GSK, Pfizer Face Declining Respiratory Syncytial Virus Vaccine Sales Due To Narrow Age Recommendations
Portfolio Pulse from Vandana Singh
GSK and Pfizer face declining sales of their RSV vaccines due to narrowed age recommendations by the CDC, impacting demand significantly. The vaccines are now recommended for adults aged 75 and above, and those aged 60-74 with certain chronic conditions. This has led to a drop in demand, with pharmacists reporting a two-thirds decrease compared to last year. GSK and Pfizer are relying on RSV vaccines to build new revenue streams as they face generic competition for their top-selling drugs.
October 10, 2024 | 6:00 pm
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NEGATIVE IMPACT
GSK's RSV vaccine sales have declined due to narrowed age recommendations by the CDC, impacting demand. The company is relying on RSV vaccines to build new revenue streams.
The CDC's narrowed age recommendations have significantly reduced the eligible population for GSK's RSV vaccine, leading to a drop in demand. This is critical for GSK as they seek new revenue streams.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 90
NEGATIVE IMPACT
Pfizer's RSV vaccine sales have declined due to narrowed age recommendations by the CDC, impacting demand. Pfizer is also facing weak demand for its COVID-19 products.
The CDC's narrowed age recommendations have significantly reduced the eligible population for Pfizer's RSV vaccine, leading to a drop in demand. This is critical for Pfizer as they face weak demand for other products.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 90
NEUTRAL IMPACT
IQVIA Holdings provided data supporting the decline in RSV vaccine demand, highlighting its role in healthcare analytics.
IQVIA Holdings' data supports the reported decline in RSV vaccine demand, but the impact on its stock is neutral as it is primarily a data provider.
CONFIDENCE 80
IMPORTANCE 40
RELEVANCE 30