Shah Capital
Proxy Talk on Novavax Inc.

Thursday, May 14, 2026 
10:00 a.m. EDT


Himanshu Shah, Managing Partner and Chief Investment Officer, will present the firm's case for change at Novavax. Specifically, Shah will discuss Novavax's recent performance, commercialization of its vaccine portfolio, cost structure, capital allocation, and governance. 

Glass Lewis' Proxy Talks are designed to allow our clients to hear directly from the parties engaged in a proxy contest, M&A transaction or contentious shareholder proposal. 

Speakers:

Himanshu Shah
Himanshu Shah
Managing Partner and Chief Investment Officer, Shah Capital

Disclaimer

Proxy Talks are opportunities for parties involved in proxy contests, M&A transactions, and shareholder proposals to present their position in such situations and do not constitute or contain any analysis or recommendations by Glass Lewis regarding such situations. Accordingly, Glass Lewis does not endorse, adopt, or otherwise express any view on Shah Capital’s position regarding this situation. Shah Capital is solely responsible for the content and accuracy of the Proxy Talk and all matters and opinions discussed therein. The Proxy Talk is for informational purposes only, and does not constitute investment advice and should not be construed as a recommendation, solicitation, or advice to take, or not take, any action with respect to any security. No discussion of any confidential, restricted, or material non-public information is permitted during the Proxy Talk and all discussion must be based solely on publicly-available information. 

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