Novavax shares surged 28% in 2026 following a licensing deal with Pfizer for its Matrix-M adjuvant technology, worth $30M upfront plus up to $500M in milestones. However, the analyst recommends staying away from the stock due to uncertain core business fundamentals, inconsistent revenue from its coronavirus vaccine franchise, pipeline risks including a clinical hold setback, and significant competition in vaccine development.

ImmunityBio surged 17.39% on January 20, 2026, following FDA end-of-phase discussions that outlined a resubmission path for its ANKTIVA therapy in BCG-unresponsive papillary bladder cancer. The stock has more than doubled in five days, driven by triple-digit revenue growth and expanding indications for its primary therapy, though investors should expect continued volatility.

Representative Haley Stevens announced plans to draft articles of impeachment against Health and Human Services Secretary Robert F. Kennedy Jr., criticizing his healthcare policies and claiming he has caused 'health care chaos' and rising costs.

The FDA is seeking to lift privacy rules on COVID-19 vaccine data for pregnant women to reveal potential side effects, amid ongoing debates about vaccine safety and transparency led by health officials like FDA Commissioner Marty Makary.

A gunman attacked CDC headquarters in Atlanta, allegedly motivated by anti-vaccine beliefs. Former CDC employees blame Robert F. Kennedy Jr.'s hostile rhetoric, and the NIH chief suggests mRNA vaccine platforms are losing public trust.

Moderna reported positive Phase 3 trial results for its mRNA-1010 flu vaccine, showing 26.6% higher efficacy compared to standard flu shots in adults over 50, with mild adverse reactions and strong performance across different influenza strains.

The global vaccine adjuvants market is projected to grow from USD 3.83 billion in 2024 to USD 5.43 billion by 2032, with a 4.47% CAGR, driven by increasing vaccine efficacy demands and global immunization programs.

Moderna's new COVID-19 vaccine, mNexspike, has received FDA approval for use in adults 65 and older and high-risk individuals aged 12-64. The vaccine showed higher efficacy compared to Moderna's original COVID-19 vaccine, Spikevax, and had a similar safety profile.

Robert F. Kennedy Jr. announced that the COVID-19 vaccine will no longer be recommended for healthy pregnant women and children on the CDC's immunization schedule. This follows changes by the FDA to limit annual COVID-19 booster approvals to older and high-risk Americans.

Analysts believe three healthcare stocks - Septerna Inc, Intellia Therapeutics, and Novavax - have the potential to at least double in price, although they carry varying levels of risk.

Moderna and Novavax shares are sliding on Wednesday due to reports that the Trump administration plans to cease financial support for vaccine alliance Gavi and significantly scale back support for efforts to combat malaria.

The global Respiratory Syncytial Virus (RSV) Therapeutics market is expected to grow significantly, driven by increased awareness of RSV's health risks and the development of advanced treatment options. Key players in the market include Moderna, Pfizer, GlaxoSmithKline, AstraZeneca, Sanofi, Merck, Johnson & Johnson, Novavax, Bavarian Nordic, and Alnylam Pharmaceuticals.