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Upturn AI SWOT - About
NVAX 
Novavax Inc (NVAX)
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Upturn Advisory Summary
04/01/2025: NVAX (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit -84.06% | Avg. Invested days 20 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 965.06M USD | Price to earnings Ratio - | 1Y Target Price 16.43 |
Price to earnings Ratio - | 1Y Target Price 16.43 | ||
Volume (30-day avg) 4383949 | Beta 2.91 | 52 Weeks Range 3.81 - 23.86 | Updated Date 04/1/2025 |
52 Weeks Range 3.81 - 23.86 | Updated Date 04/1/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -1.23 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -27.49% | Operating Margin (TTM) -142.09% |
Management Effectiveness
Return on Assets (TTM) -8.63% | Return on Equity (TTM) -898.2% |
Valuation
Trailing PE - | Forward PE 7.86 | Enterprise Value 338312302 | Price to Sales(TTM) 1.41 |
Enterprise Value 338312302 | Price to Sales(TTM) 1.41 | ||
Enterprise Value to Revenue 0.5 | Enterprise Value to EBITDA -0.53 | Shares Outstanding 160844000 | Shares Floating 135577182 |
Shares Outstanding 160844000 | Shares Floating 135577182 | ||
Percent Insiders 8.8 | Percent Institutions 60.21 |
Analyst Ratings
Rating 3.67 | Target Price 16 | Buy 1 | Strong Buy 2 |
Buy 1 | Strong Buy 2 | ||
Hold 2 | Sell 1 | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Novavax Inc
Company Overview
History and Background
Novavax Inc. was founded in 1987. Initially focused on liposome delivery technology, it later shifted to vaccine development, experiencing setbacks and eventual success with its COVID-19 vaccine.
Core Business Areas
- Vaccine Development: Novavax focuses on developing and commercializing vaccines to address infectious diseases. Their primary focus has been on COVID-19 but they continue to pursue other vaccine candidates.
- Research and Development: Engages in ongoing R&D efforts to discover and develop novel vaccine technologies and address emerging health threats.
Leadership and Structure
As of late 2023/early 2024, the CEO is John C. Jacobs. The company has a typical corporate structure with departments for research, development, manufacturing, commercialization, and finance.
Top Products and Market Share
Key Offerings
- Nuvaxovid (COVID-19 Vaccine): Novavax's primary product is its COVID-19 vaccine, Nuvaxovid. Market share fluctuates significantly depending on region and demand and competitor success. Key competitors include Pfizer (PFE), Moderna (MRNA), and AstraZeneca (AZN)/Serum Institute of India (SII).
Market Dynamics
Industry Overview
The vaccine industry is highly competitive and regulated, with a focus on innovation and addressing unmet medical needs. It's driven by public health concerns and government funding.
Positioning
Novavax occupies a niche position as a protein subunit vaccine manufacturer. Its primary advantage was offering an alternative to mRNA vaccines, but this advantage has diminished over time. Its challenge is establishing a strong foothold in the post-pandemic vaccine market.
Total Addressable Market (TAM)
The global vaccine market is estimated to be worth hundreds of billions of dollars. Novavax's positioning depends on its ability to develop and commercialize new vaccines beyond COVID-19. TAM is very large, with the primary obstacle being lack of funding and market demand.
Upturn SWOT Analysis
Strengths
- Proven vaccine technology platform (protein subunit)
- Established manufacturing partnerships
- Granted regulatory approvals in multiple countries for its COVID-19 vaccine
- Experienced management team with a focus on growth
- Ability to rapidly develop vaccine constructs
Weaknesses
- Dependence on COVID-19 vaccine sales
- History of delays and regulatory hurdles
- Limited commercial infrastructure compared to larger competitors
- High cash burn rate
- Significant debt
Opportunities
- Expanding vaccine portfolio beyond COVID-19
- Securing government contracts for future pandemic preparedness
- Partnering with other pharmaceutical companies
- Developing combination vaccines (e.g., influenza and COVID-19)
- Geographic expansion into underserved markets
Threats
- Competition from established vaccine manufacturers (Pfizer, Moderna, AstraZeneca)
- Changing COVID-19 market dynamics and reduced demand for vaccines
- Potential for new variants of concern
- Regulatory challenges and delays
- Patent disputes and intellectual property infringement
Competitors and Market Share
Key Competitors
- PFE
- MRNA
- AZN
Competitive Landscape
Novavax faces stiff competition from larger, more established pharmaceutical companies. Its success hinges on its ability to differentiate its vaccines and secure a sustainable market share.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Significant growth during the pandemic due to COVID-19 vaccine sales, followed by a slowdown as demand decreased.
Future Projections: Future growth depends on the successful development and commercialization of new vaccines beyond COVID-19. Analyst estimates are mixed and depend on their pipeline and market conditions.
Recent Initiatives: Focus on cost reduction, securing additional government contracts, and developing new vaccine candidates, especially combination vaccines.
Summary
Novavax's fortunes are tied to its ability to diversify its vaccine pipeline beyond COVID-19. Its protein subunit technology offers advantages, but it faces intense competition and a challenging financial position. Cost-cutting and new product development are essential for future success, but it needs to carefully manage debt and secure sustained revenue streams. Dependence on COVID-19 vaccines is a significant risk for the company.
Similar Companies
AZN
AstraZeneca PLC ADR
AZN
AstraZeneca PLC ADR
BNTX
BioNTech SE
BNTX
BioNTech SE
MRNA
Moderna Inc
MRNA
Moderna Inc
PFE
Pfizer Inc
PFE
Pfizer Inc
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Investor Relations
- Financial News Outlets
- Analyst Reports
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market conditions and company performance can change rapidly. Please consult with a financial professional before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Novavax Inc
Exchange NASDAQ | Headquaters Gaithersburg, MD, United States | ||
IPO Launch date 1995-12-05 | President, CEO & Director Mr. John Charles Jacobs M.B.A. | ||
Sector Healthcare | Industry Biotechnology | Full time employees 952 | Website https://global.novavax.com |
Full time employees 952 | Website https://global.novavax.com | ||
Novavax, Inc., a biotechnology company, engages in the discovering, developing, and commercializing vaccines to protect against serious infectious diseases in the United States, Europe, and internationally. The company offers vaccine platform that combines a recombinant protein approach, nanoparticle technology, and its patented Matrix-M adjuvant to enhance the immune response. The company is commercializing a COVID-19 vaccine, NVX-CoV2373 under the brand names of Nuvaxovid, Covovax, and Novavax COVID-19 Vaccine, adjuvanted for adult and adolescent populations as a primary series and for both homologous and heterologous booster indications. It also developing R21/Matrix-M adjuvant malaria vaccine. Novavax, Inc. was incorporated in 1987 and is headquartered in Gaithersburg, Maryland.
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