Novavax (NVAX): Un Nuevo Comienzo

De nada hombre. Aunque eso de "a las buenas"... cuándo es eso? De $300 a $4'90 no sé esas buenas dónde están...

Mientras pasó de 3,5 a 6 no dijo nada. Y a la que pase de aquí a 20-50-80$ tampoco dirá nada

🤣🤣🤣 $20 dice 🤣🤣🤣

Vaccine maker Novavax

on Wednesday reported fourth-quarter revenue and earnings that missed Wall Street’s estimates and reiterated plans to cut costs as it fights to stay afloat. 

Still, Novavax narrowed its losses in the quarter from the same period a year ago, even as demand for the biotech company’s Covid vaccine – its only marketable product – and other products that combat the virus continue to plummet worldwide. 

Here’s what Novavax reported for the fourth quarter compared with what Wall Street was expecting, based on a survey of analysts by LSEG, formerly known as Refinitiv:

    Loss per share: $1.44 vs. a loss of 45 cents expected 
    Revenue: $291.3 million vs. $322 million expected

The company posted a net loss of $178.4 million, or $1.44 per share, for the quarter. That compares to a net loss of $182.2 million, or $2.28 per share, for the year-earlier quarter. 

Novavax generated fourth-quarter sales of $291.3 million, down from the $357.4 million in the year-earlier period. 

But Novavax CEO John Jacobs said the company had some revenue move from 2023 into 2024 due to the timing of some advance purchase agreements for doses of its Covid shot. 

“I wouldn’t look at it as sales that were lost ... but there’s much more of a timing element than anything else,” Jacobs told CNBC in an interview. 

Novavax expects full-year 2024 revenue to come in between $800 million and $1 billion. That forecast reflects an expected $500 million to $600 million in revenue from advanced purchase agreements and $300 million to $400 million from commercial market product sales, royalties and other revenue from the company’s “partner-related activity.” 

Analysts surveyed by LSEG expect 2024 revenue of $969.6 million. 

Novavax expects first-quarter revenue to come in at $100 million, which reflects the tail end of the current Covid vaccination season. The company previously expected $300 million in sales for the period.

Novavax reiterated its plans to slash more expenses this year as part of the global cost-cutting plan it launched last year. 

The company plans to lower its combined research and development as well as selling, general and administrative expenses to a range of $700 million to $800 million in 2024. 

Novavax already shaved down those combined expenses to $1.21 billion last year. That’s $150 million more than the company’s initial target for those expenses, Jacobs noted. Those combined expenses came in at $1.69 billion in 2022. 

The company also reduced its operating expenses in 2023 by $1.1 billion, or 41%, compared to 2022. It also cut its workforce by 30% compared to the first quarter of 2023. 

The cuts will help Novavax focus on further developing its combination vaccine targeting Covid and the flu, which it plans to launch in 2026. The company expects to start a late-stage trial on that shot in the second half of the year.

Jacobs said that combination jab will open up a market that ranges between 120 and 140 million doses a year. The company’s data suggests that a large portion of people who receive separate Covid and flu shots will convert to combination options, he added.

The results come a year after the biotech company first raised concerns about its ability to stay in business. Shares of Novavax fell more than 50% last year. 

But the stock got a huge boost last week after it eliminated what some analysts considered one of the biggest uncertainties around the company. 

On Thursday, Novavax said it will settle a bitter arbitration dispute with Gavi, a nongovernmental global vaccine organization, over a canceled Covid vaccine purchase agreement. Novavax could pay around $300 to $400 million to the organization, but the total amount may be less if Gavi decides to order more shots from the company over the next five years.

If Novavax gets to settle part of the arbitration through vaccine orders, the company will be able to set a price for those doses, Jacobs said.

“We get to set that price and it allows us to control the economics of that,” he said, adding that “it would be a quite favorable way to settle that agreement through doses and again, that helps fulfill the mission” of distributing shots more equitably in lower-income countries.   

El problema es ese, 2026 para la gripe-covid. Los resultados son secundarios, se esperaban un poco mejores, pero vamos, no es un desastre como para perder 1/4 del valor. 
Lo que ha caído mal es la espera hasta otoño de 2026 para la covid-gripe que es lo que dará dinero. 

Pero si eso ya se sabía, no?

No es que sea una mierda de empresa.

ES QUE ES UN FRAUDE.

Es diferente. Puedes ser una mierda de compañía y no pasa nada, pero esto es un fraude.

La gente es que no lo entiende. Se creen que se vana hacer ricos aquí. Y lo que les va a pasar es que van a ser más y más pobres...

Cuando todos los que invirtáis aquí entendáis esto vivireis más felices.

Ya perdieron un juicio por fraude y mentir por 47 millones de dólares. Y todavía la gente apostando aquí. Son cosas que no las entiendo.

Ya veo que se va to the moon , otra más .

que sigan ciertas personas en este lugar  insistiendo cuando hay dolor y sangre solamente para hacer leña del árbol caído pero cuando sube un 70% y la gente disfruta de un rico mete saca ahí sí que no hacen acto de presencia porque no les interesa porque a lo que están comprometidos es al discurso contrario se nota animadversión se nota que se ha convertido en algo personal, es muy mezquino. El escudo de "lo hago para avisar del peligro" ya no cuela. Sois como el perro del hortelano.

Bueno, pues -23% en premarket, la dejaré reposar un poco y volveremos a reanudar trading en cuanto de señales de dejarse.

¿Que no es un desastre?
Pero si no venden nada!!
Y lo que venden lo queman con creces. Queman el doble de lo que venden y no venden casi nada.

No entiendo a la gente sinceramente. 

¿Dónde ves esos 20M de acciones adicionales?

¿Lo puedes pegar? Yo no lo encuentro en ningún sitio.

De lujo @fer1976

👌

Gracias, por una vez ha salido bien.

Siendo la empresa que es, no es ningún desastre, de hecho son mejores que el febrero pasado. Que no sepas donde estás invirtiendo no es mi problema. La empresa lleva dando resultados negativos 2 años, uno más. 

Cuando quieran meterán el beneficio de las acciones, el recorte de personal, el -1 por acción que han añadido aquí le meterán 1 extra de beneficio por acción a otro trimestre, la pumpearan, el próximo resultado lo darán nefasto por haber maquillado el otro y dump otra vez. 

Cuando aprendas como funciona novavax te irá mejor. 

Grande, y como lo habías sabido ver...

Muy grande, de verdad. Mis dieses.