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Visual22 Oct 2025
Epiroc's cash spent on M&A
Novavax (NVAX) investor relations material
Novavax Cantor Global Healthcare Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Cantor Global Healthcare Conference 2025 summary4 Sep, 2025
Strategic transformation and partnerships
Shifted from a single-product, high-expense structure to a leaner, multi-opportunity biotech focused on value creation through technology out-licensing and partnerships, notably with Sanofi.
Sanofi now leads commercialization of the COVID vaccine in the US and select markets, with milestone payments and tech transfer ongoing through next year.
Sanofi has nonexclusive, broad access to Matrix M adjuvant, with potential for significant milestone and royalty payments for new vaccines developed using this technology.
Two additional top 10 pharma companies are evaluating Matrix M, potentially leading to further deals.
The company retains freedom to outlicense Matrix M to other partners, supporting a multi-pillar growth strategy.
Product pipeline and innovation
Four new assets in development target multibillion-dollar markets, including RSV, pandemic flu, C. diff, and shingles, with a focus on improved efficacy and reduced reactogenicity.
Early oncology research using Matrix M and AI aims to create a non-mRNA cancer vaccine platform.
Combination vaccines, especially flu/COVID, are a major focus, with clinical trials underway and strong market and physician preference for these products.
Matrix M's versatility across vaccine platforms enhances its value for both in-house and partnered programs.
Ongoing grant applications and discussions with US and European authorities for pandemic flu and other pipeline assets.
Market outlook and financials
The global vaccine market is projected to grow from $57B to $75B by 2030, with combination vaccines as a key driver.
COVID vaccine market stabilized at ~$9B globally, with the US at $3.5–4B; combination flu/COVID market estimated at $8B.
Royalties from Sanofi could reach $200M per $1B in COVID vaccine sales and $100M per $1B in combination vaccine sales.
Targeting non-GAAP profitability as early as 2027, driven by cost reductions (85% from peak), milestone/royalty inflows, and a lean operating model.
Short-term liabilities reduced from $2.6B to under $400M, with refinancing extending debt maturities to 2031.
Sanofi's Matrix-M use: What's the upside?
How do new pipeline assets differentiate?
Path to sustainable profitability by 2027?
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Q3 202511 Nov, 2025
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Frequently asked questions
Novavax, Inc., a biotechnology company, focuses on the discovery, development, and commercialization of vaccines to prevent serious infectious diseases and address health needs. The company's recombinant nanoparticle vaccine technology is based on its proprietary MVA-VLP platform, which is designed to entrap antigens within its shell while displaying antigens on its surface. The company has clinical, licensed, or in-licensed product candidates in development for the prevention of respiratory syncytial virus (RSV), Middle East respiratory syndrome coronavirus (MERS-CoV), and seasonal influenza viruses, as well as a non-clinical RSV F gene antagonist program. Available products include RespiGam; and Pediatrics Respiratory Influenza Vaccine (RIV) for children. Novavax, Inc. is based in Gaithersburg, Maryland.
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