I'm surprised GSK is not down much today on yesterday's data and ACIP vote. I guess investors either weren't expecting RSV to be a megablockbuster market, or they think sales won't take that much of a hit. Probably a bit of both GSK's PR on the vote indicated a 55M addressable market based on the number of adults over 60 with risk factor for more severe disease. This is down from the 80-100M addressable market if there were a universal age recommendation above 65 or 60. Of course lower risk adults may opt for the vaccine to prevent a milder illness too (just like flu for low risk individuals), but they are going to have to really go knocking on doors to convince docs to have this conversation with their patients. I did read that pharmacists are able to counsel patients on "shared clinical decision making" too, but I think most are going to talk to their docs and then go to the pharmacy for the vaccine..
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