Source: Financial Modeling Prep · peers by sector/industry
Insider activity (SEC Form 4)
No recent Form 4 filings on EDGAR — either no insider transactions reported recently or this isn't a SEC-registered issuer.
Valuation
Trading at 122.4× earnings vs its 24.7× historical median P/E.
Fair value ≈ $3.13 · price $15.50 today
Overvalued · 396% above
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Fair-value line = the stock's median historical P/E × earnings. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
@Ramonga So not 100% sure what you mean here. Apologies.
Are you saying GS helped engineer the 11 million shares for $SNY covertly? If SNY is a GS client and I'm sure they are then I would tend to agree.
Or are you saying the GS told SNY to grab the VAAST covid license during their purchase of $DVAX? I don't think that is what you mean but wanted to check. I don't think either of us would believe that GS was advising SNY on vaccine landscape and current trials.
I'm guessing SNY was all over the October 20, 2025 BARDA trial update and felt they better grab it before the cat got out of the bag. They'll need the rest of the company when BARDA decides the data will sing. With Berg and Lo in the mix a take under remains a big possibility. Remove those two and the price of VXRT goes up up up.
If SNY takes covid to market at $1BIL annual rev. VXRT would receive $130-$150 mil. annually with massive margins. They are trading at less than 1x this rev.!
Just my humble opinion. Do your own DD.
@LUCKY_Cool_Cat Good post! Lo must go!
Just one thought, I believe it was SNY all along. Contract details support that theory and also signal to me that Lo rushed through it without proper due diligence. It's very clear to me that the SNY/DVAX acquisition was in the works months before 9/18/25. I think SNY bolted VAAST covid to the acquisition and announced it on Xmas Eve for stealth and a fast close. DVAX was just the delivery vehicle.
$DVAX actually traded above the tender price for a while, but I'm guessing $SNY was able to garner 51% of the votes needed to approve the price.
Let's not let that happen to VXRT! Vote CSG!
Just my humble opinion. Do your own DD.
$VXRT $DVAX former shareholders be like Daniel Whoule?.....Houle? Where was he when DVAX was rocketed through closing over the holidays with VAAST freshly wrapped under it's wing!
Just my humble opinion. Do your own DD.
VERY....
@AccuRoger @Harpua97 @Robertwll The Dynavax board $DVAX knows VXRT? It's $SNY ! DVAX was just a vehicle as far as VAAST covid goes.
It was Barzini all along....
Just my humble opinion. Do your own DD.
https://www.youtube.com/watch?v=Tw7NIomrjmM
$VXRT Random shoutout to the $SNY executive who may have engineered the VAAST Covid license acquisition through Dynavax followed by the fast $DVAX closing. There are people out there that think this was a blinded lottery ticket. I don't believe anything like this happens by accident.
Fast forward a few months and Vaxart has a new board member. He has a background that reflects humanitarianism with his work for Facioscapulohumeral muscular dystrophy (FSHD), 10 years in oncology therapeutic development and 5 years at Lilly in a very interesting VP role!
Could Lilly also be interested? They have a HUGE chunk of revenue tied to Zepbound that they need to diversify. VAAST could help do that! Could Vaxart be positioning to go it alone? (again, check that Lilly work below). Better hurry up $SNY .
Just my humble opinions. Do your own DD.
VERY....
$MRNA is facing a "Refusal-to-File" from the FDA for its flu vaccine, signaling a massive regulatory failure and a major blow to its future pipeline. The strategic capture of $DVAX by Sanofi and the rise of mucosal/oral alternatives are rapidly eroding Moderna's competitive moat in the respiratory sector. Analysts have already begun slashing price targets following the news, with new ranges shifting as low as $22-$26. With a brutal Q4 earnings call this Friday, the market is pricing in a terminal decline of the mRNA hype.
$VXRT $PFE $SNY $MRNA FDA RTF for Moderna flu confirms systemic mRNA cannot overcome 'Antigenic Shunt'. Mucosal IgA is the new benchmark. 🧬 In 2024, Lutnick (White House advisor/former Cantor CEO) pushed "2 Billion doses" while Oppenheimer ATMs and indirect institutional backdoors capped $VXRT & $DVAX price discovery. Massive conflict? Sanofi’s Feb 10 $DVAX capture is a strategic backdoor to VAAST tech. Probable SEC TCRs are now surfacing regarding these conflicts & suppressed N=5000 trial metrics (8% Delta). The "Sentinel Ultimatum" is ticking. ⏳ Bourla (Pfizer) is cornered; mRNA-1010 failure leaves $PFE with no respiratory moat. He has 2-4 weeks to intercept $VXRT before N=400 data makes the price prohibitive & Sanofi integrates. Hostile bid incoming to block the French capture of US-funded IP? The biology of the oral pill is winning. #VAAST #Vaxart #Pfizer #Sanofi #Lutnick #FDA #StockMarket #BioTech #Trump #Sentinel
