in response to a question on Bloomberg Stan mentioned one of the reasons they partnered with Serum was their unparalleled distribution network. He said Serum vaccinated 2/3 of the world’s children (prior to Covid) and that Novavax would plug into that. I don’t care how the basher crew spin NVX and I cannot predict a sp but taking a step back I see a new drug that is way way cheaper to transport and store than it’s competitors , has efficacy at least on par if not better than competitors, relays on tried and tested tech and has an exciting pipeline . On top of that it is accessing some of the most difficult markets to access through a distribution partnership with the biggest player in the world, with easy access to the high income markets already in place. On paper I feel I am seeing the birth of a new biotech giant on the world stage. Trade the stock daily, hold and never sell, short it … do whatever you want but I am extremely confident that over the next five years when we look back the graph trend will just be up and up and up $Novavax(NVAX)$
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