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DBV Technologies (DBV) investor relations material

DBV Technologies Guggenheim Securities 2nd Annual Healthcare Innovation Conference summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Guggenheim Securities 2nd Annual Healthcare Innovation Conference summary11 Nov, 2025

Industry interest and unmet need

  • Food allergy affects 17–33 million Americans, with 700,000 children impacted by peanut allergy alone, representing a significant unmet need in healthcare.

  • Advances in science and promising developments are attracting capital and attention to the food allergy space.

Technology and clinical programs

  • The company’s epicutaneous immunotherapy (EPIT) patch, VIASKIN, targets desensitization in children with peanut allergies, focusing on ages one to seven.

  • Two parallel programs use similar patch technology: a square patch for ages one to four and a round patch for ages four to seven, with independent BLAs planned.

  • BLA filing for ages four to seven is planned for the first half of next year, and for ages one to three in the second half of next year.

Clinical trial design and data

  • The VITESSE trial in four to seven-year-olds is the largest of its kind, enrolling 654 subjects, with a primary efficacy endpoint based on responder rates and a 15% lower bound confidence interval.

  • Prior data from the Papeete study in a similar age group showed a 34–35% delta in response rate, and VITESSE is powered above 90% with conservative assumptions.

  • Safety is a key focus, with previous studies showing a strong safety profile and high compliance; local skin reactions are the most common side effect, typically mild and decreasing over time.

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Frequently asked questions

DBV Technologies S.A. is a French biopharmaceutical company focused on developing therapies for food allergies using its proprietary epicutaneous immunotherapy (EPIT) technology platform. The company's lead product candidate is designed to treat peanut allergies by delivering allergens through the skin to desensitize patients while minimizing the risk of severe allergic reactions. DBV's non-invasive approach aims to provide safe and effective treatments for patients with food allergies, addressing a significant unmet need in allergy management. The company is headquartered in Montrouge, France, and its shares are listed on Euronext Paris and the Nasdaq.

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