Replies to post #247685 on Biotech Values

[DewDiligence]

PFE—It’s looking more and more as though Prevnar-20 will generate a meaningful revenue boost to the Prevnar franchise. Many analysts and investors have assumed Prevnar-20 would merely replace Prevnar-13 revenue, so they may have to adjust their models.

[DewDiligence]

SNY partner, SK bioscience reports phase-2 data for 21-valent pediatric pneumococcal vaccine—phase-3 to start in 1H24:

https://www.prnewswire.com/news-releases/sk-bioscience-sanofi-announce-positive-results-from-phase-ii-study-of-21-valent-pneumococcal-conjugate-vaccine-candidate-301867294.html

PFE and MRK already have marketed pneumococcal vaccines for the pediatric and adult markets (with PFE’s Prevnar-20 getting the overwhelming share in the adult market), but SNY's best-case scenario is a launch in late 2026 or 2027.