DBVTF DBV Technologies S.A.

NEUTRAL Impact: 4/10 8-K
Horizon weeks Filed Apr 30, 2026 Processed 1mo ago SEC 0001193125-26-197921
8-K Item 2.02: Earnings release
Latest settled — T+20d
DBVTF ▲ 0.00% at T+20d
NEUTRAL call ✗ call lost 0.00% · α vs SPY -5.27% · entry $4.26 → $4.26
Next anchor: T+60d in 6w
Currently $4.26 · +0.00% from $4.26 entry
Entry anchored
Apr 30, 2026
via day open
T+1d
0.00%
call 0.00% · α +0.34%
$4.26
settled 6w ago
T+5d
0.00%
call 0.00% · α -2.35%
$4.26
settled 5w ago
T+20d
0.00%
call 0.00% · α -5.27%
$4.26
settled 15d ago
T+60d
call — · α —
in 6w

Price Chart

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Executive Summary

DBV Technologies reported Q1 2026 financial results, showing a net loss of $47.6M, widening from $27.1M in Q1 2025, driven by increased R&D and SG&A spending as the company prepares for BLA submission and commercial launch. Cash and cash equivalents stood at $229M, providing runway into Q2 2027. The stock will move on BLA submission timing and FDA decisions, not on these pre-revenue financials.

Actionable Insight

Monitor for BLA submission announcement for children aged 4-7 in H1 2026 — this is the primary catalyst. The cash runway into Q2 2027 provides a long enough window for FDA review, but any delay in submission would be negative.

Key Facts

  • Net loss of $47.6M for Q1 2026 vs $27.1M in Q1 2025
  • Cash and cash equivalents of $229M as of March 31, 2026
  • R&D expenses increased by $12M YoY to $33.4M
  • SG&A expenses increased by $9M YoY to $10.5M
  • Operating cash outflow of $49M vs $20M in Q1 2025
  • BLA submission for children aged 4-7 anticipated in H1 2026
  • BLA submission for toddlers aged 1-3 anticipated in H2 2026

Financial Impact

Net loss widened by $20.5M YoY; cash burn increased to $49M operating cash outflow

net_losscash_burnr&d_spendsg&a_spend

Risk Factors

  • BLA submission delays or FDA rejection
  • Cash burn rate accelerating faster than guided
  • No revenue until potential approval and launch

Market Snapshot

Exchange
OTC
Sector
Biological Products, (No Diagnostic Substances)

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001193125-26-197921
Document: d132063d8k.htm0001193125-26-197921
Document: 0001193125-26-197921-index-headers.html0001193125-26-197921
Document: 0001193125-26-197921-index.html0001193125-26-197921
Document: 0001193125-26-197921.txt0001193125-26-197921
8-K Data (Synthetic)0001193125-26-197921
2 reports for DBVTF
Performance horizon
Filters
Rows
Reports for DBVTF — sortable, filterable
Type Now
Jun 5, 2026
7d ago
8-K
NEUTRAL ★ 2/10
$4.26 awaiting T+20awaiting T+20$4.26 (+0.00%)
Apr 30, 2026
6w ago
8-K
NEUTRAL ★ 4/10
$4.26 $4.26· 0.00%▼ −5.27%$4.26 (+0.00%)
Showing 2 of 2

US Market Status

Market Closed — Opens Mon (48h 52m)

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