Valneva Presents its Outlook at the J.P. Morgan Healthcare Conference
French laboratory Valneva will participate from January 12 to 14 in the 44th edition of the J.P. Morgan Healthcare Conference in San Francisco, according to a statement released this Thursday. The company's executives will present the progress of their vaccine portfolio.
According to the statement, Thomas Lingelbach, CEO of Valneva, and Peter Bühler, CFO, will meet with current shareholders and institutional investors specializing in the healthcare sector at this annual conference. Institutional investors and analysts who wish to arrange a meeting can contact the group's Investor Relations department at investors@valneva.com, the company states. The J.P. Morgan Healthcare Conference, held annually in January in San Francisco, is one of the key events in the biotechnology and health sector.
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The company's executives will discuss upcoming milestones in their clinical portfolio, the statement specifies. Special attention will be given to the pivotal Phase 3 results of the Lyme disease vaccine, expected in the first half of 2026, according to the company. This vaccine candidate is being developed in partnership with the American laboratory Pfizer. According to Valneva, it is the only vaccine candidate against this disease in advanced clinical development. Lyme disease is an infection transmitted by ticks, caused by the Borrelia bacteria.
Discussion on Commercialized Vaccine Portfolio
Discussions will also cover the portfolio of vaccines already marketed by the company, the group indicates. Valneva, headquartered in Saint Herblain, Loire Atlantique, specializes in the development, production, and marketing of prophylactic vaccines against infectious diseases. The group currently markets three travel vaccines and is developing several vaccine candidates, including one against Shigellosis. The company, listed on Euronext Paris and on the Nasdaq, has production sites in France, Scotland, and Austria.
Au troisième trimestre, nous avons continué à nous concentrer sur le renforcement de notre trésorerie, ce qui nous a permis de refinancer notre dette à des conditions financières plus avantageuses.
Chiffre d’affaires de 127,0 millions d’euros sur neuf mois (+8,9 %), ventes de 119,4 millions d’euros, trésorerie de 143,5 millions d’euros au 30/09/2025, perte nette 65,2 millions d’euros, EBITDA ajusté (37,7) millions d’euros. Guidance 2025 confirmée : chiffre d’affaires attendu entre 165 et 180 millions d’euros; ventes attendues entre 155 et 170 millions d'euros. Renforcement de la position financière via refinancement et ATMs; Phase 3 VALOR pour le vaccin Lyme en cours selon calendrier.
Risks mentioned
Suspension de la licence IXCHIQ ® aux États-Unis par la FDA (impact sur ventes segment voyageurs)
Risque de résultats cliniques défavorables pour les candidats (phase 3 VALOR pour Lyme, essais S4V2, VLA1601 incertitudes réglementaires)
Exposition aux fluctuations de change (impact négatif mentionné de 1,3 millions d’euros sur ventes, effets de change volontaires)
Dépendance à des partenaires de distribution et diminution des produits de tiers (arrêt de distribution de Rabipur/RabAvert et Encepur)
Opportunities identified
Résultats positifs potentiels de la Phase 3 VALOR (VLA15) pouvant mener à des demandes d'autorisation en 2026
Accord commercial avec CSL Seqirus en Allemagne pour stimuler la commercialisation des vaccins
Croissance des ventes d'IXCHIQ ® sur les marchés hors États-Unis et dans les PRFI (livraisons de substance active)
Potentiel du candidat S4V2 contre la shigellose (marché estimé > 500 millions de dollars/an)
Données positives de Phase 1 pour VLA1601 (Zika) et forte persistance d'anticorps pour IXCHIQ ® (95 % à 4 ans) comme avantage concurrentiel
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