With a new vote from Centers for Disease Control and Prevention (CDC) vaccine advisers, the U.S. appears set for rival pneumococcal vaccine rollouts from two of the industry's biggest players.
At a meeting Wednesday, CDC's Advisory Committee on Immunization Practices (ACIP) voted to recommend Pfizer's Prevnar 20 and Merck's Vaxneuvance as routine immunizations to help protect against invasive disease caused by Streptococcus pneumoniae. Pfizer's shot protects against 20 serotypes, while Merck's defends against 15.
The advisers recommended the vaccines as routine immunizations for people 65 and older who haven't previously received a pneumococcal conjugate vaccine, plus those 19 to 64 with certain risk factors. While Pfizer's vaccine scored an ACIP recommendation as a one-and-done pneumococcal conjugate shot, the advisers said Merck's vaccine should be followed by a dose of the company's own pneumococcal polysaccharide vaccine Pneumovax 23.
Ahead of the meeting, there was a question of whether the advisers would "preferentially recommend" Pfizer's vaccine over its Merck rival, Cantor Fitzgerald analyst Louise Chen wrote to clients on Wednesday. Since they didn't, the recommendations set up a clash that "will have to be decided in the market."
Meanwhile, because the advisers recommended the shots for the 19 to 64 group with risk factors, that development could "meaningfully increase the peak sales potential" for the shots, Chen wrote. It's the first time any pneumococcal conjugate vaccine has been recommended for that group, the analyst said.
Next up, ACIP's recommendations head to CDC director Rochelle Walensky and to the Department of Health and Human Services for a final sign off. Once final, they'll be published in the CDC’s Morbidity and Mortality Weekly Report.
Pfizer and Merck's rival vaccines scored FDA approvals in June and July, respectively. For Pfizer, Prevnar 20 is a follow-up to the massively successful Prevnar 13, which before COVID-19 was the bestselling vaccine on the planet, generating about $6 billion annually.
Aside from their adult indications, the companies are racing to score FDA approvals for their next-gen vaccines in children. Merck has a lead in that age group and plans to submit its vaccine to the regulator this year, with Pfizer expected to follow next year.
Also at Wednesday's meeting, the advisers voted to recommend GlaxoSmithKline's shingles vaccine Shingrix for people 19 and older who are immunocompromised.