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2021-08-17 | Investment | NonRoot | 2021-08-17 |
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Parent:: Equity Investments
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Valneva
title: Summary
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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
- Distribution: Contract with the UK re COVID19
Innovation
Pipeline is inherently innovation.
Further steps
Further steps are captured in the Equity Tasks