Vaccine stocks in focus as CDC experts set to review immunizations under RFK Jr.
Seeking Alpha News (Tue, 15-Apr 8:38 AM)
Vaccine makers targeting COVID-19 to measles will come under investor scrutiny on Tuesday as a group of independent experts at the CDC are scheduled to meet for the first time to review U.S. immunization guidelines under Robert F. Kennedy Jr., a well-known vaccine skeptic.
The two-day meeting of the CDC’s Advisory Committee on Immunization Practices (ACIP) will include an update on the U.S. measles outbreak and presentations on COVID-19, RSV, and Mpox vaccines, among others.
The meeting, which was previously scheduled for Feb. 26-Feb. 28, was postponed by nearly two months to Apr. 15-Apr. 16 after the confirmation of RFK Jr., who has a long history of issuing alarming and sometimes controversial statements on vaccines.
Ahead of the meeting, Goldman Sachs issued a positive view on GSK’s (NYSE:GSK) RSV vaccine Arexvy, which, along with its rival Pfizer’s (NYSE:PFE) shot Abrysvo, will come under ACIP review for a potential broader CDC recommendation targeting those aged 50-59 years.
Other vaccines to be discussed at the meeting include the mpox vaccine Jynneos from Bavarian Nordic (OTCPK:BVNKF), (BAVN) (OTCPK:BVNRY), Moderna’s (NASDAQ:MRNA) next-gen COVID shot mRNA-1283, and its RSV vaccine, mRNA-1345.
At the meeting, the ACIP experts will also discuss and vote on 2025–2026 COVID-19 vaccine recommendations with potential readthrough to leading COVID shot makers such as Pfizer (NYSE:PFE)/BioNTech (BNTX), Moderna (NASDAQ:MRNA), and Novavax (NASDAQ:NVAX).
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