Dynavax Technologies Corporation

NasdaqGS:DVAX Stok Raporu

Piyasa değeri: 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 Yönetim

Yönetim kriter kontrolleri 2/4

Dynavax Technologies CEO'su Ryan Spencer, Dec2019 tarihinde atandı, in görev süresi 6.17 yıldır. in toplam yıllık tazminatı $ 8.21M olup, şirket hissesi ve opsiyonları dahil olmak üzere 10.2% maaş ve 89.8% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.33% ine doğrudan sahiptir ve bu hisseler $ 5.88M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 5 yıl ve 4.3 yıldır.

Anahtar bilgiler

Ryan Spencer

İcra Kurulu Başkanı

US$8.2m

Toplam tazminat

CEO maaş yüzdesi10.17%
CEO görev süresi6.2yrs
CEO sahipliği0.3%
Yönetim ortalama görev süresi5yrs
Yönetim Kurulu ortalama görev süresi4.3yrs

Son yönetim güncellemeleri

Recent updates

Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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
Analiz Makalesi 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...
Analiz Makalesi 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
Analiz Makalesi 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
Analiz Makalesi 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...
Analiz Makalesi 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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Yeni Anlatı 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
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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
Analiz Makalesi 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...
Analiz Makalesi 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 Tazminat Analizi

Ryan Spencer'un ücretlendirmesi Dynavax Technologies'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
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

Tazminat ve Piyasa: Ryan 'nin toplam tazminatı ($USD 8.21M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın üzerindedir ($USD 5.47M ).

Tazminat ve Kazançlar: Ryan şirketinin tazminatı, şirket kârsız olduğu sürece artırıldı.


CEO

Ryan Spencer (46 yo)

6.2yrs
Görev süresi
US$8,210,775
Tazminat

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...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
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$2.85mVeri yok
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 yearVeri yokVeri yok
Jeff Coon
Senior VP & Chief Human Resources Officer7.1yrsVeri yokVeri yok
Paul Cox
VP of Investor Relations & Corporate Communications3.1yrsVeri yokVeri yok
Donn Casale
Senior VP & Chief Commercial Officerno dataVeri yokVeri yok
Dong Yu
Senior Vice President of Research5yrsVeri yokVeri yok
Eric Frings
VP, Site Head & MD for Dynavax GmbH5.1yrsVeri yokVeri yok
Meg Smith
Senior Vice President of Commercialless than a yearVeri yokVeri yok
5.0yrs
Ortalama Görev Süresi
60yo
Ortalama Yaş

Deneyimli Yönetim: DVAX 'un yönetim ekibi deneyimli ve deneyimlidir ( 5 yıldır).


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
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$1.83mVeri yok
Lauren Silvernail
Director1yrVeri yokVeri yok
Rino Rappuoli
Member of Scientific Advisory Board3.1yrsVeri yokVeri yok
Emilio Emini
Director1yrVeri yokVeri yok
Kathryn Edwards
Member of Scientific Advisory Board3.1yrsVeri yokVeri yok
Brent MacGregor
Independent Director5.6yrsUS$285.64kVeri yok
Scott Myers
Independent Chairman of the Board4.3yrsUS$330.64k0.026%
$ 453.4k
Elaine Sun
Independent Director4.2yrsUS$290.64kVeri yok
Peter Paradiso
Chairman of the Scientific Advisory Board & Independent Director5.4yrsUS$302.39k0.017%
$ 295.7k
4.3yrs
Ortalama Görev Süresi
72yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: DVAX 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 4.3 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/02/10 22:20
Gün Sonu Hisse Fiyatı2026/02/09 00:00
Kazançlar2025/09/30
Yıllık Kazançlar2024/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Dynavax Technologies Corporation 10 Bu analistlerden 3, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

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