Pfizer Secures Major Contract Over GSK for RSV Vaccine Supply in the UK

1. Contract Award: The UK government has selected Pfizer over GSK to supply 5 million doses of its RSV vaccine, Abrysvo, over the next two years.
2. Competitive Landscape: GSK's Arexvy vaccine had initially led the market, but Pfizer has been catching up, with Abrysvo showing strong sales growth in the fourth quarter of last year.
3. Market Share: GSK had a significant market share in the US, but Pfizer's win in the UK contract marks a significant shift in the competitive dynamics.
4. Vaccine Performance: Both vaccines have shown high effectiveness, with Arexvy demonstrating 94% protection against severe disease and Abrysvo showing 89% effectiveness.
5. Commercialization: Pfizer's Abrysvo is available in the UK and will be introduced in early August, while GSK's Arexvy has been available in major US retail pharmacies since mid-August.