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$NVAX I'm okay with a $20B buyout ($142/share). It's a good deal for Merck. Pfizer paid $43B for Seagen (oncology). Merck paid $11.5B for Acceleron for just one drug. By 2030, Merck will lose $30-35B in revenue (Keytruda cliff). Novavax is their lifeline: Matrix-M isn't just one oncology product. It helps millions with malaria vaccines and could be the future of COVID/Flu combos. We have the best adjuvants. We're broader than those deals. Pfizer and Sanofi already pay licensing fees, so the competition is basically helping with the deal. 'Zombie' short-sellers (34.6%) are just holding prices down for a big move. Not selling below $142!
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