VXRT

Vaxart Inc. (VXRT) | Rumor.io

Vaxart

VXRT

Attention (50-day avg)0%

Attention rank (50-day avg)—

Bullish sentiment (50-day avg)5%

Price to earnings ratio3.44

Market capitalization132.8M

Earnings per share0.16

Dividend yield (TTM)—

Revenue (annual)237.3M

Net income (annual)16.3M

Social

What share of all stock conversation is about VXRT?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% -0.06	0% -0.01	0% +0	0.02% -0.07

Jul 9

The Vaxart, Inc. ($VXRT) board of directors has been accused of gross negligence and willful sabotage for delaying the release of a safety readout for a 400-person cohort, resulting in a 10% drop in shareholder value.
The company has been criticized for using generic AI outputs to draft SEC/FDA compliance statements, which led to the use of the raw MedDRA term "Anorexia" without proper context, allowing short-sellers to weaponize the term.
The CEO, Lo, has been accused of failing to promote the company effectively, missing opportunities to credibly promote the company and its recent data, and lacking charisma and initiative in swaying investor sentiment.

Generated by AI

Sentiment

Of the messages about VXRT that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	18.44% -16.79	47.38% +5.99	47.52% +3.15	49.89% -0.91
Bearish	81.56% +16.79	52.62% -5.99	52.48% -3.15	50.11% +0.91

Bullish· Jul 7

The safety data for $VXRT is outstanding, with the US Government's BARDA providing additional funding and support.
The company's method of distribution, even if it's just a tie with mRNA shots, will be considered a win, and it has more than one trick up its sleeve.
The Phase 2b data readout is expected to be a catalyst for the company's story, with positive efficacy results potentially leading to a significant increase in the share price.

Bearish· Jul 9

The Vaxart board's communication incompetence and use of raw MedDRA terms without context has allowed short-sellers to weaponize a common 10% reactogenicity signal.
The company's decision to use a single-dose paradigm for its COVID-19 vaccine has raised concerns about its efficacy, as the Gen 1 vaccine missed the symptomatic disease endpoint.
Vaxart's reliance on partnerships and funding to advance its norovirus Phase 2b path forward is uncertain, with no partner having materialized despite over a year of disclosure language suggesting this need.

Generated by AI

Topics

Of the messages about VXRT that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	75%	98.6%	96.76%	88.96%
Macro	25%	1.4%	0.81%	0.55%
Analysts	0%	0%	0%	0.21%
Controversies	0%	0%	0.81%	4.02%
Earnings	0%	0%	0%	0.93%
Technical Analysis	0%	0%	1.62%	5.33%

Earnings· May 3

Vaxart, Inc. (VXRT) reported a first-quarter earnings miss, with Q1 EPS at -$0.14 and Q1 Revenue at $510K.
The early release of earnings was seen as a strategic move to get "not so good news" out of the way ahead of a scheduled webinar and potential positive conference news.
Investors are advised to consider the importance of current earnings versus the company's Oral COVID-19 Vaccine T-cell efficacy, with some viewing the earnings as "irrelevant" at this point in time.

Analysts· Nov 2

Cantor Fitzgerald analyst Charles Duncan initiated coverage of Vaxart, Inc. (VXRT) with an Overweight rating and $15 price target.
The analyst noted that Vaxart's platform has been productive, with seven VAAST-based candidate vaccines evaluated in 15 clinical studies for four indications in over 500 subjects.
Duncan highlighted that the candidates have consistently stimulated both mucosal and systemic immunity, and have been shown to be safe and tolerable, with one study showing comparable or superior efficacy to a competing vaccine.

Announcements· Jul 6

Vaxart's Phase 2b data is expected in 2027, and the company's valuation could increase to $1.8B to $8.8B, with potential upside to $10B+ if efficacy is strong and multiple bidders emerge.
Vaxart's involvement with Altesa could lead to milestone payments and royalties on Vapendavir sales, making Vaxart's platform more validated and reducing its risk profile.
Vaxart could attract multiple PIPE investors due to its oral vaccine platform, Phase 2b data catalyst, restructuring, OTC status, and silence, which is consistent with negotiation behavior.

Controversies· Jul 28

Vaxart, Inc. ($VXRT) settles class action lawsuit for $12.5 million, with $2 million coming from the company and $10.5 million from insurance.
The settlement excludes claims against Armistice and individual defendants Boyd and Maher, and was reached after private mediation with lead plaintiffs.
The settlement comes as Vaxart is preparing to introduce its COVID-19 vaccine, with some investors speculating that the timing is strategic to avoid further scrutiny.

Technical Analysis· Aug 23

VXRT is expected to break through resistance at 9 and hold, potentially leading to a push higher above 9.
The stock has shown accumulation volume, with the last candle closing right at the resistance, indicating potential buying pressure.
VXRT is in a downtrend, but the stochastic indicator is in the oversold zone, suggesting a possible reversal, with the author waiting for the SMA20 and SMA50 to cross SMA200.

Generated by AI

Community

Of the messages about VXRT, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	100%	99.58%	98.97%	97.76%
Newcomers	0%	0.42%	1.03%	2.24%

Regulars· Jul 9

The current board's decision to use the raw MedDRA term "Anorexia" in their public PR without proper mRNA context is seen as a clear example of gross negligence and potential willful sabotage, warranting a review of fiduciary duties to shareholders.
The board's actions are compared to those of successful biotech companies like Pfizer and Moderna, which accurately translate standard 10% reactogenicity signals into plain English in their SEC-filed PRs without regulatory issues.
The current leadership's technical and marketing incompetence is criticized, with a massive WITHHOLD vote being seen as a devastating no-confidence signal, stripping their mandate and acting as a devastating no-confidence signal.

Newcomers· Feb 25

The newcomer community is focused on the potential of Vaxart's oral vaccine pill to create mucosal immunity, which could be a game-changer in preventing the spread of the virus, not just treating severe illness.
The upcoming March readout of the Phase 2b COVID-19 trial will be a critical moment for Vaxart, as it will provide the first look at how their pill vaccine performs head-to-head against an approved mRNA injectable, and the results could have a significant impact on the company's stock price.
The Dynavax/Sanofi partnership is a key factor in Vaxart's success, with the potential for a $50 million milestone payment and the possibility of Vaxart gaining indirect access to Sanofi's infrastructure, which could be a major catalyst for the company's stock.

Generated by AI

Also Discussed

Investors talking about VXRT also mention

#	Name	Attention
1	iBio, Inc.IBIO	0%0
2	Inovio Pharmaceuticals Inc.INO	0%+0
3	Co-Diagnostics Inc.CODX	0%+0
4	Novavax Inc.NVAX	0.06%+0.01
5	VBIV - VBI Vaccines Inc.	——
6	Nanoviricides Inc.NNVC	0%0
7	Sorrento Therapeutics Inc.SRNE	0%0
8	Ocugen Inc.OCGN	0.02%-0.01
9	Cocrystal Pharma, Inc.COCP	0%new
10	CEMI - Chembio Diagnostics, Inc.	——

Vaxart Inc.

Healthcare
Biotechnology

Vaxart Inc. is a biotechnology company specializing in the development of oral recombinant vaccines. Its primary function is to create vaccine candidates that can be administered in tablet form, offering a painless and potentially more accessible alternative to traditional injectable vaccines. This innovation is particularly significant in addressing infectious diseases, where swift and efficient immunization can have substantial public health benefits. Vaxart operates at the intersection of medicine and technology, focusing on a variety of viral pathogens with an emphasis on influenza, norovirus, and coronaviruses. The company's oral vaccine platform not only has the potential to simplify distribution logistics but also aims to increase global vaccination rates by leveraging ease of administration. Founded in 2004 and headquartered in South San Francisco, California, Vaxart's role in the market is underscored by its innovative approach in the biotech sector, striving to change the landscape of vaccine delivery and accessibility.

Website

Location

310 Utah Avenue

South San Francisco, CA, 94080

United States

Social

What share of all stock conversation is about VXRT?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% -0.06	0% -0.01	0% +0	0.02% -0.07

Jul 9

The Vaxart, Inc. ($VXRT) board of directors has been accused of gross negligence and willful sabotage for delaying the release of a safety readout for a 400-person cohort, resulting in a 10% drop in shareholder value.
The company has been criticized for using generic AI outputs to draft SEC/FDA compliance statements, which led to the use of the raw MedDRA term "Anorexia" without proper context, allowing short-sellers to weaponize the term.
The CEO, Lo, has been accused of failing to promote the company effectively, missing opportunities to credibly promote the company and its recent data, and lacking charisma and initiative in swaying investor sentiment.

Generated by AI

Sentiment

Of the messages about VXRT that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	18.44% -16.79	47.38% +5.99	47.52% +3.15	49.89% -0.91
Bearish	81.56% +16.79	52.62% -5.99	52.48% -3.15	50.11% +0.91

Bullish· Jul 7

The safety data for $VXRT is outstanding, with the US Government's BARDA providing additional funding and support.
The company's method of distribution, even if it's just a tie with mRNA shots, will be considered a win, and it has more than one trick up its sleeve.
The Phase 2b data readout is expected to be a catalyst for the company's story, with positive efficacy results potentially leading to a significant increase in the share price.

Bearish· Jul 9

The Vaxart board's communication incompetence and use of raw MedDRA terms without context has allowed short-sellers to weaponize a common 10% reactogenicity signal.
The company's decision to use a single-dose paradigm for its COVID-19 vaccine has raised concerns about its efficacy, as the Gen 1 vaccine missed the symptomatic disease endpoint.
Vaxart's reliance on partnerships and funding to advance its norovirus Phase 2b path forward is uncertain, with no partner having materialized despite over a year of disclosure language suggesting this need.

Generated by AI

Topics

Of the messages about VXRT that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	75%	98.6%	96.76%	88.96%
Macro	25%	1.4%	0.81%	0.55%
Analysts	0%	0%	0%	0.21%
Controversies	0%	0%	0.81%	4.02%
Earnings	0%	0%	0%	0.93%
Technical Analysis	0%	0%	1.62%	5.33%

Earnings· May 3

Vaxart, Inc. (VXRT) reported a first-quarter earnings miss, with Q1 EPS at -$0.14 and Q1 Revenue at $510K.
The early release of earnings was seen as a strategic move to get "not so good news" out of the way ahead of a scheduled webinar and potential positive conference news.
Investors are advised to consider the importance of current earnings versus the company's Oral COVID-19 Vaccine T-cell efficacy, with some viewing the earnings as "irrelevant" at this point in time.

Analysts· Nov 2

Cantor Fitzgerald analyst Charles Duncan initiated coverage of Vaxart, Inc. (VXRT) with an Overweight rating and $15 price target.
The analyst noted that Vaxart's platform has been productive, with seven VAAST-based candidate vaccines evaluated in 15 clinical studies for four indications in over 500 subjects.
Duncan highlighted that the candidates have consistently stimulated both mucosal and systemic immunity, and have been shown to be safe and tolerable, with one study showing comparable or superior efficacy to a competing vaccine.

Announcements· Jul 6

Vaxart's Phase 2b data is expected in 2027, and the company's valuation could increase to $1.8B to $8.8B, with potential upside to $10B+ if efficacy is strong and multiple bidders emerge.
Vaxart's involvement with Altesa could lead to milestone payments and royalties on Vapendavir sales, making Vaxart's platform more validated and reducing its risk profile.
Vaxart could attract multiple PIPE investors due to its oral vaccine platform, Phase 2b data catalyst, restructuring, OTC status, and silence, which is consistent with negotiation behavior.

Controversies· Jul 28

Vaxart, Inc. ($VXRT) settles class action lawsuit for $12.5 million, with $2 million coming from the company and $10.5 million from insurance.
The settlement excludes claims against Armistice and individual defendants Boyd and Maher, and was reached after private mediation with lead plaintiffs.
The settlement comes as Vaxart is preparing to introduce its COVID-19 vaccine, with some investors speculating that the timing is strategic to avoid further scrutiny.

Technical Analysis· Aug 23

VXRT is expected to break through resistance at 9 and hold, potentially leading to a push higher above 9.
The stock has shown accumulation volume, with the last candle closing right at the resistance, indicating potential buying pressure.
VXRT is in a downtrend, but the stochastic indicator is in the oversold zone, suggesting a possible reversal, with the author waiting for the SMA20 and SMA50 to cross SMA200.

Generated by AI

Community

Of the messages about VXRT, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	100%	99.58%	98.97%	97.76%
Newcomers	0%	0.42%	1.03%	2.24%

Regulars· Jul 9

The current board's decision to use the raw MedDRA term "Anorexia" in their public PR without proper mRNA context is seen as a clear example of gross negligence and potential willful sabotage, warranting a review of fiduciary duties to shareholders.
The board's actions are compared to those of successful biotech companies like Pfizer and Moderna, which accurately translate standard 10% reactogenicity signals into plain English in their SEC-filed PRs without regulatory issues.
The current leadership's technical and marketing incompetence is criticized, with a massive WITHHOLD vote being seen as a devastating no-confidence signal, stripping their mandate and acting as a devastating no-confidence signal.

Newcomers· Feb 25

The newcomer community is focused on the potential of Vaxart's oral vaccine pill to create mucosal immunity, which could be a game-changer in preventing the spread of the virus, not just treating severe illness.
The upcoming March readout of the Phase 2b COVID-19 trial will be a critical moment for Vaxart, as it will provide the first look at how their pill vaccine performs head-to-head against an approved mRNA injectable, and the results could have a significant impact on the company's stock price.
The Dynavax/Sanofi partnership is a key factor in Vaxart's success, with the potential for a $50 million milestone payment and the possibility of Vaxart gaining indirect access to Sanofi's infrastructure, which could be a major catalyst for the company's stock.

Generated by AI

Vaxart

Social

Jul 9

Sentiment

Bullish· Jul 7

Bearish· Jul 9

Topics

Earnings· May 3

Analysts· Nov 2

Announcements· Jul 6

Controversies· Jul 28

Technical Analysis· Aug 23

Community

Regulars· Jul 9

Newcomers· Feb 25

Also Discussed

Vaxart Inc.

Company Information

Location

Also Discussed

Social

Jul 9

Sentiment

Bullish· Jul 7

Bearish· Jul 9

Topics

Earnings· May 3

Analysts· Nov 2

Announcements· Jul 6

Controversies· Jul 28

Technical Analysis· Aug 23

Community

Regulars· Jul 9

Newcomers· Feb 25