Novavax Hits Profit in Q4 2025 & Raises 2026 Revenue Forecast
Novavax reports strong 2025 results, first Q4 profit in years, and boosts 2026 outlook thanks to Pfizer & Sanofi deals.
Novavax reports strong 2025 results, first Q4 profit in years, and boosts 2026 outlook thanks to Pfizer & Sanofi deals.
Novavax secures $30M upfront payment from Pfizer in licensing deal for Matrix-M adjuvant technology, with potential for $500M more in milestone payments.
Moderna and Novavax shares drop 5-6% after FDA's vaccine chief links COVID-19 shots to 10 children's deaths and announces stricter vaccine approval standards.
Novavax's second-largest shareholder Shah Capital pushes for company sale, citing poor COVID vaccine sales and untapped potential worth $5 billion under larger pharma ownership.
Trump officials plan to link COVID vaccines to 25 child deaths using unverified VAERS data. This news dropped vaccine makers' shares. HHS calls it "pure speculation", while Moderna states its vaccine is rigorously monitored with no new safety concerns.
Health Secretary Robert F. Kennedy Jr.'s regulatory changes cause a rocky COVID vaccine rollout with narrowed FDA approval (65+, high risk). Pfizer's new data shows good LP.8.1 protection. A key CDC meeting on Sept. 18 will address access & coverage, amidst plummeting sales.