Valneva (VALN) Ends Licensing Deal with Serum Institute of India
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 31 2025
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Source: Yahoo Finance
- Licensing Deal Termination: Valneva announced the end of its licensing agreement with Serum Institute of India for VPREMIUM, a move that could impact its vaccine promotion strategy in India and lead to potential revenue losses.
- Market Reaction: This news may raise investor concerns regarding Valneva's future revenue sources, particularly in the increasingly competitive vaccine market, potentially exerting downward pressure on its stock price.
- Strategic Reevaluation: The termination of the agreement means Valneva must reassess its market strategy in India, which could affect its global vaccine business expansion plans.
- Uncertain Collaboration Future: The end of the partnership with Serum Institute may limit Valneva's resource integration in vaccine development and distribution, thereby impacting its competitiveness in the global vaccine market.
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Analyst Views on VALN
Wall Street analysts forecast VALN stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for VALN is 10.28 USD with a low forecast of 7.55 USD and a high forecast of 13.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
2 Analyst Rating
1 Buy
1 Hold
0 Sell
Moderate Buy
Current: 9.410
Low
7.55
Averages
10.28
High
13.00
Current: 9.410
Low
7.55
Averages
10.28
High
13.00
About VALN
Valneva SE is a France-based company that specializes in the development, manufacture and commercialization of vaccines to protect people from infectious diseases through preventative medicine. The Company's portfolio includes two commercial vaccines for travelers: IXIARO/JESPECT, for the prevention of Japanese Encephalitis, and DUKORAL, which is indicated for the prevention of cholera and, in some countries, prevention of diarrhea caused by Enterotoxigenic escherichia coli (ETEC). The Company has also vaccines in development, including candidates against Lyme disease, COVID-19 and chikungunya. Its technologies and services segment cooperates with various pharmaceutical companies using its platform: EB66 vaccine production cell line and IC31 adjuvant. The Company is focused on research and development (R&D) programs, as well as holds investment in product candidates and commercial products.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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