VBI Vaccines Inc.

OTCPK:VBIV.Q 株式レポート

時価総額：US$14.3k

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VBI Vaccines マネジメント

マネジメント 基準チェック /34

VBI Vaccinesの CEO はJeff Baxterで、 May2016年に任命され、 の在任期間は 8.67年です。 の年間総報酬は$ 893.55Kで、 78.1%給与と21.9%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の0.071%を直接所有しており、その価値は$ 10.14 。経営陣と取締役会の平均在任期間はそれぞれ7.3年と7年です。

主要情報

Jeff Baxter

最高経営責任者

US$893.5k

報酬総額

CEO給与比率78.11%
CEO在任期間8.7yrs
CEOの所有権0.07%
経営陣の平均在職期間7.3yrs
取締役会の平均在任期間7yrs

経営陣の近況

Recent updates

Seeking Alpha • Sep 22

VBI Vaccines: Recent Updates Have Fortified My Long-Term Outlook

Summary VBI Vaccines has not been immune to sell-off with their share price shrinking by roughly 75% over the past year despite the company making significant headway both clinically and commercially. VBIV is still in my Compounding Healthcare "Bio Boom" speculative portfolio. The company's efforts in 2022 have fortified that position. VBI announced that Valneva will be their European partner for PreHevbrio. Valneva has a great track record with vaccine commercialization and working in their target European countries. The company was able to refinance with K2 HealthVentures, which will provide additional capital to help with the commercial launch of PreHevbrio and maintain their pipeline activities. I update my investors on my strategy for my VBIV position as we head for Q4. Small-cap biotech tickers remain under substantial selling pressure as the overall market fails to sustain a rally and the economic environment worsens forcing the Fed to raise interest rates. VBI Vaccines (VBIV) has not been immune to sell-off with their share price falling around 75% over the past year despite making significant headway both clinically and commercially. I believe VBI's efforts in 2022 have bolstered my bullish outlook and have helped solidify VBIV’s position in my Compounding Healthcare "Bio Boom" speculative portfolio. I intend to review some of VBI’s updates thus far in 2022 and will provide my views on how they impact my long-term outlook for the company. In addition, I will point out some downside risks that could offset the company’s headway. Finally, I update my investors on my strategy for my VBIV position as we head for Q4. PreHevbrio The company’s hepatitis B vaccine, PreHevbrio, has had several notable updates thus far in 2022. Most importantly, the company launched their vaccine in the U.S. at the end of the first quarter. Then, PreHevbrio was approved by the EC and the UK’s MHRA in Q2. Moreover, the CDC’s ACIP recommended PreHevbrio in the updated universal HBV vaccination guidelines for adults aged 19-59 in April. Recently, VBI announced that Valneva SE (VALN) will be the company’s commercial partner for PreHevbrio in Europe. Valneva will market in the United Kingdom, Sweden, Norway, Denmark, Finland, Belgium, and the Netherlands in early 2023. In terms of commercial updates for PreHevbrio, VBI announced that they have already “detailed more than 80% of 3,200 target accounts.” In addition, the company claimed that “60% of Medicare-insured lives, 55% of commercially insured lives, and 50% of lives under state Medicaid plans are estimated to have coverage in place for the PreHevbrio specific CPT code.” VBI-1901 The company’s cancer vaccine immunotherapeutic candidate for glioblastoma “GBM”, VBI-1901, is moving forward in development. In fact, VBI expects to expand their ongoing Phase I/IIa study by supplementing the study with a control arm. The company believes there is a possibility for “accelerated approval based on tumor response rates and improvement in overall survival.” As for the primary GBM setting, the company anticipates that they will initiate a Phase II adaptive platform trial in Q4, which may also lead to accelerated approval. Moreover, in June, the FDA granted VBI-1901 their Orphan Drug Designation for GBM. COVID-19 Vaccine The company has a trivalent “Pan-Coronavirus Vaccine” candidate that they have designated VBI-2901. The vaccine’s development has been sluggish despite the company’s partnership with the Canadian government, which allows the company to have up to CAD $56M in funding. However, VBI has not scraped the program yet and expects to initiate a Phase II clinical trial of VBI-2901 in the near term. Financials In terms of financials, VBI finished Q2 with $82.4M in cash, down from $121.7M at the end of 2021. However, VBI recently publicized that they refinanced with K2 HealthVentures and upsized their debt facility for up to $100M. As a result, VBI will have immediate access to $50M upon closing. Furthermore, the company will also have future tranches for up to $25M once the company hits certain “clinical and financial milestones.” In addition, VBI has a tranche of $25M that is available at the discretion of K2 HealthVentures. My Takeaway There is no doubt that VBI has made significant progress thus far in 2022. Clearly, the U.S. launch of PreHevbrio is the primary highlight, however, one must recognize their clinical and regulatory achievements for Hepatitis B, GBM, and COVID-19. In addition, VBI has secured Valneva as a European partner, who has a great track record with vaccine commercialization and working in their target European countries. The K2 HealthVentures refinancing will provide additional capital to help with their commercial launch of PreHevbrio and maintain their pipeline activities. Overall, VBI’s developments have transformed the company into a commercial-stage company in the U.S. with Ex-U.S. partners. Moreover, the company still has a promising pipeline of assets that are moving forward in several indications. Into the bargain, VBI has the financial capital to fund their initiatives and potentially unlock shareholder value down the line. I believe these points support a long-term bullish outlook. Downside Risks First and foremost, the company only has roughly $82.4M in cash in the bank and potentially another $100M in financing to fund the company and its commercial efforts. If PreHevbrio has a lackluster launch in the U.S. and Europe, we could see VBI begin to scale back their pipeline initiatives in order to conserve finances for PreHevbrio’s commercialization efforts. VBI cannot slow their pipeline development if they are looking to be the first-to-market, or take advantage of the current market opportunities.
Seeking Alpha • Sep 15

VBI Vaccines gets up to $100M debt funding from K2 HealthVentures

VBI Vaccines (NASDAQ:VBIV) said it signed an agreement for a refinanced and upsized debt facility of up to $100M with its existing lender K2 HealthVentures. Under the agreement, $50M is immediately available upon closing, consisting of $30M to refinance an outstanding facility the company held with K2, and an incremental $20M of non-dilutive funding. Future tranches of up to $25M are committed and will be available to VBI upon achieving certain clinical and financial milestones, and $25M would be available at the discretion of K2, the company said in a Sept. 15 press release. "Through our successful partnership with K2HV, this refinancing and access to additional capital further enables important financial flexibility as we continue our commercial launch of PreHevbrio and advance our prophylactic and therapeutic vaccine pipeline," said VBI's President and CEO Jeff Baxter.
Seeking Alpha • Sep 08

Valneva, VBI Vaccines in pact to launch Hep B vaccine in Europe

French biotech Valneva SE (VALN) and U.S.-based VBI Vaccines (NASDAQ:VBIV) announced a partnership on Wednesday to jointly market and distribute the PreHevbri Hepatitis B vaccine in select European countries starting from early next year. The companies said that PreHevbri, developed by VBIV, is the only 3-antigen hepatitis B vaccine approved in Europe. Per the terms, VALN will promote and distribute PreHevbri in certain European countries, which will initially include the U.K., Sweden, Norway, Denmark, Finland, Belgium, and the Netherlands. The companies expect to make PreHevbri available in these countries in early 2023. In April, the European regulators greenlighted PreHevbri for active immunization of adults against infection caused by all known subtypes of hepatitis B virus. The U.K. authorization followed weeks later.
Seeking Alpha • Aug 26

VBI Vaccines down 10% on $300M mixed shelf offering; also ends two equity offerings

Shares of VBI Vaccines (NASDAQ:VBIV) declined 10% in Friday post-market trading after the company said it is terminating two "at the market" equity offerings with Jefferies and also filing for a mixed shelf offering. VBI (VBIV) shares initially shot up in after-hours trading when the SEC filing on the equity offering termination was posted, but then turned down 16 minutes later when the mixed shelf offering filing was posted. In July 2020 and September 2021, VBI (VBIV) signed agreements with Jefferies to sell shares with gross proceeds of up to $125M for each agreement. Prior to the termination, ~$27M of shares remained available under the first program, and all $125M remained for the second. Neither program was utilized in 2022. Separately, VBI (VBIV) also filed for a $300M mixed shelf offering after Friday's closing bell. The filing does not necessarily indicate that a sale has begun, or will occur in the future. The offering is for common shares, units, warrants, and subscription warrants. VBI (VBIV) plans to use the proceeds for general corporate purposes.
Seeking Alpha • Jun 17

VBI Vaccines: Recent VBI-1901 Data Supports My Bull Thesis

VBI Vaccines recently reported updated data from their VBI-1901 candidate in recurrent Glioblastoma. The company publicized the median overall survival and 18-month overall survival data are outperforming historical controls. VBI-1901 is showing its ability to have an impact on the tumor response and clinical outcomes. One patient who is still on protocol has been progression-free for over two years. VBI-1901 is at the center of my VBIV thesis due to its potential to be one of the first therapeutics to be operative in the frontline and recurrent glioblastoma. The market has crushed VBIV despite the company making significant progress in the clinic, regulatory, and commercial front. I am willing to resume my buying activity in the face of this market sell-off. I believe the market will continue to hyper-fixate on the company’s hepatitis B and coronavirus vaccines and will overlook VBI-1901’s clinical progress and commercial potential. Thus, I will remain conservative with my accumulation rate.
分析記事 • Jun 09

Is VBI Vaccines (NASDAQ:VBIV) A Risky Investment?

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

CEO報酬分析

VBI Vaccines の収益と比較して、Jeff Baxter の報酬はどのように変化したか？
日付総報酬給与会社業績
Mar 31 2024n/an/a

-US$84m

Dec 31 2023US$894kUS$698k

-US$94m

Sep 30 2023n/an/a

-US$115m

Jun 30 2023n/an/a

-US$119m

Mar 31 2023n/an/a

-US$120m

Dec 31 2022US$2mUS$678k

-US$113m

Sep 30 2022n/an/a

-US$111m

Jun 30 2022n/an/a

-US$102m

Mar 31 2022n/an/a

-US$73m

Dec 31 2021US$3mUS$605k

-US$70m

Sep 30 2021n/an/a

-US$66m

Jun 30 2021n/an/a

-US$63m

Mar 31 2021n/an/a

-US$56m

Dec 31 2020US$2mUS$535k

-US$46m

Sep 30 2020n/an/a

-US$42m

Jun 30 2020n/an/a

-US$45m

Mar 31 2020n/an/a

-US$49m

Dec 31 2019US$1mUS$500k

-US$55m

Sep 30 2019n/an/a

-US$63m

Jun 30 2019n/an/a

-US$62m

Mar 31 2019n/an/a

-US$66m

Dec 31 2018US$1mUS$465k

-US$64m

報酬と市場: Jeffの 総報酬 ($USD 893.55K ) は、 US市場 ($USD 659.91K ) の同規模の企業の平均を上回っています。

報酬と収益: Jeffの報酬は、過去 1 年間の会社の業績と一致しています。

CEO

Jeff Baxter (63 yo)

8.7yrs
在職期間
US$893,547
報酬

Mr. Jeffery R. Baxter, also known as Jeff, FCMA, has been the Chief Executive Officer and President of VBI Vaccines Inc. since May 2016. Mr. Baxter has been the Chief Executive Officer and President of VBI...

リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Jeffery Baxter
President8.7yrsUS$893.55k0.071%
$ 10.1
Nell Beattie
CFO, Head of Corporate Development & Director1.8yrsデータなし0.0079%
$ 1.1
David Anderson
Chief Scientific Officer8.7yrsUS$564.56k0.017%
$ 2.5
Francisco Diaz-Mitoma
Chief Medical Officer8.9yrsUS$549.22k0.049%
$ 7.0
Nicole Anderson
Director of Corporate Communications & Investor Relationsno dataデータなしデータなし
Athena Kartsaklis
Senior VP of Finance7.3yrsデータなしデータなし
Avi Mazaltov
Global Head of Manufacturing & GM of SciVac7.7yrsデータなし0.025%
$ 3.5
Misha Nossov
Senior VP of Global Commercial Supply Strategy & Head of Europe5yrsデータなしデータなし
T. Buckley
Senior Vice President of Business Development5yrsデータなしデータなし
John Dillman
Chief Commercial Officer2.5yrsデータなしデータなし
7.3yrs
平均在職期間
57.5yo
平均年齢

経験豊富な経営陣: VBIV.Qの経営陣は経験豊富で経験豊富です（平均在職期間は7.3年）。

取締役

名称ポジション在職期間報酬所有権
Jeffery Baxter
President8.7yrsUS$893.55k0.071%
$ 10.1
Nell Beattie
CFO, Head of Corporate Development & Director1.8yrsデータなし0.0079%
$ 1.1
Steven S. Gillis
Independent Chairperson of the Board8.7yrsUS$194.03k0.0098%
$ 1.4
Denis Burger
Member of Scientific Advisory Boardno dataデータなしデータなし
Peter Patriarca
Member of Scientific Advisory Board7yrsデータなしデータなし
Stanley Plotkin
Member of Scientific Advisory Boardno dataデータなしデータなし
Damian Braga
Chairperson of the Commercial Advisory Board & Independent Director4.8yrsUS$105.18k0%
$ 0
Michel De Wilde
Independent Director and Chair of Scientific & Clinical Advisory Board8.7yrsUS$107.68k0.0058%
$ 0.8
Blaine McKee
Independent Director6yrsUS$120.18k0%
$ 0
Joanne Cordeiro
Independent Director5.8yrsUS$127.68k0%
$ 0
Robert Pass
Member of Scientific Advisory Board7yrsデータなしデータなし
Adam Finn
Member of Scientific Advisory Board7yrsデータなしデータなし
7.0yrs
平均在職期間
68yo
平均年齢

経験豊富なボード: VBIV.Qの 取締役会 は 経験豊富 であると考えられます ( 7年の平均在任期間)。

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2025/01/14 09:37
終値2025/01/10 00:00
収益2024/03/31
年間収益2023/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

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業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

VBI Vaccines Inc. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。9

アナリスト機関
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