Amid slow Shingrix recovery, Glaxo pins hopes on adult vaccines


“Never has the world been more conscious of the opportunity in adult vaccinations,” Glaxosmithkline’s Emma Walmsley told reporters today. Glaxo’s missteps in Covid-19 mean that the chief executive was referring to the company’s shingles and RSV efforts, two areas in which the pharma giant has huge hopes. In the former disease Glaxo has Shringrix, its most important growth driver, which has been derailed by pandemic vaccination programmes; demand is returning in the US but is proving slower to build elsewhere, second-quarter results revealed. Shringrix will remain closely watched this year, and needs to live up to executives’ bullish predictions for recovery. Glaxo also desperately needs to deliver pipeline progress in the wake of promises made to disgruntled shareholders. Two minor clinical setbacks were disclosed today – the failure of the Moonstone trial testing Zejula and Jemperli in a tough ovarian cancer setting, and another Icos setback for feladilimab. However, an investor presentation hints at little substantial news beyond Covid-19 until next year, and this will disappoint those demanding more urgency from the company. Future updates should at least include the first pivotal data in RSV, the company's most important pending readout from its most promising pipeline project. 

Glaxo investor presentation.

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