Novavax CEO Details New Strategy and Partnerships
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 24 2026
0mins
Should l Buy NVAX?
Source: stocktwits
- Earnings Expectations: Novavax is expected to report a quarterly loss per share of $0.55 in its upcoming Q4 earnings, which is higher than the $0.52 loss reported in the same quarter of 2024, indicating financial challenges during its transition.
- Revenue Growth: Despite the increased loss, Novavax anticipates revenue of $90.26 million for the quarter, surpassing the $88.31 million reported in Q4 2024, suggesting progress in diversifying its product pipeline.
- Strategic Shift: CEO John C. Jacobs highlighted that the company aims to amplify its technology platform's impact through collaborations with other biopharmaceutical firms, marking a strategic departure from a sole focus on the commercialization of its COVID-19 vaccine amidst declining vaccine sales.
- Market Sentiment: On Stocktwits, retail sentiment around NVAX stock remains in the 'bearish' territory, although some users express hopes for oncology-related partnership announcements during the upcoming earnings call, reflecting cautious market attitudes towards the company's future.
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Analyst Views on NVAX
Wall Street analysts forecast NVAX stock price to rise
6 Analyst Rating
3 Buy
0 Hold
3 Sell
Hold
Current: 8.020
Low
6.00
Averages
10.50
High
18.00
Current: 8.020
Low
6.00
Averages
10.50
High
18.00
About NVAX
Novavax, Inc. is a biotechnology company. It is focused on addressing global health challenges through its vaccines and its proven technology platform, including protein-based nanoparticles and its Matrix-M adjuvant. Matrix-M can be used to create vaccines for a variety of diseases to help tackle some of the pressing health challenges. Its proprietary Matrix-M adjuvant, when added to vaccines, has been shown to help induce a stronger and longer-lasting immune response. Its recombinant protein-based nanoparticle technology has been shown to be highly immunogenetic. Its technology platform is used in its authorized COVID-19 vaccine and the R21/Matrix-M adjuvant malaria vaccine. Its late-stage programs include a COVID-19-Influenzavaccine candidate, and an influenza vaccine candidate. R21/Matrix-M adjuvant malaria vaccine, a malaria vaccine developed by its partner. It provides Matrix-M adjuvant for use in various programs in preclinical and clinical stage, and preclinical investigations.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Strategic Shift: CEO John Jacobs stated that Novavax has transitioned from a singular focus on COVID vaccine commercialization to expanding its pipeline through partnerships and R&D, with expectations for global marketing of Nuvaxovid in the 2026-2027 season, enhancing its competitive position.
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- Low-Priced Stock Risk Warning: While these stocks priced under $50 may seem affordable, their underlying business models and profitability are fraught with uncertainty, necessitating careful risk assessment by investors to avoid potential losses.
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- Quarterly Loss: BioNTech reported a significant quarterly loss, indicating challenges in its operations.
- Leadership Changes: The company announced the departure of its co-founders, marking a significant shift in its leadership structure.
See More
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- Regulatory Uncertainty Intensifies: Vinay Prasad, director of the FDA's Center for Biologics Evaluation and Research, will resign at the end of April amid widespread criticism from the biotech and pharmaceutical industries for denying or hindering at least eight drug approval applications, potentially stifling new drug development.
- Strong Industry Backlash: Prasad's resignation highlights a crisis of trust within the FDA's drug approval process, particularly as companies express confusion and dissatisfaction with the agency's guidance, which may impact future drug research and development.
- Pressure for Internal Reform: Under Health and Human Services Secretary Robert F. Kennedy Jr., the FDA has undergone staff cuts and restructuring, further exacerbating external doubts about its drug and vaccine approval processes, which could jeopardize patient safety.
- Successor Yet to Be Named: FDA Commissioner Marty Makary stated that a successor will be appointed before Prasad's departure, and while Prasad achieved certain accomplishments during his tenure, his resignation may affect the FDA's future decisions and industry confidence.
See More
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- Profit Shift: Novavax reported a fourth-quarter profit of $0.11, a significant turnaround from a loss of $0.51 a year ago, with revenue reaching $147 million, reflecting a 67% year-over-year increase, indicating improved profitability.
- Revenue Forecast Shortfall: Despite strong Q4 results, Novavax projected adjusted total revenue for 2026 between $230 million and $270 million, falling short of the consensus estimate of $381.22 million, which could negatively impact stock performance.
- R&D and SG&A Expenses: The company anticipates Non-GAAP R&D and SG&A expenses of $325 million in 2026, $225 million in 2027, and less than $200 million in 2028, highlighting efforts in cost management but potentially affecting future profitability.
- Short-Term Market Performance: Currently, Novavax's stock is trading 8.4% above its 20-day and 9.2% above its 100-day simple moving averages, indicating short-term resilience despite recent downturns, prompting investors to watch for potential breakout or reversal signals.
See More
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- Expanding Customer Base: The company's customer base is growing rapidly, with analysts forecasting a significant revenue breakout in 2025, indicating strong market demand and potential profitability.
- Investment Return Potential: Compared to previous Zacks picks like Hims & Hers Health, which surged +209%, this stock could achieve even higher returns, garnering widespread investor interest.
- Access to Latest Recommendations: The latest recommendations from Zacks Investment Research include 7 best stocks for the next 30 days, and investors can download the report for free to gain more insights.
See More
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- Significant Revenue Growth: Novavax reported Q4 revenue of $147 million, a 67% year-over-year increase that surpassed market expectations of $90.26 million, indicating strong performance in the vaccine market, particularly driven by its collaboration with Sanofi.
- Strategic Shift: CEO John Jacobs stated that Novavax has transitioned from a singular focus on COVID vaccine commercialization to expanding its pipeline through partnerships and R&D, with expectations for global marketing of Nuvaxovid in the 2026-2027 season, enhancing its competitive position.
- Deepening Partnerships: The licensing agreement with Pfizer to utilize Matrix-M technology in two vaccine programs signifies progress in the company's diversification strategy, which is expected to help establish stable revenue streams in the future.
- Optimistic Market Sentiment: On Stocktwits, retail investor sentiment for Novavax is extremely bullish, with a 580% surge in message volume over 24 hours, reflecting strong confidence in the company's growth potential, as the stock has risen 67% year-to-date.
See More
