Update shared on04 Sep 2025
Fair value Decreased 2.78%Novavax’s consensus price target was modestly reduced, primarily due to a slight decline in its future P/E ratio, bringing fair value down from $12.86 to $12.50.
What's in the News
- Reports indicate that the Trump administration and Robert F. Kennedy Jr. are considering removing COVID vaccines, including those from Novavax, from the U.S. market "within months" (Daily Beast, 2025-08-25).
- Secretary of Health and Human Services Robert F. Kennedy Jr. is mulling a government review of vaccines containing aluminum adjuvants, potentially affecting Novavax and other manufacturers (Bloomberg, 2025-06-18).
- Increased U.S. government scrutiny and policy actions may impact the future commercial landscape for Novavax's COVID vaccine and other adjuvanted shots (Daily Beast, Bloomberg, 2025).
- Recent U.S. government focus and industry activity around rare earths supply chains do not directly pertain to Novavax but may signal broader trade and regulatory trends in critical sectors (Reuters, WSJ, 2025).
- Novavax is specifically mentioned among vaccine makers who could be affected by emerging U.S. political initiatives and shifting regulatory attention (Daily Beast, Bloomberg, 2025).
Valuation Changes
Summary of Valuation Changes for Novavax
- The Consensus Analyst Price Target has fallen slightly from $12.86 to $12.50.
- The Future P/E for Novavax has fallen slightly from 47.53x to 46.19x.
- The Discount Rate for Novavax remained effectively unchanged, moving only marginally from 6.94% to 6.93%.
Disclaimer
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