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Latest Reports for Members
Novavax: The vax company that came from nowhere
30 July 2021
I recently wondered which coronavirus vaccine I would pick for myself - if or when I get vaccinated.
When I asked a trusted medical doctor for his advice about coronavirus vaccinations, he mentioned an option that I hadn't thought of yet: "If you aren't in a risk group and can wait, then wait for Novavax to hit the market in autumn 2021."
"Novavax" is both a vaccine and a company. The broader public isn't aware of it yet, but there are some metrics about the company that should make you pay attention:
- Novavax received USD 2bn in public support to launch its vaccine, more than any other American vaccine company.
- Countries around the world have already ordered 1.4 BILLION Novavax doses, which earlier this year made it the second-most ordered vaccine on record.
- Those countries with pending pre-orders aren't just developing nations but include the US (110m doses), the UK (60m), and Australia (51m).
Science Magazine asked whether Novavax is going to produce the "best" coronavirus vaccine.
Would you have known about these details? If not, it's probably worth your time to read on.
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The “best” coronavirus vaccine and an undervalued stock?
Only 25% of the world have been vaccinated against the coronavirus. Can vaccine company Novavax profit from the other 75%, and make vaccine sceptics fall in love with it?
Gazprom, Russia’s retail investor renaissance, and a top 40 list
Russia is the world’s #1 market for dividend yield. The stock of Gazprom has doubled since 2019. Which other Russian equities will become dividend highflyers?
Takeover fever in Brexit Britain – which companies will receive a lucrative bid?
The London stock market is experiencing an unprecedented number of takeover bids. The slew of bids at unusually high premiums is bound to continue.
The great escape (part 3): Investing in Guernsey
Emigrating hedge fund billionaires, new transport options, and an underpopulated rock the size of Manhattan. Guernsey offers tantalising long-term prospects.
The great escape (part 2): Investing in Dubai
Dubai is the new Monaco. At least, that’s what some say. Is it true, and how can stock market investors participate?
The great escape (part 1): Investing in Monaco
As a result of the pandemic, taxes are set to rise around the world. Which jurisdictions will the wealthy escape to and how can investors benefit?
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