The benefit for GSK is not just the expanded eligible population, but the leverage with contracting in the retail space - i.e. pharmacies have to carry their vaccine if they want to be able to offer it to this additional pt population. This latter benefit is of course short lived bc PFE is not far behind in this age group, but it does get you some degree of entrenchment
It will be interesting to see MRNA's pitch in this space. They are the only one without GBS (so far) so that could be one angle I guess. Otherwise it is a tall order for them to break through here, although they do have established relationships in retail w their covid vaccine
For me GSK remains essentially a dividend play and a relatively small position now that shares have recovered and treasuries can yield 5%. The pipeline is meh, but I think this is baked into the share price and I like that
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