On 04/22/16 I acquired my first 2,000 shares at 5.56; it’s been a love hate relationship since then. I’m not an investor that uses the diversified portfolio rather I have 3 to 4 investments that I feel strongly about. I was able to take a small amount and invest in Avanir Pharmaceuticals, (AVNR) was then bought out and that afforded me a large position (over time) with Novavax (NVAX). Over these last 4+ years I have gone through all the trials and tribulations and tried to keep abreast of the science and news as best I could. A smart man knows when to listen to others that are smarter hence Gates, CEPI, DOD, Oxford (matrix M), Dr Glen, RA Capital and a plethora of others (redplate) that I have failed to mention (Cramer lmao). Even after semi-absorbing and applying all of that knowledge (as well as my own) there’s still a risk and no “sure thing” RSV missed Phase 3 maternal by nothing % (Erck got cocky) but reduced infant pneumonia 74%. RSV elderly missed because there weren’t enough RSV infections that year; again this is still a risk. How I rationalize the risk currently is to look at the past; we learn from our mistakes and Novavax is no different. I could apply that to my investment in regards to “well they failed in the past it’s going to happen again” but I digress, it’s the failures that makes Novavax stronger. Naysayers could say well they never went ahead with any other vaccines Ebola, MERS or SARS and they would be correct, but why didn’t Novavax go ahead with them? One word money! What does Novavax have now to develop CoV2373….exactly, money? Why was Novavax able to hire a slew of professionals from other companies? Exactly $$$, I don’t see professionals leaving good jobs to join in with a company that stands no chance of success. What did Erck say at the Table in the Whitehouse to the president? We need….$$. Novavax is a small fish in a big Pond but guess what we are growing up. Whatever your relationship is with Novavax be it a swing/day trader, put/call writer, rat bag short or a combination of those it would bode well to hold some shares long term. We are Microsoft/Apple going up against IBM; we are Tesla going after global automakers. Novavax has products that are scalable and efficacious; we now have professionals to fill the ranks and push us forward, a global pandemic that will allow real world testing and more importantly the capital to see it through. Are we there yet!? No, but we are almost there, we are indeed in rare air.
Aus einen privaten NVAX Forum.
|
Thread abonnieren
