Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (69593)	1/23/2022 12:03:50 PM
From: bruwin	Respond to of 78462

I don't have a problem with someone who is prepared and willing to have the Vaccine. It should be a personal choice. What has incensed me is the determination by most Western countries to virtually "Ban" any other treatment, especially the Monoclonal ones such as the cheap and effective PROTEASE INHIBITOR, IVERMECTIN, which is not under license or patent. We now see that Pfizer has come up with a tablet, PAXLOVID, which works in EXACTLY the same way as does IVERMECTIN. It, too, is a PROTEASE INHIBITOR. The difference, of course, is the cost involved. The current US Administration has bought 10 MILLION Treatment Courses of PAXLOVID from Pfizer for $5.29 BILLION of taxpayer's money !!

To: Paul Senior who wrote (69593)	1/23/2022 12:22:09 PM
From: E_K_S	1 Recommendation Recommended By sjemmeri Respond to of 78462

It is interesting the path Novavax is taking to deliver the spike proteins. I notice they also manufacture a NanoFlu influenza vaccine. I am wondering what other uses/cures/vaccines can they develop using this new/interesting innovative approach? Their technology platforms involve the use of proprietary, microscopic, organized, non-phospholipid structures as vehicles for the delivery of a wide variety of drugs and other therapeutic products, including certain hormones, anti-bacterial and anti-viral products and vaccine adjuvants. Moths and tree bark: How the Novavax vaccine works As of September 30, 2021, Novavax had $1.9 billion in cash, cash equivalents and restricted cash, compared to $0.8 billion as of December 31, 2020. The increase in cash provided was primarily due to $1.2 billion in payments under advance purchase agreements recorded as deferred revenue and $565 million net proceeds raised through utilization of At-the-market (ATM) offerings during the first quarter of 2021. Current Market Cap $6.4 Bill (based on market price of $83/share) Shares Outstanding: 74.6 million They have approx. $25/share in cash ------------------------------------------------------------- Thought NVAX might have sold some royalty interests to Royalty Pharma Plc Cl A (RPRX) but did not find anything but could be that NVAX has no need for the cash (yet). Here is What Hedge Funds Think About Novavax, Inc. (NVAX) What is interesting is the Hedge funds like BOTH RPRX & NVAX. If/when RPRX buys a piece of the royalty interest in NVAX, I will sit & watch. FWIW, been slowly building a position in RPRX and it appears that NVAX would be a good addition to their basket of Pharma drugs. I do like their story but far more intelligent investors (i.e. Hedge Funds) have/are looking at this company too.