抗原原罪人の免疫崩壊がはじまったアルね

 

LONDON/SHANGHAI Oct 9 (Reuters) - China's largest vaccines company Zhifei (300122.SZ) will pay British drugmaker GSK (GSK.L) 2.5 billion pounds ($3.05 billion) for the exclusive rights to distribute GSK's shingles vaccine in the world's No.2 pharmaceuticals market.

The deal is one of a series of moves by western pharmaceutical firms to seize a bigger share of China's market, including announcements from companies such as AstraZeneca.

The vaccine, named Shingrix, is GSK's top-selling medicine. GSK said the deal with Zhifei is part of its efforts to more than double sales of Shingrix, to more than 4 billion pounds ($4.88 billion), by 2026.

In a call with journalists, GSK's Chief Commercial Officer Luke Miels said Zhifei had an impressive track record of driving access to medicines in China, citing the company's deal with drugmaker Merck & Co (MRK.N) to distribute its Gardasil vaccine against human papillomavirus (HPV): "We essentially sought to replicate that with Shingrix."

The deal will result in the vaccine being available in more than 30,000 locations across China, up from 9,500 currently. This is important, Miels said, because unlike in most countries, people can only access vaccines at these locations, and not at hospitals, doctors' offices or health centres.

Zhifei will purchase volumes of Shingrix with a value to GSK worth 2.5 billion pounds over an initial three-year period, GSK said. GSK expects to extend beyond that three years, Miels said. The market for Shingrix in China, and also in Brazil and Mexico is "largely out-of-pocket", and the vaccine's launch in those markets is still in its early stages.

Miels said that Monday's deal gives GSK more money to put into research and development, and "more room to concentrate" on the development of drugs in its pipeline, instead of distribution of them.

 

POTENTIAL FOR FUTURE VACCINE DEALS

The agreement is set to start on Jan. 1. Zhifei shares were up as much as 20% to 58.40 yuan ($8.00) following the filing, their highest since March 27. GSK shares were up 1.2% by 0812 GMT, near their session high.

Shingrix is currently GSK's biggest product and strongest growth driver, taking in 1.7 billion pounds in first-half sales, up 20% from a year prior.

JPMorgan analysts said in a note that the announcement "de-risks GSK’s Shingrix China sales for the next three years" and holds the potential for as much as a 6% upgrade to 2026 consensus Core EPS (Earnings per Share) forecasts.

GSK's statement also said that Zhifei has granted it the "right of first refusal to be their exclusive partner for any co-development of an RSV vaccine for older adults in China".

The company launched its respiratory syncytial virus (RSV)vaccine, called Arexvy, in the United States after it was approved by regulators in May.

Barclays analysts said in a note last month that the first five weeks of prescription data showed that the vaccine's launch was off to a strong start and that GSK appeared to have the lead over Pfizer's (PFE.N) competing vaccine for RSV.

A GSK shareholder then told Reuters that if the strong start was maintained through September, it would mean consensus estimates for 2023 sales of Arexvy, at about 215 million pounds, are "way too low".

GSK is banking on Arexvy being its next blockbuster medicine, part of its efforts to ensure growth as it faces a combination of patent expiries and declining revenue from its current bestsellers by the end of this decade.

https://www.reuters.com/business/healthcare-pharmaceuticals/gsk-signs-shingles-vaccine-deal-with-chinas-zhifei-about-3-bln-2023-10-09/

数年間効くとされてるこのワクチンももうすぐ定期的アップデートの頻度が上昇していくかもね。

重要なのは免疫力だけではなく体内のウイルスやらバクテリアやら真菌のバランス。

この絶妙なバランスが多くの病気の発症を阻止している。

コウモリの飛行能力の根源でもある。

そしてほぼ全てのワクチンはこの重要なバランスをぶち壊す。

ｍRNA技術やワクチンのDNAコンタミネーションの問題なんて実は些細なことなんだゾ☆

、、、（爆ｗｗｗｗｗｗｗｗｗｗｗｗｗ