Biotech Values

[dewophile]

Top line efficacy certainly on par. Will be interesting to see tolerability. My guess is that falls somewhere between PFE (low reactogenicity) and GSK. Corresponding efficacy may also fall between PFE (lowest) and GSK although tough to call because numbers are small so far
GSK and PFE are going to have 2 year durability data mid year. MRNA is probably looking at launch in 2024-25 RSV season and by then JNJ may be a player as well.
We will learn about durability of mRNA relative to other platforms next year as I assume FDA asked MRNA to follow some vaccine patients for up to 3 years as well.