持有大量股份的Novavax股东要求公司考虑出售自己

2025-10-14 21:11

Shah Capital Management, which has a 7.2% stake in vaccine maker Novavax (NASDAQ:NVAX), is calling for a strategic review of the company, including a potential sale.
An Oct. 13 letter from Shah Managing Partner and Chief Investment Officer Himanshu Shah to Novavax's board states that the company has failed due to "persistent underperformance, Nuvoxovid's rollout slipups including this fall, timid/ineffective marketing, extremely poor capital market actions, and tremendous lack of accountability."
Shah "recommends an immediate formal strategic review for the sale of the company encompassing its extremely valuable Covid/Flu Combo vaccine, pipeline assets, and Matrix-M adjuvant technology. Novavax’s IP and scientific capabilities will have far greater upside potential in the hands of large capable pharma entity."
He also castigates the company for having a relatively low market share for its COVID-19 vaccine even though mRNA shots have faced criticism -- including from government officials -- saying that Nuvaxovid should have ~40% share.
Shah added that his firm is Novavax's second-largest shareholder.
A request for comment from Novavax has yet to be returned to Seeking Alpha.

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