Novavax, Inc. (NVAX): A Bull Case Theory 

We came across a bullish thesis on Novavax, Inc. on Ridire Research’s Substack. In this article, we will summarize the bulls’ thesis on NVAX. Novavax, Inc.'s share was trading at $6.69 as of December 1st. NVAX’s trailing P/E was 3.33 according to Yahoo Finance.

Novavax stands out as one of the few independent vaccine developers with a validated, scalable alternative to mRNA technology — a recombinant protein platform combined with its proprietary Matrix-M adjuvant. Following the COVID-19 era, the company has shifted its focus toward sustainable markets, including combination...