Replies to post #252765 on Biotech Values

[DewDiligence]

…it reinforces the notion that the mRNA platform may not be ideal for vaccines intended for long duration like HSV…

I understand why mRNA’s quick-reformulation feature is superfluous for slow-mutating or non-mutating viruses, but I do not see why this necessarily makes mRNA technology inferior for such applications.

[DewDiligence]

Re: RSV-vaccine market

I just received a broadcast email from my GP that seems likely discourage uptake of RSV vaccines. The email says:

Per the CDC "The RSV vaccine is not currently an annual vaccine." If you have already had an RSV vaccine, you should not receive another RSV vaccine. Currently the CDC recommends only a single dose of RSV vaccine for adults ages 75 and older and adults ages 60-74 with increased risk of severe RSV disease. Please note that there are also side effects to consider.

[DewDiligence]

MRNA 3Q24 mResvia—(RSV vaccine)—sales—>paltry $10M:

https://finance.yahoo.com/news/moderna-reports-third-quarter-2024-113000187.html

The Company reported $10 million in mRESVIA sales in the third quarter of 2024. Sales were lower than anticipated, resulting from the approval and recommendation of mRESVIA later in the contracting season, when many customers had completed their orders.