Update shared on 24 Aug 2025
Fair value Decreased 6.60%Valneva's substantial improvement in net profit margin and sharp reduction in future P/E have led to a notable upward revision in the consensus analyst price target from €6.97 to €7.48.
What's in the News
- Health Canada granted marketing authorization for IXCHIQ, Valneva’s single-dose chikungunya vaccine, for individuals aged 12 years and older, supported by robust antibody persistence and safety data.
- Valneva provided 2025 earnings guidance, anticipating total revenues of €180–190 million and product sales of €170–180 million, driving positive commercial cash flow.
- FDA and EMA lifted temporary restrictions on IXCHIQ use in adults 65+ after reviewing safety data; updated labeling now emphasizes careful risk-benefit assessment, especially for elderly with chronic conditions.
- Valneva partnered with AGC Biologics to supply drug substance for a Phase II Shigella vaccine program; Phase 2 infant and CHIM studies were launched, addressing significant unmet global health needs.
- Exclusive agreement signed with CSL Seqirus for marketing and distribution of Valneva’s vaccine portfolio in Germany, including IXCHIQ, IXIARO, and DUKORAL, effective from July 2025.
Valuation Changes
Summary of Valuation Changes for Valneva
- The Consensus Analyst Price Target has risen from €6.97 to €7.48.
- The Net Profit Margin for Valneva has significantly risen from 1.41% to 25.33%.
- The Future P/E for Valneva has significantly fallen from 356.58x to 19.48x.
Disclaimer
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