Biotech Values

[DewDiligence]

GSK RSV data quite a bit better than PFE

GSK’s data do look better—however, on efficacy against severe LRTI, GSK’s 94% and PFE 86% are well within the confidence intervals of both point estimates. Hypothetically, if the two vaccines had been tested head-to-head in the same trial, PFE would likely have achieved statistical non-inferiority against GSK, and it’s questionable whether GSK would have achieved statistical superiority against PFE.

I think we have to wait for the detailed safety data from both vaccines before we can assert that GSK will own this market.