GlaxoSmithKline

GSK's mRNA-based seasonal flu vaccine successfully completed phase II trials, showing positive immune responses and safety profiles, advancing to phase III. The company's full control over development and manufacturing from CureVac, along with AI/ML-based optimizations, strengthens its mRNA vaccine program. GSK's financial stability, with a market cap of $88.32B and a dividend yield of 3.46%, supports ongoing vaccine technology investments.

GSK's phase II trial of HSV vaccine candidate GSK3943104 did not meet primary efficacy objectives, halting progression to phase III. No safety concerns were observed, and the study will continue for safety monitoring and data collection on recurrent genital herpes.

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CureVac N.V.’s press release includes forward-looking statements about future events and results, such as potential vaccine efficacy, strategies, financing plans, and market growth. These statements are not guarantees and are subject to risks, including economic conditions, regulatory approval, competition, and the COVID-19 pandemic. The company does not update forward-looking statements and advises readers to consult SEC filings for further information.

Adam Feuerstein is a senior writer covering drug development, business, Wall Street, and biotech, co-host of The Readout Loud podcast, and author of Adam’s Biotech Scorecard.

Mepolizumab significantly reduced COPD exacerbations in MATINEE trial, showing a clinically meaningful reduction in annualized rate of moderate to severe exacerbations compared to placebo, with consistent safety profile.

GSK's early-stage HSV vaccine candidate, GSK3943104, failed to meet primary efficacy in a phase II trial, halting further development. No safety concerns were identified, but the setback impacts the search for effective genital herpes vaccines. GSK will continue to analyze data for future HSV research.

Moderna forecasts $2.5-$3.5B in 2024 sales, with 25% annual revenue growth from 2026-2028 driven by new product launches. The company anticipates 10 new product approvals by 2027, with meaningful revenue from 2028. Moderna plans to expand RSV vaccine approval to high-risk adults under 60 and focus on a COVID-influenza combination shot.