NVAXNovavax, Inc.
Price
+46%1YEnd-of-day closes, not the intraday tick.
Survival is the story here: start there
Quality mixed, hard red flags, growth fading, the market undecided.
Our technology platform, combined with our deep vaccine expertise, is the fuel for innovation and partnerships, and we believe it has the potential to create significant value. Our proprietary Matrix-M™ adjuvant when added to vaccines, has been shown to help induce a stronger and longer-lasting immune response. Our recombinant protein-based nanoparticle technology has been shown to be highly immunogenetic. Together, we believe that our technology platform can induce potent, durable and broad immune responses, with the potential to be antigen-sparing.
In the company’s own words · 10-K filed Feb 26, 2026 · SEC EDGAR
Charts
As reported to the SEC, without any scoring.
Novavax, Inc. (NVAX) reported revenue of $57M in Q2 2026 (quarter ended Jun 30, 2026), down 76% from the same quarter a year earlier. That came with a gross margin of 75% and net loss of $53M. For the full year FY2025, revenue was $1.12B (+65% year on year) and net income $440M. Its largest product in Q2 2026 was Licensing Royalties And Other at $38M, 62% of the disclosed total, well ahead of Supply Sales at 31%. The next results filing is expected around Nov 5, 2026, the same week as a year ago.
What the company said
The company's own words from its current reports to the SEC, newest first
- Jan 20, 2026License Agreement On January 15, 2026, (the “Effective Date”), Novavax, Inc. (the “Company”) entered into a License and Option Agreement (the “License and Option Agreement”) with Pfizer Inc. (“Pfizer”), collectively (the “Parties”)Material agreement entered · Form 8-K
- Jan 12, 2026© 2026 NOVAVAX. All rights reserved.Earnings release · press release
- Nov 4, 2025On November 3, 2025 the Federal Drug Administration approved the transfer application to change the holder of the marketing authorization for Nuvaxovid ™ from Novavax to Sanofi Pasteur Inc. (“Sanofi”)Regulation FD disclosure · Form 8-K
Quoted from SEC EDGAR filings. A current report is filed within four business days of the event it describes.
Business segments
Jun 2026 · $61.4MThe company’s own SEC segment disclosure.
- Licensing Royalties And Other$37.8M62%
- Supply Sales$18.9M31%
- Milestone Amortization$3.8M6%
- Royalty$676.0K1%
- Support Services$265.0K0%
Why these answers
Each answer with the checks it was read from. Open one for the numbers.
Conflicts between checks are named, never averaged, and thin data says so.