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Sebastian Vandishot

Research Analyst at Van Lanschot Kempen Investment Management N.V.

Sebastian Vandishot is an Equity Analyst at Van Lanschot Kempen, specializing in life sciences and healthcare sector research, with a focus on companies involved in vaccine development and biopharmaceuticals. He closely follows firms such as those developing Lyme disease vaccines and has demonstrated keen analytical performance by asking insightful questions during major industry data readouts. Vandishot began his career in equity research and joined Van Lanschot Kempen as part of their specialist research team recognized for high-quality analysis across the European market. While specific professional credentials and ranking data are not publicly indicated, his role aligns with rigorous institutional research standards at a leading Dutch investment bank.

Sebastian Vandishot's questions to Valneva (VALN) leadership

Question · Q2 2025

Sebastian Vandishot of Van Lanschot Kempen inquired about the specifics of the upcoming Lyme disease vaccine data readout, asking whether to expect top-line data only or more detailed results, and how the vaccine's immunogenicity compares to past vaccines from the 1990s.

Answer

CEO Thomas Lingelbach explained that data reporting is Pfizer's responsibility and will likely occur in two steps: top-line efficacy data first, followed by detailed results by the end of Q1 2026. He noted that direct immunogenicity comparisons to older vaccines are scientifically difficult due to different trial designs and assays, but internal animal models showed non-inferiority or superiority, with the final efficacy data being the key determinant.

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