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dewophile

06/26/24 4:38 PM

#252378 RE: DewDiligence #252375

Bearish for GSK the expanded label might have added some 10-15M eligible patients but more importantly enabled them to stay ahead of the competition wrt contracting
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dewophile

06/26/24 4:40 PM

#252379 RE: DewDiligence #252375

“Also, ACIP did not make any recommendation on whether—or when—people should receive a second RSV vaccination. “

The first patients eligible for revaccination won’t happen until the 25-26 season so there was no urgency here. I’m still assuming annual for MRNA amd biennial for GSK/PFE