This is advantageous for MRNA considering they have two vaccines ready. A JN.1 vax (like NVAX) and a more specific KP.2 sub-variant vax up for consideration.
One more point that might be overlooked about NVAX. Weeks before the VRBPAC meeting and the presentation of their immunogenicity data Filip Dubovsky announced his retirement. He did not present that day as he did in years past. Just as a CFO leaving before signing off on a questionable company's accounting this deserves investor cynicism (aka. activity in KP.2).