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Pressure For Bexsero: Fate Of Novartis Vaccines Unit Hangs On Success

Executive Summary

The EU CHMP’s recommendation in favor of Novartis’ Meningitis B vaccine Bexsero is a positive turn for the company’s vaccines business, but with the division’s sales and profits languishing, some investors are wondering if Novartis should cut its losses and get out of the space.

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Two vaccination campaigns will start in the U.K. this summer, one featuring GSK’s meningitis B vaccine Bexsero, recently acquired from Novartis, and the other vaccines against a growing threat from W strain meningococcus, as GSK plans to divest its own meningitis vaccines to Pfizer.

Same-Day BLA Filings Show Pfizer Has Gained Ground On Novartis In Meningitis B

Both companies have “breakthrough” therapy designations from FDA and both announced BLA filings on June 17, but Pfizer’s earlier completion of the rolling submission could give it an edge in the race to launch a meningitis B vaccine in the U.S.

Same-Day BLA Filings Show Pfizer Has Gained Ground On Novartis In Meningitis B

Both companies have “breakthrough” therapy designations from FDA and both announced BLA filings on June 17, but Pfizer’s earlier completion of the rolling submission could give it an edge in the race to launch a meningitis B vaccine in the U.S.

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