Biotech Values

[dewophile]

PFE should have revaccination data soon. I find the lack of a boost in efficacy odd given there was some waning of efficacy, although numbers are now smaller because only the vaccine arm could be re-randomized

So, annual adult vaccinations for RSV will probably not become the SoC, which presumably means lower annual revenue for these medicines than some investors previously thought

GSK increased their vaccine cost from around 150-17 to 270 (up to a high of 295), so they factored this into the new pricing. However the more concerning thing for both GSK and PFE is the lack of universal recommendation for those over 65. The vaccine was recommended based on shared clinical decision making for all patients over age 60. so good news on teh 60-64 year olds that were previously felt to not gain any recommendation, but bad news about lack of a default vaccination if you are 65 and up