Re: How Did They Get Their Numbers?
EN is right about the fact that there is real value in NVAX, regardless of all their failures. They have a product, pipeline and platform that another company would love to have. And I agree with his assessment of the milestones that have to happen first. The only one I'm worried about is the filing for Praha, because nothing gives you confidence that this will happen in the timeline they said it will(like everything else). The bigger arguing point is price. Whatever that may be, it will be better than where we are now. A large Pharma can take 2373 and market it like Novavax never will be able to do and grab market share. They also can simultaneously run trials for Flu, RSVm and RSVe. This company was always meant to be in the hands of a larger Pharma. The tragedy is that so much damage has been done that any buy out price will be a fraction of what it could have been.
#FireStanErck