After receiving the mRESVIA vaccine from Moderna against RSV, the efficacy against RSV-related lower respiratory tract illnesses is 50% more than a year later. The Advisory Committee on Immunization Practices (ACIP) of the US CDC recommends delaying vaccination for adults under 60 years old.
On June 27th, Caixin reported (Editor: Niu Zhanlin) that the stock price of American vaccine manufacturer Moderna fell by more than 11% on Wednesday Eastern Time due to the sharp decline in the effectiveness of the company's respiratory syncytial virus (RSV) vaccine, far less than competitors Pfizer and GlaxoSmithKline.
According to data released by the Centers for Disease Control and Prevention (CDC) on the same day, the effectiveness of Moderna's RSV vaccine mRESVIA for RSV-related lower respiratory tract diseases more than one year later was 50%.
In contrast, Pfizer's RSV vaccine Abrysvo had an efficacy of 78% in the second year, and GlaxoSmithKline's RSV vaccine Arexvy had an efficacy of 78% in the second RSV season.
This result may further raise doubts about the prospects of Moderna's vaccine and put further pressure on the company's stock price.
A spokesperson for Moderna claimed that immunity to RSV is not lifelong, and like all approved RSV vaccines, mRESVIA showed results of gradually weakening efficacy over time.
Jefferies analyst Michael Yee said in a research report that Moderna's new data is "at the expected lower end," while pointing out that it is difficult to compare because several companies studied the vaccine in different seasons.
At the end of last month, the US Food and Drug Administration (FDA) approved Moderna's RSV vaccine, providing the company with its second blockbuster product.
It is worth noting that on Wednesday, the Immunization Practices Advisory Committee (ACIP) of the CDC voted on recommendations for the use of RSV vaccines and target population, recommending to postpone vaccination for adults under 60.
For safety reasons, although the FDA has approved the use of GlaxoSmithKline's Arexvy for the 50-59 age group this month, the committee still recommends delaying the decision until more data is collected and analyzed.
Last year, GlaxoSmithKline won two-thirds of the market share for RSV vaccines. Analysts say expanding the range of RSV vaccines may help consolidate the company's leading position this year.
In addition to Moderna, GlaxoSmithKline fell nearly 4% and Pfizer's stock price fell about 2.3% that day.
Analysts predict that GlaxoSmithKline's RSV vaccine sales this year will reach $1.59 billion, Pfizer will reach $1.47 billion, and Moderna will reach $370 million.