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 ...

疫苗销售及市场 - HEPLISAV-B疫苗在2022年的销售收入达到约1.259亿美元，同比增长104%[38] - 公司在美国市场的HEPLISAV-B疫苗市场份额在2022年第四季度达到约47.6%[39] - 公司预计到2027年，美国市场对于肝炎B疫苗的总市场机会将达到8亿美元，HEPLISAV-B有望在未来占据大部分市场份额[37] - 公司通过销售CpG 1018佐剂向全球合作伙伴销售额达到约5.877亿美元[41] - 公司的CpG 1018佐剂合作伙伴已在全球各地获得紧急使用授权和/或批准[42] - 公司在2023年及以后继续维持一个灵活可扩展的制造网络，以满足合作伙伴对佐剂的需求[43] - 公司在推进利用CpG 1018佐剂的不同产品候选药物方面取得进展[44] - 公司计划在2023年开始额外的Tdap疫苗候选药物临床试验[45] - 公司计划在2024年初将带有CpG 1018佐剂的带状疱疹疫苗候选药物推进到第1/2期研究[46] - 公司的带状疱疹疫苗Z-1018在两剂疫苗方案后12周展示出高抗体和CD4阳性T细胞疫苗反应率[47] - 公司的鼠疫疫苗候选药物在第2期临床试验中展示出超过两倍的抗体增加[50] - 公司在2022年实现了HEPLISAV-B疫苗净产品收入1.259亿美元，同比增长104%[51] - 公司在2022年实现了CpG 1018佐剂净产品收入5.877亿美元，同比增长57%[51] 疫苗研发及临床试验 - 公司正在开发具有创新性的疫苗产品候选品管道，利用自有的疫苗佐剂技术[1] - Tdap疫苗相位1研究显示，使用CpG 1018佐剂的Tdap增强疫苗候选品有望提高对百日咳的持久性和保护力[1] - 公司已与印度Serum Institute达成协议，合作开发和商业化潜在疫苗，包括使用CpG 1018佐剂的Tdap增强疫苗[1] - 公司已完成针对美国国防部的鼠疫疫苗相位2研究，评估了与CpG 1018佐剂结合的rF1V疫苗的免疫原性、安全性和耐受性[4] 知识产权及竞争 - 公司的知识产权组合包括超过25项已颁发的美国专利和60项授予的外国专利[5] - 公司的知识产权组合中包括与百日咳增强疫苗和带有CpG 1018佐剂的带状疱疹疫苗相关的专利申请[5] - 公司面临着来自其他制药公司和生物技术公司的激烈竞争，包括开发疫苗和佐剂的竞争[6] - 公司的HEPLISAV-B疫苗直接竞争着来自GSK和默克等公司的三剂次疫苗[7] - 公司在长期目标中面临着争夺美国市场份额的重大竞争[8] 员工情况及发展 - 公司总部员工自疫情开始以来一直限制到必要员工，未来不计划全面回到总部工作[94] - 公司截至2022年12月31日共有351名员工，其中236名在美国，包括100名分布在全美的销售团队成员，以及115名在德国杜塞尔多夫的办公室和制造设施的员工[95] - 公司员工中许多持有高级学位，公司认为员工的智力资本是业务的关键驱动力和未来前景的关键[96] - 公司2022年美国和杜塞尔多夫的员工流失率分别为10%和不到5%，平均任职年限分别为6.2年和2.8年[97] - 公司因应COVID-19疫情转向虚拟工作模式，相信新工作模式有助于吸引和留住顶尖人才[98] - 公司重视员工发展和培训，进行年度绩效评估和领导力发展计划，致力于吸引和留住顶尖人才[99] - 公司在商业道德和合规事项上有广泛的员工培训计划，包括2022年继续推进的多元化、公平和包容承诺[100] - 公司与外部多元化、公平和包容顾问合作，进行员工无意识偏见培训，致力于推进多元化、公平和包容承诺[101] 投资及风险管理 - 公司投资组合主要目标是保持本金并最大化投资收入，不预期投资组合会有实质损失[226] - 公司在海外投资中存在外汇风险，但目前影响不大且预计未来不会有实质影响[227]

Dynavax Technologies Corporation (NASDAQ:DVAX) Q3 2022 Earnings Conference Call November 3, 2022 4:30 PM ET Company Participants Nicole Arndt - Senior Manager, IR Ryan Spencer - CEO Donn Casale - SVP, Commercial Rob Janssen - CMO Kelly MacDonald - CFO Conference Call Participants Roy Buchanan - JMP Securities Matthew Phipps - William Blair Ernesto Rodriguez-Dumont - Cowen Operator Good day ladies and gentlemen and welcome to the Dynavax Technologies' Third Quarter 2022 Financial Results. As a reminder, this ...

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 September 30, 2022 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 ...

Dynavax Technologies Corporation (NASDAQ:DVAX) Q2 2022 Earnings Conference Call August 4, 2022 4:30 PM ET Company Participants Nicole Arndt – Senior Manager for Investor Relations Ryan Spencer – Chief Executive Officer Donn Casale – Senior Vice President of Commercial Rob Janssen – Chief Medical Officer Kelly MacDonald – Chief Financial Officer Conference Call Participants Ernesto Rodriguez-Dumont – Cowen Matthew Phipps – William Blair Edward White – H.C. Wainwright Operator Good day and welcome to the Dyna ...

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, 2022 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 Technologies Corp (NASDAQ:DVAX) Q1 2022 Earnings Conference Call May 5, 2022 4:30 PM ET Company Participants Nicole Arndt - Senior Manager, IR Ryan Spencer - CEO & Director Donn Casale - SVP, Commercial Robert Janssen - Chief Medical Officer and SVP, Clinical Development, Medical & Regulatory Affairs Kelly MacDonald - SVP & CFO Conference Call Participants Ernie Rodriguez - Cowen and Company Matthew Phipps - William Blair & Company Robert Palermo - Goldman Sachs Group Operator Good day, ladies and ...

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, 2022 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 (NASDAQ:DVAX) Q4 2021 Earnings Conference Call February 28, 2022 4:30 PM ET Company Participants Nicole Arndt - Senior Manager, Investor Relations Ryan Spencer - Chief Executive Officer Donn Casale - Senior Vice President, Commercial Rob Janssen - Chief Medical Officer Kelly MacDonald - Chief Financial Officer Conference Call Participants Phil Nadeau - Cowen Ed White - H.C. Wainwright Matt Phipps - William Blair Operator Good day, ladies and gentlemen, and welcome to the ...

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, 2021 ☐ 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 other juris ...