Biotech Values

[dangerM]

SNY/AZN's RSV mAb MEDI8897

> no effect on ENTA’s RSV program, which seeks to develop a treatment for RSV infection in adults and children

probably yes, at first, since MEDI8897 is meant for newborns ... however, it's a major "danger" to all RSV vaccines in development if it is able to deliver what MedImmune claims:

Highlights
- Immediate protection at birth
- Once per season dosing
- Fixed IM dose (not weight based)
- Vaccine-like pricing

source: slide 12 in www.who.int/immunization/research/forums_and_initiatives/2_FDubovsky_Case_study_anti_RSV_mAbs_gvirf16.pdf

If you recall my comment on the 'not failed, but weak results' of NVAX maternal immunization*, I did not like the only 3 months of protection (which would mean first 3 months after birth: protection by NVAX maternal immunization, next 3 months - if still in RSV season - a shot of palivizumab each month).

If there are really such cost efficiencies that allow a pricing strategy at vaccine-like prices, a single shot protecting for a full RSV season, then there is not much of a market left for a vaccine.


*http://investorshub.advfn.com/boards/read_msg.aspx?message_id=128876570