Brandon Folkes, an analyst from H.C. Wainwright, has initiated a new Buy rating on Valneva (VALN).
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Brandon Folkes has given his Buy rating due to a combination of factors that highlight Valneva’s promising future prospects. The company’s lead program, VLA15, is a Phase 3 Lyme disease vaccine co-developed with Pfizer, which is expected to provide pivotal data by the end of 2025. This positions Valneva for regulatory submissions in 2026 and a potential commercial launch in 2027, offering a relatively de-risked path to potential blockbuster sales. Valneva stands to benefit from mid-teens to low-20s royalties and up to $408 million in milestone payments, making VLA15 a significant value driver for the stock.
In addition to VLA15, Valneva has a robust portfolio of approved vaccines targeting travel and endemic diseases, such as Japanese encephalitis, cholera, and chikungunya. These products have already generated substantial revenue, and the company projects further growth in 2025. With a strong commercial base and a high-value asset nearing a key data readout, Valneva is well-positioned for profitability by 2027, supporting the Buy rating for its stock.
Folkes covers the Healthcare sector, focusing on stocks such as Omeros, Trevi Therapeutics, and Milestone Pharmaceuticals. According to TipRanks, Folkes has an average return of -5.4% and a 36.96% success rate on recommended stocks.