$NVAX

Novavax (NVAX) announced at the Cantor Fitzgerald Global Healthcare Conference its shift to a technology licensing model, focusing on its Matrix-M adjuvant and nanoparticle protein system. The company reported $800M in payments from Pfizer and Sanofi, with $200M in near-term milestones. Novavax aims for non-GAAP profitability by 2028, requiring over $150M in revenue. It has partnerships with top pharmaceutical companies and is exploring applications in infectious diseases and oncology.

United Therapeutics (UTHR) stock rose 4.3% post-earnings, trading at $214.36. Myriad Genetics (MYGN) reported $190.7M revenue, down 10.5% YoY, missing estimates, and guidance fell short, causing a 40.9% stock drop to $3.18. Gilead Sciences (GILD) reported $7.8B revenue, up 10.2% YoY, beating estimates, with stock up 8.1% to $146.16. Novavax (NVAX) reported $56.7M revenue, down 76.3% YoY, but beat estimates, with stock up 32.2% to $10.18.

The FDA approved updated COVID-19 vaccines for the 2026-2027 season from Moderna, Pfizer, and Novavax-Sanofi, targeting the XFG subvariant. Pfizer's Comirnaty XFG, Moderna's SpikeVax and mNEXSPIKE, and Novavax-Sanofi's Nuvaxovid are approved for specific age groups and high-risk individuals. CDC recommendations from 2025-2026 remain in effect. Vaccines are available at pharmacies and healthcare centers, with coverage by insurers, Medicaid, and Medicare.

Ionis (IONS) and Milestone (MIST) gained FDA approvals for neurology and cardiology drugs. Biogen (BIIB) and AstraZeneca (AZN) also received regulatory nods for Alzheimer's and cancer treatments. Novavax (NVAX) secured global approvals for its COVID-19 vaccine. TScan (TCRX) and Novartis (NVS) announced job cuts. Novartis (NVS) and HUTCHMED (HCM) struck deals worth up to $3.2B and $1.295B respectively.

The FDA approved new COVID-19 vaccines from Moderna, Pfizer-BioNTech, and Novavax-Sanofi for 2026-27, targeting current variants. Moderna received approval for two vaccines. Distribution will be limited to specific age groups and high-risk individuals, with availability expected in the fall.

The FDA approved updated 2026-2027 COVID-19 vaccines from Pfizer-BioNTech, Moderna, and Novavax targeting the JN.1-lineage XFG variant. Approvals cover high-risk populations, including adults 65+ and those with underlying conditions. Pfizer and Moderna's mRNA vaccines and Novavax's protein-based vaccine are now authorized for distribution.

The FDA approved updated COVID-19 vaccines from Moderna, Pfizer-BioNTech, and Novavax (via Sanofi and Takeda) for the 2026–2027 season, targeting the XFG variant. The approvals are based on clinical and real-world data, with Pfizer and BioNTech's vaccine set to ship immediately. Over five billion doses of their vaccine have been distributed globally.

The FDA approved updated COVID-19 vaccines from Pfizer-BioNTech, Moderna, and Novavax-Sanofi targeting the XFG variant, now dominant in 79% of US cases. The vaccines are prioritized for adults 65+ and those with underlying conditions. Pfizer's COMIRNATY XFG, Moderna's mNEXSPIKE and Spikevax, and Novavax-Sanofi's protein-based vaccine are now shipping. CDC recommendation pending for insurance coverage.

The FDA approved updated COVID-19 vaccines for the 2026-2027 season, targeting circulating SARS-CoV-2 variants. Approved vaccines include Moderna's Spikevax and mNexspike, Pfizer-BioNTech's mRNA vaccine, and Novavax and Sanofi's Nuvaxovid. The vaccines cover high-risk patients aged 6 months through 64 years and everyone aged 65 years or older. Moderna's CEO highlighted the vaccines' role in protecting high-risk individuals.

The FDA approved updated Covid vaccines from Moderna, Pfizer-BioNTech, and Novavax-Sanofi targeting the XFG variant. Pfizer plans immediate shipments, and CVS will administer doses. The shots are approved for high-risk groups, with availability expanding. The CDC has yet to issue recommendations, and insurer coverage remains uncertain. The vaccines are deemed safe and effective, despite potential side effects.