Novavax Inc NVAX

Novavax, Inc. es una empresa de vacunas en etapa clínica centrada en el descubrimiento, desarrollo y comercialización de vacunas de nanopartículas recombinantes y adyuvantes. La Compañía opera a través del segmento de desarrollo de vacunas recombinantes. A través de su tecnología de vacunas de nanopartículas recombinantes, la Compañía produce candidatos a vacunas para responder tanto a enfermedades conocidas como a enfermedades emergentes. La cartera de productos de la Compañía se centra en una variedad de enfermedades infecciosas con candidatos a vacunas en desarrollo clínico para el virus sincitial respiratorio (VSR), la gripe estacional, la gripe pandémica y el virus del Ébola (EBOV). El adyuvante principal de la Compañía para aplicaciones humanas, Matrix-M, se encuentra en un ensayo clínico de Fase I/II para el candidato a vacuna de la gripe pandémica H7N9. También está probando Matrix-M en conjunto con su candidato a vacuna de EBOV en un ensayo clínico de Fase I. Está desarrollando programas adicionales en etapa preclínica en una variedad de enfermedades infecciosas, incluido el síndrome respiratorio de Oriente Medio (MERS).

• Zacks Investment Research 18 sept

  Novavax (NVAX) Beats Stock Market Upswing: What Investors Need to Know

  Novavax stock closed at $10.11, up 1.1% and outpacing the S&P 500's 0.17% gain. However, the vaccine maker faces headwinds with projected quarterly revenue down 39.01% year-over-year and full-year revenue expected to decline 68.15%. The stock holds a Zacks Rank #3 (Hold) rating, with EPS estimates falling 7.86% over the past month.

  

• Zacks Investment Research 15 sept

  Is Cancer the Turnaround Moderna Has Been Looking for Post-COVID?

  Moderna reported positive Phase III results for its personalized mRNA cancer therapy (intismeran autogene) developed with Merck, showing significant improvements in recurrence-free and distant metastasis-free survival in melanoma patients. The breakthrough validates Moderna's mRNA platform beyond vaccines and opens opportunities across multiple tumor types, while the company simultaneously expands its respiratory vaccine portfolio with RSV, flu, and combination vaccines to reduce COVID-19 dependence.

  

• Zacks Investment Research 11 sept

  Novavax (NVAX) Laps the Stock Market: Here's Why

  Novavax (NVAX) closed at $9.42, up 1.29%, outperforming the S&P 500's 0.86% gain. The stock has appreciated 14.25% over the past month. However, the company faces headwinds with projected quarterly EPS of -$0.22 and revenue expected to decline 39.01% year-over-year. Annual projections show -$0.47 EPS and 68.15% revenue decline. Novavax holds a Zacks Rank of #3 (Hold), with consensus EPS projections down 10.12% in the past 30 days.

  

• The Motley Fool 29 ene

  This Beaten-Down Biotech Is Showing Signs of Life. Is It a Buy?

  Novavax shares surged 28% in 2026 following a licensing deal with Pfizer for its Matrix-M adjuvant technology, worth $30M upfront plus up to $500M in milestones. However, the analyst recommends staying away from the stock due to uncertain core business fundamentals, inconsistent revenue from its coronavirus vaccine franchise, pipeline risks including a clinical hold setback, and significant competition in vaccine development.

  

• The Motley Fool 26 ene

  Stock Market Today, Jan. 20: ImmunityBio Soars Again After FDA Outlines Resubmission Path for ANKTIVA in Bladder Cancer

  ImmunityBio surged 17.39% on January 20, 2026, following FDA end-of-phase discussions that outlined a resubmission path for its ANKTIVA therapy in BCG-unresponsive papillary bladder cancer. The stock has more than doubled in five days, driven by triple-digit revenue growth and expanding indications for its primary therapy, though investors should expect continued volatility.