Valneva: Vaccine Business, Catalysts Ahead, And Pfizer’s Lyme Love

Summary:

  • Valneva is a specialty vaccines company with an ongoing travelers vaccine business.
  • Two major catalysts are around the corner: a BLA for chikungunya vaccine and a Phase 3 trial for the world’s only Lyme vaccine candidate.
  • The company is trading near the low end of its 52-week range, with Pfizer having recently taken an 8.1% stake.
  • Earnings, due August 11, 2022, may be interesting as they may reflect a Covid-unwinding world.
  • The caveat is whether the market correctly appraised the future of its Covid vaccine.
Friends showing their arms after getting vaccinated.

VioletaStoimenova

Thesis

Valneva (NASDAQ:VALN) is a French specialty vaccines company which has not been covered on Seeking Alpha after its Nasdaq IPO, even though it sports a market cap of $1.1 billion.

It has operating sites all over the world, four of


Analyst’s Disclosure: I/we have a beneficial long position in the shares of VALN either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

I own shares trading on Euronext under the ticker VLA.

Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.


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