Valneva SE: Still Undervalued Travel Vaccine Bet With Robust 2025 Guidance

Myriam Alvarez
2.58K Followers
(13min)

Summary

  • Valneva SE offers exposure to a robust travel vaccine portfolio that includes Ixiaro, Dukoral, and Ixchiq.
  • Ixiaro generated roughly €94.1 million in 2024 and remains Valneva’s main revenue vertical.
  • Dukoral contributed with €32.3 million in sales in 2024 and provides some revenue diversification alongside Ixiaro in the traveler-vaccine niche.
  • As for Ixchiq, this is the first chikungunya vaccine that was recently launched in 2024, with €3.7 million in sales and multi-region approvals. It also has potential pediatric expansions underway.
  • Overall, I believe that Valneva SE remains undervalued relative to its peers and underlying long-term potential in niche travel vaccines.
Woman Checking Covid-19 Vaccine Passport On Cellphone

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Valneva SE (OTCPK:INRLF) is an OTC ticker that lets US investors invest in a high-potential vaccine company. Their portfolio includes Ixiaro, a Japanese encephalitis vaccine with €94.1 million in sales in 2024. It also has Dukoral, a cholera vaccine primarily used by travelers, that generated €32.3

This article was written by

2.58K Followers
My name is Myriam Hernandez Alvarez. I received the Electronics and Telecommunication Engineering degree from the Escuela Politecnica Nacional, Quito, Ecuador, the M.Sc. degree in computer science from Ohio University, Athens, OH, USA, a graduate degree in Business Management from Universidad Andina Simon Bolivar, Quito, Ecuador, and the Ph.D. degree in computer applications from the University of Alicante, Spain.Disclosure: I collaborate professionally with Edgar Torres H, who is also an author on Seeking Alpha. Our analyses are conducted independently, and we adhere to Seeking Alpha's Shared Association Guidelines.

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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