Thread by @BertrandBio

$SAN $SNY sees limited opportunity for flu/COVID vaccine combo as fo now

"mRNA safety profile unfit for flu market", I think I agree with that, except maybe for the elderlies?

other hurdles for mRNA for flu market

VE vs imminogenicity for various flu vaccine candidates

like all the other mRNA players, $SAN $SNY pivoted to modified mRNA

$TBIO $SAN $SNY mRNA COVID vaccine phase 1

..."Tolerability profile in line with other unmodified
mRNA COVID-19 vaccines" (ie horrible with >50% Gr3 AEs at both doses for 45mg)... $CVAC $GSK

T. Triomphe, Head of $SAN $SNY vaccines, says the opportunity in COVID for the company's vaccine is limited. "Pre-orders for 2022-mid'23 are already placed. If the data are positive, it would just be a complement".

flu clinicam data so far with unmodif mRNA

pivot to modified mRNA from unmodified mRNA with clear improvement on reacto while keeping same levels of immunogenicity (not sure same constructs referred to in last 2 slides)
also LNP improvements exhibited

*clinical*

$SAN $SNY about lyophilized mRNA vaccines (data of lyophilized $PFE $BNTX bnt162b2/Comirnary are still due)

I find interesting that $SAN $SNY tries to really make efforts to align the properties of their future mRNA vaccines -esp. on reacto- while other players are just assuming that if we accepted a worse tol profile for COVID, then we would also accept the same for flu or flu/COVID

combos. I am not sure at all that this latter approach is the good one.

$SAN $SNY also says that late strain selection is not the solution to improve the flu vaccine efficacy. This is marketed as an advantage to prevent mismatch thx to shorter dev. of mRNA vaccines vs more common approaches.

$SAN $SNY view on post pandemic market in COVID: "up to 500m doses", estimates based on the size of flu mkt size, it would depend on what would be the severity of COVID by 2024+, what are the recommendations for regular boosters (65+ or comobidities driven), & freq of boosters