Verified call record已核验电话会记录 · 2026-11-05

NVAX · Novavax Inc Q3 FY2026 earnings call record财报电话会记录

Verbatim, receipt-bound excerpts from the earnings-call transcript. This is a source record, not a synthesized analysis or recommendation.来自财报电话会文字记录的原文、可追溯摘录。这是来源记录，不是综合分析或推荐。

Continue in Terminal在终端继续研究NVAX

12 exact excerpts 条原文摘录 32 numeric receipts 个数值回执 B governed source tier 治理来源层级 Transcript present电话会文本已具备

The record记录内容

Call language, kept intact.电话会表述，保持原貌。

The excerpts below are selected from the source record under the bounded evidence policy. Wording is not paraphrased; numbers remain the exact spans captured from the call.以下摘录按受限证据策略从来源记录中选出。文字未被改写；数字保持电话会中捕获的精确片段。

performancedemand

“The $145 million increase to adjusted total revenue at midpoint was driven by, first, the addition of the $125 million milestone associated with the phase III trial initiation of Sanofi's CIC program in Europe, a $5 million increase to Nuvaxovid product sales as we completed our Novavax legacy APA sales for the season, a $5 million increase to adjuvant supply sales on continued strong demand for Matrix-M from our licensed partners for their commercial products.”

Jim Kelly · CFOclaim_8033003494a15405d00f5b888302bd57

Exact numeric spans精确数值片段145 million125 million5 million5 million

performancedemandq_and_a

108

“I think an important update we shared today is that with line of sight to an incremental $200 million in milestones from Sanofi, we now see we have, based on cash on hand and receivables at 9/30, a runway, and this is before other incremental cash flows to the company other than reimbursement of Matrix-M orders and R&D, through and well into 2029.”

Jim Kelly · CFOclaim_35dd680bda7930c7a1c5cb0cccb57cd3

Exact numeric spans精确数值片段200 million930

Member evidence layer会员证据层

10 more verified excerpts continue below.条更多已核验摘录在下方继续。

You have the public source preview. Essential and Pro unlock the complete call record, every remaining numeric receipt, and the full audit table—without replacing source language with generated opinion.你正在阅读公开来源预览。Essential 与 Pro 可解锁完整电话会记录、全部剩余数值回执和完整审计表——不会用生成式观点替代来源原文。

Unlock full company intelligence解锁完整公司情报

2 public excerpts 条公开摘录10 member excerpts 条会员摘录32 total numeric receipts 个数值回执

Inspect the source receipts检查来源回执44 bound spans个已绑定片段

Each available row identifies the source body, transcript segment and byte span used to verify the visible text.每个可用行都标识用于核验可见文本的来源正文、电话会片段和字节范围。

Claim主张	Kind类型	Segment片段	Byte span字节范围	Text hash文本哈希
`claim_8033003494a15405d00f5b888302bd57`	quote	23	338–803	`bf9acb7d9b3be3…`
`claim_c626644a505eeb736c9eb092b21f031f`	numeric	23	343–354	`db39ddb5c3496b…`
`claim_349246585a8c5cf614da660b1c8a840a`	numeric	23	445–456	`cbc40f25106c8b…`
`claim_362d3c4a460f280689843bbd173bd0a2`	numeric	23	552–561	`92290bc7a467fc…`
`claim_1b9c6086c6761725109c51e9c6d4fb7d`	numeric	23	662–671	`92290bc7a467fc…`
`claim_35dd680bda7930c7a1c5cb0cccb57cd3`	quote	108	234–583	`d2017ab1d70423…`
`claim_eaac3874fe6d9d09b469d0bd9d90c216`	numeric	108	324–335	`e73ab220e8f141…`
`claim_ca790f33418e1fc159a6b8472748d15b`	numeric	108	424–425	`19581e27de7ced…`
`claim_a8d9e3294e8342b68e15e58ae4f0999f`	numeric	108	426–428	`624b60c58c9d8b…`