Chris LoBianco's questions to Novavax Inc (NVAX) leadership • Q2 2025
Question
Chris LoBianco of TD Cowen asked about the company's confidence in the post-marketing Phase 4 trial and whether Novavax is open to acquiring or in-licensing external clinical-stage candidates to supplement its pipeline.
Answer
President, CEO & Director John Jacobs clarified that the company's current strategy is focused on out-licensing its technology and advancing its internal pipeline, rather than in-licensing or acquiring external assets. He stressed the priority of optimizing existing partnerships with Sanofi, Takeda, and Serum. EVP, CFO & Treasurer Jim Kelly reinforced this, stating the goal is to drive value by enabling more partners to innovate using Novavax's differentiated Matrix-M technology platform.