/biz/ - Business & Finance

Market is not paying attention to recurring revenue potential of Covid-19 vaccines. Given the scare of pandemic and increasing mutations, for next few years, everyone will likely be forced to take annual jab (or at the very least travelers should need vaccination proof for quite sometime). When it comes to next jab, most people are likely to go for Novavax because:

>Much lower side effects as compared to Moderna/Pfizer
>Cheaper (<= $16 per dose)
>Virus variants are becoming bigger problem. Protein subunit vaccines are better placed for covering variants than MRNA
>They plan to make a Combo vaccine with their Nanoflu - so instead of annual flu vaccine, people can simply go for combo
>And obviously highest efficacy (95.6% original, 86% UK, 60% SA strain)

It seems incredible that NVAX market cap is just $20B when Moderna is valued at $71B. To reach $71B, NVAX shares will need to shoot to $1116. It can be argued that lower price than Moderna means lower revenue. But lower price coupled with no deep freeze requirement will translate to much higher market share. On top of that, they already have another very successful vaccine (Nanoflu - influenza) which completed phase 3 trial in March 2020.

On Jan 29th, Principal investigator of their UK trial had expected full analyses target of 100 cases to be reached in 2 weeks. It seems we should be pretty close to next price action now.

>>28146069
Yeah I’m MOON

>>28098698
I repent
>>28098768
Already sold at the peak at BB, not sure if I want to do long term
>>28098802
>NAKD
There was another dip? Fuck me, I missed out...