Replies to post #244135 on Biotech Values

[dewophile]

however, on efficacy against severe LRTI, GSK’s 94% and PFE 86% are well within the confidence intervals of both point estimates

the more relevant comparison is the 66.7% vs 94.1% endpoint

both of these endpoints were defined similarly.

PFE: protection against RSV-associated lower respiratory tract illness (LRTI-RSV) defined by two or more symptoms demonstrated vaccine efficacy: 66.7%

GSK Efficacy against severe RSV-LRTD, defined as LRTD with at least two lower respiratory signs or assessed as severe by the investigator and confirmed by the external adjudication committee, was 94.1%

This is most apples to apples comparison here
yes in a week or so both will present the data and we will know more
the market agrees w you but I think is missing the fact that severe dx in gsk more or less = milder dx in PFE (in fact GSK definition is more permissive w a 2+ symptoms OR subjective assessment a severe by investigatorss)

[DewDiligence]

AGEN touts GSK’s RSV data—even though AGEN no longer has an economic stake in the QS-21 adjuvant, as far as I know:

https://www.globenewswire.com/news-release/2022/10/13/2533896/8060/en/GSK-s-older-adult-RSV-vaccine-candidate-containing-Agenus-QS-21-STIMULON-shows-94-1-reduction-in-severe-RSV-disease-and-overall-vaccine-efficacy-of-82-6-in-pivotal-trial.html