Replies to post #8524 on Novavax Inc (NVAX)

[JoeForkeyBolo]

I would rather pay out of pocket for the Novavax vaccine than risk another mRNA vaccine provided for free by the government. But that's just me, knowing what I now know about the risks of mRNA vaccines and my own experience after taking the initial Pfizer mRNA Covid vaccine in 2021. After many studies around the world have exposed these dangers, some countries are moving away from the mRNA Covid vaccine in favor of protein-based vaccines. It's unfortunate Canada made this choice. I'm glad I don't live in a country that forces citizens to get the mRNA vaccine, or nothing at all.

I watched the FDA advisory panel discussions and presentations by the vaccine makers when they unanimously recommended the JN.1 target and mentioned Novavax numerous times in their reasonings, to give people a choice for a non-mRNA option. Peter Marks tried and couldn't get them to agree to target KP.2 with his "freshest milk" argument, so he overrode their recommendation the FDA official decision targeted KP.2, which as the panel discussed, would likely not be the dominant strain by the time the vaccines were available to the public. They were right and Novavax targeting JN.1 was right, but Marks continues to play his games to give Pfizer and Moderna the edge in initial sales. But I believe the public is more knowledgeable about the mRNA risks and will still wait for Novavax. Peter Marks doesn't seem to be connected to the reality of how things are today. He's still using last year's playbook. With a change in the White House administration that I believe is coming, Marks will likely be sent packing. He may join the Pfizer board to cash in, but it's a new ball game with Sanofi doing a lot of Novavax's heavy lifting starting in 2025.

One final thought... Novavax will announce their new product direction in the remaining months of 2024. Also, I expect other partnerships to be announced for their Matrix-M adjuvant. FDA can play their little games now, but Novavax has a new playbook and FDA is still using the old one. I bought more shares today. 😎