I need to walk back this statement. NVAX is applying for EUA and a BLA using prefilled syringes this season. A decision made to remain competitive but in turn creating uncertainty and additional risk. A small company building up a large inventory of PFS product before being granted market authorization would seem inadvisable. Yes MRNA moved to a PFS product by why not PFE? It may have more to do with fill/finish requirements than cost. Granting EUA during a controlled COVID endemic will come with much higher requirements and standards than years past. Furthermore NVAX has signed APA's with Australia and Canada so things could get messy if the company runs into delays.
The terms of the deal were added into the same day 10-Q release so perhaps the company felt this would be a redundancy. Normally NVAX wouldn't be so efficient but they needed a valid reason to remove the "going concern" disclosure.
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