Biotech Values

[dewophile]

RSV GSK/PFE/MRNA quick hits from ACIP slides

https://www.cdc.gov/vaccines/acip/meetings/slides-2024-06-26-28.html

MRNA Efficacy season 2 (18 month post vaccination) down to 50%.

https://www.cdc.gov/vaccines/acip/meetings/downloads/slides-2024-06-26-28/04-RSV-Adult-Das-508.pdf

GSK efficacy in 70% range in season 2 after longer median duration of FU (23.3 months)

https://www.cdc.gov/vaccines/acip/meetings/downloads/slides-2024-06-26-28/03-RSV-Adult-Gerber-508.pdf

MRNA looking like an annual shot vs every 2 years most likely for GSK/PFE

GBS for PFE vs GSK favoring GSK by quite a lot (surprisingly IMO since GSK has the same adjuvant, albeit at a lower dose, as shingrix which is associated w slight GBS risk vs background)

https://www.cdc.gov/vaccines/acip/meetings/downloads/slides-2024-06-26-28/06-RSV-Adult-Lloyd-508.pdf

rate of GBS for GSK 10 per 1M doses vs 25 per 1M doses PFE (GSK states that this rate is not higher than background expected rate based on updated data from 8M doses https://www.cdc.gov/vaccines/acip/meetings/downloads/slides-2024-06-26-28/03-RSV-Adult-Gerber-508.pdf)