Novavax continues to be one of the more compelling—and controversial—stories in biotechnology.
In this update, I discuss:
Pipeline progress
Strategic partnerships
Technical picture
Valuation
My updated long-term thesis
My current long-term target remains $55, but that target is always subject to changes in the underlying facts.
At Quiet Bull, the goal isn’t to predict the future with certainty—it’s to evaluate the evidence, update our views as new information becomes available, and think independently.
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Disclosure: I am long shares of NVAX. This video is for informational and educational purposes only and should not be considered investment advice.
