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Dynavax Technologies 경영진
경영진 기준 점검 2/4
Dynavax Technologies CEO는 Ryan Spencer, Dec2019 에 임명되었습니다 의 임기는 6.17 년입니다. 총 연간 보상은 $8.21M, 10.2% 급여 및 89.8% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $5.88M 가치에 해당하는 회사 주식의 0.33% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 5 년과 4.3 년입니다.
핵심 정보
Ryan Spencer
최고경영자
US$8.2m
총 보수
| CEO 급여 비율 | 10.17% |
| CEO 재임 기간 | 6.2yrs |
| CEO 지분 보유율 | 0.3% |
| 경영진 평균 재임 기간 | 5yrs |
| 이사회 평균 재임 기간 | 4.3yrs |
최근 경영진 업데이트
Recent updates
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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 Alpha분석 기사 • 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...분석 기사 • 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 AlphaSeeking 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 Alpha분석 기사 • 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 Alpha분석 기사 • 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...분석 기사 • 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...
새로운 내러티브 • 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 AlphaSeeking 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 Alpha분석 기사 • 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...분석 기사 • 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...분석 기사 • 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 AlphaSeeking 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 Alpha분석 기사 • 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...분석 기사 • 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...CEO 보수 분석
| 날짜 | 총 보수 | 급여 | 회사 수익 |
|---|---|---|---|
| Sep 30 2025 | n/a | n/a | -US$43m |
| Jun 30 2025 | n/a | n/a | -US$53m |
| Mar 31 2025 | n/a | n/a | -US$60m |
| Dec 31 2024 | US$8m | US$835k | US$27m |
| Sep 30 2024 | n/a | n/a | US$20m |
| Jun 30 2024 | n/a | n/a | US$17m |
| Mar 31 2024 | n/a | n/a | US$9m |
| Dec 31 2023 | US$6m | US$760k | -US$6m |
| Sep 30 2023 | n/a | n/a | US$61m |
| Jun 30 2023 | n/a | n/a | US$111m |
| Mar 31 2023 | n/a | n/a | US$236m |
| Dec 31 2022 | US$6m | US$695k | US$293m |
| Sep 30 2022 | n/a | n/a | US$320m |
| Jun 30 2022 | n/a | n/a | US$228m |
| Mar 31 2022 | n/a | n/a | US$104m |
| Dec 31 2021 | US$5m | US$600k | US$72m |
| Sep 30 2021 | n/a | n/a | -US$39m |
| Jun 30 2021 | n/a | n/a | -US$6m |
| Mar 31 2021 | n/a | n/a | -US$62m |
| Dec 31 2020 | US$2m | US$515k | -US$75m |
| Sep 30 2020 | n/a | n/a | -US$97m |
| Jun 30 2020 | n/a | n/a | -US$138m |
| Mar 31 2020 | n/a | n/a | -US$129m |
| Dec 31 2019 | US$3m | US$391k | -US$156m |
보상 대 시장: Ryan의 총 보수(USD8.21M)는 US 시장에서 비슷한 규모 기업의 평균(USD5.50M)보다 높습니다.
보상과 수익: Ryan의 보상은 회사가 적자임에도 증가했습니다.
CEO
Ryan Spencer (46 yo)
6.2yrs
재임 기간
US$8,210,775
보수
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...
리더십 팀
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| CEO & Director | 6.2yrs | US$8.21m | 0.33% $ 5.9m | |
| Senior VP & CFO | 4.9yrs | US$2.63m | 0.053% $ 933.2k | |
| Senior VP & COO | 12.9yrs | US$3.73m | 0.056% $ 981.8k | |
| Senior VP & General Counsel | 4.7yrs | US$2.85m | 데이터 없음 | |
| Chief Medical Officer and Senior VP of Clinical Development | 12.6yrs | US$2.28m | 0.068% $ 1.2m | |
| VP & Chief Accounting Officer | less than a year | 데이터 없음 | 데이터 없음 | |
| Senior VP & Chief Human Resources Officer | 7.1yrs | 데이터 없음 | 데이터 없음 | |
| VP of Investor Relations & Corporate Communications | 3.1yrs | 데이터 없음 | 데이터 없음 | |
| Senior VP & Chief Commercial Officer | no data | 데이터 없음 | 데이터 없음 | |
| Senior Vice President of Research | 5yrs | 데이터 없음 | 데이터 없음 | |
| VP, Site Head & MD for Dynavax GmbH | 5.1yrs | 데이터 없음 | 데이터 없음 | |
| Senior Vice President of Commercial | less than a year | 데이터 없음 | 데이터 없음 |
5.0yrs
평균 재임 기간
60yo
평균 나이
경험이 풍부한 관리: DVAX의 경영진은 노련하고 경험이 풍부합니다(평균 재임 5 년).
이사회 구성원
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| CEO & Director | 6.2yrs | US$8.21m | 0.33% $ 5.9m | |
| Independent Director | 15.6yrs | US$297.64k | 0.0013% $ 23.3k | |
| Independent Director | 16.3yrs | US$285.64k | 0.018% $ 323.0k | |
| Member of Scientific Advisory Board | 3.1yrs | US$1.83m | 데이터 없음 | |
| Director | 1yr | 데이터 없음 | 데이터 없음 | |
| Member of Scientific Advisory Board | 3.1yrs | 데이터 없음 | 데이터 없음 | |
| Director | 1yr | 데이터 없음 | 데이터 없음 | |
| Member of Scientific Advisory Board | 3.1yrs | 데이터 없음 | 데이터 없음 | |
| Independent Director | 5.6yrs | US$285.64k | 데이터 없음 | |
| Independent Chairman of the Board | 4.3yrs | US$330.64k | 0.026% $ 453.4k | |
| Independent Director | 4.2yrs | US$290.64k | 데이터 없음 | |
| Chairman of the Scientific Advisory Board & Independent Director | 5.4yrs | US$302.39k | 0.017% $ 295.7k |
4.3yrs
평균 재임 기간
72yo
평균 나이
경험이 풍부한 이사회: DVAX의 이사회는 경험이 있음으로 간주됩니다(평균 재임 4.3 년).
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/02/10 04:04 |
| 종가 | 2026/02/09 00:00 |
| 수익 | 2025/09/30 |
| 연간 수익 | 2024/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Dynavax Technologies Corporation는 10명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Elemer Piros | Cantor Fitzgerald & Co. |
| Douglas Buchanan | Citizens JMP Securities, LLC |
| Jason Butler | Citizens JMP Securities, LLC |