Damien Choplain's questions to Valneva SE (VALN) leadership • Q2 2025
Question
Damien Choplain from Stifel asked about potential catalysts for IXCHIQ sales acceleration in the traveler market, the status of U.S. stockpiling discussions, and the 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 significant financial impact is expected. Regarding IXCHIQ, he explained that the recent lifting of safety restrictions by regulators is expected to create new sales momentum and allow for the resumption of discussions on stockpiling and outbreak response in the second half of the year.