VAX-31 Phase 1/2 Study Topline Results in Adults Aged 50 and Older September 3, 2024 Forward-Looking Statements This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These statements include, but are not limited to, statements related to the potential benefits of Vaxcyte's vaccine candidates, including breadth of coverage, the ability to deliver a potentially best-in-class pneumococcal conjugate vaccine franchise and the potential t ...

Vaxcyte (PCVX) Conference June 05, 2025 09:55 AM ET Speaker0 Alright. Welcome, everyone, to twenty twenty five Jefferies Global Healthcare Conference. My name is Roger Song, one of the senior analysts covering mid cap biotech in The US. It's my pleasure to introduce next presenting company, Backside. So we have a whole crew here. We're gonna have a fireside chat with the CEO, Grant, president and CFO, Andrew, and then COO, Jim. Good morning, gentlemen. Speaker1 Good morning, Roger. Good morning. Speaker0 Aw ...

Core Viewpoint - SK bioscience has achieved a significant legal victory in a patent infringement lawsuit against Pfizer, allowing the company to expand its operations in the pneumococcal vaccine market [1][2][7] Group 1: Legal Developments - The Supreme Court of Korea ruled in favor of SK bioscience, stating that the individual conjugates of its 13-valent pneumococcal conjugate vaccine (PCV13) do not infringe on Pfizer's patent claims [2] - The court confirmed that the production and supply of PCV13 finished products for research purposes do not constitute patent infringement [2] - SK bioscience has also successfully invalidated a patent held by Moderna related to mRNA vaccine technology, which is seen as a major step in reducing patent-related risks for domestic companies [7] Group 2: Business Expansion Plans - Following the court ruling, SK bioscience plans to export individual components of PCV13 to countries with high vaccine demand, particularly in Southeast Asia and Latin America [4] - The company aims to expand its presence in the global pneumococcal vaccine market, with plans to manufacture and sell its vaccine SKYPneumo domestically starting in 2027 [5] - SK bioscience is developing a 21-valent pneumococcal conjugate vaccine in collaboration with Sanofi, which is currently in Phase 3 global clinical trials [5] Group 3: Market Outlook - The global pneumococcal vaccine market is projected to grow at a compound annual growth rate of approximately 5.6%, reaching USD 15.1 billion (approximately KRW 21.55 trillion) by 2034 [6] - This growth is driven by expanded vaccination programs and support from governments and international organizations [6] - SK bioscience's strong track record in public vaccine supply positions it well for future expansion in this growing market [6]

Summary of Vaxcyte (PCVX) Conference Call Company Overview - Vaxcyte is a clinical-stage biotechnology company focused on developing next-generation pneumococcal vaccines, particularly the PPD franchise [2][3][4] Core Points and Arguments Development Programs - The company is preparing to initiate a Phase III program for its adult pneumococcal vaccine, with positive data recently unveiled for the infant indication [4][8] - The Phase III program is expected to start by mid-2025, with a non-inferiority study reading out in 2026 and additional studies concluding by 2027 [8][9] Regulatory Environment - Vaxcyte is operating under a breakthrough therapy designation, allowing for more frequent discussions with the FDA [16][17] - The company does not anticipate the need for placebo-controlled trials for its vaccines, given established safety and efficacy [14][15] Competitive Landscape - Vaxcyte's 31-valent vaccine is positioned to be competitive in the market, with a focus on demonstrating expanded coverage for adults previously vaccinated with other pneumococcal vaccines [11][12][27] - The company believes that having the broadest serotype coverage (95% disease coverage) will provide a competitive advantage [27][30] Financial Position - As of March 31, Vaxcyte reported approximately $3 billion on its balance sheet, which is expected to support key milestones through 2027 [59][61] - The company is evaluating its investment priorities to further strengthen its financial position [61] Manufacturing Readiness - Vaxcyte plans to launch its adult vaccine from existing facilities and is building a new dedicated facility with Lonza, expected to be completed early next year [62][63] Important but Overlooked Content - The company is closely monitoring the macro environment, including potential policy changes in Washington, but asserts that these have not impacted its fundamental mission [5][6] - Vaxcyte is exploring higher doses in its ongoing studies to optimize the immune response for its vaccines [44][45] - The company is addressing enrollment dynamics for its trials, noting a slight decrease in infant enrollment but compensating by increasing the number of sites [57][58] This summary encapsulates the key points discussed during the Vaxcyte conference call, highlighting the company's strategic direction, competitive positioning, and financial health.