DEFA14A ·Filed Jun 26, 2026

VXRT

Vaxart, Inc.
NEUTRAL
Impact 3/10
Horizonweeks Processed3mo ago SEC0001213900-26-072727
Proxy solicitation materials
Actionable Insight • Neutral

The proxy contest continues with management actively soliciting votes. The outcome likely favors the board given the dissident's small ownership (~0.7%) and lack of experience. No immediate trading catalyst; monitor the annual meeting date for vote results.

DirectionNeutral
Confidencehigh
Horizonweeks
Final — all horizons settled through T+60d ⚠ clustered
VXRT ▼ -14.04% at T+60d
NEUTRAL call ✗ call lost -14.04% · α vs SPY -17.08% · entry $0.5700 → $0.4900
Entry anchored
Jun 26, 2026
via day open
T+1d
+5.26%
call +5.26% · α +4.48%
$0.6000
settled 3mo ago
T+5d
+10.44%
call +10.44% · α +9.05%
$0.6295
settled 3mo ago
T+20d
-21.04%
call -21.04% · α -20.78%
$0.4501
settled 2mo ago
T+60d
-14.04%
call -14.04% · α -17.08%
$0.4900
settled 10d ago

Price Chart

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Executive Summary

Vaxart filed definitive additional proxy materials (DEFA14A) urging shareholders to vote FOR all six board nominees and WITHHOLD on the three dissident nominees from stockholder Daniel P. Houle. The filing contains social media posts reiterating management's argument that the dissidents lack relevant clinical-stage biotech experience. This is a routine solicitation update in the ongoing proxy contest with no new material information.

Key Facts

  • Vaxart filed DEFA14A urging shareholders to vote FOR all 6 board nominees and WITHHOLD on dissident nominees.
  • Dissident slate from stockholder Daniel P. Houle (3 nominees) is opposed by management.
  • Management argues dissidents lack relevant clinical-stage biotech experience and are undermining resolution efforts.
  • Filing includes social media posts (LinkedIn, X) directing shareholders to vote.vaxart.com.

Financial Impact

No financial figures disclosed; proxy contest costs are not quantified.

Risk Factors

  • Dissident could gain seats if shareholder dissatisfaction is higher than expected.
  • Proxy contest may distract management from pipeline progress.

Market Snapshot

Exchange
OTC
Sector
Biological Products, (No Diagnostic Substances)
Analyst Consensus
88% bullish (8 analysts)

Investment Themes

Biotech & Drug Discovery

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
DEFA14A Filing (Primary)0001213900-26-072727
Document: 0001213900-26-072727-index-headers.html0001213900-26-072727
Document: 0001213900-26-072727-index.html0001213900-26-072727
Document: 0001213900-26-072727.txt0001213900-26-072727
21 reports for VXRT
Performance horizon
67% Hit rate 2 of 3 directional calls best @ T+60▲ +37.66%May 1, 2026
Filters
Rows
Reports for VXRT — sortable, filterable
TypeNow
Jul 28, 2026
9w ago
8-K
NEUTRAL ★ 2/10
$0.4800 $0.5000▲ +4.17%▲ +0.79%$0.4400 (−8.33%)
Jul 7, 2026
12w ago
8-K
NEUTRAL ★ 4/10
$0.5500 $0.6000▲ +9.09%▲ +5.93%$0.4400 (−20.00%)
Jul 6, 2026
12w ago
DEFA14A
NEUTRAL ★ 5/10
$0.6200 $0.5900▼ −4.84%▼ −5.69%$0.4400 (−29.03%)
Jul 2, 2026
13w ago
DEFA14A
BULLISH ★ 5/10
$0.6400 $0.5490▼ −14.22%▼ −14.52%$0.4400 (−31.25%)
Jul 2, 2026
13w ago
8-K
NEUTRAL ★ 4/10
$0.6400 $0.5200▼ −18.75%▼ −18.34%$0.4400 (−31.25%)
Jun 26, 2026
13w ago
DEFA14A
NEUTRAL ★ 4/10
$0.5700 $0.4501▼ −21.04%▼ −20.78%$0.4400 (−22.81%)
Jun 26, 2026
13w ago
DEFA14A
NEUTRAL ★ 3/10
$0.5700 $0.4501▼ −21.04%▼ −20.78%$0.4400 (−22.81%)
Jun 26, 2026
13w ago
8-K
MIXED ★ 5/10
$0.5700 $0.4501▼ −21.04%▼ −20.78%$0.4400 (−22.81%)
Jun 16, 2026
15w ago
DEFA14A
NEUTRAL ★ 3/10
$0.5600 $0.5300▼ −5.36%▼ −6.21%$0.4400 (−21.43%)
Jun 8, 2026
16w ago
DEFA14A
NEUTRAL ★ 4/10
$0.5800 $0.5502▼ −5.14%▼ −6.53%$0.4400 (−24.14%)
Showing 10 of 21

US Market Status

Market Open — Closes in 52m

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