Update shared on01 Aug 2025
Fair value Increased 12%Valneva's consensus analyst price target has increased to €6.95, primarily driven by a sharp rise in future P/E despite a decline in net profit margin.
What's in the News
- Valneva entered a development and manufacturing agreement with AGC Biologics for Phase 2 supply of its four-valent Shigella vaccine, with recent Phase 2 studies in infants and human challenge trials planned.
- The EMA has lifted the temporary restriction on the use of Valneva's chikungunya vaccine (IXCHIQ) in people aged 65+, following a safety review; the vaccine remains contraindicated for immunocompromised individuals and is approved for broader age groups, including adolescents.
- Valneva signed an exclusive agreement with CSL Seqirus for distribution of its vaccines (IXCHIQ, IXIARO, and DUKORAL) in Germany, expecting product sales of EUR 170–180 million in 2025.
- Positive six-month Phase 2 antibody persistence and safety data were reported for IXCHIQ in children, with a pivotal Phase 3 pediatric study planned for early 2026.
- Regulatory agencies, including FDA and EMA, previously recommended pausing IXCHIQ use in those over 65 due to serious adverse events, most in elderly with underlying conditions, but have since largely resumed recommendations after review.
Valuation Changes
Summary of Valuation Changes for Valneva
- The Consensus Analyst Price Target has significantly risen from €6.23 to €6.95.
- The Future P/E for Valneva has significantly risen from 15.47x to 17.95x.
- The Net Profit Margin for Valneva has significantly fallen from 28.24% to 25.08%.
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