Player Avatar JPG101 (< 20) Submitted: 7/11/2009 8:24:00 PM : Outperform Start Price: $2.63 NVAX Score: -104.47

The fear of a significant pandemic seem, for the first time in a very long time, justified. Pandemic H1N1 seems to be a significant possibility.
This small company just obtained 2 partnerships (in Spain and India) with credible companies. The Spanish gouvernment favors Novavax tech. They seem to have beaten Crucell (sad for me...).
Their technology is impressive yet simple. Nasal administration is likely as one of the ways this vaccine could be administered.
They have a few other vaccines in the pipeline that have a 'real shot' of eventually being approved.
This is a long term play on good and scalable technology. Also a short term play on a pandemic. To me the 'hype' so far doesn't seem to be excessive (if a pandemic is really coming!) although small companies like Novavax and Sinovac have done very well with it. Vaccines are the most cost effective way of improving health. The manifacturing of influenza vaccines will eventually be replaced (ie: Novartis) and companies like Crucell and Novavax will benefit greatly.

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