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Novavax, Inc. Message Board

uncle_amiglio 14 posts  |  Last Activity: Jul 6, 2015 5:48 PM Member since: Nov 4, 1998
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  • uncle_amiglio by uncle_amiglio Jul 6, 2015 5:48 PM Flag

    1. Pipeline.
    2. Balance Sheet (no need to raise cash).
    3. Acquisition target.

    Really simple. Of course, you could add on........but I think these are the top 3.........experts weigh in and add your insight. We have borne the scars of disappointment but conservatively anticipate great things from here forward...........management execution outstanding!

    Sentiment: Strong Buy

  • Google: Novavax Catalysts Seeking Alpha

    Sentiment: Strong Buy

  • uncle_amiglio uncle_amiglio Jul 2, 2015 5:39 PM Flag

    ....in terms of timing, whatever the next data catalyst may be - it most probably comes out within 6 weeks. a relatively short time in the life of an investment. time to get in is NOW.........for your 50% return in 2015.

    Sentiment: Strong Buy

  • uncle_amiglio by uncle_amiglio Jun 29, 2015 5:59 PM Flag

    Will Cramer invite Stan soon, BEFORE the Q3 round of data releases, or will he wait to have the results verified, stock go up and then bring on Stan.

    Gotta believe Cramer is itching to get with Stan again; ask him those "thread the needle" questions that may reveal an answer that helps investors.

    Thoughts?

    Sentiment: Strong Buy

  • Reply to

    I want to say THANK YOU!!!!!!

    by avnrduck Jun 25, 2015 8:51 AM
    uncle_amiglio uncle_amiglio Jun 25, 2015 8:56 AM Flag

    If you are ever in Sicily my friend.......we shall tip the goblet!

    Sentiment: Buy

  • uncle_amiglio uncle_amiglio Jun 23, 2015 4:40 PM Flag

    could be

    Sentiment: Buy

  • Reply to

    Ebola Vaccine

    by watertown_kid Jun 23, 2015 11:22 AM
    uncle_amiglio uncle_amiglio Jun 23, 2015 11:30 AM Flag

    yes, the the demise of Tekmira (were they with Merck?).........and the arthritic / pain problems with the J&J vaccine..........Novavax has risen to near the top of active options..........THIS is the DRIVER NOW. So easy to connect those dots ........... average market people can understand it, they like it and are buying it.

    Sentiment: Strong Buy

  • Reply to

    Bill Gates

    by flashfir Jun 18, 2015 10:24 AM
    uncle_amiglio uncle_amiglio Jun 18, 2015 10:29 AM Flag

    restating my theory with Gates..........he sees value in the VLP Platform...........to him, VLP = an Operating System.......he sees the Vaccines = Applications. This is his experience applied to NVAX technology. I think he sees NVAX from two fronts 1. an Investment 2. perfect for his PATH initiatives. I agree that something with Gates / PATH could be percolating, beyond his current relatively small funding / investment in the Maternal RSV program.

    Sentiment: Strong Buy

  • .......... as we are now, nothing changes.........we just keep waiting and the stock trades in a range. Then BANG, this news comes out sometime in Q3 (not together, two seperate announcements)........Fast forward to October / November...........what is the share price?

    Sentiment: Strong Buy

  • Reply to

    Chances of buyout this summer?

    by goducks542 Jun 9, 2015 11:53 AM
    uncle_amiglio uncle_amiglio Jun 10, 2015 9:14 AM Flag

    my sense is that NVAX aborbed all the risk so far in getting product to the end of phase 2. big pharma had their chance to buy in earlier in the cycle, chose not to. Now NVAX has some leverage and will hold the company until all the phase 2 data comes out, some things move into Phase 3, and the bidding will get more serious, at a higher price.

    Sentiment: Strong Buy

  • Reply to

    Guaranteed to be a vital, huge day for Novavax

    by rezoom2 May 9, 2015 9:29 AM
    uncle_amiglio uncle_amiglio May 9, 2015 12:21 PM Flag

    This letter was actually sent to the two FDA members email addresses that is provided at the Meeting URL site. I challenge the FDA and these two people to make certain that there is full transparency for all potential valuable vaccines and remedies. EBOLA is a potential pandemic; we cannot operate under the standard, rigid, step by step, FDA regulations in certain cases. FDA said they would think outside the box to bring the best products forward..........do it!

    Sentiment: Strong Buy

  • Reply to

    Guaranteed to be a vital, huge day for Novavax

    by rezoom2 May 9, 2015 9:29 AM
    uncle_amiglio uncle_amiglio May 9, 2015 10:46 AM Flag

    OPEN LETTER TO FDA ADVISORY COMMITTEE:

    We await with great anticipation the FDA Advisory Meeting on May 12, concerning Ebola Vaccines and Remedies. While I cannot attend in person, the AGENDA notes an opportunity for public discourse on this matter.

    I would like to draw some focused attention to the work of Novavax and their Ebola EBOV Vaccine. By the accounts provided by Novavax, the Non-human Primate (NHP) data and challenge results were excellent. They have started a phase 1 safety human trial on 230 subjects. While not complete, a reasonable amount of data is likely available / collected at this point.

    Given what the world and nations of Africa experienced during the most recent outbreak, I feel the FDA should be compelled to be tracking and deeply engaged into ALL potential products that are providing early stage positive data. My sense is that Novavax is not being considered in an appropriate manner at this meeting. Novavax should have a formal slot on your Agenda, along with Merck, J&J and GSK.

    Is there a lobby at play here which is controlling / influencing the thinking? We hope / trust not! That said, we know how Pharma business and politics do intertwine. It is a fact of life; no sense denying it. Let’s make sure Novavax is not being blocked by forces that have monetary motivations!

    Novavax results to date:
    1. Very high efficacy in rodents and NHP.
    2. Some level of safety in humans (get the on-going trial data – this is a potential Pandemic after all!).
    3. Transportability in hot / tropical environments (vs. the others who need very low, frozen transport)
    4. Ability to manufacture at large scale – single use (latest and most advanced technology

    Let us not miss this opportunity!

    Sentiment: Strong Buy

  • uncle_amiglio uncle_amiglio Apr 28, 2015 4:50 PM Flag

    good analysis 33...........generally agree. this time is like a "market test"........anticipating the trade when good news comes out. testing for volume, etc...... This recent roller coaster does not make me concerned whatsovever.

    Sentiment: Strong Buy

  • ....... latest issue arrived in my box today. Touting the 100x improved antibody generation for Ebola, and the data releases through q3 this year.

    Sentiment: Strong Buy

NVAX
11.355+0.195(+1.75%)Jul 7 4:00 PMEDT