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    Jeff Meacham • Citigroup

    Jeff Meacham's questions to Novavax Inc (NVAX) leadership

    Jeff Meacham's questions to Novavax Inc (NVAX) leadership • Q2 2025

    Question

    On behalf of Jeff Meacham at Citigroup, an analyst asked how the push for a universal vaccine might impact partnership discussions for Novavax's flu and CIC candidates. They also inquired how the company plans to fund its expansion into new areas like oncology, based on projected cash flow from the Sanofi collaboration.

    Answer

    President, CEO & Director John Jacobs dismissed concerns about a universal vaccine, noting it has been an unsuccessful scientific endeavor for decades and does not impede current partnership talks. EVP, CFO & Treasurer Jim Kelly addressed funding, explaining the strategy is not for Novavax to become an oncology company, but to generate compelling data to encourage oncology-focused firms to license its Matrix-M adjuvant. Jacobs confirmed that these exploratory R&D efforts are fully accounted for within the company's current lean financial plan.

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    Jeff Meacham's questions to Eli Lilly and Co (LLY) leadership

    Jeff Meacham's questions to Eli Lilly and Co (LLY) leadership • Q4 2024

    Question

    Jeff Meacham of Citigroup asked if positive data for tirzepatide in broader settings, like diabetes prevention or a successful CVOT, would be a tipping point for reimbursement.

    Answer

    Executive Patrik Jonsson noted such data would help drive employer opt-in. CEO David Ricks added that reimbursement will grow steadily from an accumulation of data over time, not from a single event, though these data sets would be compelling.

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