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Novavax has improved clarity on path forward for Nuvaxovid, says BofA

BofA notes that Novavax (NVAX) shares are up 21% after announcing the company has received communication from the FDA for a post marketing commitment to generate additional clinical data for Nuvaxovid. Novavax highlighted that they believe their BLA for Nuvaxovid is approvable based on their conversations with the FDA to date and this additional data would be generated after BLA approval, notes the analyst, who sees this “assuaging some concerns” about the BLA approval and potential for COVID-related milestones and development after the recent delay and comments from Robert Kennedy Jr. Though this news does provide some relief amid the uncertainty of the Nuvaxovid approval process, the firm awaits further clarity on the commercial setup and reiterates a Neutral rating and $10 price target on Novavax shares.

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