Novavax, Inc. (NVAX) Citigroup’s Biopharma Back to School Summit 2026 September 10, 2026 10:00 AM EDT
Company Participants
James Kelly – Executive VP, CFO & Treasurer
John Jacobs – President, CEO & Director
Robert Walker – Executive VP and Head of Research & Development
Conference Call Participants
Geoffrey Meacham – Citigroup Inc., Research Division
Presentation
Geoffrey Meacham
Citigroup Inc., Research Division
The next session underway. So welcome to the Citi Back-to-School Biotech Conference. My name is Geoffrey cham. I’m the senior biopharma analyst. We’re thrilled today to have Novavax. We have CFO, Jim Kelly; and CEO, John Jacobs. Guys, welcome.
James Kelly
Executive VP, CFO & Treasurer
Thank you.
Question-and-Answer Session
Geoffrey Meacham
Citigroup Inc., Research Division
Thanks for joining us. So maybe just to kick it off, just level set everyone with kind of the background to Novavax, give us the kind of 2-minute drill, we’ll get right into the platform, tech and COVID and everything.
John Jacobs
President, CEO & Director
Absolutely. Thank you, Geoff. Appreciate the question, and welcome, everybody. Over the last 3.5 years, we’ve absolutely transformed Novavax from a company that was solely focused on producing and commercializing a vaccine for COVID to a company that’s now out-licensing our technology, partnering our tech, expanding the utility of our technology, seeking to do that beyond infectious disease into oncology and continuing to advance our own assets selectively and carefully with lean R&D bets.
So we’re excited about our future. We started out with a deal with Sanofi and Pfizer. We have multiple potential partners in a pipeline of MTA-generated collaborations where they’re experimenting with our technology right now. We continue to advance our tech and Matrix-M and learn about oncology.
And in the coming quarters, expect our first set of data from preclinical experiments in oncology on our own
