Excuse me, but the stock price speaks for itself. No I wasn't expecting fireworks, but in case you are blind, there has been a tremendous destruction in shareholder value, greater than the IBB & XBI, over the past 6 months. Am I supposed to be sanguine about that, or just continue smiling and pumping??
You bothered to post that?? What is obvious is that individual retail investors will get NOTHING out of IR, which is what you got.
Article mentions Vertex & Alexion. Unfortunately if they went ahead & acquired either for $20 Billion+, that would then make Sanofi an unlikely candidate to acquire NVAX.
What planet are you on? If Phase 3 elderly results are strong, NVAX will never sell for $5 to $7 Billion. Try $10 Billion+ or they go it alone and we wait a few years for big revenue.
...maybe you should spend more time emailing NVAX's IR Dept for more of those insightful responses you get from them.
...maybe you should go contact IR again and give us some of those insightful(not) nuggets that they impart upon you.
So does anything regarding Zika really matter to NVAX? I think it is all mental masturbation. MERS, Bird Flu, Ebola, etc. Where did that get NVAX??
All that matters is RSV. Period.
How does Guggenheim and others value peak sales at less than $2 Billion?? That seems conservatively to be about half of what they have the potential to be, and what NVAX has guided to.
...and Guggenheim believes NVAX will partner Elderly sales for a 20% royalty? I doubt it, and hope not. I would rather see NVAX market it themselves even if it may mean more dilution.....or better yet be acquired.
Just another not very smart Wall Street analyst. FYI: He has never been in on any of the Conference Calls.
That IS much appreciated.....just don't like what the analyst is saying.
...unreal. Is that what the convertible bond offering has unleashed on us? A little unsettling.
No wonder stock is unable to move higher.
...this Board so eloquently outlines the many reasons to be long NVAX. But with 23% of outstanding shares now short, just what are they thinking? Some of the position is related to the convertible bonds, but that still leaves tens of millions of shares short.
My only guess is that, unfortunately, most Phase 3 trials fail, and it is simply a bet on the same happening to NVAX. And there have been a large number of Phase 3 disappointments in the past months.
However, based on all their past trial successes, and hiring of world class Pharma talent, NVAX is highly likely to succeed with their Phase 3 Elderly AND Maternal.
...NVAX can't go down.