CDC Advisor Panel Recommends RSV Shots In US For People Above 75 Years, Analyst Says Decision Negative For GSK
Portfolio Pulse from Vandana Singh
The CDC's Advisory Committee on Immunization Practices (ACIP) has recommended RSV vaccines for adults aged 75 and above, and for those aged 60-74 with certain chronic conditions. This decision is seen as negative for GSK, which produces the Arexvy RSV vaccine, as it may lead to lower sales forecasts. The FDA recently expanded approval for Arexvy to adults aged 50-59 at increased risk. Pfizer and Moderna are also involved in the RSV vaccine market.
June 27, 2024 | 11:53 am
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NEGATIVE IMPACT
The CDC's recommendation to limit RSV vaccines to adults aged 75+ and those 60-74 with chronic conditions is expected to negatively impact GSK's sales forecasts for its Arexvy vaccine.
The CDC's recommendation reduces the eligible population for GSK's Arexvy vaccine, potentially lowering sales forecasts. This is compounded by competition from Moderna and Pfizer.
CONFIDENCE 90
IMPORTANCE 90
RELEVANCE 100
POSITIVE IMPACT
Moderna's competition in the RSV vaccine market is confirmed, which could impact GSK's market share and sales forecasts.
Moderna's competition in the RSV vaccine market adds pressure on GSK's sales forecasts, potentially benefiting Moderna.
CONFIDENCE 70
IMPORTANCE 60
RELEVANCE 60
POSITIVE IMPACT
Pfizer's involvement in the RSV vaccine market with its Abrysvo vaccine could benefit from the CDC's new guidelines, as it continues to generate data for adults aged 18-59.
Pfizer's Abrysvo vaccine is in Phase 3 trials for adults aged 18-59, and the CDC's guidelines could increase its market potential.
CONFIDENCE 80
IMPORTANCE 70
RELEVANCE 70