(Not directly related to the article - so my apologies)

I would be pretty interested in your perspective for MMAT and NVAX, although I'm not sure if NVAX fits the value-like mindset I've been seeing from your work.

MMAT feels like a bundle of patents on nanocomposite materials with some hopeful manufacturing and potentially amazing future upside.

NVAX is more well known, as the vaccine company that's been much more appealing to the non-vaxed crowd with manufacturing promises and being late to the party. With the pandemic narrative fluctuating every couple of months or so, I think there's potential in the likely endemic narrative.

If you're looking for ideas, I would be pretty interested in an article of either.

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