DBVT News & Events

Catch up on the weekend's top five stories with this list compiled by The Fly: 1) The U.S. and Israel said they launched an attack on Iran, which retaliated with strikes on Israel and targeted U.S. bases. President Trump, in a video posted on social media, confirmed "major combat operations" against the regime, and urged Iranians to "take over your government" as the strikes continued. Trump said the U.S. was "undertaking a massive and ongoing operation to prevent this very wicked, radical dictatorship from threatening America and our core national security interests." The U.S. and Israel plan to carry out several days of intensive attacks, people familiar with the matter told the Wall Street Journal. Iran's Islamic Revolutionary Guard Corps said they had launched missile and drone attacks toward Israel. 2) Berkshire (BRK.A) reports Q4 operating earnings $10.2B vs. $14.53B last year. Berkshire CEO Gregory Abel said in the company's annual letter, "Berkshire delivered operating earnings of $44.5 billion in 2025, below $47.4 billion in 2024 and above the $37.5 billion we have averaged over the past five years, a result that underscored the durability of our operating businesses, while also reflecting the fact that we have opportunities for further improvement" 3) Australia's internet regulator may push for search engines and app stores to block AI services that fail to verify users ages, Reuters reports. App store and search engine operators in the space include Apple (AAPL), Google (GOOGL), and Samsung (SSNLF). 4) Netflix (NFLX) Co-Chief Executive Officer Ted Sarandos told Bloomberg the company's decision to drop out of the bidding from Warner Bros. Discovery (WBD) had been made earlier than announced and was based on various bidding scenarios the company worked out in advance, Lucas Shaw of Bloomberg reports. "We knew right away, when we got the notice on Thursday that they had a superior offer and the details of that deal," Sarandos said, speaking of rival bidder Paramount Skydance (PSKY). "We knew exactly what we were going to do." 5) DBV Technologies (DBVT) announced that the company shared additional positive data from the successful Phase 3 Vitesse clinical trial as an oral presentation at the American Academy of Allergy, Asthma, and Immunology, AAAAI, 2026 Annual Meeting, in Philadelphia, PA. The Vitesse study met its primary endpoint whereby Viaskin Peanut demonstrated a statistically significant treatment effect, with 46.6% of children in the Viaskin Peanut arm meeting the treatment responder criteria at 12 months, as compared to 14.8% of children in the placebo arm, exceeding the lower bound prespecified threshold of 15%.

DBV Technologies announced that the company shared additional positive data from the successful Phase 3 Vitesse clinical trial as an oral presentation at the American Academy of Allergy, Asthma, and Immunology, AAAAI, 2026 Annual Meeting, in Philadelphia, PA. The Vitesse study met its primary endpoint whereby Viaskin Peanut demonstrated a statistically significant treatment effect, with 46.6% of children in the Viaskin Peanut arm meeting the treatment responder criteria at 12 months, as compared to 14.8% of children in the placebo arm, exceeding the lower bound prespecified threshold of 15%. Highlights from the data presented at AAAAI 2026: 82.8% of subjects treated with the Viaskin Peanut Patch increased their eliciting dose by at least one dose, or one incremental step in a double-blind placebo-controlled food challenge, at month 12, compared to approximately 48% in the placebo group. 60.1% of the treated subjects increased their eliciting dose by at least two doses of the double-blind, placebo-controlled food challenge at month 12, compared to 23.4% in the placebo group. 24% of subjects on placebo decreased their eliciting dose between the baseline and month 12 double-blind, placebo-controlled food challenge, compared to only 6.4% of treated subjects. All sensitivity analyses were statistically significant with the 95% CI exceeding the lower bound prespecified threshold of 15%, ranging from 22.1% to 27.8%, confirming the robustness of the primary endpoint analysis. In both baseline eliciting dose strata, a significantly greater proportion of children treated with the Viaskin Peanut Patch were treatment responders as compared to the placebo group. The Viaskin Peanut Patch was well tolerated; the majority of treatment emergent adverse events were mild local application site reactions, consistent with DBV's previous Phase 3 studies.

The major averages closed broadly lower as concerns remain about the Federal Reserve's future policy path. Of note, Federal Reserve governor Christopher Waller, who was reportedly interviewed by President Trump to be the next Fed chair, said he still favors additional rate cuts.Energy markets were notable, with oil climbing following a U.S. order to block sanctioned Venezuelan tankers, a development that has lifted energy stocks and contributed to broader risk-asset support. Silver and gold also moved higher as precious metals benefit from expectations of easier monetary policy and ongoing economic uncertainty.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Warner Bros. Discovery'sboard unanimouslyParamount Skydance'soffer for the company, saying the terms of the Netflixdeal are "superior"Courserawith Udemyin an all-stock transactionGeneral Millsreportedand reiterated its FY26 outlookAlphabet's YouTubewillstarting 2029, after ABC'srights expireMedlineafter its IPO, the largest of the year, was priced at $29 per share2. WALL STREET CALLS:Telsey AdvisoryVictoria's Secret, Gapand Urban Outfittersas part of a year-ahead note for the retail groupJefferiesProcter & Gambleand Church & Dwightupgraded to BuyAirbnbto Outperform at RBC CapitalFortinetto Underweight at JPMorganKeurig Dr Pepperand Constellation Brandsto Hold at Jefferies3. AROUND THE WEB:Novartisand Rocheare nearing drug price deals with the U.S.,Alphabet'sWaymo business is in talks to raise over $15B at a valuation close to $100B in a round led by its parent company,Blue Owl Capitalwill not proceed with backing a planned $10B, 1-gigawatt Oracledata center in Michigan intended to serve OpenAI after negotiations stalled amid concerns over Oracle's rising debt and AI spending,As a penalty for misleading consumers about driver-assistance technology, California sales of Teslawill be suspended for 30 days,BBVAis considering large share buybacks as it seeks to return capital to shareholders following its failed bid for Banco Sabadell,4. MOVERS:DBV Technologiesincreases in New York after reporting VITESSE trialRecursion Pharmaceuticalsgains after JPMorganthe stock to OverweightHut 8higher afterwith Anthropic and Fluidstack for AI infrastructureKyvernafalls after announcing aImmunomelower after announcing an5. EARNINGS/GUIDANCE:Jabilprovided areport for Q1LennarreportedABMand provided guidance for FY26Toro Company, with EPS and revenue beating consensusSCHMIDreported, with EPS lower year-over-yearINDEXES:The Dow fell 228.29, or 0.47%, to 47,885.97, the Nasdaq lost 418.14, or 1.81%, to 22,693.32, and the S&P 500 declined 78.83, or 1.16%, to 6,721.43.

The major averages were broadly lower near noon following several mixed sessions. Concerns remain about the Federal Reserve's future policy path as commodity prices, especially oil, are pushing higher due to geopolitical headlines. Of note, Federal Reserve governor Christopher Waller, who was reportedly interviewed by President Trump to be the next Fed chair, said he still favors additional rate cuts.Energy markets are notable, with oil climbing following a U.S. order to block sanctioned Venezuelan tankers, a development that has lifted energy stocks and contributed to broader risk-asset support. Silver and gold have also moved higher as precious metals benefit from expectations of easier monetary policy and ongoing economic uncertainty.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Warner Bros. Discovery'sboard unanimouslyParamount Skydance'soffer for the company, saying the terms of the Netflixdeal are "superior"Courserawith Udemyin an all-stock transactionGeneral Millsreportedand reiterated its FY26 outlookJabilprovided areport for Q1Lennarreported2. WALL STREET CALLS:Telsey AdvisoryVictoria's Secret, Gapand Urban Outfittersas part of a year-ahead note for the retail groupJefferiesProcter & Gambleand Church & Dwightupgraded to BuyAirbnbto Outperform at RBC CapitalFortinetto Underweight at JPMorganKeurig Dr Pepperand Constellation Brandsto Hold at Jefferies3. AROUND THE WEB:Alphabet'sWaymo business is in talks to raise over $15B at a valuation close to $100B in a round led by its parent company,Blue Owl Capitalwill not proceed with backing a planned $10B, 1-gigawatt Oracledata center in Michigan intended to serve OpenAI after negotiations stalled amid concerns over Oracle's rising debt and AI spending,As a penalty for misleading consumers about driver-assistance technology, California sales of Teslawill be suspended for 30 days,BBVAis considering large share buybacks as it seeks to return capital to shareholders following its failed bid for Banco Sabadell,CoupangCEO and Chairman Bom Kim failed to appear before a parliamentary hearing in Seoul on Wednesday over the company's recent data breach,4. MOVERS:DBV Technologiesincreases in New York after reporting VITESSE trialRecursion Pharmaceuticalsgains after JPMorganthe stock to OverweightHut 8higher afterwith Anthropic and Fluidstack for AI infrastructureKyvernafalls after announcing aImmunomelower after announcing an5. EARNINGS/GUIDANCE:ABMand provided guidance for FY26Toro Company, with EPS and revenue beating consensusSCHMID, with EPS lower year-over-yearSteel DynamicsProgressive, with EPS lower year-over-yearINDEXES:Near midday, the Dow was down 0.18%, or 86.44, to 48,027.82, the Nasdaq was down 1.25%, or 288.31, to 22,823.15, and the S&P 500 was down 0.79%, or 53.79, to 6,746.47.