Dbv Technologies S.A. Sponsored ADR (DBVT)
NASDAQ (CM) NASDAQ (CM) Primary 
XFRA Summary
DBV Technologies: Regulatory Noise, Commercial Misperception, And A Deep Valuation Gap
DBV Technologies is rated Buy following positive Phase 3 VITESSE results. My risk- and dilution-adjusted DCF yields $42 per ADS, more than double the current share price. The model assumes that 60% of diagnosed children with adequate insurance coverage ultimately initiate treatment, reflecting Viaskin's favorable safety profile, user-friendly administration, and the significant burden of avoidance-only management. An initial backlog of untreated children creates a temporary annual revenue peak above $1.6bn before revenues stabilize around $1bn as the market reaches steady state.
DBV Technologies: Viaskin's FDA Path Still Leaves Room For More Upside
DBV Technologies is rated a buy, with a 24% upside to a $17 FY 2027 price target as Viaskin nears BLA submission. DBVT's transition from research to commercial readiness is evident, with rising sales/marketing spend and declining research tax credits signaling operational progress. The key catalyst is the planned Q3 2026 BLA submission, expected to trigger a 10-month FDA review and potential commercial launch in 2027.
DBV Technologies S.A. (DBVT) Q2 2026 Earnings Call Transcript
DBV Technologies S.A. (DBVT) Q2 2026 Earnings Call Transcript
Dbv Technologies S.A. Sponsored ADR Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 362 | $7,276.87 | $4,979.31 | -$2,297.56 | -31.57% |
| NA Nizar Araji National Bank Of Canada /FI/ | 23 | $416.76 | $310.04 | -$106.72 | -25.61% |
 John H. Burbank III Passport Capital LLC | 1.46M | $4.52M | $20.49M | $15.97M | 353.72% |
 Yiheng Capital Management Yiheng Capital Management LP | 170,142 | $525,738.83 | $2.39M | $1.86M | 353.72% |
 Point72 Asset Management LP Point72 Asset Management LP | 12,148 | $220,121.76 | $170,314.96 | -$49,806.8 | -22.63% |
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Dbv Technologies S.A. Sponsored ADR Profile
| Biotechnology Industry | Healthcare Sector | Daniel Tassé CEO | NASDAQ (CM) Exchange | 23306J309 CUSIP |
| FR Country | 161 Employees | - Last Dividend | 7 Jun 2024 Last Split | 22 Oct 2014 IPO Date |
Overview
DBV Technologies S.A. is a clinical-stage biopharmaceutical company established in 2002, with its headquarters located in Montrouge, France. The company is at the forefront of developing epicutaneous immunotherapy (EPIT) products, aimed at the research and development in the realm of allergies and immune-related diseases. It is dedicated to improving the lives of patients suffering from food allergies and other immunological diseases by leveraging its innovative Viaskin technology platform. This approach underscores DBV Technologies’ commitment to advancing healthcare through research, reflecting its status as a pioneer in the field of immunotherapy.
Products and Services
- Viaskin Peanut
- Viaskin Milk
- Vaccine Research Programs
- MAG1C for CMPA Diagnosis
Viaskin Peanut stands as a flagship product from DBV Technologies, crafted as an immunotherapy solution for peanut allergies. Having progressed through a Phase 3 clinical trial, Viaskin Peanut epitomizes the company’s dedication to offering innovative treatments. It employs the novel approach of epicutaneous delivery, wherein the therapy is administered through a patch that is placed on the skin. This method is designed to potentially desensitize individuals to peanut allergens, offering hope to many who are affected by this prevalent allergy.
Currently in a Phase 1/2 clinical trial, Viaskin Milk is DBV Technologies' venture into addressing cow's milk protein allergy and eosinophilic esophagitis, conditions predominantly associated with immunoglobulin E (IgE) mediation. This investigational product extends the use of the company’s patented epicutaneous immunotherapy platform, aiming to alleviate symptoms associated with milk allergies. By tackling such a common food allergy, Viaskin Milk signifies a major step forward in the global fight against allergic diseases.
The company is also venturing into earlier stage research, which includes the development of a vaccination for the respiratory syncytial virus, alongside potential treatments for inflammatory bowel disease, celiac disease, and type I diabetes. These programs signal DBV Technologies’ broader objective to harness and expand the applicability of its Viaskin technology beyond food allergies, targeting a wider array of immune-mediated conditions.
In collaboration with Nestlé Health Science, DBV Technologies is working on MAG1C, a novel atopy patch test designed for the diagnosis of non-IgE mediated cow's milk protein allergy (CMPA) in infants and toddlers. MAG1C represents an innovative diagnostic approach, potentially simplifying and improving the accuracy of diagnosing CMPA, which is often challenging. This partnership underscores the company's commitment to not only treating but also aiding in the accurate diagnosis of allergies.
