Re: thoughts on the GSK call
Yes GSK likes their flu program, and see vaccines as their key future profits sector. The do spend money in acquiring assets and infrastructure.
Single correction their RSV program is in ph2. They are behind technically speaking but could launch a ph3 in ‘maybe a year’. That said they are looking at their candidate closely before they do decide on ph3. There has been a discussion about appropriate RSV surrogates of immunity/efficacy and I think they will remain looking at improving what they have before jumping forward. Their oh2 strategy has been an interesting array of dose/adjuvant combos in different test groups. Tells me they are not entirely sure of best foot forward.
Not a suggestion they feel a need to buy the competition, just a note that they don’t seem fully convinced of what they will take forward