Valneva (VLA) Company presentation summary

Strategic vision and business model

• Focuses on developing, manufacturing, and commercializing prophylactic vaccines for infectious diseases with unmet medical needs.

• Drives commercial growth and invests in innovative R&D, leveraging an integrated biotech model.

• Maintains a lean commercial infrastructure and aims for financial self-sustainability by 2027, contingent on Lyme vaccine success.

• Plans to expand its R&D pipeline and pursue strategic in-licensing and M&A to build a risk-balanced portfolio.

Commercial portfolio and market position

• Proprietary travel vaccines include IXIARO (Japanese encephalitis), DUKORAL (cholera/ETEC), and IXCHIQ (chikungunya).

• IXCHIQ's US application was withdrawn after FDA concerns, but it remains available in other markets.

• Commercial footprint extends through direct markets and partners, with a strategic reduction in third-party product sales.

R&D pipeline and clinical progress

• Lead candidate LB6V (formerly VLA15) is the only Lyme disease vaccine in advanced clinical development, partnered with Pfizer.

• LB6V showed strong efficacy (73–75%) and safety in Phase 3, with regulatory submissions planned for 2026.

• S4V2 is the most advanced tetravalent Shigella vaccine candidate, with Phase 2 data expected in mid-2026.

• IXCHIQ is a single-shot chikungunya vaccine, with ongoing post-marketing studies and expanded access in Brazil.