Dynavax Technologies Corporation Stock Earnings Reports
Dynavax Technologies Earnings Calls
Release date | Feb 20, 2025 |
EPS estimate | $0.0500 |
EPS actual | $0.0500 |
Revenue estimate | 72.703M |
Revenue actual | 72.032M |
Revenue Surprise | -0.92% |
Release date | Nov 07, 2024 |
EPS estimate | $0.110 |
EPS actual | $0.120 |
EPS Surprise | 9.09% |
Revenue estimate | 71.713M |
Revenue actual | 80.63M |
Revenue Surprise | 12.43% |
Release date | Aug 06, 2024 |
EPS estimate | $0.0600 |
EPS actual | $0.0800 |
EPS Surprise | 33.33% |
Revenue estimate | 76.1M |
Revenue actual | 73.795M |
Revenue Surprise | -3.03% |
Release date | May 08, 2024 |
EPS estimate | -$0.0500 |
EPS actual | -$0.0700 |
EPS Surprise | -40.00% |
Revenue estimate | 54.97M |
Revenue actual | 50.79M |
Revenue Surprise | -7.60% |
Last 4 Quarters for Dynavax Technologies
Below you can see how DVAX performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
Release date | May 08, 2024 |
Fiscal end date | Mar 31, 2024 |
Price on release | $11.65 |
EPS estimate | -$0.0500 |
EPS actual | -$0.0700 |
EPS surprise | -40.00% |
Date | Price |
---|---|
May 02, 2024 | $11.72 |
May 03, 2024 | $11.74 |
May 06, 2024 | $11.64 |
May 07, 2024 | $11.76 |
May 08, 2024 | $11.65 |
May 09, 2024 | $11.01 |
May 10, 2024 | $10.73 |
May 13, 2024 | $11.03 |
May 14, 2024 | $11.00 |
4 days before | -0.597% |
4 days after | -5.58% |
On release day | -5.49% |
Change in period | -6.14% |
Release date | Aug 06, 2024 |
Fiscal end date | Jun 30, 2024 |
Price on release | $10.05 |
EPS estimate | $0.0600 |
EPS actual | $0.0800 |
EPS surprise | 33.33% |
Date | Price |
---|---|
Jul 31, 2024 | $11.19 |
Aug 01, 2024 | $10.91 |
Aug 02, 2024 | $10.53 |
Aug 05, 2024 | $10.07 |
Aug 06, 2024 | $10.05 |
Aug 07, 2024 | $10.75 |
Aug 08, 2024 | $10.70 |
Aug 09, 2024 | $11.10 |
Aug 12, 2024 | $10.90 |
4 days before | -10.19% |
4 days after | 8.46% |
On release day | 6.97% |
Change in period | -2.59% |
Release date | Nov 07, 2024 |
Fiscal end date | Sep 30, 2024 |
Price on release | $12.02 |
EPS estimate | $0.110 |
EPS actual | $0.120 |
EPS surprise | 9.09% |
Date | Price |
---|---|
Nov 01, 2024 | $11.78 |
Nov 04, 2024 | $11.79 |
Nov 05, 2024 | $12.01 |
Nov 06, 2024 | $12.29 |
Nov 07, 2024 | $12.02 |
Nov 08, 2024 | $13.01 |
Nov 11, 2024 | $13.66 |
Nov 12, 2024 | $13.50 |
Nov 13, 2024 | $13.52 |
4 days before | 2.04% |
4 days after | 12.48% |
On release day | 8.24% |
Change in period | 14.77% |
Release date | Feb 20, 2025 |
Fiscal end date | Dec 31, 2024 |
Price on release | $13.33 |
EPS estimate | $0.0500 |
EPS actual | $0.0500 |
Date | Price |
---|---|
Feb 13, 2025 | $12.69 |
Feb 14, 2025 | $12.82 |
Feb 18, 2025 | $12.93 |
Feb 19, 2025 | $13.09 |
Feb 20, 2025 | $13.33 |
Feb 21, 2025 | $13.33 |
Feb 24, 2025 | $13.42 |
Feb 25, 2025 | $13.41 |
Feb 26, 2025 | $13.69 |
4 days before | 5.04% |
4 days after | 2.70% |
On release day | 0% |
Change in period | 7.88% |
Dynavax Technologies Earnings Call Transcript Summary of Q4 2024
HEPLISAV-B Market Leader
The adult hepatitis B vaccine HEPLISAV-B captured 44% market share by the end of 2024.
Profitability
The company achieved net income of $27 million for the full year, with a fourth-quarter net income of $7 million.
Cash Position
Dynavax exited 2024 with $714 million in cash and marketable securities.
2025 Guidance
- Revenue Expectations: For 2025, Dynavax expects HEPLISAV-B net product sales to be between $305 million and $325 million, representing approximately 17% growth year-over-year.
- Adjusted EBITDA: The company anticipates adjusting EBITDA of at least $75 million.
- R&D and SG&A Expenses:
- R&D expenses are projected to increase by high teens percentage.
- SG&A expenses are expected to be roughly flat.
Growth Drivers for HEPLISAV-B
- Medicare Accessibility: From January 2025, Medicare patients gained access to hepatitis B vaccines at retail pharmacies, which is anticipated to enhance HEPLISAV-B's market share.
- HEDIS Measure Inclusion: Adult hepatitis B vaccinations being included in the Healthcare Effectiveness Data and Information Set (HEDIS) is expected to improve focus on hepatitis B vaccination in integrated delivery networks (IDNs).
Clinical Development Updates
- Shingles Vaccine Program (Z-1018):
- The company has seen promising results from a Phase I study compared to Shingrix with plans to report top-line results from an ongoing Phase I/II trial in Q3 2025.
- Future studies will aim to demonstrate differentiating factors such as improved tolerability, comparable CD4 T cell responses, and robust durability of immune responses.
- Pneumonic Plague Vaccine: A $30 million collaboration with the Department of Defense to support clinical and manufacturing activities, with a Phase II trial expected to initiate in 2025.
Share Repurchase Program
- Capital Return Strategy: Dynavax has initiated a $200 million share buyback program and completed the first $100 million in accelerated purchases with plans to finish the remaining amount by the end of 2025. The company will evaluate further buyback opportunities as needed.
Investor Confidence
Leadership expressed optimism about achieving milestones in existing pipelines and maintaining robust financial health, positioning Dynavax for future growth.
Conclusion
Management emphasized collective confidence in Dynavax's strategic approach to drive revenue growth through HEPLISAV-B and the successful advance of their clinical pipeline, including future opportunities for business development to augment growth.