$Novavax (NVAX.US)$ From the perspective of long-term invest...

$Novavax(NVAX.US)$ From the perspective of long-term investment in stocks, this stock only needs to pass the WHO. It has long-term (1-2 years) holding value. Now we analyze the price-earnings ratio. Currently bntx is 11 times and mrna is 13 times. Nvax is expected to produce 2 billion doses next year. The current conservative order has 1.7 billion doses, and the front media reported that it will be 20 US dollars. We conservatively estimate that $10 is good, and there will be 17 billion in revenue. After deducting costs and management and consumption expenses, a surplus of 6.8 billion is calculated based on a 40% profit. After deducting the loss of about US$20 per share (74.48 million shares) in these years, the loss is about 1.6 billion. After deducting 1.6 billion, there will be a surplus of 5.2 billion. If calculated at 5 billion, the earnings per share is about 60 US dollars. The current price-to-earnings ratio of 160 is only 2.6 times. So in addition to technical lines, you should also think about its investment value.