Biotech Values

[dewophile]

I agree. ACIP has really thrown curveballs at every opportunity. However the story is not close to over. Year 3 data is not out yet, next year ACIP will revisit revaccination , revisit the risk benefit with another year of data. My guess is that this ends up being an every other year vaccination story (alternatively on the off chance year 3 protection is decent then you can justify a big price increase). I also think that with more real world data the risk benefit may shift more favorably. It also makes no sense why an adult of any age at high risk of severe disease isn’t green lighted for this vaccine in due course. But this year sales could be muted for sure