2025 Q4 -tulosraportti
42 päivää sitten
‧28 min
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 12.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 12.3. | ||
2025 Q3 -tulosraportti 13.11.2025 | ||
2025 Q2 -tulosraportti 13.8.2025 | ||
Vuosittainen yhtiökokous 2025 13.6.2025 | ||
2025 Q1 -tulosraportti 13.5.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
17.4.17.4.Just news Vaxart Secures Flexible $25 Million Equity Purchase Facility... https://www.tipranks.com/news/company-announcements/vaxart-secures-flexible-25-million-equity-purchase-facility- 15.4.15.4.BARDA Stop-Work and Phase 2b Enrollment Impact A BARDA stop‑work order issued in August 2025 halted enrollment in Vaxart’s Phase 2b COVID‑19 trial, cutting planned enrollment from 10,000 KP2 subjects to about 5,400 total. While BARDA has amended its work order to fund follow‑up of those enrolled, the reduced sample size may affect the statistical robustness and timing of the eventual efficacy readouts. Delays in COVID-19 Sentinel Cohort Timing Management acknowledged that 12‑month data for the 400‑participant sentinel cohort in the COVID‑19 study have slipped from late Q1 2026 to early Q2 2026. The company noted that the schedule for press and data releases is subject to BARDA consultation and approval, adding an extra layer of timing uncertainty for investors tracking catalysts. Immunogenicity Readouts Pushed Back Investors will not see immunogenicity results in the upcoming early Q2 sentinel update because those analyses are run by BARDA and require more time. Vaxart now expects immunogenicity data from the larger KP2 cohort, roughly 5,000 participants, around Q4 2026, but emphasized that the exact timing remains contingent on its government partner. Norovirus Program Dependent on New Funding Despite encouraging data, the next clinical trial for the second‑generation norovirus constructs is effectively on hold pending a partner or other funding. Management continues to position this study for a 2026 start, but made clear that budget constraints and the need for external capital create meaningful execution and timing risk for this key program. Contract-Driven Revenue Mix Raises Sustainability Questions The dramatic 2025 revenue increase, while impressive, was driven by BARDA funding and the Dynavax license rather than ongoing product sales. This reliance on non‑recurring contracts leaves future revenue levels less predictable and underscores the importance of converting pipeline progress into durable commercial franchises over time. Conditional Nature of the Dynavax/Sanofi Economics Although the Dynavax deal headlines with up to $700 million in potential value, most of that remains contingent on future decisions and performance. Sanofi will choose whether
- 15.4.15.4.Positive Norovirus Clinical Data Published Vaxart showcased full Phase 1 data in lactating mothers, published in NPJ Vaccines, which reinforced the promise of its oral norovirus vaccine. The candidate was safe and well tolerated, with robust serum and breast milk IgA responses sustained through six months and exploratory signs of passive antibody transfer to infants, bolstering the case for maternal immunization. Second-Generation Constructs Deliver Stronger Immunogenicity The company also highlighted head‑to‑head Phase 1 data from 2025 showing second‑generation norovirus constructs achieving markedly higher antibody responses than first‑generation versions. With increases of roughly 141% for one strain and 94% for another, management argued these gains validate platform upgrades being applied across COVID‑19, flu, and HPV programs. Cash Position and Extended Runway Vaxart ended 2025 with $63.8 million in cash, cash equivalents, and investments, and guided that its runway now extends into 2027. Management stressed that additional strategic partnerships and non‑dilutive funding remain priorities, aiming to stretch that runway further while advancing key clinical programs without heavy equity dilution. Operational Cost Management Initiatives To support its capital‑efficient strategy, the company executed a lease termination that accelerates its exit from a facility to May 15, 2026, far earlier than the prior 2029 end date. This move is expected to lower operating expenses and allow resources to be concentrated on lead vaccine programs with the highest potential returns.
- 15.4.15.4.Vaxart’s latest earnings call struck a cautiously optimistic tone as management balanced major strategic wins with clear execution risks. Leadership highlighted a transformative partnership, a dramatic revenue jump, and strong norovirus data, while acknowledging dependence on government agencies and partners that could delay key milestones and affect the pace of commercialization. Strategic Partnership with Dynavax (now Sanofi) Vaxart’s centerpiece update was a licensing and collaboration deal with Dynavax, now part of Sanofi, bringing $25 million upfront and a $5 million equity investment. The agreement could be worth up to $700 million in total, including a possible $50 million continuation payment after Phase 2b, substantial regulatory and sales milestones, and tiered low‑ to mid‑teens royalties. Explosive Year-over-Year Revenue Growth The company reported 2025 revenue of $237.3 million, up from $28.7 million in 2024, a staggering 727% increase. Management emphasized that this surge was driven mainly by BARDA contracts and recognition of the Dynavax collaboration, underscoring a strong but contract‑heavy revenue mix rather than recurring product sales.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset
Ei uutisia tällä hetkellä
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
2025 Q4 -tulosraportti
42 päivää sitten
‧28 min
Uutiset
Ei uutisia tällä hetkellä
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- 17.4.17.4.Just news Vaxart Secures Flexible $25 Million Equity Purchase Facility... https://www.tipranks.com/news/company-announcements/vaxart-secures-flexible-25-million-equity-purchase-facility
- 15.4.15.4.BARDA Stop-Work and Phase 2b Enrollment Impact A BARDA stop‑work order issued in August 2025 halted enrollment in Vaxart’s Phase 2b COVID‑19 trial, cutting planned enrollment from 10,000 KP2 subjects to about 5,400 total. While BARDA has amended its work order to fund follow‑up of those enrolled, the reduced sample size may affect the statistical robustness and timing of the eventual efficacy readouts. Delays in COVID-19 Sentinel Cohort Timing Management acknowledged that 12‑month data for the 400‑participant sentinel cohort in the COVID‑19 study have slipped from late Q1 2026 to early Q2 2026. The company noted that the schedule for press and data releases is subject to BARDA consultation and approval, adding an extra layer of timing uncertainty for investors tracking catalysts. Immunogenicity Readouts Pushed Back Investors will not see immunogenicity results in the upcoming early Q2 sentinel update because those analyses are run by BARDA and require more time. Vaxart now expects immunogenicity data from the larger KP2 cohort, roughly 5,000 participants, around Q4 2026, but emphasized that the exact timing remains contingent on its government partner. Norovirus Program Dependent on New Funding Despite encouraging data, the next clinical trial for the second‑generation norovirus constructs is effectively on hold pending a partner or other funding. Management continues to position this study for a 2026 start, but made clear that budget constraints and the need for external capital create meaningful execution and timing risk for this key program. Contract-Driven Revenue Mix Raises Sustainability Questions The dramatic 2025 revenue increase, while impressive, was driven by BARDA funding and the Dynavax license rather than ongoing product sales. This reliance on non‑recurring contracts leaves future revenue levels less predictable and underscores the importance of converting pipeline progress into durable commercial franchises over time. Conditional Nature of the Dynavax/Sanofi Economics Although the Dynavax deal headlines with up to $700 million in potential value, most of that remains contingent on future decisions and performance. Sanofi will choose whether
- 15.4.15.4.Positive Norovirus Clinical Data Published Vaxart showcased full Phase 1 data in lactating mothers, published in NPJ Vaccines, which reinforced the promise of its oral norovirus vaccine. The candidate was safe and well tolerated, with robust serum and breast milk IgA responses sustained through six months and exploratory signs of passive antibody transfer to infants, bolstering the case for maternal immunization. Second-Generation Constructs Deliver Stronger Immunogenicity The company also highlighted head‑to‑head Phase 1 data from 2025 showing second‑generation norovirus constructs achieving markedly higher antibody responses than first‑generation versions. With increases of roughly 141% for one strain and 94% for another, management argued these gains validate platform upgrades being applied across COVID‑19, flu, and HPV programs. Cash Position and Extended Runway Vaxart ended 2025 with $63.8 million in cash, cash equivalents, and investments, and guided that its runway now extends into 2027. Management stressed that additional strategic partnerships and non‑dilutive funding remain priorities, aiming to stretch that runway further while advancing key clinical programs without heavy equity dilution. Operational Cost Management Initiatives To support its capital‑efficient strategy, the company executed a lease termination that accelerates its exit from a facility to May 15, 2026, far earlier than the prior 2029 end date. This move is expected to lower operating expenses and allow resources to be concentrated on lead vaccine programs with the highest potential returns.
- 15.4.15.4.Vaxart’s latest earnings call struck a cautiously optimistic tone as management balanced major strategic wins with clear execution risks. Leadership highlighted a transformative partnership, a dramatic revenue jump, and strong norovirus data, while acknowledging dependence on government agencies and partners that could delay key milestones and affect the pace of commercialization. Strategic Partnership with Dynavax (now Sanofi) Vaxart’s centerpiece update was a licensing and collaboration deal with Dynavax, now part of Sanofi, bringing $25 million upfront and a $5 million equity investment. The agreement could be worth up to $700 million in total, including a possible $50 million continuation payment after Phase 2b, substantial regulatory and sales milestones, and tiered low‑ to mid‑teens royalties. Explosive Year-over-Year Revenue Growth The company reported 2025 revenue of $237.3 million, up from $28.7 million in 2024, a staggering 727% increase. Management emphasized that this surge was driven mainly by BARDA contracts and recognition of the Dynavax collaboration, underscoring a strong but contract‑heavy revenue mix rather than recurring product sales.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 12.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 12.3. | ||
2025 Q3 -tulosraportti 13.11.2025 | ||
2025 Q2 -tulosraportti 13.8.2025 | ||
Vuosittainen yhtiökokous 2025 13.6.2025 | ||
2025 Q1 -tulosraportti 13.5.2025 |
2025 Q4 -tulosraportti
42 päivää sitten
‧28 min
Uutiset
Ei uutisia tällä hetkellä
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 12.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 12.3. | ||
2025 Q3 -tulosraportti 13.11.2025 | ||
2025 Q2 -tulosraportti 13.8.2025 | ||
Vuosittainen yhtiökokous 2025 13.6.2025 | ||
2025 Q1 -tulosraportti 13.5.2025 |
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- 17.4.17.4.Just news Vaxart Secures Flexible $25 Million Equity Purchase Facility... https://www.tipranks.com/news/company-announcements/vaxart-secures-flexible-25-million-equity-purchase-facility
- 15.4.15.4.BARDA Stop-Work and Phase 2b Enrollment Impact A BARDA stop‑work order issued in August 2025 halted enrollment in Vaxart’s Phase 2b COVID‑19 trial, cutting planned enrollment from 10,000 KP2 subjects to about 5,400 total. While BARDA has amended its work order to fund follow‑up of those enrolled, the reduced sample size may affect the statistical robustness and timing of the eventual efficacy readouts. Delays in COVID-19 Sentinel Cohort Timing Management acknowledged that 12‑month data for the 400‑participant sentinel cohort in the COVID‑19 study have slipped from late Q1 2026 to early Q2 2026. The company noted that the schedule for press and data releases is subject to BARDA consultation and approval, adding an extra layer of timing uncertainty for investors tracking catalysts. Immunogenicity Readouts Pushed Back Investors will not see immunogenicity results in the upcoming early Q2 sentinel update because those analyses are run by BARDA and require more time. Vaxart now expects immunogenicity data from the larger KP2 cohort, roughly 5,000 participants, around Q4 2026, but emphasized that the exact timing remains contingent on its government partner. Norovirus Program Dependent on New Funding Despite encouraging data, the next clinical trial for the second‑generation norovirus constructs is effectively on hold pending a partner or other funding. Management continues to position this study for a 2026 start, but made clear that budget constraints and the need for external capital create meaningful execution and timing risk for this key program. Contract-Driven Revenue Mix Raises Sustainability Questions The dramatic 2025 revenue increase, while impressive, was driven by BARDA funding and the Dynavax license rather than ongoing product sales. This reliance on non‑recurring contracts leaves future revenue levels less predictable and underscores the importance of converting pipeline progress into durable commercial franchises over time. Conditional Nature of the Dynavax/Sanofi Economics Although the Dynavax deal headlines with up to $700 million in potential value, most of that remains contingent on future decisions and performance. Sanofi will choose whether
- 15.4.15.4.Positive Norovirus Clinical Data Published Vaxart showcased full Phase 1 data in lactating mothers, published in NPJ Vaccines, which reinforced the promise of its oral norovirus vaccine. The candidate was safe and well tolerated, with robust serum and breast milk IgA responses sustained through six months and exploratory signs of passive antibody transfer to infants, bolstering the case for maternal immunization. Second-Generation Constructs Deliver Stronger Immunogenicity The company also highlighted head‑to‑head Phase 1 data from 2025 showing second‑generation norovirus constructs achieving markedly higher antibody responses than first‑generation versions. With increases of roughly 141% for one strain and 94% for another, management argued these gains validate platform upgrades being applied across COVID‑19, flu, and HPV programs. Cash Position and Extended Runway Vaxart ended 2025 with $63.8 million in cash, cash equivalents, and investments, and guided that its runway now extends into 2027. Management stressed that additional strategic partnerships and non‑dilutive funding remain priorities, aiming to stretch that runway further while advancing key clinical programs without heavy equity dilution. Operational Cost Management Initiatives To support its capital‑efficient strategy, the company executed a lease termination that accelerates its exit from a facility to May 15, 2026, far earlier than the prior 2029 end date. This move is expected to lower operating expenses and allow resources to be concentrated on lead vaccine programs with the highest potential returns.
- 15.4.15.4.Vaxart’s latest earnings call struck a cautiously optimistic tone as management balanced major strategic wins with clear execution risks. Leadership highlighted a transformative partnership, a dramatic revenue jump, and strong norovirus data, while acknowledging dependence on government agencies and partners that could delay key milestones and affect the pace of commercialization. Strategic Partnership with Dynavax (now Sanofi) Vaxart’s centerpiece update was a licensing and collaboration deal with Dynavax, now part of Sanofi, bringing $25 million upfront and a $5 million equity investment. The agreement could be worth up to $700 million in total, including a possible $50 million continuation payment after Phase 2b, substantial regulatory and sales milestones, and tiered low‑ to mid‑teens royalties. Explosive Year-over-Year Revenue Growth The company reported 2025 revenue of $237.3 million, up from $28.7 million in 2024, a staggering 727% increase. Management emphasized that this surge was driven mainly by BARDA contracts and recognition of the Dynavax collaboration, underscoring a strong but contract‑heavy revenue mix rather than recurring product sales.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt