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Obsidian/06.02 Investments/Valneva.md

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Alias Tag Date DocType Hierarchy TimeStamp location Investment Trading CollapseMetaTable banner banner_icon
Valneva SE
VLS.PA
Health
Vaccine
RareDesease
Investment
2021-08-17 Investment NonRoot 2021-08-17
47.2329863
-1.6420352
Type Style Stage Ccy
Equity Growth Scale-Up EUR
PDate PPrice
2021-05-03 13.9
true !IMG_1952.jpg 💉

Parent:: Equity Investments

 

name Edit Investment parameters
type command
action MetaEdit: Run MetaEdit
id EditMetaData

^button-VLSInvEdit

name Save
type command
action Save current file
id Save

^button-VLSInvSave

 

Valneva

 

title: Summary
collapse: open
Valneva is a vaccine producer that came to the forelight when they disclosed that they were looking at a COVID19 vaccine. Their portfolio focusses on rare deseases that are not yet covered by a vaccine and use the mARN technology. 
Current portfolio of studies include: COVID19, Lyme, Zika, Chikungunya, Chlostridiodes.

 

style: number

 

 

Investment thesis

 

German-french pharmaceuticsl startup based in Nantes, it aims at disrupting the vaccine industry for deseases that have a low incidence and are therefore not extensively researched by big pharma labs. At time of investment Valneva had achieved 90% efficiency on their 2nd round of trial for their COVID vaccine and were moving towards 3rd (and last) trial phase. Their mutation coverage spans a higher spectrum than competitors which makes this injection a good complement to current mainstream vaccines.

 

 

Risk profile

 

High risk Start-up with no proven vaccine: no recurring income and solely reliant on the success of their current research. High price volatility linked to expectation of success of trial phases of their fifferent vaccines currently being tested.

 

 

News & corporate activity

 

Current pipeline

Currently, Vaneva's pipeline in a nutshell:

  • Vaccine: Lyme desease
  • Vaccine: Chikungunya
  • Vaccine: Zika
  • Vaccine: COVID19
  • Distribution: Contract with the EU re COVID19 ✅ 2022-01-01
  • Distribution: Contract with the UK re COVID19

 

Innovation

Pipeline is inherently innovation.

 

Further steps

 

Further steps are captured in the Equity Tasks