Damien Choplain's questions to Valneva (VALN) leadership • Q2 2025
Question
Damien Choplain from Stifel asked about potential triggers for accelerating IXCHIQ sales in the traveler market, the status of U.S. state stockpiling discussions, and the expected financial impact of the new distribution agreement with CSL Seqirus.
Answer
CEO Thomas Lingelbach stated that the CSL Seqirus agreement has similar commercial terms to the previous one, so no immediate financial difference is expected. Regarding IXCHIQ, he noted that the recent lifting of safety restrictions should create new momentum for market uptake and that discussions, including those for outbreak response, are expected to resume.