company VALN - SteadyBase

steadybase-$ company VALN

account_id none on file

legal_name Valneva SE

ticker VALN

cik 1836564

domain valneva.com

linkedin_company_url https://www.linkedin.com/company/valneva

entry_point_account_id none on file

exchange Nasdaq

sector Health Care

irhttps://valneva.com/investors/

sector index/company/sector/health-care/

calls 40 filings 21 executives 18 family 0

why_nownone on file

calls

In light of emerging adverse trends in travel vaccine uptakes across our key markets, driven by geopolitical factors, we adjust our product sales guidance to 135 to 150 million euros for the fiscal year 2026, and total revenues to 145 to 160 million euros.

May 13, 2026 / receipt, needs a key / Peter Buehler, CFO | earnings call 2026-05-13 | transcript 9c98ecfd-5409-4f3c-9670-b292471c4998 | chars 14122-14378 | segment 14

I mean, if the overall situation... especially in the Middle East, gets worse and the travel market gets affected, you know, we cannot exclude it will have an impact.

May 13, 2026 / receipt, needs a key / Peter, CFO | earnings call 2026-05-13 | transcript 9c98ecfd-5409-4f3c-9670-b292471c4998 | chars 27930-28096 | segment 28

As I mentioned previously, We have also last year already initiated a process to look at external opportunities in the same way we are looking at internal opportunities. This resulted, for example, in the licensing of our Shigella vaccine candidate, and we will continue doing that. As I mentioned, we will definitely now go above and beyond vector-transmitted diseases, and we will certainly go above and beyond travel because we believe, and again, planning for success, of course, that there are many, many potential vaccine-preventable diseases that are currently not covered by the big vaccine players.

Mar 18, 2026 / receipt, needs a key / Peter, CFO | earnings call 2026-03-18 | transcript 0a0b9c52-655b-47f1-8f19-0ff5465b9bd5 | chars 28612-29219 | segment 28

The chiaro sales reached 27.5 million euros, 65.5% above last year, and the year-over-year growth is driven by a strong increase in sales to US military, but also into the travel channels.

May 7, 2025 / receipt, needs a key / Peter Buehler, CFO | earnings call 2025-05-07 | transcript 308d872c-9ed4-4d37-a8a8-a6fc443ed75b | chars 11705-11893 | segment 11

So starting with sales, Yes, absolutely, our first quarter revenues are above the consensus. I think it was expected by us, and as I said in the call, so we did see strong growth in particular in Ixiara on both travel and also DOD. But as I mentioned, last year was very heavily impacted by restricted supply. That was resolved in April of last year, so you will see this year a slightly different phasing, which is also why we do not see right now any change to our guidance.

May 7, 2025 / receipt, needs a key / Thomas, other | earnings call 2025-05-07 | transcript 308d872c-9ed4-4d37-a8a8-a6fc443ed75b | chars 25626-26102 | segment 25

We have the Brazilian licensure process ongoing, and we are targeting additional markets with established travelers markets, but also additional LMIC territories, including on the basis of WHO pre-qualification.

Aug 13, 2024 / receipt, needs a key / Thomas Lingelbach, CEO | earnings call 2024-08-13 | transcript 92752cd0-9a10-4822-93fe-d645ec35ec4b | chars 8611-8822 | segment 8

When we talk about the sales expectation, we are still very confident about the overall market size and the growth projection that we gave, the mid-term growth projection that we gave for XCHIC. It is a bit too early to say how it's really going to play out. You may recall, we discussed it in the past, all travel vaccines in the past have shown an S-curve at the beginning. And so we have to see at which point we're really going to see the steep increase. As I mentioned during the presentation, we have still a couple of Things outstanding in the United States, MMWR being one, for example, very critical in order to facilitate the ICSI growth from a U.S. perspective. And then, of course, all the respective recommendations for the ex-U.S. countries and then the introduction in the LMS.

Aug 13, 2024 / receipt, needs a key / Suzanne Van Woerthuizen, other | earnings call 2024-08-13 | transcript 92752cd0-9a10-4822-93fe-d645ec35ec4b | chars 24942-25734 | segment 25

So, many questions hopefully are able to capture those. So, I think on iXCHIC, We are really seeing, as you rightly pointed out, that we are having customers reordering ixchic, which is good because it means that slowly, slowly the vaccine is being taken up. I think it's a bit too early to really talk about this in detail. I think we have We have continued to grow the awareness of Chicken Gunja and XChick amongst HCPs. We also started to engage with customers. We have now sold doses across each of our sales channels, including a growing number of reorders, as I mentioned earlier. The number of customer accounts we are engaging with is growing as well. Additionally, we continue to see travelers proactively asking about CHIC, which is a fantastic achievement already right now. And access and coverage of XCHIC continues to improve. We had approximately 25% coverage last quarter, and now it's over 50%. And I think this is really an important step forward And as I said, there are a couple of things still outstanding, and there are some gating factors worth noting, including the fact that the ACRP recommendations for chikungunya have still not been published in the MMWR, which is important for driving broader reimbursement and prescribing of the vaccine by HDPs. So that's a little bit where we are on the ICSHIC front.

Aug 13, 2024 / receipt, needs a key / Thomas Lingelbach, CEO | earnings call 2024-08-13 | transcript 92752cd0-9a10-4822-93fe-d645ec35ec4b | chars 29703-31036 | segment 29

So regarding exchange, I understand that the current focus and guidance is basically based on the travel markets. And I was just wondering if we could also expect in the near future some military contracts kick in, similar to what happened to Xario a few years back. Thank you, guys.

Aug 13, 2024 / receipt, needs a key / Oscar Hafen Lam, other | earnings call 2024-08-13 | transcript 92752cd0-9a10-4822-93fe-d645ec35ec4b | chars 32276-32559 | segment 32

It's just a quick follow-up on Ixiaro. I was wondering if you could just give us a breakdown of what you're seeing from a travel sales perspective versus military sales perspective in terms of growth rates. Thanks very much.

Aug 13, 2024 / receipt, needs a key / Samir Devani, other | earnings call 2024-08-13 | transcript 92752cd0-9a10-4822-93fe-d645ec35ec4b | chars 38959-39183 | segment 38

Here we see clearly XJIC and the possibility to unlock the XJIC value by building awareness and market, capitalizing on the bundling effect with existing travel business and expanding globally, reaching more LMIC territories via strategic partnerships.

Aug 13, 2024 / receipt, needs a key / Thomas Lingelbach, CEO | earnings call 2024-08-13 | transcript 92752cd0-9a10-4822-93fe-d645ec35ec4b | chars 4255-4507 | segment 4

And it's a wonderful plug and play because we are seeing here a very similar commercial footprint, namely travelers and military from high income countries, but LMICs as well, and here specifically children living in endemic countries.

Aug 13, 2024 / receipt, needs a key / Thomas Lingelbach, CEO | earnings call 2024-08-13 | transcript 92752cd0-9a10-4822-93fe-d645ec35ec4b | chars 13063-13298 | segment 12

filings

Kathrin Jansen | 68 | Member of the Board of Directors