Pfizer Inc PFE

$NVAX 🚨 $NVAX 🚨 Sanofi just put a NUMBER on Nuvaxovid. For the first time. Ever. 📊 €30 MILLION. Q3. Printed on their own slide. 🧾 Now go look at last year. Sanofi’s Q3 2025 deck: “First Nuvaxovid sales by Sanofi.” No euros. Not in the top-20 table. 🤷 Novavax’s own Q3 2025 report: “Nuvaxovid Sales: $0.” 🫥 ZERO ➡️ €30,000,000 📈 From “not worth quantifying” to a named line in the growth table. In twelve months. And I’ll say the quiet part before some bear does: ignore anyone selling you “650% QoQ.” Q2 is the OFF-season. That’s the calendar, not traction. I don’t need fake math — the real stuff is better. 🚫🧮 Because here’s what actually just changed 👇 THE ROYALTY RATE IS NOW CALCULABLE. 🔓 Every Sanofi document for two years says the same three words: “tiered royalties.” No percentage. Nobody could model this company. Not Citi. Not BofA. Nobody. 🙈 Thursday, Novavax reports Q3. Take the Sanofi royalty line. Divide by €30M. That’s the rate. First time in history it’s derivable. 🗝️ And Q3? Q3 is just the warm-up. July–September is the START of the season. Sanofi literally blamed the vaccine division on “anticipated phasing in respiratory prevention” — shipments pushed out. The volume is in Q4. ❄️🔥 LOOK AT WHAT’S STACKING INTO Q4 👇 💰 $125M milestone — footnote 2 says achievement in November 💰 Full respiratory season under Sanofi 💰 Takeda’s annual Japan milestone — XFG approved August, paid every single season 💰 Then $75M tech transfer. Then $225M on US launch. Then up to $500M from $PFE. Market cap: $1.71 BILLION. 💵 That $125M alone = 7.3% of the ENTIRE COMPANY. In cash. With zero cost against it. Oh and — ~33% of the float is short. 🩳🔥 Honest flip side, because one-sided pitches are worthless: €30M is 0.94% of Sanofi’s quarterly vaccine sales. Still a small product inside a giant partner. The way out is the combination — and they just dosed patient number five. 🧬 Thursday. Nov 5. Before the open. 8:30am ET. ⏰ One line on one page changes this entire thesis. I like the stock. 🚀 NFA. Long $NVAX.

$PFE Are we printing yet!

$NVAX Sanofi just put a number on Nuvaxovid for the first time ever. 📊 €30 million in Q3. It’s printed on their own slide, right between Tzield and Wayrilz. Why that matters more than the number itself: Last year there was no number at all. Sanofi’s Q3 2025 deck said only “First Nuvaxovid sales by Sanofi” — no euros, not in the top-20 table. And Novavax’s own Q3 2025 report listed Nuvaxovid Sales: $0. From “not worth quantifying” to a named line item in twelve months. 📈 Now the part nobody is talking about. 👇 This finally makes the royalty rate calculable. Every Sanofi document ever written says the same three words: “tiered royalties.” No percentage. Nobody could model this company without it. Thursday, Novavax reports Q3. Take the Sanofi royalty line, divide by €30M. That’s the rate. First time it’s ever been derivable. For scale: at Pfizer’s disclosed “high mid-single digit,” that’s ~$2.0–2.3M for the quarter. Low double digits, ~$3.4–4.0M. Small — but it’s one quarter, and it’s the multiplier that matters, not this quarter’s euros. And remember what Q3 is. July–September is the START of the respiratory season. Sanofi explicitly blamed the vaccine division’s softness on “anticipated phasing in respiratory prevention” — shipments moved between quarters. The season’s volume sits in Q4. ❄️ Stacking up for Q4: 💰 $125M Sanofi milestone — footnote 2 says achievement in November, so it books in Q4 💰 Full-season Nuvaxovid volume under Sanofi 💰 Takeda’s annual Japan milestone — XFG approved there in August, and the amended CLA pays a milestone on every seasonal approval plus royalties 💰 $75M tech transfer queued for mid-2027. $225M on US launch. Up to $500M from $PFE. Market cap: $1.71B. That $125M alone is 7.3% of the entire company, in cash, with zero cost against it. The honest part, because I don’t post one-sided: €30M is 0.94% of Sanofi’s quarterly vaccine sales. This is still a small product inside a huge partner. The combination trial is the way out of that — and Sanofi just dosed patient five. 🧬 Thursday. Nov 5. Before the open. 8:30am ET. ⏰ Everything else is noise until that royalty line prints.

$TOMZ oh shit. the groundhog has emerged.Great time to buy steramist. ray will sell his very expensive shares to you for pennies on the dollar. tell us your cost basis ray or we wont listen to you. $PFE $PEP

$PFE we are setting up For an epic run!

$PFE $NRXP NRXP Ketaminfree has received FDA approval. below https://www.accessdata.fda.gov/scripts/cder/ob/results_product.cfm?Appl_Type=A&Appl_No=220602 go to the mmmoon

$PFE Is it possible to go above 36$ after earning call ?

$PFE Nailed it dated