..so you're the first person that I've read on this board or in all the analysts reports to talk about the Phase 2 Elderly results being marginal. Maybe you're full of sh_t.
...4 to 5 $Billion in peak sales is still a monster number, and applying a similar multiple that PFE paid for ANAC's est. peak sales still gets you to a 9 - 11 $Billion valuation.
That number should be higher after a successful Phase 3.....best current metric is the multiple PFE is paying on ANAC's projected peak revenues. The same multiple would value NVAX at anywhere from 8 to 12 $Billion, depending on a widely varying estimate of peak sales(if you strictly use NVAX's stated potential peak sales estimate of 6 to 8 Billion, then you're looking at a mind numbing 13 to 18 Billion valuation)
Great post, bballgm. It seems like such a no brainer for PFE to go after NVAX if they report positive Phase 3.
...based on how well they have executed to date, one would hope that with FDA help, they can. Or they could be bought out which would make the question moot.
Medimmune ended up being sold only after Carl Icahn took a position and agitated for a sale. They also had over a billion dollars in revenue at the time. The largest value NVAX shareholders could realize would be after NVAX has revenues.
You are such a worm........go wiggle away from this Board
....this one ending with Pfizer and American Lung Association logos. Get the BLA filed and sell to Pfizer, who will spend the gazillions in advertising that NVAX will never be able to afford to market the vaccine.
Let's see. Here's the past several months news - dilution via the Convertible offering, Erck's stock sales, Employee stock option plan dilution. Shareholders have been handed a sh_t sandwich while the share price is at penny stock levels.
....well stated. And yet here we sit at $5.00 Mind boggling. Another 4 or 5 months(I think NVAX will have results in August so I go with 4 months) and I believe the agony will end and the ecstasy will begin. If results are good, I don't see how NVAX remains independent given Big Pharma's desperate need for new revenue.
...is this company tone deaf?? Regardless of the huge potential, the current narrative is simply horrible.