Pneumococcal 21-valent Conjugate Vaccine

摘要：肺炎球菌疫苗市场迎来新变量，默克旗下成人肺炎球菌疫苗 Capvaxive 上市后取得强劲开局。这款备受行业关注的疫苗，在同类产品竞争激烈的背景下脱颖而出，不仅展现了默克在疫苗领域的研发实力，也为成人肺炎球菌疾病预防带来新选择。本文将从产品表现、市场格局及行业影响三方面，解析 Capvaxive 的市场突围之路。一、Capvaxive 上市即热销 临床优势成核心驱动力 默克最新推出的成人肺炎球菌疫苗 Capvaxive，上市后迅速获得市场认可，开局表现超出行业预期。据行业监测数据显示，该疫苗在上市首季度的处方量和接种率均实现快速增长，尤其在中老年高风险人群中接受度较高。 Capvaxive 的强劲表现得益于其突出的临床数据。该疫苗针对成人常见的肺炎球菌血清型提供广泛保护，在临床试验中展现出优异的免疫原性和安全性。与传统疫苗相比，其在保护时效和覆盖范围上的优势，成为医生和患者的重要选择依据。 此外，默克针对 Capvaxive 的市场推广策略精准发力。通过学术会议宣讲、基层医疗机构培训等多种形式，快速提升产品在医疗圈的认知度，为市场拓展奠定了坚实基础。二、肺炎球菌疫苗市场竞争加剧 巨头博弈升级 成人肺炎球菌疫苗市场长期以来竞争激烈，赛诺菲、辉瑞等医药巨头均有核心产品布局。Capvaxive 的强势入局，进一步搅动了市场格局。 目前，全球成人肺炎球菌疫苗市场规模已达数十亿美元，且随着人口老龄化加剧，市场需求持续增长。传统产品凭借先发优势占据一定市场份额，但 Capvaxive 的出现正在改变竞争态势。行业分析指出，这款新疫苗的上市可能引发市场份额的重新分配，头部企业的竞争将更加白热化。 面对 Capvaxive 的冲击，竞争对手也在积极应对。部分企业已启动产品升级研发，或通过价格调整、渠道拓展等方式巩固市场地位，疫苗市场的新一轮博弈已然开启。三、新疫苗落地 助力成人肺炎防控体系完善 Capvaxive 的顺利上市和良好开局，不仅为默克带来商业增量，更对成人肺炎球菌疾病防控具有重要意义。肺炎球菌感染是导致成人肺炎、败血症等严重疾病的重要原因，尤其对老年人和免疫力低下人群构成重大威胁。 这款新疫苗的普及，将进一步丰富成人肺炎球菌防控的手段，有助于降低相关疾病的发病率和死亡率。公共卫生专家表示，Capvaxive 的临床优势能够满足部分未被充分覆盖的防控需求，对完善公共卫生防控体系具有积极作用。 从行业发展来看，Capvaxive 的成功也为疫苗研发提供了新方向。其在抗原设计、生产工艺上的创新，或将推动行业技术升级，促使更多企业加大在成人疫苗领域的研发投入。 随着 Capvaxive 的持续市场渗透，成人肺炎球菌疫苗市场将进入更加多元的竞争阶段。对于默克而言，如何维持开局优势、扩大市场份额，仍需在产品供应、渠道建设和学术推广上持续发力。而这场疫苗市场的竞争，最终将惠及广大消费者，为成人健康提供更全面的保障。 参考来源：https://www.fiercepharma.com/pharma/vaccines-struggle-mercks-adult-pneumococcal-shot-capvaxive-strong-start 识别微信二维码，添加生物制品圈小编，符合条件者即可加入 生物制品微信群！ 请注明：姓名+研究方向！ 版 权 声 明 本公众号所有转载文章系出于传递更多信息之目的，且明确注明来源和作者，不希望被转载的媒体或个人可与我们联系(cbplib@163.com)，我们将立即进行删除处理。所有文章仅代表作者观不本站。

Whilst attention in recent times has been on the financial performance of Bristol Myers Squibb's and Merck & Co.'s respective PD-(L)1 inhibitors Opdivo and Keytruda, much of the focus on their latest quarterly results was on the progress of new launches. With patent expiration looming for Keytruda in 2028, Merck reported that third-quarter sales of pulmonary arterial hypertension therapy Winrevair jumped 141% to $360 million, although missing estimates of around $410 million. The company explained that the product — which was first approved in March last year — suffered a negative impact of around $40 million from the timing of distributor purchases. Leerink analyst Daina Graybosch said that while "still relatively early following a cautious launch, we expect growth to accelerate," given a recent label expansion by the FDA. Merck is also hoping to further expand use of Winrevair into pre- and post-capillary pulmonary hypertension, which Graybosch noted could "significantly expand [its] market opportunity." Meanwhile, revenue from Merck's pneumococcal 21-valent conjugate vaccine Capvaxive reached $244 million, up from $47 million in the prior year. The jab gained initial clearance in mid-2024 for use in adults, with recent data suggesting that it may also be effective in at-risk children. Keytruda grows (for now) Keytruda — which could face US government-mandated price negotiations as early as 2027 — continues to grow, with sales lifting 10% in the third quarter to $8.1 billion, but falling short of estimates of $8.3 billion. However, Merck's second-biggest product Gardasil/Gardasil 9 suffered a 24% decline in revenue to $1.7 billion, mainly as a result of lower demand in China.  Overall sales in the three-month period grew 4% to $17.3 billion, topping analyst forecasts of $17 billion, with net income up 83% at $5.8 billion.  For the current year, Merck now expects sales of between $64.5 billion and $65 billion, narrowed from an earlier range of $64.3 billion to $65.3 billion. Meanwhile, earnings per share are now seen between $8.93 and $8.98, lifted from a prior range of $8.87 to $8.97. 'Urgency' around deals Along with new launches, CEO Robert Davis said that Merck is continuing to look at potential acquisition targets with "urgency," building on its recent $10-billion purchase of Verona Pharma. "We're not done. We do need to do more," Davis remarked, noting that particular areas of focus will be oncology — where there continues to be "a lot of opportunities" — immunology and cardiometabolic. "We're open to Phase I, all the way through Phase III," Davis indicated, with deals valued at between $1 billion and $15 billion. "As is always the case, science will drive us. And when we see a scientific opportunity where there’s an unmet…if we see value, we'll move." Cobenfy falls short… At BMS, attention is not only centered on the financial performance of Cobenfy — approved last year to treat schizophrenia — but also on an upcoming readout from the ADEPT-2 study in Alzheimer's disease psychosis. The product generated $43 million in the third quarter, but missed analyst estimates of around $48 million. Gained through the $14-billion purchase of Karuna Therapeutics, BMS has high hopes for Cobenfy. Chief commercialisation officer Adam Lenkowsky remarked on a conference call alongside its quarterly results that the product "is going to deliver continued steady growth in schizophrenia," with additional indications fuelling this in the long term. "But we are confident that Cobenfy will be a big drug over time." For a more detailed look at Cobenfy's prospects, read Spotlight On: Cobenfy's outlook remains constrained by unclear market positioning, and Vital Signs: BMS turns a new growth leaf ahead of critical Cobenfy readout. …but overall sales beat Aside from Cobenfy, BMS reported that Opdivo sales grew 7% in the quarter to $2.5 billion, while top seller Eliquis surged 25% to $3.7 billion. The company's overall revenue increased 3% to $12.2 billion, topping analyst estimates of $11.8 billion, while net income reached $2.2 billion, versus $1.2 billion in the prior year. "The beat in the quarter was primarily driven by growth portfolio revenues, which grew 18% year-over-year to $6.9 billion, and particularly the immuno-oncology portfolio," noted William Blair analyst Matt Phipps. For the full year, BMS now expects sales of between $47.5 billion and $48 billion, up from a previous range of $46.5 billion to $47.5 billion. Meanwhile, earnings per share are seen between $6.40 and $6.60, narrowed from a prior prediction of $6.35 to $6.65.