Valneva : What is at stake for VLA15 in Lyme disease?
After particularly promising phase II results in Lyme disease, unveiled at end-2025, we see the stock offering an attractive risk/reward profile ahead of the phase III results for VLA15 expected in the coming weeks. In a high-potential segment with no competition, VLA15 boasts a unique position, now central to Valneva's development and valuation momentum. We maintain our Outperform rating, with an adjusted target price of € 8.1 vs € 7.Valneva, together with its subsidiaries, is focused on vaccine development and antibody discovery. Co. generates revenue from both its marketed product, a vaccine for the prevention of Japanese encephalitis (IXIARO®/JESPECT®), commercial partnerships around a portfolio of product candidates and licensed technology platforms (EB66® cell line, VIVA,Screen antibody discovery technology, and the IC31® adjuvant) developed by Co. Related business activities include product research and development, regulatory and clinical activities, manufacturing of commercial product and advanced clinical product candidates, as well as administrative, corporate development, and marketing and sales activities.
Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.
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