I agree with your assessment on Shah's proxy fight and silence up to this point. If the proxy fight is going forward, we should hear about it this week. If we hear nothing, I feel that's a strong indication he may have been shown some info (under NDA) by the company to quell his concerns, and we get news of new partners for Matrix-M.
Everyone knows a CIC vaccine is the next major step for several top vaccine makers. We know the Novavax CIC has indicated strong positive results in testing done so far, and we expect a major play to step forward at some point to advance our CIC asset. Some have speculated that the reduced discussions of our CIC asset is likely the result of ongoing negotiations with one or more major players, and the company won't discuss CIC much going forward until a deal is inked. I agree with that assessment over those claiming our CIC has no interest and is going nowhere.
I fully expect we will see news this week or next week that moves share price significantly higher. Sanofi deal >>> Pfizer deal >>> who is next??? The time between deals will accelerate, shorts will move on to easier targets, the convertible debt will be retired when additional up-front cash is received... I mean, how far does the company need to extend operational funding given the current cash position and continuing reductions in O&M planned? It would seem pointless to extend operational funding to end of 2029 with this convertible debt still creating negative share price appreciation through hedge fund arbitrage trading. When this debt is gone and shorts have moved on, there will be nothing remaining that keeps share price from moving toward true value, which we all know is much higher than current share price.
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