Vaxcyte, Inc. (PCVX) Sets Webcast for OPUS-1 Phase 3 Topline Data

Vaxcyte (PCVX) reported a near-doubled net loss of $284.3M in Q2, with key Phase 3 trial results for its pneumococcal vaccine candidate VAX-31 expected by late 2026. The company has $2.5B in cash and added vaccine industry veterans to its board. Success hinges on upcoming clinical data.

Vaxcyte, Inc. (PCVX) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 Vaxcyte Reports Second Quarter 2026 Financial Results and Provides Business Update Topline Safety, Tolerability and Immunogenicity Data from VAX-31 Adult Phase 3 OPUS-1 Trial Expected in Fourth Quarter of 2026; OPUS-2 and OPUS-3 Phase 3 Results Expected in First Half

Vaxcyte (NASDAQ:PCVX) dosed the first participant in its Phase 1 first-in-human trial of VAX-A1, an experimental vaccine for Group A Strept. The company said Group A Strep causes about 800 million illnesses globally each year and no approved vaccine exists. The study will enroll 80 healthy adults in Australia, with two doses or placebo and six months’ monitoring.

CSL and Alentis Therapeutics have partnered to develop and commercialize lixudebart, a potential first-in-class therapy for rare kidney and liver diseases. CSL will pay Alentis $355 million upfront and up to $1.2 billion in milestones. Lixudebart is in Phase 2 trials for AAV-RPGN and will be tested for FSGS and PSC. CSL will fund further trials and share global profits. According to the companies, lixudebart has shown promising results in early trials.

Oracle (ORCL) issued a force majeure notice for its New Mexico AI data center, Project Jupiter, which includes Bloom Energy's (BE) largest fuel-cell deployment. Bloom Energy shares initially dropped over 5% but have since recovered. Oracle remains committed to the project, but regulatory delays could push back revenue recognition for Bloom Energy. Citadel Securities' Ken Griffin has increased his stake in Bloom Energy over the past year.

Planet Labs PBC is highlighted as a lower-multiple investment in the commercial space sector, trading at 14.6x price-to-sales, compared to 96x for SpaceX and 55x for Rocket Lab. It reported Q2 revenue of $116.1M, up 58% YoY, with a 57% gross margin and positive free cash flow. Defense revenue surged over 90% YoY, but shares are down 18.15% YTD. Analysts rate it a 'Strong Buy' with a $34.78 target, implying 99% upside.