The new data released on Thursday at IDWeek provides a clearer picture of Abrysvo's performance in preventing severe illness and hospitalization. The results came from Kaiser Permanente in Southern California, although the trial was funded by Pfizer and included co authors from Pfizer.

This retrospective study observed patients aged 60 and above who were hospitalized or visited the emergency room due to severe acute respiratory disease. In this group, the effectiveness of the vaccine in preventing the most severe respiratory cases was 90%, with only one positive case found among patients who received the Abrysvo vaccine. The confidence interval is wide, ranging from 24% to 99% in preliminary analysis.

Although the results were not significantly different from those shown by the company in previous trials, this study is the first to review individuals with compromised immune function as they were not included in the Phase 3 study.

Despite the introduction of the RSV vaccine for the first time, the RSV related hospitalization rate among people aged 65 and above in the autumn and winter of last year was the highest on record in the past seven years.

According to CDC data, the hospitalization rate for this age group reached a peak of 9.4 hospitalizations per 100000 people in the last week of December 2023. The second highest weekly hospitalization peak in the past seven years was 6.1 per 100000 people in the 2022-2023 season, as people moved away from Covid-19 prevention measures and the prevalence of other respiratory diseases surged.

Public health officials have changed their RSV vaccination strategy during the summer, from recommending that anyone aged 60 and above consult a healthcare professional before getting vaccinated to directly recommending that people in the same age group at higher risk of severe illness get vaccinated. CDC consultants also stipulate that anyone aged 75 and above should be vaccinated. In the first season, about a quarter of people aged 60 and above were vaccinated.

However, as the previous guidelines technically included anyone aged 60 and above, investors and analysts expect that the new guidelines may actually narrow the market. However, clinical doctors and pharmacists believe that the new guidelines will be easier to implement and they can more confidently recommend who should get vaccinated.

The latest data evaluated by Jefferies in early October found a 40% decrease in vaccine prescriptions compared to the same period in 2023. But there are also hopeful signs, as both GlaxoSmithKline and Pfizer achieved double-digit increases in prescription volume in the last week of September compared to the previous week. According to Jefferies, the prescription volume of Moderna vaccine mRESVIA is also increasing every week, but these increases are "gradual".

Summary
According to Pfizer's latest R&D pipeline update as of July 30, 2024, currently, Pfizer only retains one early-stage RSV and influenza combination vaccine PF-07941314 in the RSV treatment field. RSV remains a key investment area for Pfizer, especially in RSV vaccine products.

In May 2023, Pfizer's RSV vaccine ABRYSVO was approved by the FDA for marketing. As a vaccine used to prevent RSV in pregnant women, infants, and elderly people aged 60 and above, its market performance has been outstanding. In 2023, Pfizer's RSV vaccine ABRYSVO achieved sales of $890 million, becoming Pfizer's sixth best-selling product. Within just 7 months of being approved for listing, ABRYSVO's sales approached $1 billion, fully demonstrating its strong market potential and public demand for effective RSV prevention measures.

However, the RSV vaccine Abrysvo, which was previously highly anticipated, had a revenue of only $200 million in the first half of 2024, a significant decrease compared to its first year sales of $890 million in 2023. Not long ago, the US CDC recommended narrowing the vaccination scope to all elderly people aged 75 and above and high-risk groups aged 60 and above, resulting in a significant reduction in the applicable population and limited market potential in the future. However, Pfizer still submitted a supplementary application for the age range of 18-59.

Source: https://pharm.jgvogel.cn/c1452527.shtml