The Rising Influence of Rising Affluence

[biocqr]

If VAX-24 merely shows non-inferiority to the older-generation vaccines (which is what the language in the S-1 filing suggests is the company’s aim), I doubt that that will be enough to make VAX-24 a success in the commercial marketplace.

Right... I thought about that as well. The data I've seen and Pfizer's PRs suggest Prevnar-20's immunogenicity is "similar" and met the non-inferiority endpoints compared to Prevenar-13 and Pneumovax 23.

https://3002a505d4f8666b1f13-6d0524d9c8a5052ce15209ae3ecb39a3.ssl.cf1.rackcdn.com//1401975-1603150638.pdf

P-20 uses the same carrier protein process as P-13 so nothing new. With P-20 the big advantage is a 1 vaccine schedule vs. 2 vaccines if I'm understanding it correctly.

VAX-24 will cover 4 additional serotypes compared to P-20... 2, 9N, 17F, 20.

Serotype 2...

A Nationwide Outbreak of Invasive Pneumococcal Disease in Israel Caused by Streptococcus Pneumoniae Serotype 2

https://pubmed.ncbi.nlm.nih.gov/33197932/

Serotype 9N...

Characteristics of Invasive Pneumococcal Disease Caused by Emerging Serotypes After the Introduction of the 13-Valent Pneumococcal Conjugate Vaccine in England: A Prospective Observational Cohort Study, 2014-2018

https://pubmed.ncbi.nlm.nih.gov/31955196/

In the course of my research I came across another vaccine company that makes this discussion mute. Affinivax has a 24 valent PCV that's at least 2 yrs ahead of Vaxcyte. They have a partnership with Astellas and just raised $226M in a round C in January after raising $120M last April...impressive.

https://affinivax.com/pipeline/overview/

Affinivax’s lead vaccine candidate, ASP3772, is a Streptococcus pneumoniae vaccine that is being co-developed in collaboration with Astellas Pharma Inc. ASP3772 includes 24 pneumococcal polysaccharides, more than any other vaccine on the market or in clinical testing today, as well as two conserved pneumococcal proteins. ASP3772 was observed to be safe and highly immunogenic in a Phase 1 study in adults. A Phase 2 study in adults is now completed with ongoing data analyses. The clinical program targeting the infant pneumococcal indication has been initiated with an ongoing Phase 1 study in healthy toddlers 12 to 15 months of age.