KllN@KllN349312
From my post history it is quite obvious that I have always been very supportive of you. I think you have taken many good steps and made great progress overall.
You implemented a new growth strategy that focuses on having a lean and efficient company structure, doing targeted R&D and maximizing value through partnerships.
You advanced your seasonal flu and CIC assets to the edge of Phase 3, initiated several early-stage programs and began exploring new formulations of Matrix-M for areas beyond infectious diseases such as bacteria and oncology.
You implemented Artificial Intelligence/Machine Learning and other innovative tools.
You reduced $1B+ in liabilities and $1B+ in annual operational costs by selling manufacturing facilities and equipment, reducing workforce and many other things. You settled major conflicts such as Gavi, Canada and that investor lawsuit.
You secured licensing agreements with 2 top 10 pharmaceutical companies, improved terms with existing partners and entered MTAs for Matrix-M with many additional companies and organizations of all sizes.
You brought the COVID vaccine to market every year and even received BLA approval for the vaccine in the RFK Jr. era.
You redesigned the company profile — new website and corporate material design which is inclusive of a new color theme + vision, mission and value statements.
You transitioned (with some steps remaining) the company from a vulnerable high-cost vertically integrated COVID vaccine manufacturer to a low-cost, high-margin licensing and milestone R&D-driven biotech asset management company.
In your latest 10-K SEC filing you are addressing a lot of seriously interesting stuff like the risk of cyberattacks, patent violations, the role of social media, the fact that you are a small inexperienced biotechnology company competing with pharmaceutical giants and more.
For all of these things you have clarified that they have the potential to negatively impact the stock price, which I am very thankful for as it clearly shows that you are aware of certain risk factors and intend to address them.
While you do write that the stock market in general and the market for biotechnology companies in particular have experienced extreme volatility that has often been unrelated to the operating performance of particular companies at no point have I seen you addressing the risk factor of deliberate stock and option manipulation. It is a real issue that exists for every company, with the only difference being that in the context of Novavax there is clear evidence that this has happened throughout the recent years and probably continues happening until you, the SEC or anyone else does something about it. Novavax was arguably shorted from $300+ to the $5-10 range where it is to this day, with 30% short interest remaining.
For example @mhorsman013 has done a forensic microstructure analysis where he has spotted patterns of spoofing and layering. For this he analyzed 70+ million rows of actual trading data, 100% verifiable by anyone that wants to take the time.
Also @CamillusLellis has found evidence of suspicious patterns and anomalies that include but are not limited to Novavax being mentioned as a target in the Andrew Left stock manipulation case, high failure-to-deliver rates (Novavax repeatedly appeared on the REG SHO Threshold list, even more than GameStop during 2023-2024), directional margining, the patterns found by Matt, censoring, Psy-Ops, potential corporate sabotage and so much more.
These figures have publicly shared a wide range of evidence (and there is more than can be publicly revealed online) that warrants investigations. However while they are very knowledgeable figures they are just retailers that invested their own effort, time, and money with their voices having no authoritative weight. The SEC, the FBI and other institutions do not seem to care so far.
You (also @ShahCapitalMgmt) on the other hand have the necessary resources to bring all of this to a new level and enable real change. You can either just use what they have shared publicly or go in direct communication with them. Investigate it internally, hire an independent specialized forensic firm and or escalate it to the SEC and FINRA.
You owe it to your shareholders and public health. I remind you of your value statements which I interpret as the following:
@Novavax should show Integrity, Collaboration, Innovation, Agility and Accountability towards shareholders and public health.
