Valneva SE

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.
  • TickerVLS
  • ISINFR0004056851
  • ExchangeEuronext Paris
  • SectorPharmaceuticals & Biotechnology
  • CountryFrance

Analysts

Valneva Sa: 1 director bought

A director at Valneva Sa bought 10,000 shares at 2.549EUR and the significance rating of the trade was 52/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of board me...

Alain William ...
  • Christophe Chaput
  • Emira Sagaama
  • Jean-François Granjon
  • Jeremy Garnier
  • Jerôme Bodin
  • Martial Descoutures
  • Matthias Desmarais
  • Michael Foundoukidis
  • Oussema Denguir
  • Stephane Houri
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF Small & MIDCAP MORNING NEWS - 10/31/2019 Date Performance since listing Date Performance since listing

...

Victor Floc’h

VALNEVA: Very well-made 9-month results – FY 19 Guidance revised upward | BUY | EUR6

VALNEVA - BUY | EUR6(+124%) Very well-made 9-month results – FY 19 Guidance revised upward Good profitability on existing vaccines Waiting for a partner to co-develop VLA15 (Lyme) Next significant catalyst will be phase 2 results for VLA15 Buy reiterated

Victor Floc’h

VALNEVA: Very well-made 9-month results – FY 19 Guidance revised upward | BUY | EUR6

VALNEVA - BUY | EUR6(+124%) Very well-made 9-month results – FY 19 Guidance revised upward Good profitability on existing vaccines Waiting for a partner to co-develop VLA15 (Lyme) Next significant catalyst will be phase 2 results for VLA15 Buy reiterated

Martial Descoutures ...
  • Oussema Denguir

Valneva : Sales guidance revised up

>Earnings hit by the end of the collaboration with GSK - Valneva this morning reported its 9M 2019 data. Due to the impact of the termination of the collaboration with GSK announced in mid-year, the top line grew by 4% y-o-y and in line with expectations to € 81.4m (€ 92.1m excl. the impact of the termination) for an EBITDA that is better than expected at € 3m (vs -€ 0.4m expected; -51% y-o-y), i.e. a margin of 3.5% on sales (15.9% excluding the termination impact). ...

Martial Descoutures ...
  • Oussema Denguir

Valneva : Guidance CA ajustée à la hausse

>Résultats impactés par l’arrêt de la collaboration avec GSK - Valneva publie ce matin ses chiffres des 9 premiers mois de 2019. Du fait de l’impact de l’arrêt de la collaboration avec GSK annoncé à la mi-année, la topline progresse de 4% yoy en ligne avec les attentes à 81.4 M€ (92.1 M€ hors impact de l’arrêt) pour un EBITDA qui ressort mieux qu’attendu à 3 M€ (vs -0.4 M€ attendu ; -51% yoy) soit une marge de 3.5% (15.9% hors impact de l’arrêt). Les ventes du group...

Martial Descoutures ...
  • Oussema Denguir

ODDO : Genfit and Poxel tick all the boxes

The European biotech stocks in our coverage universe have posted mixed performances since the start of the year. The pressure on share prices continued to mount as a result of fresh clinical disappointments and refinancing initiatives, notably among French biotechs. For the second part of the year, we continue to prefer Genfit (Buy, € 81 target price) for which we expect phase III results in NASH at the start of 2020, and Poxel (Buy, € 13.7 target price), which is set to benefit ...

Martial Descoutures ...
  • Oussema Denguir

ODDO : Genfit et Poxel répondent à toutes nos exigences

Les performances des Biotechs européennes de notre couverture ont été hétérogènes en ce début d’année. La pression boursière a continué de s’accentuer au fil de nouvelles déceptions cliniques et de refinancements notamment sur les biotechs françaises. En cette 2ème partie d’année nous continuons de privilégier Genfit (Achat, OC 81 €) dont nous attendons les résultats de phase 3 dans la NASH début 2020 ainsi que Poxel (Achat, OC 13.7 €) qui devrait bénéficier d’un newsflow dense (...

Valneva Sa: 1 director bought

A director at Valneva Sa bought 10,000 shares at 2.549EUR and the significance rating of the trade was 52/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of board me...

Alain William ...
  • Christophe Chaput
  • Emira Sagaama
  • Jean-François Granjon
  • Jeremy Garnier
  • Jerôme Bodin
  • Martial Descoutures
  • Matthias Desmarais
  • Michael Foundoukidis
  • Oussema Denguir
  • Stephane Houri
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF Small & MIDCAP MORNING NEWS - 10/31/2019 Date Performance since listing Date Performance since listing

...

Alain William ...
  • Christophe Chaput
  • Emira Sagaama
  • Jean-François Granjon
  • Jeremy Garnier
  • Jerôme Bodin
  • Martial Descoutures
  • Matthias Desmarais
  • Michael Foundoukidis
  • Oussema Denguir
  • Stephane Houri
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF Small & MIDCAP MORNING NEWS - 31/10/2019

...

Alain William ...
  • Martial Descoutures
  • Pierre Corby

ODDO BHF Small & MIDCAP MORNING NEWS - 06/24/2019

The IEA has devised a scenario for decarbonising the cement industry in line with the 2°C target. While the global trajectory seems plausible, the considerable weighting of carbon capture raises questions. European cement makers are lagging behind but have the wherewithal to make a significant contribution to the industry’s low-carbon transition. Cf. report published this morning. - - ...

Alain William ...
  • Martial Descoutures
  • Pierre Corby

ODDO BHF Small & MIDCAP MORNING NEWS - 24/06/2019

L’AIE a construit un scénario de décarbonation de l’industrie du ciment en ligne avec l’objectif 2°. Si la trajectoire globale apparaît plausible, le poids considérable de la capture carbone interroge. Les cimentiers européens, en retard, disposent d’atouts pour s’affirmer dans la transition bas-carbone de l’industrie. - Cf. étude publiée ce matin. - ...

Christophe-Raphaël Ganet ...
  • Emmanuel Matot
  • Martial Descoutures
  • Pierre Corby
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF Small & MIDCAP MORNING NEWS - 06/13/2019

...

Ford Equity International Rating and Forecast Report

Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind each recommendation and reflect the fundamental and price data as of the last trading day of the week...

Charles Pinel

Valneva, 27 juin 2019

Le taux d'indépendance du Conseil (14% d'après Proxinvest) est insuffisant et nous empêche d'approuver le renouvellement des mandats de 3 des 5 administrateurs proposés au renouvellement cette année (résolutions 11 à 15). Seul Frédéric Grimaud, Président du conseil de surveillance et représentant du principal actionnaire, sera soutenu (résolution 13). Cette année encore, nous nous opposons aux résolutions portant sur la rémunération ex-post du Président et des membres du Directoire en raison du manque de communication de la société (résolutions 20 et 21).

Etude de l'AG du 29/06/2017

Nous alertons l'entreprise sur le manque d'indépendance de son conseil de surveillance. En effet, seulement 30% des membres du conseil sont considérés comme libres de conflits d'intérêt selon Proxinvest, tandis que la société estime que son conseil est indépendant à au moins 50%. La société devrait davantages suivre les recommandations de son code de gouvernance afin de juger de l'indépendance de son conseil avec plus de justesse. La rémunération des dirigeants pose également problème sur plusieurs points : des problèmes de structure (augmentation non justifiée du fixe, rémunération actionnar...

SRI Quantitative KPIs

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SRI Company Analysis

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