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Mar 31, 2023

Vaxcyte Q1 2023 Earnings Report

Vaxcyte reported financial results for the first quarter ended March 31, 2023 and provided a business update.

Key Takeaways

Vaxcyte reported positive data from the Phase 2 study in adults aged 65 and older, confirming the clinical potential of VAX-24 and validating the carrier-sparing, cell-free platform. The company's balance sheet was further strengthened by a recent follow-on equity offering, allowing for expansion of manufacturing capabilities and advancement of the PCV franchise.

Reported positive data from Phase 2 study of VAX-24 in adults aged 65 and older, demonstrating robust immune responses across all 24 serotypes.

Completed a successful $575 million follow-on financing, strengthening the balance sheet.

Dosed first participants in infant Phase 2 study evaluating VAX-24 for the prevention of Invasive Pneumococcal Disease (IPD).

VAX-31 progressing with Adult Investigational New Drug (IND) application submission and subsequent clearance announcement expected in second half 2023 and Topline Phase 1/2 Data in 2024.

EPS
-$0.7
Previous year: -$0.68
+2.9%
R&D Expenses
$58.1M
Previous year: $31.7M
+83.3%
G&A Expenses
$13.1M
Previous year: $7.5M
+74.7%
Cash and Equivalents
$950M
Previous year: $352M
+169.6%
Free Cash Flow
-$53.3M
Previous year: -$30.6M
+74.1%
Total Assets
$1.01B
Previous year: $403M
+150.3%

Vaxcyte

Vaxcyte

Forward Guidance

Vaxcyte is advancing the clinical development of its PCV programs with several anticipated key upcoming milestones.

Positive Outlook

  • End-of-Phase 2 meeting with the FDA in the second half of 2023 to inform the conduct of the adult Phase 3 program.
  • Topline safety, tolerability and immunogenicity data from the Phase 3 pivotal non-inferiority study in adults in 2025.
  • Topline safety, tolerability and immunogenicity data from the primary three-dose immunization series of the infant Phase 2 study by 2025, followed by topline data from the booster dose approximately nine months later.
  • Submission of the adult IND application to the FDA and announcement of subsequent FDA clearance in the second half of 2023.
  • Topline safety, tolerability and immunogenicity data from the Phase 1/2 study in adults in 2024.