GSK Shingrix Shingles Vaccine Seen Displacing Zostavax After US FDA Approval
US FDA OK for its two-shot shingles regime gives GSK a likely blockbuster with a clear best-in-class profile.
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GSK said its oncology pipeline has doubled in size since July to include 16 assets in the clinic and highlighted the newly in-licensed bifunctional immunotherapy M7824.
Shingrix's 90%-plus efficacy and reduction in postherpetic neuralgia gives GSK's vaccine edge over Merck's Zostavax. CDC advisory committee to vote on lower age for vaccination and use in Zostavax recipients.
There's optimism around Novartis as it heads into its final quarter with Joe Jimenez in charge, while Lilly faces impending headwinds, GSK will be touting Shingrix for future growth as vaccines growth tempers, and Amgen treads a complicated path through the biosimilar landscape.