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Dynavax(DVAX) - 2023 Q3 - Earnings Call Presentation
2023-11-02 23:08
Forward-Looking Statements © Copyright DYNAVAX 2023 2 | Q3 2023 Business Highlights Ryan Spencer Chief Executive Officer Clinical Pipeline Update Robert Janssen Chief Medical Officer Q&A Session Dynavax Core Strategic Priorities • Increase market share to become the market leader by 2027 • Deliver on our innovative and diversified pipeline leveraging CpG 1018® adjuvant with proven antigens | --- | --- | |--------------------|-------| | | | | | | | Identify Strategic | | | Opportunities to | | | Accelerate G ...
Dynavax(DVAX) - 2023 Q3 - Earnings Call Transcript
2023-11-02 23:07
Start Time: 16:30 January 1, 0000 4:59 PM ET Dynavax Technologies Corporation (NASDAQ:DVAX) Q3 2023 Earnings Conference Call November 02, 2023, 16:30 PM ET Company Participants Ryan Spencer - CEO Donn Casale - Chief Commercial Officer Rob Janssen - Chief Medical Officer Kelly MacDonald - CFO Paul Cox - VP of IR and Corporate Communications Conference Call Participants Matthew Phipps - William Blair Ernesto Rodriguez-Dumont - TD Cowen Jonathan Miller - Evercore ISI Roy Buchanan - JMP Securities Operator Good ...
Dynavax(DVAX) - 2023 Q3 - Quarterly Report
2023-11-01 16:00
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Form 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 Commission file number: 001-34207 Dynavax Technologies Corporation (Exact name of registrant as specified in its charter) Delaware 33-0728374 (State ...
Dynavax(DVAX) - 2023 Q2 - Earnings Call Transcript
2023-08-03 23:25
Financial Data and Key Metrics Changes - Dynavax reported total revenues of $60 million for Q2 2023, with HEPLISAV-B net product revenue of $56 million, reflecting a 73% year-over-year growth [44][35] - The company raised its full-year revenue expectations for HEPLISAV-B to a range of $200 million to $250 million, up from the previous range of $165 million to $185 million, indicating a projected growth of 58% to 70% year-over-year [32][44] - Gross margins for HEPLISAV-B improved to approximately 76% in Q2 2023, compared to about 69% in the same period last year [20][44] Business Line Data and Key Metrics Changes - HEPLISAV-B's market share increased to approximately 39% in the overall hepatitis B vaccine market, up from 32% a year ago [9] - In the Integrated Delivery Networks (IDN) segment, HEPLISAV-B's market share rose to approximately 53%, compared to 39% at the end of Q2 2022 [10] - Dose volume for HEPLISAV-B in the retail pharmacy segment increased by 78% year-over-year, although market share remained consistent at 45% [36][37] Market Data and Key Metrics Changes - The hepatitis B vaccine market in the U.S. is estimated to grow to over $800 million by 2027, driven by the ACIP's universal recommendation for hepatitis B vaccination [34] - The overall hepatitis B vaccine market grew approximately 40% year-over-year in Q2 2023 [9] Company Strategy and Development Direction - The company is focusing on external opportunities in commercial or late-stage assets in the vaccine space and high-synergy commercial assets within the infectious disease space [33] - Dynavax aims to optimize its sales force to expand promotional reach in the retail pharmacy and IDN segments, which are expected to represent approximately 60% of the hepatitis B market by 2027 [12][38] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in HEPLISAV-B's market leadership and the continued expansion of the hepatitis B vaccine market, driven by strong commercial execution [13][39] - The company anticipates positive free cash flow for 2023 and believes its current capital is sufficient to support core business growth without needing to return to capital markets [21][54] Other Important Information - The company is advancing its clinical pipeline, including three vaccine candidates for Tdap, Shingles, and Plague, with plans for a Phase 1/2 trial initiation in early 2024 [16][41] - Dynavax established a Scientific Advisory Board to support its vaccine research and development efforts [18] Q&A Session Summary Question: Market growth expectations for hepatitis B - Management noted that market growth is accelerating faster than previously forecasted, particularly in retail and IDN segments [56] Question: HEPLISAV gross margins outlook - Management indicated that gross margins are expected to remain in the mid to high 70s for the year, reflecting improvements from manufacturing investments [61] Question: Tdap nonhuman challenge study details - Management confirmed that the Tdap challenge study is part of a longer-term development plan and will help establish a model for testing efficacy in humans [77][87] Question: Commercial optimization strategies - Management discussed optimizing the sales force to engage at various levels within retail chains to drive recommendations for hepatitis B vaccination [92]
Dynavax(DVAX) - 2023 Q2 - Earnings Call Presentation
2023-08-03 21:39
| --- | --- | --- | --- | --- | |------------------------------------------------------------------------------------------------------|-------|-------|-----------------------------|-------| | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | Second Quarter 2023 Financial Results | | | | | | | | | | | | Using Proven, Innovative Adjuvant Technology to Help Protect the World Against Infectious Diseases | | | | | | | | | August 3, 2023 Nasdaq: DVAX | | Statements contained in this presentation regard ...
Dynavax(DVAX) - 2023 Q2 - Quarterly Report
2023-08-02 16:00
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission file number: 001-34207 Dynavax Technologies Corporation (Exact name of registrant as specified in its charter) Delaware 33-0728374 (State or ot ...
Dynavax(DVAX) - 2023 Q1 - Earnings Call Transcript
2023-05-02 23:33
Dynavax Technologies Corporation (NASDAQ:DVAX) Q1 2023 Earnings Conference Call May 2, 2023 4:30 PM ET Company Participants Paul Cox - VP of IR and Corporate Communications Ryan Spencer - CEO Donn Casale - Chief Commercial Officer Rob Janssen - Chief Medical Officer Kelly MacDonald - CFO Conference Call Participants Matthew Phipps - William Blair Joshua Schimmer - Evercore ISI Roy Buchanan - JMP Securities Ed White - H.C. Wainwright Ernie Rodriguez - TD Cowen Operator Good day ladies and gentlemen. And welc ...
Dynavax(DVAX) - 2023 Q1 - Quarterly Report
2023-05-01 16:00
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission file number: 001-34207 Dynavax Technologies Corporation (Exact name of registrant as specified in its charter) Delaware 33-0728374 (State or o ...
Dynavax(DVAX) - 2022 Q4 - Earnings Call Transcript
2023-02-24 00:27
Dynavax Technologies Corporation (NASDAQ:DVAX) Q4 2022 Results Conference Call February 23, 2023 4:30 PM ET Company Participants Nicole Arndt - Senior Manager, IR Ryan Spencer - CEO Donn Casale - SVP, Commercial Rob Janssen - Chief Medical Officer Kelly MacDonald - CFO Conference Call Participants Phil Nadeau - Cowen & Company Madhu Kumar - Goldman Sachs Matthew Phipps - William Blair Roy Buchanan - JMP Securities Operator Good day, ladies and gentlemen, and welcome to the Dynavax Technologies Fourth Quarte ...
Dynavax(DVAX) - 2022 Q4 - Annual Report
2023-02-22 16:00
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-34207 Dynavax Technologies Corporation (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorpora ...