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Romy O'Connor

Research Analyst at VLK

Romy O'Connor is an Equity Research Analyst at Van Lanschot Kempen (VLK), specializing in life sciences and healthcare sectors. She covers a range of public biotech and pharmaceutical companies, notably participating in analyst calls for firms such as Valneva SE, with a performance track record highlighted by her active role in European healthcare equity research. O'Connor's career at Van Lanschot Kempen reflects her expertise in sector-specific analysis, though previous positions at other firms and specific quantitative performance rankings have not been publicly disclosed. Her professional credentials are assumed to be standard for the role, likely including applicable European securities licenses required for equity research analysts operating in regulated markets.

Romy O'Connor's questions to Valneva (VALN) leadership

Question · Q3 2025

Romy O'Connor asked if an earlier-than-expected VLA15 readout would still allow for a timely launch for the 2027 tick season and inquired about the expected growth drivers and trajectory for IXIARO sales going forward.

Answer

CEO Thomas Lingelbach confirmed that Pfizer's reconfirmed regulatory submission timeline for 2026 supports a launch in late 2027, crucial for 2028 tick season protection. Regarding IXIARO, he noted continued growth trajectory for established brands like IXIARO and Ducoral, leveraging LMIC opportunities and new territories, but deferred specific 2026 guidance to early next year.

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Question · Q3 2025

Romy O'Connor asked if the VLA15 (Lyme) vaccine could still launch on time for the 2027 tick season despite potential earlier data readouts, and sought clarification on IXCHIQ sales growth expectations and future drivers.

Answer

CEO Thomas Lingelbach confirmed that Pfizer's reconfirmed 2026 regulatory submission timeline supports an autumn 2027 launch for VLA15, aiming to protect people for the 2028 tick season. For IXCHIQ, he highlighted major growth opportunities in travel and endemic countries, emphasizing the vaccine's single-shot differentiation, but noted it's too early to detail commercial opportunities from territory expansion, with further guidance expected in early 2026.

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