ACOG Recommended Vaccine Schedule Includes COVID and Flu for Pregnant People. More Reinforcement that Babies Represent an Important Risk. Thoughts on the Evolving COVID Protection Landscape.

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ACOG Recommended Vaccine Schedule Includes COVID and Flu for Pregnant People. More Reinforcement that Babies Represent an Important Risk. Thoughts on the Evolving COVID Protection Landscape.

June 11, 2026 Novavax

(NVAX, Buy, $19 PT)

Thomas Shrader, PhD, CFA

ACOG Recommended Vaccine Schedule Includes COVID and Flu for (212) 527-3551 tshrader@btig.com

Pregnant People. More Reinforcement that Babies Represent an Jinnie Kim, PhD

Important Risk. Thoughts on the Evolving COVID Protection Landscape. (212) 882-2344 jinnie.kim@btig.com

Company DataBIOTECHNOLOGY WHAT YOU SHOULD KNOW: We see expert physician groups that are in favor of Closing Price $8.56

supporting the COVID vaccine as a positive for the field, especially during a time Price Target $19.00

of flux with ACIP. That being said, the current mRNA vaccines are probably less

Market Cap (M) $1,407.59 effective than are vaccines bested on other platforms for other indications. The

Shares Out (M) 164.44EQUITY American College of Obstetricians & Gynecologists (ACOG) put out a simplified vaccine

schedule for pregnant, breastfeeding, and postpartum individuals — covering four key Avg Daily Vol-3 Months (M) 4.61

recommended vaccines backed by the strongest available evidence (Exhibit 1). This Revisions

focus on protecting babies mirrors data posted at the most recent VRBPAC meeting Previous Current

(note HERE) showing the increased risk of COVID19 in the very young (Exhibit 2). The

Rating Buy Buy CDC currently recommends only Tdap and RSV for pregnant people while the new

Price Target $19.00 $19.00RESEARCH ACOG recommendation adds Flu and COVID-19. ACOG's decision to recommend flu

and COVID shots — vaccines explicitly dropped from CDC guidance — is an example FY26E EPS (1.38) (1.38)