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dewophile

07/01/23 8:57 PM

#247846 RE: DewDiligence #247820

“it is anticipated to offer broader serotype coverage than the existing pneumococcal conjugate vaccines”

Gsk recently had a presentation and going from 20-24 serotypes only increases the coverage in infants by 1-2 percent (it increases coverage in adults 6-7 percent or so). So the one added serotype probably accounts for less than one percent added coverage. Plus there are 24 valent polysaccharide vaccines ahead of this one in development. I guess SNY feels they have a glaring gap in their pediatric vaccine offering and SK can leverage being a local supplier for the Korea market. Or this is a case of nearly 10 years investment may as well see it through the finish line commercial prospects be damned. But I don’t think PFE has anything to fear here in terms of competition