No argument there. I really thought this would succeed, especially with the science of Dr. Arad behind the products. Still, I wonder how this might have turned out had there been no breakout of war with Israel just prior to the planned spinoff. The NLC Pharma spinoff probably would have prevented the insolvency altogether.

Shit happens. Live and learn. I wish I still had access to Tollovid.

Today I completed a full conversion of Novavax shares in my regular IRA to my Roth IRA. The share price hasn't been this low since before the Sanofi deal. It may go lower but every day waiting for a lower conversion price is another day news could break sending share price higher. My state doesn't tax IRA withdrawals or conversions, so I only have the federal tax bill to deal with. If Novavax succeeds this will be looked upon as a very smart move. If not, life goes on.

Looking forward to Q3 call and update on FDA hold.

It's too bad the Tollovid product didn't survive the Todos Medical insolvency. It was a product that helped a lot of Long Covid patients. It didn't work for everyone, but impacts reportedly ranged from little/no improvement to total recovery. I suspect those with little to no improvement probably took it for a short time, saw no improvement, and stopped taking it. Hindsight has shown it typically required several weeks or months of continued treatment to start to see improvements.

Tollovid was one of the approved Long Covid treatments administered by RTHM Direct, a team of degreed and licensed medical professionals whose focus is on providing a comprehensive set of treatments, labs, and guidance for complex illnesses like Long Covid, ME/CFS, MCAS and POTS. Sadly it is no longer listed as one of their treatments because when their supply was exhausted it was no longer being manufactured.

Author Alisa Valdez was the poster girl for Tollovid for a time, posting details of her serious Long Covid issues and her full recovery while taking Tollovid as a participant in a Long Covid study sponsored by Todos Medical in which she was provided free Tollovid in exchange for documenting the impact on her condition. She reported an amazing full recovery and return to a normal life, but then wound up in the hospital, and publicly blamed Tollovid. An investigation revealed she had given part of her free Tollovid supply to friends. She ran out of Tollovid and then purchased Gromwell root powder from Amazon and ingested it believing it would work the same as Tollovid. This caused liver damage that resulted in her hospitalization. Unfortunately, she blamed Tollovid for her condition after the company refused to replenish her supply of Tollovid for free. Todos revealed her actions that violated her agreement with the company and invalidated their study. She soon went silent on her claims after her actions were revealed by the Todos CEO on Twitter.

I took Tollovid on a daily basis for almost 2 years, and not only did I remain protected against Covid infections when everyone around me at work was getting infected, but also eliminated a long-standing issue with a chronic cough.

I hope Dr. Arad can find a way to get Tollovid back on the market to help Long Covid patients, and get Tollovir into a clinical trial for hospitalized Covid patients. People are still dying from Covid, so there is still a need for Tollovir over what's currently being used for treatment.

Discussion on FDA hold from another board.

NEWS: Update on Novavax's COVID-19-Influenza Combination and Stand-alone Influenza Phase 3 Trial

October 16, 2024

GAITHERSBURG, Md., Oct. 16, 2024 /PRNewswire/ -- Novavax, Inc. (Nasdaq: NVAX), a global company advancing protein-based vaccines with its Matrix-M™ adjuvant, today announced that the U.S. Food and Drug Administration (FDA) has placed a clinical hold on Novavax's Investigational New Drug (IND) application for its COVID-19-Influenza Combination (CIC) and stand-alone influenza vaccine candidates. The clinical hold is due to a spontaneous report of a serious adverse event (SAE) of motor neuropathy in a single CIC Phase 2 trial participant outside of the U.S. who received the vaccine in January 2023. The trial completed in July 2023 and the participant reported the SAE in September 2024.

"We are working closely with the FDA to provide the necessary information that will allow them to better understand this observation and resolve the clinical hold," said Robert Walker, MD, Chief Medical Officer, Novavax. "It is important to note that safety is our top priority, and while we do not believe causality has been established for this serious adverse event, we are committed to working expeditiously to fulfill requests for more information from the FDA. Our goal is to successfully resolve this matter and to start our Phase 3 trial as soon as possible."

Data from Novavax's previous COVID-19 and influenza trials have shown no signals for motor neuropathy. Investigators have been informed of this action. The COVID-19 IND for Novavax's COVID-19 vaccine is not impacted by the clinical hold.

https://ir.novavax.com/press-releases/2024-10-16-Update-on-Novavaxs-COVID-19-Influenza-Combination-and-Stand-alone-Influenza-Phase-3-Trial

Also, Form 8-K filed with SEC.

Mater Research initiates combined Covid-flu vaccine trial

October 14, 2024

Mater Research in Brisbane, Australia, has commenced a clinical trial for a new combined Covid-19 and flu vaccine from Novavax aimed at providing protection for individuals who are unable to receive mRNA vaccines.

This non-mRNA vaccine is protein-based and includes a segment of the coronavirus spike protein.

It is designed to trigger an immune response by introducing a harmless piece of the coronavirus spike protein to the immune system.

As the immune cells recognise the spike protein as a foreign invader, they start to build a defence against it.

Eligible volunteers will include healthy individuals over the age of 65 years who have not received an influenza vaccine in the past two months.

The trial is set to commence on 4 November and will span a three-week period.

https://www.clinicaltrialsarena.com/news/mater-research-initiates-combined-covid-flu-vaccine-trial/

Shares available to short dropped by 500K shares this morning, indicating a possible short attack at the open. If you're looking to buy NVAX shares at a lower price today you'll likely get your chance.

Source: fintel.io/ss/us/nvax

Novavax Poised for U.S. Market Capture and Cost Efficiency Gains: A Resounding Buy Rating

https://markets.businessinsider.com/news/stocks/novavax-poised-for-u-s-market-capture-and-cost-efficiency-gains-a-resounding-buy-rating-1033671123

B.Riley Financial analyst Mayank Mamtani reiterated a Buy rating on Novavax (NVAX – Research Report) today and set a price target of $23.00.

Mayank Mamtani has given his Buy rating due to a combination of factors surrounding Novavax’s strategic positioning and operational progress. He highlights the company’s readiness to capture the U.S. commercial COVID market for the upcoming Fall ’24 season, strengthened by finalized retail pharmacy contracts covering over 17,000 locations—a significant increase from the prior fiscal year. Additionally, Mamtani notes Novavax’s effective recalibration of its cost structure, which has led to a substantial reduction in operating expenses, and anticipates further cost savings in the future. These improvements in operational efficiency, coupled with the company’s plan to strategically exit most ex-U.S. territories, reinforce the analyst’s positive outlook on Novavax’s stock.

Furthermore, the potential for regulatory and commercial success of Novavax’s late-stage pipeline, particularly the COVID-influenza combination vaccine and stand-alone flu programs, underpins the Buy rating. Mamtani emphasizes the company’s alignment with FDA plans for a single Phase III immunogenicity study, which could expedite the approval process. He also points out the anticipated milestone payments from the partnership with Sanofi, which are expected to bolster Novavax’s financial position. Despite a downward revised FY24 guidance, largely due to the exclusion of future Advance Purchase Agreements (APAs), Mamtani’s analysis suggests confidence in Novavax’s ability to navigate the market and capitalize on its U.S. commercial strategy and pipeline advancements, justifying a Buy rating with a price target of $23.

Novavax Covid-19 vaccine now available in Poland

https://leki-pl.translate.goog/poradnik/czy-w-polsce-dostepna-jest-nowa-szczepionka-przeciwko-covid-19-news/?_x_tr_sl=auto&_x_tr_tl=en&_x_tr_hl=en&_x_tr_pto=wapp

Thoughts from another board on short positions...

Shorts borrowed 1.1M shares and attacked stock at the open. Doesn't make sense. I expect price to recover over the day.



https://fintel.io/ss/us/nvax

NEWS: Novavax's Updated 2024-2025 Nuvaxovid™ COVID-19 Vaccine Receives Authorization in the EU

https://ir.novavax.com/press-releases/2024-10-09-Novavaxs-Updated-2024-2025-Nuvaxovid-TM-COVID-19-Vaccine-Receives-Authorization-in-the-EU

What fantasy world do you live in? Good luck suing me for anything I posted. I was invested in MONI at one point for a brief period but then sold at 0.053 for a small loss. Glad I exited that pile of 💩. Even after your 500% run-up in price, it's still at 0.03. I hope this time the new merger is real and shareholders benefit, but again I ask why any entity would want to associate themselves with a company like MONI and retain their shadowy legal counsel. If I'm wrong, I'll admit it, but you're all ready to call it a glowing success with the share price only at 3 cents. Perhaps you should look at the MONI chart and see if it matches the pump-and-dump pattern you claim here. We both know the answer, don't we?

I don't recall explicitly recommending anyone sell MONI but I did post my opinion that it was a scam and has been for it's entire existence through various company name changes. Then I posted links to their corporate counsel, who has a long history of involvement with pump-and-dump companies. Can you honestly tell me you read his history and didn't have concerns? Or was your head stuck in the sand like everyone else there?

So show me the post you claim. And tell me again how anyone taking investment advice from a complete stranger on a message board is not a complete moron. I'll go one further and state that anyone who believes anyone else is responsible for their own investment choices is also a moron, and a very naive investor. I think we have a few on this board. How exactly does that work? Is it...

1. I'm a novice investor and will blindly follow advice from a stranger on a message board.

2. I'm a lazy investor and will do no DD of my own, but will accept what is posted on a message board, without question, and make my investment decisions accordingly.

3. I'm an immature person and never learned to accept responsibility for my own decisions. I find there are plenty of individuals to blame if I lose money in ANY situation in life.

You've also called Novavax a pump-and-dump. I guess that's why Sanofi invested $1.3 Billion dollars with them to license their Covid vaccine and adjuvant technology. Too bad the Sanofi team isn't as keen as you. I wonder if they looked at the stock chart. LMFAO

Here's the latest update on my Todos Medical Investment Loss Recovery Plan. I expect the overall return to change dramatically for the better by end of year as planned announcements are made. I've stopped investing my own money here but have increased my share position over the last few weeks by 13.2% by swing trading a portion of my shares. The current value of these "free" shares is $37,800. I will continue this process of accumulating free shares until the short-sellers exit the stock. And my very positive outlook and posts on the stock haven't changed one iota during the time I have been invested.

Again, thanks to GC for turning me onto the excellent Novavax Covid vaccine. Two years of protection lasting far longer than mRNA options, with zero side effects. Looking forward to the upcoming Combined Influenza-Covid vaccine and will be adding that to my annual regime.

Still waiting for the geniuses still posting here (extreme sarcasm) to explain how I'm a P&D'er. Clearly ignorance is running amuck here. Let me educate you a little.

Investopedia: How Does a Pump-and-Dump Scam Work?

A pump-and-dump scam is the illegal act of an investor or group of investors promoting a stock they hold and selling once the stock price has risen following the surge in interest as a result of their endorsement.

KEY TAKEAWAYS

• Pump-and-dump is a scheme that attempts to boost the price of a stock through recommendations based on false, misleading, or greatly exaggerated statements.

• The favored medium of communication for traders involved in pump-and-dump is social media platforms or anonymized messaging apps like Telegram and Discord.

• Promoters of the scheme will then begin to coordinate rumors, misinformation, or hype in order to artificially increase interest in the security, driving up its price.

• Then, once the price of the stock has been increased sufficiently by unsuspecting marks, the promoters then sell the stock at high prices.

It is clear the intent of a pump-and-dump scheme is to MAKE MONEY, correct? So if a person loses almost all of their investment, how are they a pump-and-dumper? I'm still waiting for the intellects here to explain that, while at the same time claiming this was a pump-and-dump stock. Seriously, answer the question. Or continue to post false claims based on ignorance and personal bias. Some here are blaming others for their losses. Some here lost in GC's previous company, Amarantus, and yet invested again. How is that anyone's fault besides your own?

I posted the news of Todos Medical's insolvency hearing in Israel. I held my shares for a few months to see how that worked out. I sold my shares over 4 days in February 2024 and posted here that I have exited my entire position. I've posted my losses and how I intend to recover those via an investment in Novavax, where I rolled the approximately $8K I recovered from my Todos shares. So once again I ask, how was this a pump-and-dump scheme and where did I profit?

Summary of my closed TOMDF positions with Fidelity, printed today. See any profits in my TOMDF sales? Time for the geniuses to step up and enlighten the board on how this was a pump-and-dump. Enlighten us.

Continuing to trade on dips created by the short-sellers. As of today's close, have added a total of 2,780 free shares and lowered cost basis from initial $5.65 to current $4.90/share. I plan to continue this practice until short-sellers move on. Hopefully that is sooner rather than later. Great news coming this quarter on multiple fronts, IMO.

Novavax Form 8-K filed 10/3/24

Form 8-K

I believe this issue is specific to mRNA Covid vaccines. It has been shown in testing that immunity wanes significantly after as little as 3 months, while the Novavac Covid vaccine immunity remains high for 8 months or more after vaccination.

Jeffries Reiterates Buy Rating on Novavax, Target Price $31.00

The NIH Clinical Trials database currently shows the following trials where Novavax Matrix-M adjuvant is used. Link provided to this search in case anyone wants to dig deeper in the trials listed.

28 trials – not yet recruiting
69 trials – recruiting
25 trials – active, not recruiting

https://clinicaltrials.gov/search?term=%22Matrix-M%22&limit=100&aggFilters=status:act%20rec%20not

I'm very excited to be a Novavax shareholder.

I've been continuing to trade on dips created by the short-sellers. As of this morning, have added a total of 1,883 free shares and lowered cost basis from $5.65 to $5.12/share. My goal is to roll profits back into repurchase of more shares, which I'm holding until the eventual buyout that I expect within 1 - 3 years.

This trading opportunity won't last much longer, IMO. Shorts are going to get burned badly on news of another partner, public announcement of Sanofi's plans for Matrix-M adjuvant, EMA approval of the Covid vaccine, and update on new Novavax pipeline.

While frustrating for now, the short-sellers will eventually move on to easier targets than NVAX.

Novavax's new COVID-19 vaccine gets emergency use approval in South Korea

https://en.topdaily.kr/articles/2817

CNET – Move Over, mRNA: What to Know About the Novavax COVID Vaccine

https://www.cnet.com/health/medical/move-over-mrna-what-to-know-about-the-novavax-covid-vaccine/

I'll be sure to let Sanofi know they made a huge mistake in partnering and investing $1.3B in Novavax. I'm sorry they failed to consult you for your thoughts as part of their due diligence. Most likely they elected to ignore those who have no knowledge about Novavax, their current and forthcoming product lines, and the value of their Matrix-M adjuvant to other pharma companies.

But thanks for the entertainment.



Currently have over $146K in profit here. I'm buying more NVAX shares this week.

Here's an interesting data point on Novavax vaccine posted on Yahoo and Stocktwits NVAX forums.

THE TURNAROUND MAN – John Jacobs is reshaping Novavax for the post-pandemic era



https://www.bizjournals.com/washington/news/2024/09/26/novavax-john-jacobs-vaccines-covid-flu.html

Access to the article at the link above requires a subscription.

Use this link to download the PDF of the article – 6 pages in length
PDF Link

Use this link to download the MP3 audio of the article – 13 minutes in length
MP3 Link

You should look up the definition of P&D as you are clearly uninformed. If you need someone to teach you how to use Google, let us know. Or perhaps you can use that new search engine being pumped over on the MONI site. I hope you haven't bought into that garbage. Those guys haven't made any real progress in the past and MONI is just another means to continue lining their pockets with investor money, IMO.

Did you see where I sold part of my NVAX holdings on the latest news and bought back $1.50 lower and gained $9,425 worth of FREE Novavax shares? Lowered my average cost basis from $5.63/share to $5.41 in the process. That's what some claim to be doing on the MONI board. So how are their actions not a P&D but mine are?

Novavax has a short-seller problem. The overall percentage of shares shorted has been heading lower for months, currently around 20-22% of outstanding shares. I don't short stocks and I don't buy on margin. Myself and some other NVAX investors are trying to take advantage of shorting presence by trading a little on the price swings created by these shorts. That's not illegal, and it's not pumping and dumping as you seem to believe. My outlook on Novavax has always been positive, and my outlook doesn't change on a dime like it does with most P&D'ers. Look to your own MONI board for examples.

Educate yourself more and you won't appear uninformed or ignorant in what you post. I'm guessing you don't really care. 🤣

For those investors who are unhappy with CEO Jacobs and particularly his lack of publicly addressing short sellers, travel back in time to this June 2023 podcast interview with Jacobs. Interview starts at 16:15 and is worth a listen.

Remember this was 10 months prior to the Sanofi deal and while the "going concern" statement in the filings was a major issue with the company. I think it helps put things in perspective a year later. More great things ahead for Novavax, in my opinion. I'm happy to be invested here.

I completed swing trades of NVAX in my 4 Fidelity accounts and picked up 754 free shares today. I added 37 free shares last Friday on much smaller trades. The free shares has lowered my average cost per share from $5.65 to $5.41. I've grown tired of the short-sellers killing the share price with any decent run-up so I decided to try to take advantage. I don't think this opportunity will last much longer with the news expected in the coming weeks and months. Shorts will eventually move on.

NEWS: Novavax Names Dr. Ruxandra Draghia-Akli as New Executive Vice President and Head of Research & Development

https://ir.novavax.com/press-releases/2024-09-25-Novavax-Names-Dr-Ruxandra-Draghia-Akli-as-New-Executive-Vice-President-and-Head-of-Research-Development

I'm intrigued by the potential here, but this is definitely one where you buy some shares with money you can afford to lose, set them aside, and see where this ends up in a few years. Or just follow the story and invest later if successful, but at a higher price with less risk.

I've seen a lot of buyout numbers posted on other sites. I believe $50 is too low, although it seems like a good price compared to current share price. However, the new business model for creating great technology and licensing it to BP partners is just getting started. According to CEO Jacobs and other company execs speaking on numerous conference calls or presentations, they plan on licensing the Matrix-M adjuvant to others and stated there is significant interest. That tells me other partnerships are likely forthcoming, similar to the Sanofi deal.

In determining a fair buyout price that would be accepted, they would need to factor in not only the expected revenues from the Sanofi partnership, but the revenues other partners might bring over the next 5-10 years, adjusted for current valuation. My gut tells me that is far above $50/share and $100+ is more likely. While many shareholders might be willing to accept a $50 offer, I don't think the company would settle for such a low value with the revenue the new business model and the company IP would be expected to bring in the coming years.

My hope for Novavax is they partner with several BP's and when the time comes for a buyout offer, a bidding war ensues. 😎

On the hunt for Novavax: Why people are seeking out the 'traditional' COVID vaccine

https://www.yahoo.com/lifestyle/on-the-hunt-for-novavax-why-people-are-seeking-out-the-traditional-covid-vaccine-192105984.html

Sanofi CEO believes company poised for growth from new drugs

https://www.reuters.com/business/healthcare-pharmaceuticals/sanofi-ceo-still-considering-how-split-consumer-biz-hopes-keep-stake-2024-09-23/

I feel confident the licensing of the Matrix-M adjuvant from Novavax has a lot to do with this expected growth. 😎

Health Canada approves Novavax's updated COVID-19 vaccine for fall

https://www.cbc.ca/news/health/novavax-covid-vaccine-2024-2025-1.7328401

I received the updated 2024-25 Novavax Covid vaccine this week at CVS. Other than minor soreness at the injection site and minor fatigue the next day, no side other effects to report. I received the Covid vaccine in one arm and the quadrivalent flu vaccine in the other arm, so the combined vaccines and not getting a full night's sleep the previous night probably contributed. I just slept a lot the following day recovered fine.

The pharmacy tech knew little about the non-mRNA Novavax vaccine, so I spent the time educating her a bit. The information peaked her interest and she stated she was going to research the vaccine more.

I'm looking forward to success of Novavax's Combined Influenza-Covid (CIC) vaccine and plan to get it every year once it completes testing and approval process. Matrix-M adjuvant will help it to succeed where others have failed.

As previously posted, this week:

1. I got the updated 2024-25 Novavax Covid vaccine
2. I got the updated quadrivalent flu vaccine
3. I purchased more Novavax shares.

Advice from the Masters that will benefit Novavax investors.

Yes, I'm aware Leinwand has been MONI's attorney for a long time. He's been on my radar for over 20 years. And he has apparently avoided any convictions in any legal actions or litigation against the respective companies he's been associated with. However, officers in some of those companies have gone to prison. It's hard to imagine their legal counsel being unaware of the violations that were occurring in those companies. He's clearly smart enough to avoid prosecution, but clearly his involvement with so many shady issues and proven pump-n-dumps should be of concern to shareholders and any new firm that merges with MONI. Perhaps the INDEXR guys plan to replace him with an attorney of their own choosing. I think that would be a good move. Failure to replace Leinwand based on his past and current associations should be a warning sign for investors. Imagine what would happen if some stock analyst starts covering MONI and uncovers Leinwand's past, and publishes his concerns about a company retaining the services of such a shady and questionable character.

You wouldn't want your kids hanging out with drug dealers, pimps, swindlers, con artists, robbers and thieves, or their attorneys. You certainly wouldn't want your daughter to marry any person associated with them. But it's apparently okay to drop thousands of dollars into the hands of a company whose legal counsel has been associated with MANY criminal and shady operations. I got it. You're all adults, make your own decisions, and will certainly not blame others if this investment goes south. Well, maybe most of you. One I absolutely know will blame others, based on his posting history on multiple failed investments.

Leinwand reminds me of Saul Goodman from Breaking Bad and Better Call Saul. Great entertainment value, but not someone I would want to be associated with, especially as an investor in a company he was associated with. But hey, I'm sure you're a big fan of both shows so everything will be just peachy.

I don't make price predictions. I do expect by end of 2024 the share price will be significantly higher than today, based on the updates management stated they will provide regarding new pipeline and strategy.

The major reason I invested in Novavax was the new CEO and his plan to change the business model. Sanofi involvement is huge and validates not only the new business model but their superior Matrix-M and Covid vaccine technologies. I expect other BP to partner in similar fashion, possibly another one added by end of 2024.

So with the new business model focused on their excellent R&D and creating new products that will be highly sought after by BP, I expect only two scenarios... both of which should greatly benefit investors.

1. Business model continues with new BP partnerships inked, resulting in billions in annual revenue growth over next several years.

2. Sanofi or one of the BP partners (or BP who hasn't partnered yet) will make offer to buy Novavax. Hopefully this creates bidding war over fear new owner won't license the Novavax technology acquired.

That's how I believe things will shape up and why I'm invested here. Sure, the short-term swings are frustrating, but I'm keeping my eye on the long goal and continuing to accumulate shares. I may start trading a portion of my holdings on any news as long as shorts continue to play their games as a means of picking up free shares.

I will state my expectations for either of these scenarios playing out is north of $100 per share, and I believe that is conservative. My cost basis is $5.65 with 93.5% of my shares purchased pre-Sanofi. GLTY