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Avg position size
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of holders' portfolios
13F filers
1
institution
Market cap
$1.3B
165M shares
52-week range
$6.20 – $11.97
34% from low
Sector
BIOLOGICAL PRODUCTS, (NO DIAGNOSTIC SUBSTANCES)
Exchange
NASDAQ
CS
Novavax Inc is a biotechnology company that develops vaccines. The company works in the clinical stage of development with a focus on delivering novel products that prevent a broad range of diseases. It works together with its wholly owned Swedish subsidiary to produce vaccine candidates to respond to both known and emerging disease threats. The company believes its vaccine technology has the potential to be applied broadly to a wide variety of human infectious diseases. The company manages its business as one operating segment, an in-house early-stage R&D business to build a pipeline of high-value assets using its technology along with seeking to enter into partnerships to drive value creation for its assets.
www.novavax.comNo one on the platform currently holds NVAX.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 497,383 | $4.0M |
| Execution date | Ratio |
|---|---|
| 2019-05-10 | 1-for-20reverse |
No one on the platform has traded NVAX yet.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $389M | -63.4% | $-0.56 | $-2.46–$1.52 | — | 8 |
| 2027 | $272M | -30.1% | $-0.18 | $-0.45–$0.05 | — | 7 |
| 2028 | $299M | +9.7% | $0.27 | $-0.48–$1.10 | 29.7× | 6 |
| 2029 | $459M | +53.6% | $1.11 | $0.58–$1.64 | 7.3× | 3 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 8 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-06 | $-0.38 | $-0.32 | +15.8% |
| 2026-05-06 | $-0.25 | $-0.06 | +76.0% |
| 2026-02-26 | $-0.66 | $0.11 | +116.7% |
| 2025-11-06 | $-1.08 | $-0.62 | +42.6% |
| 2025-08-06 | $-0.07 | $0.62 | +985.7% |
| 2025-05-08 | $0.71 | $2.93 | +312.7% |
| 2025-02-27 | $-0.75 | $-0.51 | +32.0% |
| 2024-11-12 | $-0.87 |
| $-0.76 |
| +12.6% |
| $1.4B |
| — |
| PGENPrecigen, Inc. | $6.85 | -0.15% | $2.4B | — |
| TERNTerns Pharmaceuticals, Inc. | $52.95 | -0.03% | $4.8B | — |
Source: Financial Modeling Prep · peers by sector/industry
$NVAX Of course that's what they say. If they are in advanced discussions, why isn't CIC noted in this Sanofi graphic from their quarterly report. The graphic goes out to 2028 with no mention of CIC. Seems to me Sanofi has a huge problem with their CIC candidate. I am going to assume at this point that their candidate has failed. Sanofi doesn't want to admit it due to the effect it will have on share price. Another failure for Sanofi? What else are we to think?
View on StockTwits ↗$NVAX Sanofi is in advanced regulatory discussions regarding the timing of the Phase 3 COVID/influenza combination trial. Novavax says initiation of the trial in the U.S. or EU would trigger a $125 million milestone.
View on StockTwits ↗$NVAX Google AI list Top 10 global pharma turning cold tumors hot. Several of the top 10 global pharmaceutical companies—including Merck & Co., Bristol Myers Squibb (BMS), Roche, AstraZeneca, Novartis, and Sanofi—are actively running clinical trials to convert immunologically "cold" tumors (which lack immune cell infiltration) into "hot" tumors (inflamed and receptive to immunotherapy). Of these Roche, Merck & Co., & Novartis possess the highest financial "firepower" & structural readiness to acquire smaller pharmaceutical & biotech companies. Roche - Holds roughly $60 billion in "comfortable" M&A firepower, one of the richest cash accumulators in pharma. Merck - Immense financial capacity, deep credit availability, spending billions annually on key acquisitions. Desperate but highly liquid. Massive 2028 patent cliff blockbuster cancer drug Keytruda, aggressively deploying capital. Novartis - Target bolt-on assets up to $15 billion with ease. $15 bil = ~$91 SP ... that's all I'm asking for
View on StockTwits ↗$NVAX These drive by pump and dumpers (like Dexterous9) are getting tiresome.
View on StockTwits ↗Put ticker JUNS onto your watchlist right now! JUNS has only 770k shares outstanding and only 480k shares public float. Look at what SDOT / YXT / DFNS / AKAN did on similar share numbers recently! JUNS has a similar move coming - Added a big position for a squeeze. $NVAX £
View on StockTwits ↗$NVAX Please consider, dear fellow longs, that many disease states are currently treated with monoclonal antibodies; and, if Matrix-M is used in combination for malaria vaccines, then looking past vaccines, it’s reasonable to consider Matrix-M for combination with mAbs for others (not all, of course). My first thought is cancer treatment and certain infectious diseases. I remain optimistic and enthusiastic about the success of our fine company.
View on StockTwits ↗$NVAX Very interesting modeling study that just appeared on pubmed within the last day or so. Quantitative and Clinical Pharmacology Perspectives on Next-Generation Malaria Prevention Using Vaccines and Long-Acting Monoclonal Antibodies Clin Transl Sci 2026 Aug;19(8):e70704. doi: 10.1111/cts.70704. As I read through the article, it’s about how vaccines including the one with our Matrix-M, for the case of malaria prevention, work by enhancing active immunity and monoclonal antibodies emphasize the passive immunity, and how these can work together with optimized dosing. “Recent advances in preventive interventions highlight the complementary roles of vaccines and long-acting monoclonal antibodies (mAbs) in reducing infection risk.”
View on StockTwits ↗$NVAX how long will it take to have a decent day,16-18 cents is not
View on StockTwits ↗$NVAX IT'S GOING (IMO) CRAZY UP UP UP COMING INTO THE CLOSE TODAY !!!!!!!!
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.