)
Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
Novavax (NVAX) investor relations material
Novavax Jefferies London Healthcare Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Jefferies London Healthcare Conference 2025 summary19 Nov, 2025
Strategic transformation and partnerships
Transitioning from pandemic response to an endemic-focused vaccine manufacturer, emphasizing a leaner cost structure and diversified revenue streams.
Major partnership with Sanofi enables commercialization of COVID-19 vaccine, development of combination vaccines, and integration of Matrix-M adjuvant into Sanofi’s portfolio.
Sanofi agreement includes $70M investment, $500M upfront, and up to $700M in milestones, with significant royalties on both COVID and combination vaccines.
Matrix-M adjuvant licensed non-exclusively, allowing for additional deals and innovation across the vaccine industry.
Ongoing cost reduction and balance sheet strengthening to drive future profitability.
Commercialization and market outlook
2025 is a transition year for Sanofi’s commercialization of the COVID-19 vaccine, focusing on learning and limited marketing, with a full launch planned for 2026.
Sanofi’s combination flu and COVID-19 vaccines have received positive early data and fast track designation from the FDA.
The combination vaccine market could reach $8B annually, with high-value milestones and royalties expected.
BARDA agreement for H5N1 pandemic flu vaccine with Matrix-M highlights strategic importance for global health security.
Matrix-M royalties extend up to 20 years for new Sanofi vaccines, with up to $200M in milestones per product.
Innovation and pipeline development
Matrix-M is positioned as a platform technology, with two top 10 pharma companies and an oncology partner evaluating it under master agreements.
Scientific data shows Matrix-M enables balanced immune responses, supporting its use in infectious disease and oncology vaccines.
AI and machine learning are used to optimize Matrix-M formulations for tailored immune responses.
Oncology vaccine collaboration is underway, with updates expected in coming quarters.
Matrix-M’s non-exclusive model is designed to foster broad industry innovation, not just internal development.
Sanofi's 2025 COVID launch: What defines success?
Matrix-M: What's the oncology market unlock potential?
Shingles vaccine: How does Novavax improve tolerability?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Novavax earnings date
Q4 202526 Feb, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
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.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage