...is this company tone deaf?? Regardless of the huge potential, the current narrative is simply horrible.
....what else is there to say regarding the miserable price action as the S & P approaches historical highs and the IBB and XBI both outperform NVAX. Regardless of the huge potential, the recent narrative has been simply horrible, dominated by the Convertible offering and Erck's stock sale. Hoping for some positive news, otherwise we are stuck in the penalty box until Phase 3 results.
Medimmune was put in play by Carl Icahn. The combo RSV/Flu is years away from commercialization. And if Phase 3 is successful, NVAX would likely deem $25.00 to be too low.
"Its a big year for us. This will be a historic result in older adults"
Sounds pretty confident to me.
I would say it is a sure bet that the presentation at the conference tomorrow will be the same boilerplate as the most recent conference.
You are dreaming if you think otherwise.
I say SO WHAT.....Mers, Ebola, Bird Flu, etc. Tell me what exactly that has done for NVAX??
....we will see. If the deal fails, it puts NVAX squarely in PFE's sights. Many reasons why a PFE takeover of NVAX makes sense.
...they assume an RSV Elderly product launch for the 2018/2019 season. Let's hope they can launch for the 2017/2018 season instead.