Great presentation by $Novavax (NVAX.US)$ at Baird 2024 Glob...
Great presentation by $Novavax (NVAX.US)$ at Baird 2024 Global Healthcare Conference, couple of encouraging points:
* Partnering with Sanofi and Serum Institute providing significant revenue opportunities in the form of royalties and markey expansion
* Expense reduction looks big, so I would expect at least break even, or profit making. Looking forward to FY results
* Pipeline broadening - pneumococcal, RSV and H5N1 mentioned. Promosing data showing superiority for pneumococcal expected
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Interested mainly in life sciences / healthcare, but also a few stocks where I can see the company in action around me
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