Replies to post #252229 on Biotech Values

[DewDiligence]

More on MRK’s Capvaxive (from FiercePharma):

https://www.fiercepharma.com/pharma/merck-get-shot-arm-fda-approval-first-pneumococcal-vax-adults

[DewDiligence]

ACIP endorses MRK’s Capvaxive pneumococcal vaccine for certain groups—creating parity with PFE’s Prevnar-13 for adult market:

https://www.businesswire.com/news/home/20240627540619/en

• Adults 65 years of age and older who have not previously received a pneumococcal conjugate vaccine or whose previous vaccination history is unknown;

• Adults 19-64 years of age with certain underlying medical conditions or other risk factors who have not previously received a pneumococcal conjugate vaccine or whose previous vaccination history is unknown;

• Adults 19 years of age and older who have started their pneumococcal vaccine series with PCV13 (pneumococcal 13-valent conjugate vaccine) [PFE’s Prevnar-13] but have not received all recommended PPSV23 [MRK’s Pneumovax]…;

• Additionally, shared clinical decision-making is recommended regarding use of a supplemental dose of CAPVAXIVE for adults 65 years of age and older who have completed their vaccine series with both PCV13 [Prevnar-13] and PPSV23 [Pneumovax].

These ACIP recommendations are essentially the same as the CDC’s existing recommendations for PFE’s Prevnar-20, and hence they should allow MRK’s Capvaxive to gain a meaningful share in the adult portion of the pneumococcal vaccine market. PFE has had an overwhelming (>90%) share of this market in the US because MRK’s other conjugated pneumococcal vaccine, Vaxneuvance, received a less favorable recommendation from the CDC than PFE’s Prevnar-13.

Please see #msg-166441188 and #msg-172452293 for related info.