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Theodora Rowe Beadle

Research Analyst at Goldman Sachs

Theodora Rowe Beadle is an equity analyst at Goldman Sachs specializing in the Global Investment Research division, where she focuses on the healthcare and life sciences sectors with coverage of companies such as Lonza Group AG. Known for her detailed coverage of corporate strategy and operational developments, Beadle consistently delivers high-quality investment research insights reflected in her strong performance on industry platforms. She began her analyst career with Goldman Sachs and has demonstrated a track record of impactful research and client engagement. Professionally credentialed, she is registered with FINRA and holds relevant securities licenses required for her analyst role.

Theodora Rowe Beadle's questions to Valneva (VALN) leadership

Question · Q3 2025

Theodora Rowe Beadle asked for more details on the factors Valneva is weighing regarding the uncertainty of private and public funding opportunities for its Zika vaccine candidate, specifically the level of funding needed to advance the program.

Answer

CEO Thomas Lingelbach reiterated that despite positive Phase 1 data (good immunogenicity, excellent safety), significant uncertainties exist around the regulatory pathway for an outbreak disease, regulatory headwinds against accelerated pathways, and deprioritization by public health agencies. He stated that without substantial external funding, it would not be prudent for Valneva to invest standalone, emphasizing capital allocation and return on investment.

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Question · Q3 2025

Theodora Rowe Beadle asked for more details on the factors influencing the decision to advance the Zika vaccine candidate (VLA1601), specifically regarding private and public funding opportunities and the required funding level.

Answer

CEO Thomas Lingelbach explained that while Valneva is pleased with the Zika vaccine's immunogenicity and safety data, significant uncertainty exists around the regulatory pathway due to its outbreak nature and current headwinds against accelerated approvals. He noted that NGOs and public health agencies have deprioritized Zika, making the return on investment unclear without substantial public or private funding, similar to CEPI's support for the chikungunya vaccine.

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