Moderna’s efficacy data raises concerns about its RSV vaccine

  • Moderna’s RSV vaccine efficacy data is worse than its competitors
  • Analysts predict $394 million in RSV vaccine revenue for Moderna this year
  • CDC meeting later this month will discuss Moderna’s RSV vaccine
  • Moderna’s vaccine was 63.3% effective after 8.6 months of follow-up
  • GSK’s vaccine has dominated the U.S. RSV vaccine market

Moderna is preparing to launch its respiratory syncytial virus (RSV) vaccine, but recent data has raised concerns about its competitive position against Pfizer and GSK. The efficacy data for Moderna’s experimental RSV shot for older adults, mRNA-1345, is notably worse than previous trial results. Analysts predict $394 million in RSV vaccine revenue for Moderna this year. The upcoming CDC meeting will provide more clarity on the new data and its implications. Despite the challenges, Moderna plans to offer combination vaccines in the future. GSK’s vaccine currently dominates the U.S. RSV vaccine market.

Public Companies: Moderna (MRNA), Pfizer (PFE), GSK (GSK)
Private Companies:
Key People: Tyler Van Buren (TD Cowen analyst), Emma Walmsley (GSK CEO), Michael Yee (Jefferies analyst)

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Factuality Level: 7
Justification: The article provides information about Moderna’s RSV vaccine and the efficacy data presented by the company. It also includes statements from analysts and comparisons with other vaccines on the market. However, the article lacks in-depth analysis and does not provide a comprehensive understanding of the situation.

Noise Level: 4
Justification: The article provides information about Moderna’s respiratory syncytial virus vaccine and its efficacy data. It discusses the potential impact on Moderna’s competitive position against Pfizer and GSK. The article includes statements from analysts and the company, as well as comparisons with other RSV vaccines. However, there is some repetition of information and the article does not provide a deep analysis of long-term trends or antifragility.

Financial Relevance: Yes
Financial Markets Impacted: Moderna’s shares were falling after the release of data that might hurt its vaccine’s competitive position against Pfizer and GSK.

Presence of Extreme Event: No
Nature of Extreme Event: No
Impact Rating of the Extreme Event: No
Justification: The article discusses the potential impact of Moderna’s vaccine data on its competitive position in the market, but there is no mention of any extreme events or their impact.

Reported publicly: www.marketwatch.com