Replies to post #235229 on Biotech Values

[dewophile]

GSK RSV

There’s a cc today which I will eventually listen to. Here’s a link to the slides :

https://www.gsk.com/media/6175/gsk_id-week-rsv-analyst-presentation-22-oct-2020.pdf

[dewophile]

It’s notable that GSK’s pediatric RSV vaccine is a year or two behind the maternal RSV vaccine

regulatory agencies are super careful wrt testing in vulnerable populations bc of the risk and prior hx of "enhanced RSV disease" (ERD) w early generation vaccines. So a decent body of safety data in adults, followed by toddlers, seropositive infants, etc. is necessary prior to giving it to seronegative infants. Hence the lag in the infant vaccine

perhaps if the maternal vaccine attains strong market penetration, the pediatric vaccine (which is mostly for infants) will become superfluous, commercially.

I think maternal vaccine would obviously cover the most at risk populations - premies and neonates ages 0-3mo, but there is still disease burden in older infants after passive maternal immunity wanes so it could also become added to routine infant and child vaccination strategy (when i checked MRNA their plan is to ultimately have a 3 in one vaccine to cover respiratory diseases)

p.s. MRNA is also working on an RSV vaccine or vaccines

I just checked and it looks like they just started phase 1 - so several years behind GSK

p.p.s. GSK’s RSV vaccine for older adults (age 60-80) uses the same adjuvant as Shingrix

yes and this seems to be the largest market opportunity. The adjuvenated vaccine will likely command premium pricing compared to infant vaccine (ala shingrix)

PS: I cannot find a link to the GSK webcast from ID week but hopefully the company will make a replay available