CLAIM #48308 · Pfizer Inc (PFE) · 2023Q3 earnings call · Oct 31, 2023 · due Dec 31, 2023
“Finally, I think that, just from a momentum perspective, we expect things to continue. The vaccinations really are happening throughout this time now – October, November, December are big vaccination months.”
Angela Hwang · Chief Commercial Officer
In context
“ctually happening. So it was able to ride off the coattails of flu vaccinations, which you know are very high. Right? September, October. We have about a 70% co-administration rate. The performance we're seeing on ABRYSVO is truly driven by vaccinations. To your comment about market share, yes, we are seeing a similar market share to what you have just said. That is because, right now, the retail setting is driving a lot of the vaccinations. But don't forget that that's not where all vaccinations are taking place. We also have non-retail settings such as health systems, doctors' offices, those are also being engaged. And those particular settings, Pfizer actually has a leading preference. They are smaller in proportion, but still. So I think we have to look at all channels of the market. Finally, I think that, just from a momentum perspective, we expect things to continue. The vaccinations really are happening throughout this time now – October, November, December are big vaccination months. From where we are right now, RSV is only 5% of the entire vaccination rate of the eligible populations. So I think that the conclusion is we're very early in the innings of this launch. It's doing better than we thought. But where we are going to be, I think, is a place where there's tremendous opportunity for driving uptake in older adults, but also maternal, which, as you know, we just got the approval for. Operator: Next, we have Carter Gould with Barclays. Carter Gould: Maybe if you go back to oral danu, when we do get the Phase 2 data, what should our expectation be around communicating plans for Phase 3, which I guess is just a quicker way of saying, what's a reasonable expectation for how quickly you could turn around the Phase 2 and start a Phase 3 and how much work Pfizer has alr”
Verify independently
SEC filings for PFE ↗ · Claim quote is verbatim from the 2023Q3 earnings call.