TRUMP EXPECTED TO SELECT ROBERT F. KENNEDY JR. TO LEAD HHS -POLITICO
$NVAX (-1.35%)
$MRNA (-0.01%)
$PFE (+0.02%)
$LLY (+0.18%) selling
pharma companies selling off RFK being on HHS
Discussion about NVAX
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261Wk·
$NVAX (-1.35%) | Novavax Q3 '24 Earnings Highlights:
🔹 Revenue: $84.5M (Est. $61.3M) 🟢
🔹 Loss per Share: -$0.76 (Est. -$0.77) 🟢
🔹 R&D Expenses: $87.2M (Est. $104.1M) 🟢
🔹 Cash and Cash Equivalents: $573.6M (Est. $530.7M) 🟢
🔹 Product Sales: $38.2M (Est. $69.8M) 🔴
FY24 Guidance:
🔹 Total Revenue: $650M - $700M (Prior: $700M - $800M) 🔴
🔹 Product Sales: $175M - $225M (Prior: $275M - $375M) 🔴
🔹 Licensing & Royalties: $475M (up from prior $425M) 🟢
Key Highlights:
🔸 FDA lifted clinical hold on COVID-19-Influenza Combination vaccine, enabling Phase 3 trials.
🔸 Achieved authorization for updated 2024-2025 COVID-19 vaccine for ages 12+ in the U.S. and EU.
🔸 Partnership with Sanofi on track, with commercial responsibilities for Nuvaxovid to transfer in 2025.
Financial Overview:
🔸 Net Loss: $121M (DOWN from $131M YoY)
🔸 Significant cost reductions in R&D and SG&A, down 26% YoY in Q3.
CEO Commentary:
🔸 "Focused on strategic growth beyond COVID-19, leveraging partnerships like Sanofi and expanding our proven technology platform."
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Sans3N@Sans3N
1Wk
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1Wk·
Earnings next week (11.11 - 15.11)
9Mon·
Portfolio Feedback
Hello folks.
I would like to know your opinion.
But first, about me:
36 years old, married from summer, father, investment horizon 20-25 years, Austria
Unfortunately, I only started investing late, right at the time of the corona crash in March 2020. Before that, I'd only had bad bank products pushed on me. Unfortunately, investing in shares has never been an issue in my family, there was and still is only the "good" old savings book and maybe gold.
Be that as it may, the shares I bought back then all did really well, it wasn't difficult. Unfortunately, they were only very small amounts because I didn't dare to invest more. But I sold a lot of them with 100% gains at good times. Then came 2021 and I let myself be influenced by finfluencers and the like, and still clueless as I was, increased the stake and made a few really really shitty purchases. Many are no longer in the portfolio now, but I still have a few pipe-dreamers.
And that's exactly what I'd like to know your opinion on:
$BABA (-3.06%) , $PYPL (-0.12%) , $COIN (+3.4%) , $TKA (-3.29%) , $NEL (+1.31%) , $PCELL (-0.14%) ,
In addition to the others, I actually want to get Nel and Powercell out of my portfolio, but the sums are now so small that I almost don't care if they also run to 0. My thought was to wait until next January to sell them in order to fill my loss offset pot.
This year I already have enough in my loss offset pot through the sale of $NVAX (-1.35%) and $B8F so that I don't pay any tax on my dividends (except withholding tax).
Thanks to everyone who takes the trouble to answer.
Have a nice weekend.
30Positions
€25,768.72
10.67%
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10 Comments
$NEL and $PCELL are indeed not that great, other players are toying around now with hydrogen, so I don't see them turning things around quickly. $BABA, $PYPL, $COIN and $TKA are in a bit of a negative spiral, but they are still decent companies. I would not sell those. BABA had ok results. PYPL and COIN are trying to turn things around. TKA is just one of those companies, that although value wise should be around 8, it is not up there. In 4 years it can be worth 7.5 and trade at 9.5, the stock market is just crazy.
For the rest you have a nice portfolio. Just one question why do you have a mix of distributing and accumulative etfs?
For the rest you have a nice portfolio. Just one question why do you have a mix of distributing and accumulative etfs?
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1Yr·
Now it's time to let your "pants" down.
Which are your 3 current "grey pellets" in the portfolio and/or which ones did you part with last?
My hit list:
$JMIA (+1%) with -89%
$NVAX (-1.35%) with -94%
$JK with -95%
Jumia and Just kitchen had to leave the group last week and just now unfortunately😜
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15 Comments
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2Yr·
How do you currently estimate $NVAX (-1.35%) and $VLA (-1.46%) rate?
I am currently down about 76% on Novavax and about 71% on Valneva.
From $BAVA (+3.74%) this week with a little plus. Now I have the question, wait for a turnaround in the other two or rather sell now to avoid going even further into the red?
I know, no one has a crystal ball but the exchange is always interesting. ☺️
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9 Comments
What was your exit strategy when buying? It may be that you now get 20 different opinions and thus ultimately do not become smarter. Therefore, always ask the following questions at the beginning of the purchase: -What is the fair value of the company? -How long do I want to hold the stock and in which scenario do I have to sell it? -What is the business model and does the company have a competitive advantage over the competition? Understand the company and become aware of the opportunities and risks. My guess is that you haven't asked yourself at least two of these questions. Ultimately, only you can answer your questions.
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2Yr·
getquin Daily Summary 22.09.2022
Hello getquin,
Happy Thursday to all of you. The week is almost done and it's time to make plans for the weekend. But don't plan too much, the weekend should also serve as a rest.
Europe🌍:
1st indictment against Wirecard management is admitted
The Munich I Regional Court has admitted the charges against ex-Wirecard CEO Markus Braun and two other managers. They will thus be put on trial for commercial gang fraud. The white-collar criminal proceedings are likely to be one of the biggest in German history. According to the court, a date for the start of the trial has not yet been set.
Read more: https://bit.ly/3BAYdJI
🟩 $WDI 0,035€ (🔼 +0,57%)
2. Goldman Sachs joins Allianz
Goldman Sachs, a major U.S. bank, acquires a 0.48 percent stake in Allianz. In addition, financial instruments such as futures, swaps and call and put options account for a total of 4.88 percent of the 408.5 million Allianz shares. The new shares were published today, but the deal was already closed last week.
Read more: https://bit.ly/3SlH25u
🟩 $ALV (+0.24%) 172,27€ (🔼 +0,78%)
America🌏:
3rd Powell makes the stock market shake
The Federal Reserve raised key interest rates by another 75 basis points and indicated that it will continue to keep rates well above current levels. Inflation has reached its highest level since the early 1980s.
Read more: https://cnb.cx/3xIUhWe
🟥 S&P500 3,752.94 (🔽 -0.98%)
Stocks of the day:
🟩 TOP $UN01 3,32€ (🔼 +9,14%)
👍 Uniper must not be missing from our "Daily Summary", therefore investors were kind enough to push the price so that Uniper becomes the Top Stock of the Day.
🟥 FLOP $NVAX (-1.35%) 23,95€ (🔽 -12,05%)
👎 Analysts cut their price target to $27 from $132 after Novavax issued a revenue warning. However, analysts estimate the sales slump to be even worse.
🟥 Most searched $DPW (+0.63%) , 31,43€ (🔽 -2,29%)
🟩 Most traded $UN01 , 3,32€ (🔼 +9,14%)
🟥 S&P500, 3,752.94 (🔽 -0.98%)
🟥 DAX, 12,544.61 (🔽 -1.74%)
🟩 Bitcoin ₿, 19,283.26€ (🔼 +2.66%)
Time: 17:45 CEST
Fun Fact:
September 22 is officially the first day of fall according to the calendar!
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8 Comments
As if the Wirecard share is still on the stock market 😂
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2Yr·
𝗴𝗲𝘁𝗾𝘂𝗶𝗻 𝗗𝗮𝗶𝗹𝘆 𝗦𝘂𝗺𝗺𝗮𝗿𝘆 𝟭𝟮.𝟬𝟱.𝟮𝟬𝟮𝟮
Hello getquin!
You’re looking for a friend to tell you what happened in the world of finance and business? You’ve Got a Friend In Me, as I can show you a Whole New World (of finance and business). Overall, the markets are down, but that’s the Circle of Life.
(In case you didn’t realise, Disney $DIS (-0.23%) released their quarterly earnings last night, and it’s more difficult to think of puns related to British Telecoms)
𝗘𝘂𝗿𝗼𝗽𝗲🌍:
1. Siemens to leave Russia
Siemens $SIE (-0.12%) will quit the Russian market due to the war in Ukraine, having operated there for 170 years. This will cause a 600 million euro hit to their business during the second quarter, and it will not stop there.
🟥 $SIE (-0.12%) Siemens AG (🔽-2.00%)
𝗔𝘀𝗶𝗮🌏:
2. SoftBank may cut startup investments
According to SoftBank $9984 (-0.16%) CEO, Masayoshi Son, they could cut startup investments by more than half this fiscal year. SoftBank $9984 (-0.16%) is vocally cautious about opportunities in the private markets amid a global slowdown, as well as the Japanese conglomerate’s bleak performance.
🟥 $9984 (-0.16%) SoftBank Group Corp. (🔽-5.44%)
𝗔𝗺𝗲𝗿𝗶𝗰𝗮𝘀🌎:
3. GM shares hit new 52-week low
Following a downgraded rating by Wells Fargo $WFC (+0.06%) , General Motors or $GM (+0.02%) shares opened at a 52-week low, and the lowest since November 2020. This downgrade also saw the price target fall from $74 a share to $33 a share.
🟥 $GM (+0.02%) General Motors Corp. (🔽-3.88%)
𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 𝗰𝗮𝗹𝗹𝘀🗣:
1. Walt Disney Co $DIS (-0.23%)
🟥 EPS: $1.08 vs $1.19 expected (-9.09%)
🟥 Revenue: $19.25bn vs $20.04bn expected (-3.94%)
2. BT Group $BT.A (+1.69%)
🟦 EPS: £0.0454 vs £0.0454 expected (0% - match)
🟥 Revenue: £5.37bn vs £5.44bn expected (-1.31%)
𝗦𝘁𝗼𝗰𝗸𝘀 𝗼𝗳 𝘁𝗵𝗲 𝗱𝗮𝘆🔔:
🟩 TOP, $NVAX (-1.35%) Novavax Inc (🔼+9.55%)
🟥 FLOP, $BMW (+0.28%) BMW Group (🔽-7.88%)
🟥 Most searched, $ALV (+0.24%) Allianz SE (🔽-3.32%)
🟥 Most traded, $TSLA (+0.31%) Tesla Inc (🔽-1.13%)
🟥 S&P500 (🔽-0.90%)
🟥 DAX (🔽-0.64%)
🟩 $BTC (+1.14%) Bitcoin ₿, $29,074.10 (🔼+0.29%)
Time: 17:45 CEST
Did you know that the United States🇺🇸 represents 54.5% of the world stock market capitalization?
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2Yr·
𝗴𝗲𝘁𝗾𝘂𝗶𝗻 𝗗𝗮𝗶𝗹𝘆 𝗦𝘂𝗺𝗺𝗮𝗿𝘆 𝟭𝟮.𝟬𝟱.𝟮𝟬𝟮𝟮
Hello getquin,
Siemens exits Russia, SoftBank cuts investments and GM hits weekly low 📉. How was your day like? What does your portfolio say?
𝗘𝘂𝗿𝗼𝗽𝗮🌍:
1. Siemens leaves Russia
Siemens $SIE (-0.12%) will withdraw from the Russian market due to the war in Ukraine after operating there for 170 years. This will cost the company 600 million euros in damages in the second quarter, and it won't stop there.
🟥 $SIE (-0.12%) Siemens AG (🔽-2.00%)
𝗔𝘀𝗶𝗲𝗻🌏:
2. SoftBank could cut investments in startups
According to Masayoshi Son, CEO of SoftBank. $9984 (-0.16%) , it could cut investments in startups by more than half this fiscal year. SoftBank $9984 (-0.16%) is very cautious about opportunities in private markets given the global economic slowdown and the weak performance of the Japanese conglomerate.
🟥 $9984 (-0.16%) SoftBank Group Corp. (🔽-5.44%)
𝗔𝗺𝗲𝗿𝗶𝗸𝗮🌎:
3rd GM stock hits new 52-week low
Following a ratings downgrade by Wells Fargo. $WFC (+0.06%) , shares of General Motors opened $GM (+0.02%) at a 52-week low and the lowest level since November 2020. With this downgrade, the price target also dropped from $74 per share to $33 per share.
🟥 $GM (+0.02%) General Motors Corp. (🔽-3.88%)
𝗤𝘂𝗮𝗿𝘁𝗮𝗹𝘀𝘇𝗮𝗵𝗹𝗲𝗻🗣:
1. Walt Disney Co $DIS (-0.23%)
🟥 EPS: $1.08 vs $1.19 expected (-9.09%)
🟥 Revenue: $19.25bn vs $20.04bn expected (-3.94%)
2. BT Group $BT.A (+1.69%)
🟦 EPS: £0.0454 vs £0.0454 expected (0% - match)
🟥 Revenue: £5.37bn vs £5.44bn expected (-1.31%)
𝗦𝘁𝗼𝗰𝗸𝘀 𝗼𝗳 𝘁𝗵𝗲 𝗱𝗮𝘆🔔:
🟩 TOP, $NVAX (-1.35%) Novavax Inc (🔼+9.55%).
🟥 FLOP, $BMW (+0.28%) BMW Group (🔽-7.88%)
🟥 Most searched, $ALV (+0.24%) Allianz SE (🔽-3.32%)
🟥 Most traded, $TSLA (+0.31%) Tesla Inc (🔽-1.13%)
🟥 S&P500 (🔽-0.90%)
🟥 DAX (🔽-0.64%)
🟩 $BTC (+1.14%) Bitcoin ₿, $29,074.10 (🔼+0.29%)
Time: 17:45 CEST
Did you know that the United Staaten🇺🇸 accounts for 54.5% of the world's stock market capitalization?
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1 Comment
In fact, currently in the plus... But that can also be a time
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2Yr·
𝗴𝗲𝘁𝗾𝘂𝗶𝗻 𝗗𝗮𝗶𝗹𝘆 𝗦𝘂𝗺𝗺𝗮𝗿𝘆 𝟭𝟬.𝟬𝟱.𝟮𝟬𝟮𝟮
Hello getquin!
I saw a funny post here on this platform about inflation, and boy oh boy does that remain to be relevant. It’s a good post, I think you should follow him, if someone could tag him or the post in the comments. Also don’t forget to tag @ccf_en in good posts 👍
𝗔𝘀𝗶𝗮🌏:
1. China’s internet users pay close attention to the crypto crash
Despite cryptocurrency trading being banned in China, many internet users remain interested in the ups and downs of the crypto market. Many have also found workarounds and continue to trade a range of tokens. Yesterday, the hashtag #luna made it into the top 10 keywords on Weibo $9898 (+0%) , China’s equivalent of Twitter $TWTR
🟥 $LUNA Terra, $30.98 (🔽-45.88%)
Link: https://tcrn.ch/3PbllUR
𝗔𝗳𝗿𝗶𝗰𝗮🌍:
2. Angola’s first IPO to spur wave of listings🇦🇴
Next month, BAI, Angola’s largest private bank, will be the first ever initial public offering (IPO) on Angola’s BODIVA stock exchange. This is expected to unlock a wave of new listings according to the exchange’s chief executive, as Angola pushes forward with their privatisation drive. The OPEC member state has an ambition reform programme to modernise the economy and attract private investment.
Link: https://reut.rs/38juVEz
𝗔𝗺𝗲𝗿𝗶𝗰𝗮𝘀🌏:
3. National average for gasoline hits record $4.37 a gallon
Gasoline prices in the USA have reached record levels, with oil prices holding steady above $100 a barrel, leading to inflation across the economy. Nationwide, gasoline prices are averaging $4.37 a gallon, with some states having prices as high as $6. Although the West Texas Intermediate crude futures (US oil benchmark) is trading around the $100 per barrel mark - a lot lower than March highs of $130 - labour constraints and supply chain issues have contributed to these record high prices.
🟥 Oil (WTI Futures), $99.78/barrel (🔽-3.21%)
Link: https://cnb.cx/397wp4O
𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 𝗰𝗮𝗹𝗹𝘀🗣:
1. AMC
🟩 Loss per share: -$0.65 vs -$0.67 expected (+2.85%)
🟩 Revenue: $785.70m vs $743.43m expected (+5.69%)
Although they exceeded expectations, not even Spider-Man and Batman releases could make $AMC Entertainment profitable during Q1’22. Having released their Q1 earnings after market close, shares rose by more than 4% after hours
2. Peloton
🟥 EPS: -$1.22 vs -$0.92 expected (-33.03%)
🟥 Revenue: $1.13bn vs $1.15bn expected (-1.51%)
Losses were expected, however Peloton $PTON (+2.97%) still missed expectations. Their own outlook for the current quarter is weak, as they expect planned subscription price increases will further decrease demand.
3. Novavax
🟥 EPS: $2.56 vs $2.74 expected (-6.43%)
🟥 Revenue: $703.97m vs $873.04m expected (-19.37%)
Despite reporting its first profitable quarter, Novavax $NVAX (-1.35%) still fell behind analyst expectations. The company reiterated its 2022 revenue guidance of $4bn to $5bn, however they have not yet received an order from Covax, the international partnership procuring vaccines for lower-income nations.
𝗦𝘁𝗼𝗰𝗸𝘀 𝗼𝗳 𝘁𝗵𝗲 𝗱𝗮𝘆🔔:
🟩 TOP, $BPOST (-0.72%) Bpost SA (🔼+5.69%)
🟥 FLOP, $PTON (+2.97%) Peloton Interactive (🔽-14.65%)
🟩 Most traded, $TSLA (+0.31%) Tesla Inc (🔼+0.48%)
🟥 S&P500 (🔽-0.49%)
🟩 DAX (🔼+1.15%)
🟩 $BTC (+1.14%) Bitcoin ₿, $31,131.30 (🔼+3.50%)
Time: 18:30 CEST
Do you remember when we mentioned what a flash crash is? Well the largest ever flash crash took place on the 6th of May 2010, when large American indexes plunged by 9% within minutes, quickly recovering.
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Cardano_ADA is at an ATL since more than a year. Either a good entry point, or time to say goodbye to the project?
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