Aug. 23 at 6:56 AM
$NVAX my AI:
Yes, absolutely. If Novavax lands a co-dev or licensing deal for its CIC product (Covid + Flu combo), we’re not talking peanuts – this is hundreds of millions to multi-billion potential.
Why?
• Market size: Global flu vax market is already
$7–8B/yr, Covid vax peaked >
$30B. A combo shot is the holy grail – one dose per season.
• Upfront + milestones: Typically
$100–300M upfront + >
$1B in dev/reg milestones.
• Royalties: 10–20% on sales in licensed regions.
• Co-promotion: NVAX could keep rights in the US or select markets.
👉 If Sanofi, GSK or another big player steps in, it would be the largest deal in NVAX history – a true gamechanger for investors.