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DBV Technologies
DBV Technologies (DBV) investor relations material
DBV Technologies Guggenheim Securities Emerging Outlook: Biotech Summit 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Guggenheim Securities Emerging Outlook: Biotech Summit 2026 summary12 Feb, 2026
Strategic and clinical program updates
Two BLAs planned: one for children aged 4–7 by mid-2026, and one for ages 1–3 by end of 2026, both for Viaskin Peanut targeting peanut allergy in children.
Viaskin Peanut has FDA breakthrough designation and will seek priority review for the first filing.
VITESSE trial, the largest in peanut allergy, showed a 32-point placebo-adjusted efficacy delta and strong safety profile in 654 patients aged 4–7.
Efficacy in 1–3 year-olds was consistent, with a 67% response rate at year one, rising to 86% at year three; 68% could tolerate a full food challenge after three years.
BLAs are supported by extensive open-label extension data, showing improved efficacy and safety over time.
Market opportunity and commercial strategy
U.S. market includes 390,000 children aged 4–7 and 280,000 aged 1–3 with peanut allergy, totaling 670,000 children.
Target prescriber base is 4,500 allergists; 60% of children with peanut allergy are already seen by allergists.
Commercial launch expected in first half of 2027, with a sales force of 50–70 reps and strong engagement with advocacy groups and families.
Pricing reference is Palforzia at $1,000/month, with potential for a premium based on product differentiation.
Manufacturing capacity is sufficient for initial launch, with plans to triple capacity for future growth and ex-U.S. expansion.
Competitive landscape and product differentiation
Viaskin Peanut offers a patch-based, disease-modifying therapy, contrasting with IgE blockade (e.g., Xolair) and oral immunotherapy (Palforzia).
Patch therapy is seen as safer and more convenient, with no severe anaphylaxis observed and no REMS anticipated.
Palforzia requires frequent dose escalation visits and has higher rates of anaphylaxis, making Viaskin's patch more attractive to families and physicians.
Peanut allergy is the top concern for parents due to its ubiquity and unpredictability, even among children with multiple food allergies.
IgE blockade is not widely used in young children due to safety concerns and administration challenges.
What specific label advantages does Viaskin offer?
Strategy to engage 40% of patients not seeing allergists
How does peanut approval enable future pipeline?
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Next DBV Technologies earnings date
Q4 20255 Mar, 2026
DBV Technologies
Next DBV Technologies earnings date
Q4 20255 Mar, 2026
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Frequently asked questions
DBV Technologies S.A. is a French biopharmaceutical company focused on developing therapies for food allergies using its proprietary epicutaneous immunotherapy (EPIT) technology platform. The company's lead product candidate is designed to treat peanut allergies by delivering allergens through the skin to desensitize patients while minimizing the risk of severe allergic reactions. DBV's non-invasive approach aims to provide safe and effective treatments for patients with food allergies, addressing a significant unmet need in allergy management. The company is headquartered in Montrouge, France, and its shares are listed on Euronext Paris and the Nasdaq.
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