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Dynavax Technologies (DVAX) investor relations material

Dynavax Technologies Evercore ISI 8th Annual HealthCONx Conference summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Evercore ISI 8th Annual HealthCONx Conference summary2 Dec, 2025

Hepatitis B vaccine market strategy and trends

  • Targeting 60% market share of a $900M+ market by 2030, with current progress tracking well toward this goal.

  • Retail segment is key, already holding 63% share, with expectations to exceed 75% as more adult vaccinations shift to retail by 2030.

  • Growth in retail driven by post-pandemic changes: increased patient comfort, expanded pharmacist authority, and retail infrastructure.

  • Medicare patients (25% of pharmacy market) present further opportunity as reimbursement improves, aiming to capture more of this segment.

  • Seasonality patterns are evolving, with retail settings leveraging flu season to increase non-flu vaccine uptake.

COVID vaccine acquisition and development outlook

  • Recent acquisition of an oral COVID vaccine aims for a differentiated product with a novel mucosal delivery mechanism.

  • Market focus is on high-risk populations, with current COVID vaccine uptake down 15% year-over-year but still a multi-billion-dollar opportunity.

  • Deal structure allows for data review before major investment, balancing risk and capital deployment.

  • Advancement to Phase 3 and commercialization depends on efficacy data and regulatory clarity, with financial capacity to support development.

  • Efficacy trials will focus on symptomatic infection, with supportive endpoints like hospitalization and severity.

Shingles vaccine and global market potential

  • U.S. market will focus on the aging cohort and those dissatisfied with current options, with ex-U.S. prevalence market remaining large.

  • Potential for a booster market as age recommendations lower and vaccine efficacy wanes over time.

  • Commercialization strategy centers on retail pharmacy, leveraging existing infrastructure for synergy.

  • Flexible on ex-U.S. partnerships but aims to retain U.S. launch control, targeting early 2030s for market entry.

  • Upcoming Part 2 study will focus on vaccine response rate in 70+ age group, with supportive T cell and antibody data.

What's the plan to capture Medicare Hep B patients
What efficacy data drives COVID vaccine investment
What's the Shingles booster market potential
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Frequently asked questions

Dynavax Technologies Corporation is a biopharmaceutical company that develops and commercializes novel vaccines and immunotherapies. The company focuses on leveraging its proprietary Toll-like Receptor (TLR) immune modulation technology to enhance the efficacy of its products. The company is headquartered in Emeryville, California, and its shares are listed on the NASDAQ.

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