CDC Advisory Committee Considers Recommendations for RSV, Influenza, and COVID-19 Vaccines - Impact Analysis on Moderna, GSK, and Pfizer

The Centers for Disease Control and Prevention’s Advisory Committee on Immunization Practice is meeting to review recommendations on RSV, influenza, and COVID-19 vaccines. Moderna, GSK, and Pfizer presented vaccine efficacy data and market insights, shedding light on the evolving landscape.

Key Insights:

• Moderna shared safety set data, indicating a decline in efficacy to around 50% after 18 months in participants aged 60 years and above.
• Single-dose efficacy of GSK’s Arexvy and Pfizer’s Abrysvo demonstrated promising results, with GSK securing a significant market share.
• Moderna's mRESVIA received FDA approval for adults aged 60 and older, but longer-term trial analysis shows a faster decline in effectiveness compared to competitors.
• Pfizer secured a major contract with the U.K. for its Abrysvo RSV vaccine, surpassing GSK in doses supplied for older adults and pregnant mothers.
• Market impact: MRNA shares decreased by 6.98% following the recent developments.

This meeting and the disclosed data have implications for the competitive landscape among Moderna, GSK, and Pfizer in the vaccine market, prompting strategic adjustments and potential shifts in market share.