Dynavax Technologies Corporation

NasdaqGS:DVAX Rapport sur les actions

Capitalisation boursière : US$1.8b

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

Dynavax Technologies Gestion

Gestion contrôle des critères 2/4

Le PDG Dynavax Technologies est Ryan Spencer, nommé en Dec2019, a un mandat de 6.17 ans. La rémunération annuelle totale est $ 8.21M, composée du salaire de 10.2% et des bonus 89.8%, y compris les actions et options de la société. détient directement 0.33% des actions de la société, d'une valeur de $ 5.88M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 5 ans et 4.3 ans.

Informations clés

Ryan Spencer

Directeur général

US$8.2m

Rémunération totale

Pourcentage du salaire du PDG10.17%
Durée du mandat du directeur général6.2yrs
Propriété du PDG0.3%
Durée moyenne d'occupation des postes de direction5yrs
Durée moyenne du mandat des membres du conseil d'administration4.3yrs

Mises à jour récentes de la gestion

Recent updates

Mise à jour du récit Feb 05

DVAX: Cash Acquisition By Sanofi Will Likely Unlock Further Upside

Analysts kept their fair value estimate for Dynavax Technologies steady at US$25.00. They refined inputs such as a slightly higher discount rate, modestly adjusted revenue growth and profit margin assumptions, and a small change in the future P/E they use in their models to better reflect their updated view of the company.
Mise à jour du récit Jan 22

DVAX: Planned Takeover Will Likely Unlock Upside From Cash Deal

Analysts have maintained their fair value estimate for Dynavax Technologies at US$25.00, with only minor adjustments to assumptions such as discount rate, revenue growth, profit margin, and future P/E to reflect updated views on the company’s risk profile and earnings potential. What's in the News Sanofi agreed to acquire Dynavax Technologies for US$1.9b in cash, valuing shares at US$15.50 each.
Mise à jour du récit Jan 07

DVAX: Planned Sanofi Acquisition Will Likely Unlock Upside From Conservative Outlook

Analysts have revised their price target on Dynavax Technologies from $32.00 to $25.00, citing updated assumptions for the discount rate, revenue growth, profit margin, and future P/E that indicate a more conservative fair value outlook. What's in the News Sanofi agreed to acquire Dynavax Technologies for a total consideration of US$1.9b, with Dynavax shareholders to receive US$15.50 in cash per share upon completion of the transaction.
Article d’analyse Jan 06

Dynavax Technologies Corporation (NASDAQ:DVAX) Surges 42% Yet Its Low P/S Is No Reason For Excitement

Dynavax Technologies Corporation ( NASDAQ:DVAX ) shares have continued their recent momentum with a 42% gain in the...
Mise à jour du récit Dec 18

DVAX: Buybacks Will Support Future Upside As Pipeline Progress Strengthens Outlook

Analysts have nudged their price target on Dynavax Technologies higher to approximately $19.25 per share. This reflects slightly adjusted assumptions for discount rates, long term revenue growth, profit margins, and forward valuation multiples, which leave their overall fair value estimate broadly unchanged.
Mise à jour du récit Dec 04

DVAX: Share Buybacks Will Drive Future Upside Despite Lowered Market Multiple

Analysts have trimmed their price target on Dynavax Technologies from 21.80 dollars to 19.25 dollars, reflecting slightly higher discount rate assumptions and a more conservative view on future valuation multiples, despite largely unchanged long term growth and margin expectations. What's in the News Board of Directors authorized a new share repurchase plan in October 2025, enabling the company to buy back common stock.
Mise à jour du récit Nov 20

DVAX: Share Repurchase And Positive Trial Data Will Drive Further Upside

Analysts have revised their price target for Dynavax Technologies downward from $22.80 to $21.80. They cite slight adjustments to key financial assumptions, including discount rate, revenue growth, and profit margin forecasts.
Article d’analyse Nov 08

Dynavax Technologies Corporation Beat Analyst Estimates: See What The Consensus Is Forecasting For Next Year

It's been a good week for Dynavax Technologies Corporation ( NASDAQ:DVAX ) shareholders, because the company has just...
Seeking Alpha Oct 29

Dynavax Technologies Trading At Fair Value

Summary Dynavax's HEPLISAV‑B is its sole revenue generator. HEPLISAV‑B's revenue has grown steadily in a crowded market of hepatitis B vaccines. The market for these vaccines is expected to peak at ~$900 million in 2030 before tailing off afterwards. DVAX expects to grow its percentage share of the hepatitis B market to 60% by 2030. Read the full article on Seeking Alpha
Article d’analyse May 08

Dynavax Technologies Corporation Reported A Surprise Loss, And Analysts Have Updated Their Forecasts

There's been a notable change in appetite for Dynavax Technologies Corporation ( NASDAQ:DVAX ) shares in the week since...
Article d’analyse Mar 04

We Think Dynavax Technologies' (NASDAQ:DVAX) Profit Is Only A Baseline For What They Can Achieve

The subdued stock price reaction suggests that Dynavax Technologies Corporation's ( NASDAQ:DVAX ) strong earnings...
Seeking Alpha Mar 03

Dynavax Technologies: A Post-Earnings Assessment With Growing Market Share

Summary Dynavax Technologies posted solid Q4 results and FY 2025 guidance late in February, with Heplisav-B driving revenue growth and profitability. Heplisav-B's market share continues to grow due to its superior efficacy and compliance compared to previous hepatitis B vaccines. Heplisav-B should eventually garner 60% of a market that is predicted to grow to $900 million in the U.S. by 2030. Dynavax Technologies also has large net cash holdings and a promising Shingles vaccine in development. An updated analysis around Dynavax Technologies follows in the paragraphs below. Read the full article on Seeking Alpha
Seeking Alpha Feb 05

Dynavax Technologies: Time To Refocus On Former Cash Cow CpG1018

Summary HEPLISLAV-B, which is adjuvanted with CpG1018, has key advantages over its principal competition, Engerix-B. The article reviews Dynavax's investment prospects following its Q3 2024 earnings report, preliminary 2024 financial results press release, and latest website presentation. Management's failure to work towards monetizing its CpG1018 adjuvant is unfortunate, in my opinion. Dynavax should take a leaf from its vaccine maker peer, Novavax, and work to monetize its CpG1018 adjuvant. Read the full article on Seeking Alpha
Article d’analyse Jan 24

Is Dynavax Technologies (NASDAQ:DVAX) Using Debt In A Risky Way?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Seeking Alpha Nov 13

Dynavax Technologies: What The Stock Buyback Means, What It Doesn't

Summary Today, we revisit Dynavax Technologies Corporation, whose shares have moved up nicely after the company announced a significant buyback authorization. In addition, DVAX's flagship product, Heplisav-B, continues to increase market share consistently in a growing market. The company has also moved towards profitability, and analyst firms have price targets significantly above the current trading level of the stock, even after its recent rally. An updated analysis around Dynavax Technologies follows in the paragraphs below. Read the full article on Seeking Alpha
Article d’analyse Nov 12

Dynavax Technologies Corporation (NASDAQ:DVAX) Surges 31% Yet Its Low P/S Is No Reason For Excitement

Dynavax Technologies Corporation ( NASDAQ:DVAX ) shareholders would be excited to see that the share price has had a...
Article d’analyse Oct 12

Is Dynavax Technologies (NASDAQ:DVAX) Using Debt In A Risky Way?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
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Nouveau récit Sep 14

HEPLISAV-B And New Vaccine Trials Set To Skyrocket Revenue And Market Share

Strong HEPLISAV-B sales and market optimism indicate potential for revenue growth and market share expansion in the adult hepatitis B vaccine sector.
Seeking Alpha Sep 05

Dynavax Technologies: Slow And Steady Wins The Race

Summary Today, we are revisiting Dynavax Technologies Corporation, one of my favorite “rinse, wash, and repeat” covered call trades recently. Dynavax Technologies' Heplisav-B vaccine continues to gain market share, driving solid revenue growth and profitability despite the loss of COVID-19 adjuvant sales. Despite range bound stock performance, Dynavax's profitability and decent liquidity in the options against the equity, make it an attractive investment, with minimal downside risk and potential for solid upside. An updated analysis following second quarter results in August follows in the paragraphs below. Read the full article on Seeking Alpha
Seeking Alpha Aug 23

Dynavax Technologies: A Two Trick Pony Operating With A Single Trick

Summary Dynavax has experienced fluctuations in stock performance since the author's initial coverage. HEPLISAV-B is Dynavax's primary revenue source for the foreseeable future, with CpG-1018 currently sidelined. Supported by ample liquidity, Dynavax is evaluating business development on a disciplined basis. Read the full article on Seeking Alpha
Article d’analyse Aug 14

Some May Be Optimistic About Dynavax Technologies' (NASDAQ:DVAX) Earnings

Dynavax Technologies Corporation's ( NASDAQ:DVAX ) stock was strong despite it releasing a soft earnings report last...
Article d’analyse Jul 12

Is Dynavax Technologies (NASDAQ:DVAX) Weighed On By Its Debt Load?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Article d’analyse May 22

Lacklustre Performance Is Driving Dynavax Technologies Corporation's (NASDAQ:DVAX) Low P/S

With a price-to-sales (or "P/S") ratio of 6.4x Dynavax Technologies Corporation ( NASDAQ:DVAX ) may be sending bullish...
Seeking Alpha May 10

Dynavax: HEPLISAV-B Growth Up, Pipeline Uncertain

Summary HEPLISAV-B Q1 revenue was $48 million, showing 10% YoY growth. Dynavax's shingles and Tdap vaccines advanced in clinical stages, with data anticipated in the coming quarters. Dynavax's balance sheet remains robust with a significant cash runway. Dynavax remains a "hold," given the challenging prospects beyond the hepatitis B market. Read the full article on Seeking Alpha
Seeking Alpha Mar 23

Dynavax: Holding Firm Despite Its Missing Cash Cow

Summary Pandemic era CpG 1018 revenues are gone and unlikely to rekindle. HEPLISAV-B revenues create a reliable growing stream of income. Dynavax is fairly valued. Read the full article on Seeking Alpha
Article d’analyse Mar 06

Is Dynavax Technologies (NASDAQ:DVAX) A Risky Investment?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Article d’analyse Jan 31

Dynavax Technologies Corporation's (NASDAQ:DVAX) Business And Shares Still Trailing The Industry

Dynavax Technologies Corporation's ( NASDAQ:DVAX ) price-to-sales (or "P/S") ratio of 4.7x might make it look like a...

Analyse de la rémunération des PDG

Comment la rémunération de Ryan Spencer a-t-elle évolué par rapport aux bénéfices de Dynavax Technologies?
DateRémunération totaleSalaireBénéfices de l'entreprise
Sep 30 2025n/an/a

-US$43m

Jun 30 2025n/an/a

-US$53m

Mar 31 2025n/an/a

-US$60m

Dec 31 2024US$8mUS$835k

US$27m

Sep 30 2024n/an/a

US$20m

Jun 30 2024n/an/a

US$17m

Mar 31 2024n/an/a

US$9m

Dec 31 2023US$6mUS$760k

-US$6m

Sep 30 2023n/an/a

US$61m

Jun 30 2023n/an/a

US$111m

Mar 31 2023n/an/a

US$236m

Dec 31 2022US$6mUS$695k

US$293m

Sep 30 2022n/an/a

US$320m

Jun 30 2022n/an/a

US$228m

Mar 31 2022n/an/a

US$104m

Dec 31 2021US$5mUS$600k

US$72m

Sep 30 2021n/an/a

-US$39m

Jun 30 2021n/an/a

-US$6m

Mar 31 2021n/an/a

-US$62m

Dec 31 2020US$2mUS$515k

-US$75m

Sep 30 2020n/an/a

-US$97m

Jun 30 2020n/an/a

-US$138m

Mar 31 2020n/an/a

-US$129m

Dec 31 2019US$3mUS$391k

-US$156m

Rémunération vs marché: La rémunération totale de Ryan ($USD 8.21M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 5.53M ).

Rémunération et revenus: La rémunération de Ryan a augmenté alors que l'entreprise n'est pas rentable.


PDG

Ryan Spencer (46 yo)

6.2yrs
Titularisation
US$8,210,775
Compensation

Mr. Ryan Spencer served as Independent Director at Cidara Therapeutics, Inc. from April 24, 2024 to January 7, 2026. He serves as the Chief Executive Officer and Director of Dynavax Technologies Corporatio...


Équipe de direction

NomPositionTitularisationCompensationPropriété
Ryan Spencer
CEO & Director6.2yrsUS$8.21m0.33%
$ 5.9m
Kelly MacDonald
Senior VP & CFO4.9yrsUS$2.63m0.053%
$ 933.2k
David Novack
Senior VP & COO12.9yrsUS$3.73m0.056%
$ 981.8k
John Slebir
Senior VP & General Counsel4.7yrsUS$2.85mpas de données
Robert Janssen
Chief Medical Officer and Senior VP of Clinical Development12.6yrsUS$2.28m0.068%
$ 1.2m
Joseph Metzinger
VP & Chief Accounting Officerless than a yearpas de donnéespas de données
Jeff Coon
Senior VP & Chief Human Resources Officer7.1yrspas de donnéespas de données
Paul Cox
VP of Investor Relations & Corporate Communications3.1yrspas de donnéespas de données
Donn Casale
Senior VP & Chief Commercial Officerno datapas de donnéespas de données
Dong Yu
Senior Vice President of Research5yrspas de donnéespas de données
Eric Frings
VP, Site Head & MD for Dynavax GmbH5.1yrspas de donnéespas de données
Meg Smith
Senior Vice President of Commercialless than a yearpas de donnéespas de données
5.0yrs
Durée moyenne de l'emploi
60yo
Âge moyen

Gestion expérimentée: L'équipe dirigeante de DVAX est chevronnée et expérimentée (5 années d'ancienneté moyenne).


Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Ryan Spencer
CEO & Director6.2yrsUS$8.21m0.33%
$ 5.9m
Daniel Kisner
Independent Director15.6yrsUS$297.64k0.0013%
$ 23.3k
Francis Cano
Independent Director16.3yrsUS$285.64k0.018%
$ 323.0k
Robert Coffman
Member of Scientific Advisory Board3.1yrsUS$1.83mpas de données
Lauren Silvernail
Director1yrpas de donnéespas de données
Rino Rappuoli
Member of Scientific Advisory Board3.1yrspas de donnéespas de données
Emilio Emini
Director1yrpas de donnéespas de données
Kathryn Edwards
Member of Scientific Advisory Board3.1yrspas de donnéespas de données
Brent MacGregor
Independent Director5.6yrsUS$285.64kpas de données
Scott Myers
Independent Chairman of the Board4.3yrsUS$330.64k0.026%
$ 453.4k
Elaine Sun
Independent Director4.2yrsUS$290.64kpas de données
Peter Paradiso
Chairman of the Scientific Advisory Board & Independent Director5.4yrsUS$302.39k0.017%
$ 295.7k
4.3yrs
Durée moyenne de l'emploi
72yo
Âge moyen

Conseil d'administration expérimenté: Les membres du conseil d'administration de DVAX sont considérés comme expérimentés (ancienneté moyenne 4.3 ans).


Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/02/10 20:54
Cours de l'action en fin de journée2026/02/09 00:00
Les revenus2025/09/30
Revenus annuels2024/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Dynavax Technologies Corporation est couverte par 10 analystes. 3 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Elemer PirosCantor Fitzgerald & Co.
Douglas BuchananCitizens JMP Securities, LLC
Jason ButlerCitizens JMP Securities, LLC