Here's Why Pfizer Is Willing To Pay $500 Million For Novavax's Matrix-M [Seeking Alpha]
Novavax, Inc. (NVAX)
Last novavax, inc. earnings: 3/11 04:17 pm
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US:NASDAQ Investor Relations:
ir.novavax.com/investor-relations
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Source: Seeking Alpha
NVAX receives $30M upfront, a potential $500M in milestones, and mid-single-digit royalties, with Pfizer assuming all development and commercialization risk. Matrix-M enhances immune response and dose efficiency, positioning NVAX for long-term optionality as Pfizer integrates the adjuvant into up to two vaccine programs. Despite the stock's recent run-up, NVAX trades at a steep valuation discount, reflecting skepticism over revenue durability rather than balance sheet risk. BongkarnThanyakij/iStock via Getty Images Thesis: Validity From Pfizer Now, this licensing deal is really quite massive for Novavax, Inc. ( NVAX ), strategically speaking. For me, it validates the commercial/scientific value of their Matrix-M adjuvant beyond just Novavax's own vaccine portfolio. There's This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the ne
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News
- Pfizer Taps Novavax Matrix-M To Refresh Vaccine Growth Story [Yahoo! Finance]Yahoo! Finance
- Pfizer Reshapes Portfolio With Obesity Bet, Vaccine Deal And Pricing Shift [Yahoo! Finance]Yahoo! Finance
- Pfizer Reshapes Portfolio With New Partnerships Oncology Push And Pricing Shifts [Yahoo! Finance]Yahoo! Finance
- BofA Notes Positive Interest in Novavax, Inc. (NVAX) Technology Despite Timing Concerns for Licensed Assets [Yahoo! Finance]Yahoo! Finance
- Moderna Vs. Novavax: 2 Pandemic Vaccine Pioneers - Which Offers Better Value Today? [Seeking Alpha]Seeking Alpha
NVAX
Earnings
- 11/6/25 - Miss
NVAX
Sec Filings
- 1/26/26 - Form 4
- 1/20/26 - Form 8-K
- 1/12/26 - Form 8-K
- NVAX's page on the SEC website