Biotech Values

[dewophile]

the CDC reduced the addressable US market for RSV vaccines by omitting adults age 60-74 without increased risk factors for severe disease, while also postponing any recommendation about booster shots

For sure this was a negative in this age group, but from GSK calls it sounds like market share among younger lower risk patients was low anyway, and the universal recommendation in the older age group is a positive but I do think net net the ACIP decision was a negative
The revaccination story again is only relevant for next season, but I wouldn't be surprised if RSV sales overall stall this year, and for MRNA specifically they have an uphill battle now that season 2 was clearly inferior to PFE and GSK (in fact it reinforces the notion that the mrna platform may not be ideal for vaccines intended for long duration like HSV - they should stick to flu and covid that require annual vaccination due to rapidly mutating virus, CMV which just needs coverage for the duration of a pregnancy, etc. I think they are wasting money on some of their projects w poor commercial prospects)