He means NVAX (Novavax). That's the company that has by a huge margin, IMHO, the best vaccine technology and I consider it a complementary investment to NNVC (NVAX covers the vaccines and NNVC covers the therapies, both are< IMHO, very clearly the best in their areas.
(I'm using the recent rise in NVAX to provide BP to purchase more NNVC. And when NNVC gets on a similar tear plan to do the reverse to buy more NVAX.
They are unlikely to both leap ahead at the same time and when one does, I use the increased BP to buy more of the one that's (currently) behind.
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