Replies to post #238314 on Biotech Values

[DewDiligence]

Unanswered question—Should people who received Prevnar-13 get Prevnar-20? (Prevnar-13 has been on the market since 2010, so no one who got Prevnar-13 is in need of a booster simply for the elapsed time.)

[DewDiligence]

FDA approves MRK’s Vaxneuvance—(f/k/a V114)—pneumococcal vaccine_for_adults:

https://www.merck.com/news/merck-announces-u-s-fda-approval-of-vaxneuvance-pneumococcal-15-valent-conjugate-vaccine-for-the-prevention-of-invasive-pneumococcal-disease-in-adults-18-years-and-older-caused-by-15-serot/

Vaxneuvance will compete against PFE’s Prevnar-20, which was FDA-approved for adults a few weeks ago (#msg-164292101).

This is a very large market that could play out as “winner takes all.” PFE has an edge, IMO.

Please see #msg-164292101 for background info on these products.

[DewDiligence]

ACIP endorses PFE’s Prevnar-20 for_adults_65+_or_19+_ with_medical_conditions:

https://www.businesswire.com/news/home/20211020006069/en

ACIP also endorsed MRK’s V114 for the same patient pool—but only if followed by Pneumovax. Requiring only one shot—and having broader serotype coverage—is a clear marketing edge for PFE in what will be a very large market.

[DewDiligence]

PFE’s Prevar-20 has a 97% US market share in the adult market, according to today’s 2Q22 CC.