Valneva/$VALN

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About Valneva

Valneva SE is a vaccine company focused on developing life-saving vaccines. Its portfolio includes three vaccines for travelers. The segments of the group are Commercialized vaccines which relate to marketed vaccines, the group's vaccines IXIARO/JESPECT, DUKORAL, IXCHIQ; Covid includes development, manufacturing, & distribution related to the COVID-19 vaccine, Vaccine candidates which relate to research and development programs to generate new approvable products to generate future cash flows from product sales through partnering with pharmaceutical companies; & Technologies and services which relate to services and inventions at a commercialization stage. The company generates majority of its revenue from product sales.

Ticker

$VALN
Sector
Primary listing

Employees

700

Valneva Metrics

BasicAdvanced
$1B
-
-$0.50
1.01
-

Bulls say / Bears say

EMA lifts temporary restriction on Ixchiq for adults 65+, restoring use in a high-risk demographic after safety review and expanding EU market potential (Reuters)
Exclusive distribution partnership with CSL Seqirus in Germany secures marketing of IXCHIQ from July 2025 and IXIARO/DUKORAL from January 2026, leveraging partner’s strong footprint in Europe’s largest travel vaccine market (Nasdaq)
Potential blockbuster pipeline catalyst: Phase 3 data readout for the VLA15 Lyme disease vaccine candidate is expected by end-2025, offering a pathway to >$1 billion annual sales and major value inflection (Barron’s)
FDA suspension of Ixchiq license in the U.S. forces an immediate halt to chikungunya vaccine distribution, risking loss of over 8% of H1 product sales and potential long-term exclusion from the U.S. market (Reuters)
Persistent unprofitability: Valneva recorded a net loss of €20.8 million and an adjusted EBITDA loss of €6.0 million in H1 2025 despite a 37.8% revenue increase, highlighting continued cash burn and expense pressures (Ainvest)
Key pipeline outcomes delayed: even if Phase 3 VLA15 Lyme disease data are positive, regulatory submissions and approvals are unlikely before 2026, deferring meaningful revenue diversification beyond travel vaccines (Barron’s)
Data summarised monthly by Lightyear AI. Last updated on 5 Oct 2025.
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
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