Novavax

NVAX

Market cap $1.1B

Recently, Zacks.com users have been paying close attention to Novavax (NVAX). This makes it worthwhile to examine what the stock has in store.

Novavax, Inc. ( NVAX ) Jefferies London Healthcare Conference 2025 November 19, 2025 11:30 AM EST Company Participants Ruxandra Draghia-Akli - Executive VP and Head of Research & Development James Kelly - Executive VP, CFO & Treasurer Conference Call Participants Jiale Song - Jefferies LLC, Research Division Presentation Jiale Song Jefferies LLC, Research Division Welcome to Jefferies London Healthcare Conference 2025. My name is Roger Song, one of the senior analysts cover semicap biotech in the U.S. It is my pleasure to have my next fireside chat with Novavax.

Shah Capital, Novavax's second-largest shareholder, is pressing the biotech's board to pursue strategic changes, including a potential sale, and warned it could launch a proxy fight if no progress is made in the next four months.

GAITHERSBURG, Md. , Nov. 12, 2025 /PRNewswire/ -- Novavax, Inc. (Nasdaq: NVAX) today announced that it will participate in the following upcoming investor conference: Jefferies London Healthcare Conference: Fireside Chat Date: Wednesday, November 19, 2025 Time: 4:30 p.m.

Recently, Zacks.com users have been paying close attention to Novavax (NVAX). This makes it worthwhile to examine what the stock has in store.

NVAX exceeds third-quarter expectations, boosted by a Sanofi milestone payment. It lifts its 2025 sales outlook.

Novavax, Inc. ( NVAX ) Q3 2025 Earnings Call November 6, 2025 8:30 AM EST Company Participants John Jacobs - President, CEO & Director Ruxandra Draghia-Akli - Executive VP and Head of Research & Development James Kelly - Executive VP, CFO & Treasurer Conference Call Participants Nabeel Nissar - Jefferies LLC, Research Division Mayank Mamtani - B. Riley Securities, Inc., Research Division Eric Schmidt - Cantor Fitzgerald & Co., Research Division Christopher LoBianco - TD Cowen, Research Division Alec Stranahan - BofA Securities, Research Division Thomas Shrader - BTIG, LLC, Research Division Xun Lee - H.C.

Novavax (NVAX) came out with a quarterly loss of $0.62 per share versus the Zacks Consensus Estimate of a loss of $1.08. This compares to a loss of $0.76 per share a year ago.

Total revenue of $70 million in the third quarter of 2025 Continued successful execution of Sanofi partnership with $225 million in milestones achieved year-to-date including $50 million earned on marketing authorization transfers Sanofi reported preliminary positive immunogenicity and safety Phase 1/2 data for Nuvaxovid ™ in combination with both Fluzone High-Dose and Flublok Sanofi received BARDA grant for pandemic influenza vaccine candidate using Novavax's Matrix-M® adjuvant Maryland site consolidation transactions resulted in $60 million cash proceeds and approximately $230 million in expected future cost savings Raises Full Year 2025 Revenue Framework and Affirms Financial Guidance C ompany to host conference call today at 8:30 a.m. ET GAITHERSBURG, Md.

Novavax raised its annual revenue forecast for the third time this year on Thursday, banking on milestone payments from vaccine supply and licensing deals such as with Japan's Takeda Pharmaceuticals.