Earnings summaries and quarterly performance for DYNAVAX TECHNOLOGIES.
Research analysts who have asked questions during DYNAVAX TECHNOLOGIES earnings calls.
Jonathan Miller
Evercore ISI
4 questions for DVAX
Also covers: APLS, ARVN, ATRA +8 more
Matthew Phipps
William Blair
4 questions for DVAX
Also covers: ABBV, AGEN, AMGN +8 more
RB
Roy Buchanan
Citizens JMP
4 questions for DVAX
Also covers: ABUS, CDTX, CVAC +5 more
PN
Philip Nadeau
TD Cowen
3 questions for DVAX
Also covers: ADVM, APLS, ATRA +13 more
PC
Paul Choi
Goldman Sachs
2 questions for DVAX
Also covers: AMRN, ARVN, ASND +12 more
EW
Edward White
H.C. Wainwright & Co.
1 question for DVAX
Also covers: CRIS, GLYC, IKT +5 more
ER
Ernesto Rodriguez-Dumont
TD Cowen
1 question for DVAX
Also covers: KURA, TBPH
KC
Kyuwon Choi
Goldman Sachs
1 question for DVAX
Also covers: AMRN, ASND, BHVN +9 more
Recent press releases and 8-K filings for DVAX.
Dynavax Technologies Corporation to be Acquired by Sanofi
DVAX
M&A
Takeover Bid
- Sanofi has entered into an agreement to acquire Dynavax Technologies Corporation for $15.50 per share in cash, reflecting a total equity value of approximately $2.2 billion.
- The offer price represents a premium of approximately 39% over Dynavax's closing share price on December 23, 2025.
- Dynavax's board of directors has unanimously approved the transaction, which includes Dynavax's marketed adult hepatitis B vaccine (HEPLISAV-B®) and a Phase 1/2 shingles vaccine candidate (Z-1018).
3 days ago
Sanofi Agrees to Acquire Dynavax for $2.2 Billion
DVAX
M&A
Takeover Bid
- Sanofi has agreed to acquire Dynavax Technologies for $15.50 per share in cash, valuing the company at approximately $2.2 billion.
- This acquisition represents a 39% premium to Dynavax's recent trading and a 46% premium over its three-month volume-weighted average price.
- The deal will add Dynavax's marketed adult hepatitis B vaccine HEPLISAV-B and the Phase 1/2 shingles candidate Z-1018 to Sanofi’s adult immunization portfolio.
- Sanofi expects the transaction to close in the first quarter of 2026 and does not anticipate it will affect its 2025 financial guidance.
- The acquisition aims to expand Sanofi’s global reach and accelerate the development and distribution of Dynavax’s vaccine pipeline.
8 days ago
Dynavax to be Acquired by Sanofi
DVAX
M&A
Takeover Bid
- Sanofi announced an agreement to acquire Dynavax Technologies Corporation for $15.50 per share in cash, reflecting a total equity value of approximately $2.2 billion.
- The offer price represents a 39% premium over Dynavax's closing share price on December 23, 2025, and a 46% premium over its 3-month volume-weighted average price as of the same date.
- The acquisition will augment Sanofi's adult immunization presence by adding Dynavax's marketed adult hepatitis B vaccine, HEPLISAV-B®, and its phase 1/2 shingles vaccine candidate, Z-1018, to Sanofi's portfolio.
- The transaction has been unanimously approved by the Dynavax board of directors and is expected to close in the first quarter of 2026, subject to customary closing conditions.
8 days ago
Sanofi to acquire Dynavax
DVAX
M&A
Takeover Bid
- Sanofi has entered into an agreement to acquire Dynavax Technologies Corporation for $15.50 per share in cash, reflecting a total equity value of approximately $2.2 billion.
- The acquisition will add Dynavax's marketed adult hepatitis B vaccine, HEPLISAV-B, and its phase 1/2 shingles vaccine candidate, Z-1018, to Sanofi's portfolio, enhancing Sanofi’s presence in adult immunization.
- The transaction has been unanimously approved by the Dynavax board of directors and is expected to close in the first quarter of 2026.
8 days ago
Dynavax Discusses HEPLISAV-B Market Share, Oral COVID Vaccine, and Pipeline Progress
DVAX
Guidance Update
New Projects/Investments
M&A
- Dynavax reiterated its long-term guidance for HEPLISAV-B, targeting 60% market share of a market projected to grow to over $900 million by 2030, with current retail segment share at 63% and a goal of over 75% in retail over time.
- The company acquired an oral COVID vaccine from Vaxart, emphasizing the pursuit of a differentiated product with a novel mechanism of action to address the multi-billion dollar market, particularly for high-risk patients. The deal structure provides optionality to evaluate top-line data before committing to costly Phase 3 development, balancing risk and opportunity.
- Dynavax is also advancing its shingles vaccine program, expecting a significant ex-US prevalence market and a US market focused on the aging population, alongside a pandemic flu vaccine program with potential for a single-dose option.
Dec 2, 2025, 7:10 PM
Dynavax Discusses HEPLISAV-B Market Share, Oral COVID Vaccine Strategy, and Pipeline Updates
DVAX
Guidance Update
M&A
New Projects/Investments
- Dynavax aims for 60% market share for HEPLISAV-B in a market projected to exceed $900 million by 2030, driven by a shift to retail settings where they currently hold 63% share and target over 75% long-term.
- The company recently acquired an oral COVID vaccine from Vaxart, emphasizing its differentiated mucosal mechanism of action and potential to address high-risk populations, with an efficacy data readout expected to be a "true proof of concept".
- Dynavax sees a significant opportunity in the shingles vaccine market, particularly in the U.S. aging cohort and potentially a future booster market, noting strong commercial synergy with HEPLISAV-B due to shared retail pharmacy distribution.
- Upcoming data for the shingles Part 2 study (70+ population) will focus on vaccine response rate and tolerability, while top-line safety and immunogenicity data for the pandemic flu program are also expected next year.
Dec 2, 2025, 7:10 PM
Dynavax Discusses Hep B Market, Oral COVID Vaccine Acquisition, and Pipeline Updates
DVAX
Guidance Update
New Projects/Investments
M&A
- Dynavax maintains its long-term guidance for HEPLISAV-B, aiming for 60% market share by 2030 in a market projected to exceed $900 million, with a current retail share of 63% and a target of over 75% in the retail setting over time.
- The company acquired Vaxart's oral COVID vaccine program, with a strategy to develop a differentiated product offering a fundamentally different mechanism of action and improved efficacy, rather than a "me-too" product.
- Dynavax is developing a shingles vaccine, with a potential launch in the early 2030s, and is open to partnerships to share development risk and address ex-U.S. opportunities.
- Top-line safety and immunogenicity data for the part two study of its pandemic flu vaccine program are expected next year, with potential for a single-dose option.
Dec 2, 2025, 7:10 PM
Dynavax Announces Q3 2025 Results and Financial Guidance Update
DVAX
Earnings
Guidance Update
Share Buyback
- Dynavax reported HEPLISAV-B net product revenue of $90 million in Q3 2025, marking a 13% increase year-over-year compared to Q3 2024, with its total U.S. market share reaching 46%.
- The company raised its FY 2025 Adjusted EBITDA guidance to ≥$80 million from the previous ≥$75 million.
- Dynavax's Board of Directors authorized a new share repurchase of up to $100 million, bringing the total aggregate share repurchases authorized since November 2024 to ~$300 million.
- As of September 30, 2025, cash, cash equivalents, and marketable securities totaled ~$648 million.
- Key pipeline advancements include positive Part 1 topline results for the Shingles vaccine program and ~$14 million in additional funding from the U.S. DoD for the Plague vaccine program, bringing its total funding to ~$44 million through 1H 2027.
Nov 5, 2025, 9:30 PM
Dynavax Reports Strong Q3 2025 Results, Raises Guidance, and Authorizes Share Repurchase
DVAX
Earnings
Guidance Update
Share Buyback
- Dynavax reported Q3 2025 net product revenue of $90 million for Heplisav-B, a 13% increase year-over-year, contributing to total revenues of $95 million, an 18% increase year-over-year. The company's U.S. adult hepatitis B vaccine market share reached 46%, with retail segment share growing to 63%.
- GAAP net income for Q3 2025 was $27 million, and non-GAAP adjusted EBITDA improved to $36 million. Dynavax reiterated its full-year 2025 Heplisav-B net product revenue guidance of $315-$325 million and raised its adjusted EBITDA guidance to at least $80 million.
- The company authorized a new $100 million share repurchase program and entered into an exclusive license agreement with Vaxart for an oral COVID-19 vaccine program, involving a $25 million upfront payment.
- Key pipeline advancements include the shingles vaccine program entering Part 2 of its Phase 1-2 study, a $14 million Department of Defense award for the plague vaccine candidate, and completion of Part 1 of the pandemic influenza adjuvant program's Phase 1-2 study.
Nov 5, 2025, 9:30 PM
Dynavax Reports Q3 2025 Financial Results and Authorizes New Share Repurchase Program
DVAX
Earnings
Share Buyback
New Projects/Investments
- Dynavax reported total revenues of $94.9 million for Q3 2025, an 18% increase year-over-year, with HEPLISAV-B net product revenue reaching $90.0 million, a 13% increase compared to Q3 2024.
- The company's GAAP net income for Q3 2025 was $26.9 million, or $0.21 diluted earnings per share, and Adjusted EBITDA was $35.5 million.
- Dynavax's Board of Directors authorized a new $100 million share repurchase program.
- The company reiterated its full-year 2025 HEPLISAV-B net product revenue guidance of $315 million to $325 million and increased its Adjusted EBITDA guidance to at least $80 million.
- Dynavax entered into an exclusive license agreement with Vaxart for worldwide rights to Vaxart’s oral COVID-19 vaccine program, which includes an upfront license fee of $25 million and a $5 million equity investment.
Nov 5, 2025, 9:02 PM
Quarterly earnings call transcripts for DYNAVAX TECHNOLOGIES.
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