Arexvy had one good year. Then Pfizer’s contracting team outperformed GSK’s. No maternal indication for Arexvy either. The RSV market projections by 2030 were cut by 2/3 because ACIP gave very poor recommendations (rightfully). 75+ one dose and 60+ only with comorbidities. Kiss the 50 and over indication bye bye. Arexvy won the battle and lost the war. Shingrix being a blockbuster success, hmm, maybe in the beginning but the numbers from the last 3-4 years speak for themselves. Can you say tanking. And if you don’t say it, leadership will. That’s why the micromanagement is through the roof. Layoffs (via PIP’s) are coming. They know the 15% growth isn’t happening. 40% immunization post launch, congrats but it’s not going up much from there. Most people who wanted shingrix have got it. The IRA already got those who couldn’t afford it so now what’s left is people who don’t want any vaccines (growing by the day) and those on the fence who doctors aren’t spending time trying to convince. Oh, and those turning 50 but most won’t get it at 50. Leadership not knowing how to impact the market and leading through fear and micromanagement is a poor recipe for success. Your last comment reciting the commercials and the incidence of shingrix is embarrassing lol. People don’t care that shingles doesn’t care. The numbers confirm that. Best of luck, there’s no worse division to be in right now than the VBU.
