RSV Vaccine Sales Dip as Target Age Group Narrows in U.S.

RSV vaccine sales by GSK and Pfizer have dropped in the U.S. after regulators limited the eligible age group, affecting millions. Demand has decreased significantly during the autumn vaccination season, impacting both companies as they face future generic competition and shifting investor dynamics.

The sale of RSV vaccines from GSK and Pfizer has notably declined in the United States following regulatory adjustments to the eligible age group. The updated guidelines label it as a one-time vaccine, depriving millions who received it the previous year of another dose.

Independent pharmacists report a significant decrease in demand during the autumn vaccination season, with inquiries for respiratory syncytial virus vaccines dropping by up to two-thirds compared to last year. Data compiled by IQVIA and released in Wall Street analyst reports confirm this trend.

For Pfizer, the decline in sales is compounded by pressure from activist investors and diminishing interest in its COVID offerings, leading to a substantial drop in its stock value. Meanwhile, GSK still holds its market lead, but both companies are carefully eyeing future growth and competition.

(With inputs from agencies.)