Novavax, Inc.NVAXNASDAQ
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Novavax: The Bear Case Is Broken, But The Bull Case Needs More Proof
seekingalpha.com

Novavax: The Bear Case Is Broken, But The Bull Case Needs More Proof

Novavax (NVAX) has transitioned into a royalty-driven model, with Q4 profitability and 73% of revenue from licensing and royalties. NVAX's FY26 revenue guidance of $230M–$270M reflects cleaner, high-margin cash flow, excluding potential $200M in milestones from Sanofi. With $857M in cash and receivables, NVAX is funded into 2028, but remains highly dependent on partner outcomes, especially Sanofi's COVID/influenza program.

Novavax to Participate in Upcoming Investor Conferences
prnewswire.com

Novavax to Participate in Upcoming Investor Conferences

GAITHERSBURG, Md., Feb. 26, 2026 /PRNewswire/ -- Novavax, Inc. (Nasdaq: NVAX), today announced that it will participate in the following upcoming investor conferences: TD Cowen 46 th Annual Health Care Conference: Fireside Chat Date: Tuesday, March 3, 2026 Time: 2:30 p.m.

Novavax Reports Fourth Quarter and Full Year 2025 Financial Results and Operational Highlights
prnewswire.com

Novavax Reports Fourth Quarter and Full Year 2025 Financial Results and Operational Highlights

Pfizer agreement announced in January 2026 for non-exclusive license to utilize Matrix-M® in two infectious disease areas Multiple Material Transfer Agreements signed in 2025 and Q1 2026 with pharmaceutical companies, including major global pharmaceutical companies exploring the utility of Matrix-M for their vaccine portfolios Successful execution of Sanofi partnership with $225 million in milestones earned in full year 2025 Total revenue of $147 million in the fourth quarter of 2025 and $1.1 billion for the full year 2025 Continued advancement of early-stage pipeline with the intention to enter the clinic as early as 2027 Year end 2025 Cash of $751 million Novavax exceeded its full year 2025 R&D and SG&A expense reduction goals and is improving future targets GAITHERSBURG, Md., Feb. 26, 2026 /PRNewswire/ -- Novavax, Inc. (Nasdaq: NVAX) today announced its financial results and operational highlights for the fourth quarter and year ended December 31, 2025.

Jupiter Asset Management Ltd. Sells 779,802 Shares of Novavax, Inc. $NVAX
defenseworld.net

Jupiter Asset Management Ltd. Sells 779,802 Shares of Novavax, Inc. $NVAX

Jupiter Asset Management Ltd. trimmed its position in Novavax, Inc. (NASDAQ: NVAX) by 88.6% during the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 100,608 shares of the biopharmaceutical company's stock after selling 779,802 shares during the quarter. Jupiter Asset Management Ltd. owned