Valneva (VLA) Investor presentation summary

Business overview and strategy

• Focuses on developing, manufacturing, and commercializing prophylactic vaccines for infectious diseases with unmet medical needs.

• Generates cash from proprietary travel vaccines: IXIARO®, DUKORAL®, and IXCHIQ®.

• Pipeline includes VLA15 (Lyme disease, partnered with Pfizer), S4V2 (Shigella), and other innovative assets.

• Strategic growth through organic R&D and targeted acquisitions.

• Aims for global recognition by expanding partnerships, maximizing R&D, and achieving sustained profitability.

Commercial and R&D portfolio

• IXIARO®: Only Japanese encephalitis vaccine approved in the U.S./Europe, key for military and travelers.

• DUKORAL®: Only cholera and LT-ETEC vaccine approved in over 30 countries.

• IXCHIQ®: Single-shot chikungunya vaccine, approved in multiple regions, with ongoing label extensions.

• VLA15: Most advanced Lyme disease vaccine candidate, partnered with Pfizer, Phase 3 readout expected H1 2026.

• S4V2: Tetravalent Shigella vaccine, exclusive global license, Phase 2 data expected H1 2026.

Key product and pipeline highlights

• VLA15 targets six Borrelia serotypes, covers >97% of U.S./EU Lyme cases, and has FDA Fast Track status.

• IXCHIQ® offers strong, long-lasting immunity with a single shot; market opportunity >$500M/year.

• S4V2 covers ~85% of shigellosis infections, with global market potential >$500M annually.

• All products supported by robust clinical data and strategic partnerships.