Romy O'Connor

Romy O'Connor asked what specific data points from the PRAME half-life extended (HLE) candidate are needed to inform major changes to the overall PRAME program, particularly regarding convenience and improved response compared to brenetafusp.

Answer

Mohammed Dar, EVP of Clinical Development and Chief Medical Officer, stated that the PRAME HLE trial is designed to answer questions about convenience and potential improved response, providing optionality based on the data. Bahija Jallal, CEO, added that an increase in overall response rate (ORR) alongside convenience would be a key factor in determining next steps.

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.

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.