 in cision

    About Isconova
    Isconova AB is a Swedish research and development company with a patented technology that improves the effect and duration of vaccines. Isconova develops vaccines together with partners in the veterinary and human markets and has, since 2005, production and sales of vaccine systems on the veterinary market.

    Sentiment: Strong Buy

  • Reply to

    Sven and Animal Vaccines

    by golyo6 May 29, 2014 6:57 AM
    golyo6 golyo6 May 29, 2014 7:02 AM Flag

    A quick look at nvax website clearly has a tab for Adjuvant "Project Portfolio Human Vaccines". No mention of animal vaccines. It seemed that the old Isconova site had a use in Animal vaccines as well. And please correct me if I am wrong, I believe a few were approved?

    Sentiment: Strong Buy

  • With the newly appointed Head of Biz development from Isconova looking for possible acquisitions per Stan. Anyone think that with Matrix M's link with the animal vaccine world, NVAX may look to acquire an animal vax company?
    I know that there was some debate on the board years ago that animal vaccines made little economic sense. However, with MERS threatening humans through camels and the porcine epidemic diarrhea (PED) virus decimating the hog market, perhaps there is a buck to be made.

    Sentiment: Strong Buy

NVAX
4.60Aug 19 4:00 PMEDT

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