DBV Technologies SA (DBV.PA): Viaskin Peanut filing delay likely to drive investor nervousness given history

研报英文原文证据摘录

DBV Technologies SA (DBV.PA): Viaskin Peanut filing delay likely to drive investor nervousness given history

Equity Research

30 June 2026 | 7:04AM BST

DBV Technologies SA (DBV.PA): Viaskin Peanut filing delay likely to drive

investor nervousness given history

Post US close (29th June), DBV Technologies announced that the company now Rajan Sharma

+44(20)7051-7995 |

plans to submit the BLA application for Viaskin Peanut patch in age 4-7 years rajan.sharma@gs.com

Goldman Sachs International

olds in 3Q26 (vs 1H26 previously). DBV said that the delay is due to requiring

Theodora Rowe Beadle

additional time to incorporate FDA feedback, although the company highlighted that +44(20)7552-0177 |

the FDA has not requested any additional data. In the press release, DBV reiterated theodora.beadle@gs.comGoldman Sachs International

that their intention behind having extensive discussions with the FDA ahead of the Avantika B

BLA application is to ensure quicker processing of Viaskin Peanut’s BLA once the +1(332)245-7514Goldman Sachs India| avantika.b@gs.comSPL

application has been submitted. On the call, the company highlighted that the

Viaskin Peanut patch sits at the intersection of different sections of regulation, and

that there is not a precedent/analogue for this product’s application, which drives

the need for the detailed dialogue with the FDA. DBV confirmed that they plan to

submit the BLA for VP 4-7 year olds for priority review.

Whilst the updated timelines represent a modest delay vs prior expectations for

a 1H26 filing, we expect the update to drive investor nervousness given the mixed

and chequered development history of the Viaskin Peanut patch which has faced

multiple setbacks and delays. Additionally, it is unclear whether the