Valneva SE
XMUN:AYJ
Decide at what price you'd be comfortable buying and we'll help you stay ready.
|
V
|
Valneva SE
XMUN:AYJ
|
FR |
|
A
|
Ares Capital Corp
SWB:9A2
|
US |
|
C
|
CrowdStrike Holdings Inc
LSE:0A3N
|
US |
|
Amtech Systems Inc
NASDAQ:ASYS
|
US |
|
Wabash National Corp
NYSE:WNC
|
US |
|
Tempest Therapeutics Inc
F:3OS
|
US |
|
C
|
Campbell Soup Co
LSE:0HST
|
US |
|
P
|
Park Hotels & Resorts Inc
SWB:HIP
|
US |
|
Palo Alto Networks Inc
LSE:0KF5
|
US |
|
Assicurazioni Generali SpA
LSE:0K78
|
IT |
|
G
|
Gartner Inc
F:GGRA
|
US |
Valneva SE
Valneva is a vaccine company. It develops, makes, and sells vaccines that help prevent infectious diseases, with a focus on travel and other niche areas where public health agencies and doctors need specific protection rather than broad everyday medicines. Its best-known products include vaccines for diseases such as Japanese encephalitis, cholera, and other travel-related infections, along with vaccine candidates still in development. The company sells mainly to governments, public health buyers, travel clinics, hospitals, and pharmacies, depending on the vaccine. It makes money by selling finished vaccines and, in some cases, by working with partners on development, manufacturing, or licensing agreements. That means its revenue comes from a mix of product sales and collaboration income, rather than from repeat prescriptions or generic drug volume. What makes Valneva different is that it sits in a narrow part of the healthcare market: vaccines are highly regulated, take a long time to develop, and are usually bought for prevention rather than treatment. That gives the business a long product-development cycle and a strong link to public health needs, travel patterns, and government purchasing decisions.
Valneva is a vaccine company. It develops, makes, and sells vaccines that help prevent infectious diseases, with a focus on travel and other niche areas where public health agencies and doctors need specific protection rather than broad everyday medicines. Its best-known products include vaccines for diseases such as Japanese encephalitis, cholera, and other travel-related infections, along with vaccine candidates still in development.
The company sells mainly to governments, public health buyers, travel clinics, hospitals, and pharmacies, depending on the vaccine. It makes money by selling finished vaccines and, in some cases, by working with partners on development, manufacturing, or licensing agreements. That means its revenue comes from a mix of product sales and collaboration income, rather than from repeat prescriptions or generic drug volume.
What makes Valneva different is that it sits in a narrow part of the healthcare market: vaccines are highly regulated, take a long time to develop, and are usually bought for prevention rather than treatment. That gives the business a long product-development cycle and a strong link to public health needs, travel patterns, and government purchasing decisions.
Revenue Growth: Q1 total revenues reached almost EUR 50 million, with product sales up 51.2% year-over-year, driven by strong performances in IXIARO and DUKORAL.
Profitability Impact: Gross margins improved significantly, with IXIARO gross margin at 72.6% and DUKORAL at 52.2%, mainly due to better manufacturing performance.
Guidance Maintained: Full-year guidance for product sales and revenues is unchanged; the company expects EUR 170–180 million in product sales and EUR 180–190 million in total revenues.
Cash Position: Cash and cash equivalents stood at EUR 153 million at quarter-end, with operational cash burn reduced by over 70% versus last year.
Pipeline Progress: Key pipeline updates included regulatory advances for IXCHIQ, ongoing Phase III Lyme vaccine study, and new studies initiated for Shigella and Zika candidates.
IXCHIQ Safety Updates: Regulatory authorities issued precautions for use of IXCHIQ in frail elderly following reports of serious adverse events; investigations are ongoing.
Lyme Vaccine Milestones: First major data from the Phase III Lyme vaccine study is expected by year-end, with potential filings planned in 2026.
Analyst Q&A: Management confirmed sales phasing, manufacturing footprint, and gross margin expectations, and addressed recent regulatory changes and order fulfillment.
