Novavax Inc (NVAX)

[LongRun8]

Agree. Over the past week or so, I have started to get a little nervous about the price action. I worry now about the interim results which have already been collected by NVAX in their RSV study in women of childbearing age. I hope there is not this huge selling pressure due to some negative inside information. That always makes me nervous b/c retail investors are always the last to know. Otherwise, maybe this is manipulation by market makers to obtain cheaper shares for somebody by taking out stops so that if good news is released, then somebody got a lot of shares at a discount from the 52-week high.

I am still hopeful for excellent results from the RSV study b/c of the data hitherto and the fact that NVAX is making the same palivizumab antibody that Synagis is, but it's through an active rather than passive process. I think, therefore, that the efficacy of the tested vaccine should be robust. If there is a potential for downfall, it'd likely be in an adverse reaction, likely from the adjuvant. That's what we would probably have to worry about if the Ph2 results aren't as expected.

The thing that gets me is the conference call we just had where they kept talking about their excitement to get going on further RSV studies. You would think that they wouldn't have been so gung ho on this if they knew their interim results were poor. Of course, maybe they can hide behind their Safe Harbor statement? I don't know. Either way, it'd be disingenuous for them to tout their excitement going forward for RSV if they knew their interim results were poor.