NVAX.
http://www.fool.com/investing/general/2014/07/19/roundtable-3-biotech-stocks-janet-yellen-is-dead-w.aspx
"... George Budwell: While I agree with Janet Yellen's comments regarding biotech valuations for the most part, there are notable exceptions worth checking out. I think the recombinant nanoparticle vaccine maker Novavax (NASDAQ: NVAX ) is one such company. Despite sporting a market cap close to $1 billion on a fully diluted basis, the stock looks fairly valued, in my opinion.
My optimism is based on the company's diverse clinical pipeline that has racked up positive results over the past two years. Chief among them, I think investors should keep a close eye on Novavax's experimental vaccine for respiratory syncytial virus, or RSV. According to the World Health Organization, there are 64 million new cases of RSV every year, and no prophylactic vaccine exists for the majority of patient populations.
Novavax's plan is to develop the vaccine for a host of at-risk populations, including pregnant women, infants, young children, and the elderly. To gain an understanding of the vaccine's potential market opportunity, I think an apt comparison is Pfizer's megablockbuster Prevnar for pneumococcal disease. Viewed this way, Novavax's present market cap looks like it accurately reflects the company's value proposition and current level of risk. "
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Prevnar tiene unas ventas anuales mundiales de 4 Bill $.
NVAX
