$Novavax(NVAX)$ the fact that the contract was signed means both sides are confidant about EMA approval and timely delivery. In a contract like this there are always advance payment and provisions of penalty if the two milestones are not met. In other words cmc is no longer holding up submission and manufacturing. Q3 submission confirmed and EC may reveal precise timing and current manufacturing capacity. Important to get this to market before Pfizer full BLA approval which is slated for Labor Day. If EMA approval occurs after Labor Day market share will shrink very significantly—the reason for this is whoever gets the market also gets the real world data especially as booster.
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