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GSK, Pfizer, and Moderna: New RSV Vaccine Guidance Shrinks, but Long-Term Potential Remains
The Centers for Disease Control and Prevention refined its RSV vaccine recommendations to adults aged 75 and older as well as those 60 to 74 years old at higher risk for RSV disease, which is a smaller group than the initial guidance for adults aged 60 and older. However, we don’t expect a major impact on the long-term potential for the RSV vaccines from GSK, Pfizer, and Moderna. We are maintaining our fair value estimates and moat ratings for the firms.