Moderna Inc (MRNA)

[DewDiligence]

MRNA has a lot riding on ACIP’s recommendations for how often people should be boosted with RSV vaccines. ACIP meets in late June, and it will presumably make recommendations for mRNA-1345, assuming the FDA has approved it by then (PDUFA date 5/12/24).

If ACIP recommends biennial boosting with GSK’s and PFE’s RSV vaccines for the “at-risk” adult populations, but recommends annual boosting with MRNA’s mRNA-1345, that would be a pretty big blow to mRNA-1345’s commercial prospects. I’m not saying such an outcome is likely, but it is possible.