Biotech Values

[dewophile]

The ability to reformulate doesn't make it inferior for durability, but the data suggest it might be. Efficacy for covid is not durable at least in part due to viral mutation, but it raised some question if the platform also contributed. However for RSV the difference is pretty stark -
similar efficacy in year 1 and lower than 2 different protein-based formulations in year 2. Maybe that is unique to their RSV product who knows, but it as least raises some concern for the durability of their vaccines in general IMO