Novavax Inc (NVAX)

[DewDiligence]

FDA_briefing_document_for VRBPAC advisory_committee—>bullish for PFE/MRNA/NVAX:

https://www.fda.gov/media/164699/download (p.5; p.18)

FDA anticipates conducting an assessment of SARS-CoV-2 strains at least annually and to engage VRBPAC in about early June of each year regarding strain selection for the fall season. Subsequently, a decision on the recommended vaccine composition would be made in time for any updated vaccine to be in production in time to be deployed for use no later than September of each calendar year.

…FDA expects that simplification of COVID-19 vaccine composition and annual immunization schedules may contribute to more facile vaccine deployment, fewer vaccine administration errors, and less complex communication, all potentially leading to improved vaccine coverage rates and, ultimately, to enhanced public health.

Emphasis added. The VRBPAC meeting takes place on 1/26/23; it will include presentations from PFE, MRNA, and NVAX.