Valneva SE Partners with CSL to Boost Vaccine Sales in Germany: Analysts Predict Significant Upside

Valneva SE has partnered with CSL Limited to distribute three vaccines in Germany, boosting revenue expectations and positioning the company as a stronger player in the vaccine market. Analysts forecast a one-year average target price of $14.45, reflecting a 151.30% potential upside from the current price. GuruFocus estimates a fair value upside of nearly 40% within a year.

Title: Valneva SE Partners with CSL Seqirus for German Vaccine Distribution

Valneva SE, a specialty vaccine company, has announced an exclusive agreement with CSL Seqirus, a leading influenza vaccine company, to market and distribute three of its proprietary vaccines in Germany. The partnership, effective July 2025, will see CSL Seqirus commence commercialization of Valneva’s single-dose chikungunya vaccine IXCHIQ®, Japanese Encephalitis vaccine IXIARO®, and cholera/ETEC vaccine DUKORAL® [1].

This agreement replaces a previous marketing and distribution partnership with Bavarian Nordic, which is set to conclude at the end of December 2025. The new arrangement will last for three years and includes minimum annual purchasing quantities and standard termination clauses based on change of control and non-performance.

Dipal Patel, Chief Commercial Officer at Valneva, expressed excitement about the collaboration, highlighting CSL Seqirus’s strong commercial presence in Germany. He noted that the partnership will facilitate seamless distribution of Valneva’s vaccines in Europe’s largest travel vaccine market, complementing Valneva’s in-house commercial infrastructure focused on other key markets in Europe.

Valneva’s product sales reached €48.6 million in the first quarter of 2025, with €42.8 million coming from its proprietary vaccines. The company expects product sales to grow to €170-180 million in 2025, driving positive cash flows for its overall commercial business [1].

Analysts have forecast a one-year average target price of $14.45 for Valneva SE, reflecting a 151.30% potential upside from the current price. GuruFocus estimates a fair value upside of nearly 40% within a year.

References:
[1] https://valneva.com/press-release/valneva-announces-exclusive-vaccine-marketing-and-distribution-agreement-for-germany-with-csl-seqirus/
[2] https://finance.yahoo.com/news/valneva-announces-exclusive-vaccine-marketing-050000313.html