Valneva shares hold strong with buy rating on Lyme vaccine data

Published 04/09/2024, 13:08
Valneva shares hold strong with buy rating on Lyme vaccine data

On Wednesday, H.C. Wainwright maintained a Buy rating and a $26.00 stock price target for Valneva SE (NASDAQ:VALN), following the release of encouraging trial results for its Lyme disease vaccine candidate, VLA15. The study, announced on Tuesday, September 3, revealed positive immunogenicity and safety data from the Phase 2 VLA15-221 study, which evaluated the effects of a second booster vaccination administered one year after the initial booster dose.

VLA15, which is being co-developed with Pfizer (NYSE:PFE), targets the outer surface protein A (OspA) of Borrelia, the bacterium responsible for Lyme disease. The vaccine has already been granted Fast Track Designation by the FDA. The trial's primary vaccination schedules included either a three-dose regimen at months 0, 2, and 6, or a two-dose regimen at months 0 and 6. Participants received the first booster at month 18 and the second booster at month 31.

The recent data demonstrated a significant anamnestic antibody response across all six serotypes covered by VLA15 in participants of various ages, with seroconversion rates (SCR) exceeding 90% for all OspA serotypes following the second booster, consistent with results after the first booster. The Geometric Mean Titers, a measure of antibody levels, were comparably high after both booster doses.

Safety and tolerability of VLA15 after the second booster were similar to those observed after the first booster dose. Valneva has also announced an ongoing Phase 3 pivotal study in Lyme disease, which is expected to be completed by the end of 2025, with a potential market launch of the vaccine anticipated in 2027.

Valneva estimates the vaccine could generate €286.8 million in sales and €45.9 million in royalty revenue. With the global market opportunity for Lyme disease treatments exceeding $1 billion, the reaffirmed Buy rating and price target reflect confidence in the vaccine's prospects.

In other recent news, Valneva SE has received a steady Buy rating from H.C. Wainwright, following the European Commission's approval of Ixchiq, the company's chikungunya virus vaccine. This significant regulatory milestone comes after unanimous endorsement by member states.

The European Medicines Agency had previously recommended Ixchiq for marketing authorization in Europe, leading to a notably swift approval process. This follows the vaccine's accelerated approval by the U.S. Food and Drug Administration and Health Canada for individuals at increased risk of CHIKV exposure.

Valneva projects that Ixchiq's sales will surpass €100 million in the third year following its launch and estimates that the global market for chikungunya vaccines could exceed $500 million annually. H.C. Wainwright's financial projections forecast Ixchiq sales to reach €15 million in 2024 and grow to €310 million by 2028. These recent developments highlight the growing potential of Valneva's vaccine in the global market.

InvestingPro Insights

As Valneva SE (NASDAQ:VALN) strides forward with its Lyme disease vaccine candidate, VLA15, investors and analysts are closely monitoring the company's financial health and market potential. According to recent data from InvestingPro, Valneva's market capitalization stands at approximately $491.3 million. This valuation comes at a time when the company is not yet profitable, with a negative P/E ratio of -14.24, reflecting the company's earnings challenges. The InvestingPro data further highlights a substantial year-over-year revenue decline of -63.71%, underlining the critical stage of the company's product development lifecycle.

InvestingPro Tips suggest that Valneva is quickly burning through cash and suffers from weak gross profit margins, which are crucial factors for potential investors to consider. Despite these challenges, the company's liquid assets exceed its short-term obligations, providing some financial stability in the near term.

It is also notable that Valneva does not pay a dividend, indicating that the company is likely reinvesting all available funds back into its research and development efforts. Investors can find additional insights and tips on Valneva, including the InvestingPro Fair Value estimate of $7.82, which contrasts with the analyst target of $19.50, by visiting the dedicated page on Investing.com/pro/VALN.

These financial metrics and InvestingPro Tips are integral for understanding the investment landscape surrounding Valneva as it progresses with VLA15. With the vaccine's potential market launch anticipated in 2027, these insights can help investors gauge the company's current financial health and future prospects in the competitive biopharmaceutical market.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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