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    Oscar Haffen Lamm

    Research Analyst at Bryan Garnier & Co.

    Oscar Haffen Lamm is an Equity Research Analyst at Bryan Garnier & Co., specializing in coverage of European biotech and pharmaceutical companies. His coverage includes firms such as Egetis Therapeutics, Camurus, and Cinclus Pharma, where he delivers fundamental research and strategic industry insights. Joining Bryan Garnier & Co. in 2023, Oscar leverages an undergraduate academic background and has gained visibility through active participation in company earnings calls and analyst presentations. While specific performance metrics and licensing information are not publicly disclosed, his analytical involvement in major earnings discussions highlights his growing impact in health sector equity research.

    Oscar Haffen Lamm's questions to Valneva (VALN) leadership

    Oscar Haffen Lamm's questions to Valneva (VALN) leadership • Q1 2025

    Question

    Oscar Haffen Lamm from Bryan Garnier & Co. asked about potential seasonality effects on IXIARO sales in Q1. He also inquired about the growth forecast for IXIARO for the remainder of the year and whether the updated French HAS recommendation could impact the IXCHIQ order for La Réunion.

    Answer

    CFO Peter Buhler explained that the Q1 IXIARO performance was more influenced by quarter-over-quarter dynamics, including some stocking in indirect markets, rather than significant seasonality. He reiterated guidance for continued double-digit CAGR for IXIARO but did not provide a specific number for the year. Regarding the La Réunion order, CEO Thomas Lingelbach confirmed that the 40,000-dose order was confirmed and delivered, and any further developments remain to be seen.

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    Oscar Haffen Lamm's questions to Valneva (VALN) leadership • Q1 2025

    Question

    Oscar Haffen Lamm of Bryan Garnier & Co. asked about potential seasonality in IXIARO sales, the growth forecast for the asset for the rest of the year, and whether the updated French recommendation for IXCHIQ could impact the order for the La Réunion outbreak.

    Answer

    CFO Peter Buhler explained there was no significant seasonality for IXIARO in Q1, though some stocking occurred in an indirect market. He reiterated the expectation for double-digit CAGR for IXIARO for the full year. CEO Thomas Lingelbach confirmed that the 40,000-dose order for La Réunion has been delivered.

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