$NVAX — FinTwit mentions on Surfaced

$NVAX — FinTwit mentions on Surfaced

Recent mentions

45 mentions

@dustinhuntwnMay 21, 2026 · 3:01 AM

$NVAX Just a reminder that the board didn't sign a single deal last year (Pfizer was this year). They have spent billions on the CIC and Flu yet have not found a partner yet. They signed one concrete deal so far this year which has earned the company $30M yet think this is enough to ask for around $100M in stock awards for them and 6% dilution to the company. All at a time they should be buying back shares not issuing more unnecessarily. For them to slow walk everything is fine for them if we sit back and allow this to happen. They can take years earning millions of dollars and millions of shares and wait for the SP to rise while we suffer. They have all of the upside and no risk as they get paid regardless. No new deals, no excessive board compensation.

@investmentguru_May 6, 2026 · 10:28 AM

$NVAX $NVO $OSCR all up 10%+ $NVAX Q1 EPS of $2.93 vs. -$0.43 estimate. Massive beat. Matrix-M adjuvant licensing model validating fast. $NVO Q1 sales +32% to $15.2B. Wegovy holds 65% of new U.S. prescriptions. Guidance raised. $OSCR Q1 revenue $4.6B vs. $3.0B a year ago. 3.4M members. Profitability on track for 2026.

@dustinhuntwnApr 10, 2026 · 3:40 AM

$NVAX There will probably be several hundred thousand shares shorted again today and lots of fail to delivers to try and prevent the SP taking off and options going ITM... JJ still doing nothing to defend it even though Shah has told him exactly what to do. Sort out the convertible debt or share buybacks and this probably takes off like a rocket, as those who have been manipulating it for years finally have to pay the piper. Will he act or just do nothing like usual to fight back.... let's hope he listens to Shah. Also,Sad, but true. Unfortunately numbers don´t lie. Reprehensible behavior and performance on the part of management bordering on incompetence and criminality. However, there are only two paths to be followed by investors. Either we sell everything or we continue to buy and accumulate - I opted for the second option. I want to see how much longer these bloodsuckers will keep taking advantage of the investors. I'm confident that everything will work out for the best and that we'll leave here with a smile on our faces – not the same idiotic grin that the CEO likes to flaunt in his photos.

@dustinhuntwnApr 8, 2026 · 9:12 AM

$NVAX After discounting all those projected cash flows back to today, the model arrives at an estimated intrinsic value of $43.25 per share. Compared with the current share price of about $7.98, the DCF output suggests the stock is 81.5% undervalued on this cash flow view. https://t.co/ujnDfP2ZqT

@dustinhuntwnApr 6, 2026 · 10:07 AM

$NVAX This week will mark 10 MONTHS since NVAX released very positive Phase 3a data on their CIC/Flu. At the time they said the data set was partner ready and that they were in discussions with multiple parties. Well, what gives?!! This is their most valuable asset and it is sitting gathering dust while Moderna races to try and get their CIC across the finish line. Simply pathetic on the part of Jacobs, who now never mentions the product in any of their investor conferences or Quarterly calls. Matrix M deals are nice, but they will not move the share price like a partnership for the CIC and or Flu.

@dustinhuntwnMar 23, 2026 · 9:10 AM

$NVAX Assessing Novavax (NVAX) Valuation As Licensing Income And COVID Momentum Shape Expectations 13.78$ “The license agreement with Pfizer, including a US$30m upfront payment and high mid single digit royalties on products containing Matrix M, adds a defined cash inflow and a potential recurring royalty stream that can support enterprise value beyond the core COVID vaccine business.”

@dustinhuntwnMar 6, 2026 · 3:38 AM

$NVAX Novavax appears undervalued at its current $1.5 billion market cap, with strong prospects driven by profitability, elite partnerships, and 2026 catalysts that could validate its durability edge. While analyst consensus is cautious (Hold), the report and recent sentiment suggest significant upside if milestones hit, potentially positioning NVAX as a takeover target or royalty powerhouse. Investors should monitor the ACIP meeting and durability data for inflection points. This is not investment advice; conduct due diligence. Also you can follow me, I'll be tracking $NVAX all the way.

@dustinhuntwnFeb 27, 2026 · 3:42 AM

$NVAX The "Major Pharma" Field Expansion: They stated they expanded an existing Material Transfer Agreement (MTA) with a "major global pharmaceutical company" to explore an "additional field." Since Merck already uses Matrix-M for EBV (Epstein-Barr), "expanding" to an "additional field" is the corporate code for moving into Oncology. The Oncology Direct Hit: They explicitly mentioned a new MTA signed in February 2026 with an "oncology company." This is the first time they have separated oncology as its own category. Also Merck reported significant pipeline progress and new product launches as it prepares for the eventual loss of Keytruda exclusivity. There is a patent cliff for Keytruda in 2028 so to mitigate the detrimental impact, Merck is transitioning patients to a new, faster subcutaneous injection (Keytruda QLEX), targeting 30%-40% adoption by 2028, and is heavily investing in its pipeline to offset revenue loss. I spoke of this last week where I believe Merck will utilize Matrix M in their new Keytruda subcutaneous injection to tamp down toxicity. It also allows for enough of a patent change to retain exclusivity. While not adding any harm

@dustinhuntwnFeb 26, 2026 · 4:33 PM

$NVAX Well folks, so much information to chew . Not now let’s enjoy . Most positive Earnings Call Novavax has ever had with not only nuggets but Golden boulders of information. JJ at the end sounded like he was giving an acceptance speech and just won an Oscar for Best Biotech. Most analysts still clueless, surprised at all those idiotic questions. Most still modeling Novavax as a Covid company. Still don’t grasp the true potential of matrix m. My speculation is Merck is the BP that expanded the MTA to oncology that they say was signed in February. Brian Foard the architect of the Sanofi/Novavax original agreement, the Point man JJ dealt with everyday for the past two years is going to join Merck on March 2nd to head the split Merck division that would be involved in any Novavax negotiations. Yea I think it’s Merck and yea I think it’s Keytruda. Also $NVAX one thought, this is the first company to ever build out this model, the market has no peer group to use as a valuation tool, there are not predictable cash flows yet, so no multiple to assign to it, the market doesn't know yet how to price this model .... I have been down on JJ, still disappointed no partner for CIC/Flu (we need that partner), however, Nova is forging new territory with a research/adjuvant based model of business with a few of it's own products and whole slew of partnerships ..... I do feel better about Nova after this call than I have in several years

@vulturetradesFeb 4, 2026 · 11:20 PM

I’ve only seen this setup once in 6 years. The first time? $500 → $500,000 overnight. The second? $300 → $300,000 in less than a day. The third time is now. Like + reply “$NVAX” and I’ll send it. https://t.co/DSUsZeNpXu

@vulturetradesJan 26, 2026 · 4:46 PM

i’ve been charting for hours and found another potential 500% short squeeze for tomorrow just like my $NVAX signal that went 500%+ last week in hours, all for free like this post rt and comment “$NVAX” and i’ll dm you it (notifications must be on🔔)

@vulturetradesJan 22, 2026 · 3:17 PM

$NVAX type trade 500% potential 🚨🦅

@vulturetradesJan 22, 2026 · 3:16 PM

I have another short squeeze setup like $NVAX 🚨

@investmentguru_Jan 22, 2026 · 12:24 PM

$MRNA and $NVAX looking good here

@cobraalertsJan 21, 2026 · 11:22 PM

$NVAX OMG IM SHAKING 700% 🤯 THANK YOU GOD 🙏 LIKE THIS TWEET GIVING 10% OF PROFITS ❤️ MUST BE FOLLOWING TO DM

@cobraalertsJan 21, 2026 · 11:11 PM

$NVAX OMG IM SHAKING 🍀 LIKE THIS TWEET GIVING 10% OF PROFITS ❤️ MUST BE FOLLOWING TO DM https://t.co/UKl6g3HFOH

@vulturetradesJan 21, 2026 · 8:45 PM

$NVAX IM SHAKINGGG I TOLD YOU THIS WOULD SHORT SQUEEZE WHO CAUGHT THIS WITH ME?? https://t.co/u0tVYnlZQV

@vulturetradesJan 21, 2026 · 8:44 PM

OMG $NVAX 500% GAINER 🤯🤯 https://t.co/IqeKaNZVzW

@cobraalertsJan 21, 2026 · 8:06 PM

$NVAX UP 700%+ 🚨🐍

@cobraalertsJan 21, 2026 · 7:38 PM

$NVAX UP 300%+ 🐍🚨

@cobraalertsJan 21, 2026 · 7:30 PM

$NVAX 500%+ 🐍🚨

@vulturetradesJan 21, 2026 · 3:17 PM

$NVAX & $KHC two back to back 2x plays 🤝

@vulturetradesJan 21, 2026 · 3:16 PM

$NVAX 100% Gainer at 0.33 🦅 I told you. Why are you not listening? https://t.co/iRTmuhqnWf

@cobraalertsJan 21, 2026 · 3:15 PM

$NVAX UP 300%+ 🍀🐍

@vulturetradesJan 21, 2026 · 3:14 PM

I TOLD EVERYONE $NVAX COULD SQUEEZE LOOK AT IT NOW 🚀

@vulturetradesJan 21, 2026 · 3:13 PM

$NVAX UP 70% AT 0.27 🔥 https://t.co/tP5N5cAcEz

@cobraalertsJan 21, 2026 · 3:13 PM

$NVAX UP 250%+ 🐍⚡️

@cobraalertsJan 21, 2026 · 3:13 PM

$NVAX 75% BANGER 🍀🐍🐍

@cobraalertsJan 21, 2026 · 3:09 PM

$NVAX FIRST CALL UP 200%+ 🐍🍀

@cobraalertsJan 21, 2026 · 3:01 PM

$NVAX OMG UP 45%+ 🐍🐍

@vulturetradesJan 21, 2026 · 2:59 PM

$NVAX UP 40% AT 0.23 🦅

@cobraalertsJan 21, 2026 · 2:59 PM

$NVAX I TOLD YOU 40%+ 🐍🎉🎉

@cobraalertsJan 20, 2026 · 5:31 PM

$NVAX 9 CALL 1/23 @ .16 new avg 🐍🚨

@vulturetradesJan 20, 2026 · 5:26 PM

$NVAX can squeeze this week 📈

@vulturetradesJan 20, 2026 · 5:25 PM

Short squeeze play $NVAX 9 Call 1/23 at 0.16 🚨

@vulturetradesJan 20, 2026 · 5:24 PM

$NVAX 9 Call 1/23 at 0.16 🚨

@cobraalertsJan 20, 2026 · 5:19 PM

$NVAX 9 CALL 1/23 @ .18 🐍🚨

@cobraalertsJan 20, 2026 · 5:18 PM

$NVAX OMG I TOLD EVERYONE https://t.co/PDfouOQCfr

@cobraalertsJan 20, 2026 · 5:17 PM

$NVAX UP 100%+ OMG I CANT BE STOPPED

@cobraalertsJan 20, 2026 · 2:32 PM

$NVAX UP 25%+ 🚀

@vulturetradesJan 16, 2026 · 3:30 PM

$NVAX this can squeeze today contracts can easily double

@vulturetradesJan 16, 2026 · 3:29 PM

SHORT SQUEEZE PLAY $NVAX 8.5 Call 1/16 at 0.05 🚨

@vulturetradesJan 16, 2026 · 3:29 PM

$NVAX 8.5 Call 1/16 at 0.05 🚨

@cobraalertsJan 16, 2026 · 3:25 PM

$NVAX 8.5 CALL 1/23 @ .18 (next week) 🐍

@acinvestorblogJan 13, 2026 · 3:54 PM

$NVAX Breakout mode https://t.co/8qUFkLHYXX