InvestorsHub Logo
Followers 87
Posts 6642
Boards Moderated 1
Alias Born 09/18/2009

Re: cowtown jay post# 42583

Wednesday, 06/12/2024 7:45:24 AM

Wednesday, June 12, 2024 7:45:24 AM

Post# of 42751
As JFK said, a rising tide lifts all boats. This might explain an increased interest in Humanigen.

As Zack's Equity Research noted, "Investors Heavily Search Novavax, Inc. (NVAX): Here is What You Need to Know
Zacks Equity Research
Mon, Jun 10, 2024...

Novavax (NVAX) is one of the stocks most watched by Zacks.com visitors lately...Shares of this vaccine maker have returned +104.6% over the past month versus the Zacks S&P 500 composite's +3.3% change...For the current quarter, Novavax is expected to post earnings of $1.13 per share, indicating a change of +94.8% from the year-ago quarter. The Zacks Consensus Estimate has changed +241.6% over the last 30 days...The consensus earnings estimate of $0.37 for the current fiscal year indicates a year-over-year change of +106.8%. This estimate has changed +144.5% over the last 30 days."

https://finance.yahoo.com/news/investors-heavily-search-novavax-inc-130016966.html

Novavax further provides FLS cautions as follows. "... (Our) and Sanofi’s ability to successfully implement its partnership, including the ability to transition key processes and effect technology transfers, Novavax’s and Sanofi’s ability to successfully develop or commercialize any vaccines or vaccine candidates, our ability to successfully and timely manufacture, distribute, or market our updated COVID-19 vaccine including as a single dose vial or pre-filled product presentation for the 2024-2025 vaccination season, our plans to sell our COVID-19 vaccine for the 2024-2025 vaccination season under Emergency Use Authorization; challenges satisfying, alone or together with partners, various safety, efficacy, and product characterization requirements, including those related to process qualification, assay validation and stability testing, necessary to satisfy applicable regulatory authorities; challenges or delays in conducting clinical trials; challenges or delays in obtaining regulatory authorization for our product candidates, including our updated COVID-19 vaccine in time for the 2024-2025 vaccination season in the U.S. and in foreign jurisdictions to meet APA commitments or for future COVID-19 variant strain changes, our COVID-19-Influenza combination vaccine candidate and our stand-alone influenza vaccine candidate; manufacturing, distribution or export delays or challenges; our substantial dependence on Serum Institute of India Pvt. Ltd. and Serum Life Sciences Limited for co-formulation and filling and PCI Pharma Services for finishing our COVID-19 vaccine and the impact of any delays or disruptions in their operations on the delivery of customer orders..."

https://www.sec.gov/ix?doc=/Archives/edgar/data/1000694/000110465924068875/tm2416490d1_8k.htm

I didn't know that Novavax had a business relationship with PCI Pharma, but I knew of Humanigen's relationship with PCI. I also see Cenexi being mentioned in other posts, and I know we also had a business relationship with them. The closer we get to Novavax's stockholder meeting tomorrow, which is also when we will hear about the bankruptcy court's decision regarding our expanded and increased Asset Purchase Agreement, and a possible distribution to existing equity holders of Humanigen shares, the more optimistic I become.