Biotech Values

[dewophile]

I didn’t listen to the presentation either but I did find this online which seems to have been adopted by the vote.

https://www.cdc.gov/vaccines/acip/meetings/downloads/slides-2024-06-26-28/12-RSV-Adult-Melgar-508.pdf


“Work Group recommends a transition away from shared clinical decision-making (SCDM). What does this mean?
▪All adults aged 75 years and older should receive a single dose of RSV vaccination.
▪All adults aged 60–74 years with certain chronic medical conditions or other factors that increase risk of severe RSV disease should receive a single dose of RSV vaccination.
▪These recommendations would replace the SCDM recommendation, meaning that adults aged 60–74 years without risk factors for severe RSV disease, are no longer recommended to receive RSV vaccination”

So they removed the shared decision making model in favor of universal recommendation (bullish for vaccine makers) but narrowed the eligible population to only a subset of those 60-74 years of age with certain comorbidities (bearish)

Net net I’m not sure how this will affect sales

In case you think the defined group in the 60-74 age cohort is defined too narrowly there is this nugget which seems to give doctors amd patients some leeway on who is eligible

“Other chronic medical conditions that a
healthcare provider determines increases risk
of severe disease due to respiratory infection”