Heavily sanctioned valneva – 08/25/2025 at 09:13

(AOF) – At the tail of the SBF 120 index, Valneva collapses from 26.46% to 3.71 euros. Similarly, The vaccine specialist has announced that the American health agency Food. Consequently, Drug Administration (FDA) has suspended the IXCHIQ license, citing four new cases of serious undesirable effects, akin to the disease caused by chikungunya. Similarly, This suspension comes into force immediately. However, implies an interruption in the sending and sale of IXCHIQ to the United States. In addition,

This suspension follows the FDA decision on August 6. Consequently, 2025 to lift the temporary stop for the use of IXCHIQ in people aged 60 and over.

Valneva is currently asking for the financial impact that could have a final withdrawal from the IXCHIQ license in the United States. but does not change its turnover forecasts for the moment.

heavily sanctioned valneva – 08/25/2025

IXCHIQ sales contributed 7.5 million euros to total sales of 91 million euros from the company in the first half of 2025. the most significant part of IXCHIQ sales from non-recurring delivery of doses of the vaccine in order to combat the chikungunya epidemic in Reunion.

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Key points

– Specialist in the development of prophylactic vaccines against infectious diseases with limited therapeutic options.

-turnover of € 153.7 MD MD from Europe for 56 %. ahead of America (27 %), then Asia-Oceania (9 %) and Africa-Middle-East (8 %);

– ambition to create diseases against diseases without existing solutions with 2 main stages, 2024 for the marketing of the vaccine against chikungunya IXCHIQ and 2027 for that of the Lyme disease vaccine;

– Capital held at 6.2 % (10.36 % heavily sanctioned valneva – 08/25/2025 of voting rights) by the Grimaud La Corbière group and 6.22 % by BPI France. Anne-Marie Graffin presiding over the council of 6 administrators and Thamas Langelbach ensuring the general management;

– Towards a change in governance by the end of the year, for a board of directors and executive committee.

Challenges

– Agility of the business model:

– Control of the value chain. from research to marketing,

– Promotion of group assets by partnerships,

– Funding of clinical developments by a specialized infrastructure for the marketing of 3 commercial vaccines (Ixiaro against Japanese encephalitis, Ixchiq against chikungunya and dukoral against cholera) and by the rights drawn from the distribution of vaccines for third parties,

– financial security, cash flow covering operational needs until 2027,

– Innovation rich in a portfolio of heavily sanctioned valneva – 08/25/2025 + 400 patents with 2 main assets and 3 preclinical programs: the only vaccine in clinical development against Lyme disease, the only vaccine with unique injection against chikungunya, and 3 candidates vaccines against the Zika virus, the Epstein-Barr virus and the human metapneumovirus;

– Environmental strategy: energy efficiency, waste minimization, optimal water use and 5 %reduction, vs 2016, CO2 emissions by 2025;

– Good visibility of the activity thanks to the agreements on vaccines with:

– With Pfizer to co-develop and sell the Lyme disease vaccine ($ 308 million),

– With the American authorities for Ixiario against Japanese encephalitis ($ 70 million),

– With Bavarian Nordic for marketing and distribution of specialized vaccines,

– With Batavia Biosciences to develop an inexpensive vaccine against polio,

– with the Butantan Institute against Chikingunya for low -income countries;

heavily sanctioned valneva – 08/25/2025

– Solid assessment with € 128 million in equity, reinforced by a net cash of € 126 million at the end of March.

Challenge

– La launch trade results. secured by private financing of € 100 million and by a contribution of + $ 40 million in the CEPI and the European Union, the IXCHIQ vaccine, the only world vaccine authorized against chikungunya authorized by Canada and the European Union;

– Results of phase 3 tests for the Lyme disease vaccine after completed recruitment, in partnership with Pfizer which will file a request in 2026;

– Search for partnerships for the search for men’s metapneumovirus vaccine and extension of the manufacturing network (3 sites, in Scotland, Sweden and Austria),

– After a 1 ^is Positive quarter (€ 177 million in cash and net profit of heavily sanctioned valneva – 08/25/2025 € 59 million after sale products), target 2024 Record: turnover between € 170 and € 180 million and R&D expenses between € 60 and € 75 million;

.- Objective 2026 to achieve net profitability thanks to the doubling of sales. drawn by Ixchiq and Ixiaro, before those of the Lyme vaccine expected on the market in 2027.