Biotech Values

[dewophile]

GSK vs PFE in RSV

GSK had a cc this am - I will listen to a replay this weekend
However there is some additional data in the presentation, and the efficacy in the 70-79 year old population vs PFE, while not directly comparable bc PFE is >= 2 symtpoms LRTI and GSK is >=2 but can include one upper and one lower LRTI, it is more or less close enough
GSK in this age group 93.8 percent efficacy (1 in tx vs 16 in control out of 4.5K in each arm)
https://www.gsk.com/media/9614/gsk-rsv-investor-science-event-id-week-2022.pdf (slide 21)

PFE 78.7 % (3 vs 14 in tx vs control arm about 5k in each arm)
https://s28.q4cdn.com/781576035/files/doc_downloads/2022/10/IDWeek22/Pfizer_RSVpreF_RENOIR_ACIP_2022-10-20_final_to_CDC.pdf (slide 22)

Numbers of events are obviously small, and PFE efficacy definitely quite good, but in the PFE arm the lower bound of the CI comes very close to the regulatory threshold of 20% which might influence regulators and ACIP members
BC these are the pt most at risk of complications from LRTI, and you have a 15% delta in efficacy at interim (this could change in time), I would definitely choose GSK over PFE if I were 70 or older