While Pfizer and Moderna struggled with supply and distribution issues, CNBC noted Novavax could benefit from improving logistics in the private market.

The timing seems favorable for Novavax, arriving just before an anticipated peak in COVID-19 vaccine demand this fall and winter. 

The dynamics of vaccine demand have shifted from an emergency state to a more measured approach, with Americans adopting a wait-and-see attitude.

As the rollout progresses, Novavax's vaccine is expected to be as widely available as Pfizer and Moderna's at various distribution points. 

However, the ultimate success will depend on how many Americans choose to get another COVID-19 vaccine, setting a new benchmark for the industry.

Price Action: NVAX shares are down 2.17% at $7.46 on the last check Monday.

Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.