Biotech Values

[dewophile]

GSK had earnings - their RSV vaccine sales dropped even more than expected. PFE's RSV vaccine outgained GSK by quite a bit, and I have to think this was because of uptake in maternal immunization - I am not sure if PFE broke down adult vs maternal sales in their call.
GSK is confident that ACIP will recommend revaccination, but it is likely going to be somewhere between every 3-5 years per GSK. GSK vaccine efficacy in year 3 dropped to 48% and they feel lower than 50% could be a trigger for ACIP. GSK said they will have more data on boosting next year but "there is a clear trend" (I assume in titers). GSK is hoping to decouple RSV from the kind of seasonality you have with flu and covid. This would be helpful for PFE and GSK in the retail market where they are inundated in the fall/winter, but would like to promote vaccine sales in slower seasons
On the pneumococcus front GSK is going straight to 30+ valent in adults and not developing the 24 any longer for adults (they sound like they might still in peds). Must be the competitive environment. GSK is targeting phase 1 for the 30+ valent next year
Thought these tidbits might be of interest since PFE plays in the same space