DBV Technologies (DBV) H.C. Wainwright 26th Annual Global Investment Conference 2024 summary

Core technology and mission

• Focuses on immunology for pediatric food allergies using a skin-based desensitization patch called VIASKIN peanut.

• VIASKIN leverages the skin as an immune organ to reduce allergic reactions in children.

• Mission is to provide a less burdensome, effective therapy for families managing peanut allergies.

Program overview and differentiation

• Two parallel programs: one for ages 1–3 (square patch), another for ages 4–7 (larger, circular patch).

• Both programs are on separate BLA tracks with the FDA.

• Patch is easy to use, requires minimal daily effort, and allows normal activities, unlike oral immunotherapy.

• Reduces family anxiety by lowering risk of severe reactions from accidental exposure.

Market opportunity and unmet need

• Estimated 280,000 children (1–3) and 390,000 (4–7) in the U.S. with peanut allergy.

• Most children do not outgrow peanut allergy, making chronic therapy necessary.

• Highest unmet need and best immune response in younger children.