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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Vaxcyte
Vaxcyte (PCVX) investor relations material
Vaxcyte Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary4 Nov, 2026
Executive summary
VAX-31 met all prespecified primary endpoints in pivotal OPUS-1; safety was similar to PCV20 and PCV21 across age groups studied.
OPUS-1 results support a planned adult BLA submission in H1 2028, following OPUS-2/3 results expected in H1 2027 and a manufacturing consistency study.
September 30 cash, cash equivalents and investments totaled $2.264B; pro forma liquidity including October offering proceeds was ~$3.4B.
Financial highlights
Q3 R&D expense was $270.3M, up 28.8% YoY; G&A was $37.9M, up 17.0%, and operating loss was $308.3M.
Q3 net loss was $297.1M versus $212.8M YoY; diluted loss per share was $1.99 versus $1.56.
Nine-month net loss was $902.0M versus $520.1M; R&D expense rose 54.1% to $851.0M, primarily due to PCV manufacturing and Phase 3 trial costs.
Q3 other income, net fell 62.1% YoY to $11.2M, reflecting lower interest income and foreign-currency gains.
Outlook and guidance
OPUS-2 and OPUS-3 Phase 3 results are expected in H1 2027; both trials are fully enrolled and evaluate VAX-31 in adults aged 50 and older.
VAX-31 infant Phase 2 topline data are expected by the end of H1 2027; VAX-A1 adult Phase 1 topline data are expected in H2 2027.
Planned adult BLA submission is targeted for H1 2028, supported by OPUS-1, OPUS-2, OPUS-3 and a manufacturing consistency study.
R&D spending is expected to remain high as programs advance and manufacturing scales; G&A is expected to rise with headcount and support functions.
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Latest events from Vaxcyte
- VAX-31 met OPUS-1 immunogenicity endpoints, supporting a planned H1 2028 BLA.PCVX
Study result - OPUS-1 phase III data for VAX-31, promising broader coverage, will be released by end of October.PCVX12th Annual Cantor Fitzgerald Global Healthcare Conference
- VAX-31 aims for dominant market share with broader coverage and pivotal data expected by October.PCVXWells Fargo 21st Annual Healthcare Conference
- Broad-spectrum vaccines VAX-31 and VAX-24 advance toward market with strong clinical and financial momentum.PCVXCorporate presentation
- VAX-31 and VAX-24 set new standards in pneumococcal vaccine coverage and immunogenicity.PCVXCorporate presentation
- Phase 3 trials fully enrolled; topline data expected Q4 2026; liquidity remains strong.PCVXQ2 2026
- Upcoming infant phase II data may set a new standard for broad, potent pneumococcal protection.PCVXTD Cowen 45th Annual Healthcare Conference
- VAX-31's phase II success and broad coverage set the stage for market leadership and rapid growth.PCVX2024 Cantor Fitzgerald Global Healthcare Conference
- VAX-31 showed strong safety and broad immunogenicity, advancing to phase III for >95% coverage.PCVXStudy Result
Next Vaxcyte earnings date
3rd Annual Guggenheim Healthcare Innovation Conference10 Nov, 2026
Vaxcyte
Next Vaxcyte earnings date
3rd Annual Guggenheim Healthcare Innovation Conference10 Nov, 2026
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Frequently asked questions
Vaxcyte Inc. is a clinical-stage biotechnology company focused on the development of novel protein vaccines aimed at preventing or treating bacterial infectious diseases. Its leading vaccine candidate, VAX-24, is a 24-valent investigational pneumococcal conjugate vaccine designed to prevent invasive pneumococcal disease. In addition to VAX-24, Vaxcyte is working on several other vaccine candidates, including VAX-31, to address emerging strains and antibiotic resistance; VAX-A1, targeting Group A Streptococcus; VAX-PG, aimed at a keystone pathogen responsible for periodontitis; and VAX-GI, to prevent Shigella. The company is headquartered in San Carlos, California and its shares are listed on the NASDAQ stock exchange.