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Sep 30, 2022

Vaxcyte Q3 2022 Earnings Report

Vaxcyte reported positive topline data from Phase 1/2 proof-of-concept study of its 24-Valent Pneumococcal Conjugate Vaccine (PCV) candidate and provided a business update.

Key Takeaways

Vaxcyte announced positive results from its Phase 1/2 clinical proof-of-concept study, demonstrating VAX-24's potential for broader coverage and better immune responses relative to the standard-of-care. The company's cash, cash equivalents and investments were $366.2 million as of September 30, 2022, excluding net proceeds of approximately $650.7 million from a recent public offering.

Reported Positive Topline Data from VAX-24 Phase 1/2 Proof-of-Concept Study in Adults Aged 18-64.

Received FDA Fast Track Designation for VAX-24 in Adults.

Completed Successful Pre-IND Meeting with FDA Regarding VAX-24 Pediatric Program, Supporting Path to Proceed Directly into Infants.

Cash, cash equivalents and investments were $366.2 million as of September 30, 2022, excluding net proceeds of approximately $650.7 million from the follow-on offering completed in October 2022.

EPS
-$0.93
Previous year: -$0.51
+82.4%
$47.7M
Previous year: $20.4M
+133.4%
$10.9M
Previous year: $6.52M
+67.1%
Cash and Equivalents
$366M
Previous year: $318M
+15.0%
Free Cash Flow
-$39.4M
Previous year: -$30.1M
+30.7%
Total Assets
$412M
Previous year: $354M
+16.4%

Vaxcyte

Vaxcyte

Forward Guidance

Vaxcyte anticipates multiple VAX-24 milestones, including topline results from a second Phase 2 study in older adults and the initiation of a Phase 2 study in infants, in the first half of 2023. Additionally, the company is progressing VAX-XP, its PCV candidate with 31 strains of coverage, and expects to submit an adult IND application in the second half of 2023.

Positive Outlook

  • Topline safety, tolerability and immunogenicity data from the Phase 2 study in adults 65 and older are anticipated in the first half of 2023.
  • Final results with the 6-month safety data from the two Phase 2 adult studies are anticipated in the first half of 2023.
  • Following the receipt of the final safety reports from the two adult Phase 2 studies, regulatory interactions to inform the Phase 3 program are anticipated in the second half of 2023.
  • The infant IND application submission and the Phase 2 study initiation are both anticipated in first half of 2023.
  • The IND application submission for VAX-XP is anticipated in the second half of 2023.