Replies to post #251985 on Biotech Values

[oc631]

If ACIP recommends biennial boosting with Arexvy and Abrysvo and annual boosting with MRNA’s mResvia, that would be a pretty big blow to mResvia’s commercial prospects, IMO. I’m not saying such an outcome is likely, but it is possible.

Such an outcome would be short-term negative for an asset that the street has already discounted to some extent. Yet if combination vaccines are successful for Moderna, equivalent combination efficacy amongst targeted viruses and no DDI issues, their RSV component could wind up being the most highly prescribed RSV vaccine long-term.

As an analogy I'll paraphrase John Chambers from Cisco who in the 90's proved to be quite clairvoyant by saying "voice [telephony] will be just another feature on a full data network".