Replies to post #243595 on Biotech Values

[DewDiligence]

GSK never gave a point estimate except to say their [RSV] data is “exceptional”. I don’t know if it’s still exceptional in light of the PFE data.

I would wager that GSK’s efficacy data is roughly as good as PFE’s. However, PFE’s tolerability may be better than GSK’s insofar as PFE’s vaccine does not include an adjuvant.

[dewophile]

the JNJ data from a pretty large phase 2 that showed 80 percent efficacy for severe disease and 70 for milder lower respiratory tract disease.

minor correction JNJ showed 75% efficacy for milder pneumonia based on the same definition PFE used. I think given the number of events and wide confidence intervals it is all noise and the PFE data stack up to the JNJ just fine (without the clotting risk that may dog the JNJ vax commercially)