Moderna Inc (MRNA)

[DewDiligence]

MRNA—FDA approves mResvia RSV vaccine_for_adults 60+:

https://www.accesswire.com/870069/moderna-receives-us-fda-approval-for-rsv-vaccine-mresvia

This is the third approved RSV vaccine for the US adult market, the other two being GSK’s Arexvy (#msg-171831470) and PFE’s Abrysvo (#msg-172028729), both of which were approved in May 2023 and are indicated for adults 60+. (PFE’s Abrysvo is separately approved for maternal use to provide short-term protection for newborns.)

MRNA’s mResvia is the only RSV vaccine that comes in a prefilled syringe, but its efficacy appears to be somewhat less than Arexvy and Abrysvo based on cross-trial comparisons.

Commercial uptake of mResvia will depend to a large degree on the recommendations from CDC’s ACIP* regarding the patient population to be treated and the re-dosing schedule of each of the vaccines. If ACIP recommends biennial boosting with Arexvy and Abrysvo and annual boosting with MRNA’s mResvia, that would be a pretty big blow to mResvia’s commercial prospects, IMO. I’m not saying such an outcome is likely, but it is possible.

ACIP’s recommendations generally dictate reimbursement policy in the US market. ACIP’s meeting is Jun 26-27.

*Advisory Committee on Immunization Practices.