Specialist
Former VP at GlaxoSmithKline plc
Agenda
- Key trends impacting the flu vaccine market, including coronavirus and entrance of mRNA vaccine technology
- Approved flu vaccines similar to those from Sanofi (NASDAQ: SNY), GlaxoSmithKline (NYSE: GSK) and Seqirus (ASX: CSL), discussing market demand and challenges
- Entrance and potential of mRNA technology for flu vaccines in light of developments from Sanofi and Translate Bio and Pfizer (NYSE: PFE)
- Key market developments, including Novavax's (NASDAQ: NVAX) NanoFlu and potential for bundling and/or combining the flu and coronavirus vaccines
- Outlook for Q4 2021 and beyond
Questions
1.
Could you give an overview of the key dynamics impacting the flu market as it’s evolving in the US, as well as how the coronavirus pandemic is changing the market?
2.
Given the political climate and some degree of hesitancy around coronavirus vaccines, should we expect these opinions to carry over to flu vaccines? What can we take from last year’s flu season to shape our expectations for this year?
3.
Could you expand on how you expect the flu market to continue evolving? Should we expect it to accelerate or decelerate, especially as you mentioned the numbers of recorded cases have been going down significantly?
4.
There are several types of flu vaccines on the market from players such as Sanofi, GSK and Seqirus. Could you outline the approved flu vaccines and how they differ mechanistically? Do you have any other comments on the flu virus?
5.
The biggest trend impacting the flu vaccine market and other markets is the entrance of mRNA technology following the success of Pfizer and Moderna’s mRNA coronavirus vaccines. Players such as Sanofi, Pfizer and Moderna have hopped on this trend for the flu. What is your take on mRNA technology and its general impact on vaccinations?
6.
Sanofi and Translate Bio have initiated a phase 1 clinical trial of two formulations of their mRNA flu vaccine, MRT5400 and 5401. How would you assess the approach they’re taking with evaluating the safety and immunogenicity of a monovalent flu vaccine candidate coding for the AH3N2 strain of the flu virus?
7.
Pfizer has announced it’s begun a clinical trial to test a flu vaccine designed with the same mRNA technology behind its successful coronavirus vaccine. Who are you most excited about out of Pfizer, Sanofi and other players we haven’t discussed?
8.
Do you have any closing thoughts?
