Replies to post #247642 on Biotech Values

[DewDiligence]

PFE's RSV presentation at ACIP today:

https://www.cdc.gov/vaccines/acip/meetings/downloads/slides-2023-06-21-23/02-RSV-Adults-Gurtman-508.pdf

[DewDiligence]

Economic analysis of RSV vaccines by U_of_Michigan gives advantage to GSK:

https://www.cdc.gov/vaccines/acip/meetings/downloads/slides-2023-06-21-23/04-RSV-Adults-Hutton-508.pdf

[DewDiligence]

GSK increased their vaccine cost from around 150-17 to 270 (up to a high of 295), so they factored this into the new pricing.

How could GSK increase the price of a product that hasn’t yet launched? (I presume "150-17" is a typo that means "$150-170".)

[DewDiligence]

…[GSK] factored [biannual dosing] into the new pricing.

I’m not sure GSK (or PFE or MRNA) can offset the effect of biannual (rather than annual) dosing by simply raising the price per dose. Annual dosing, as with flu vaccines, establishes a routine that leads to relatively high compliance. Biannual dosing doesn’t work as well in that regard.