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CLAIM #48369 · Pfizer Inc (PFE) · 2024Q1 earnings call · May 1, 2024 · due Dec 31, 2024

We think this will follow a seasonal trend. And we think we're very well positioned for the fall season for several reasons.

Aamir Malik · EVP and Chief U.S. Commercial Officer

PENDING
graded after results covering Dec 31, 2024 are reported

In context

nd treatments? Does that impact your future growth projections for this franchise? Albert Bourla: I think, Aamir, that's a question for you, then maybe Alexandre also, you can add because now we started already to register and approve the product in international markets. Aamir? Aamir Malik: Louise, thanks for the question. So it very much appears like the RSV vaccination market is following a seasonal trend, so you expect the dynamics in Q4 versus Q1 to be different. In Q1, what we saw for the market is for older adults, it certainly attenuated over the course of the quarter. So there was a peak in the second week of January, and then a steady week-by-week decline since then. Now in terms of the dynamics for our business and ABRYSVO, our performance was in line with what we expected. We think this will follow a seasonal trend. And we think we're very well positioned for the fall season for several reasons. One is we're progressing our retail contracting. Second is we have a real strength in the nonretail channel. You referred to GSK. They reported their revenues. When you look at the mix of U.S. revenues as reported, it's about a 60-40 mix. Our retail share is lower than that, but our nonretail share is much higher. And that portion of our business really doubled between Q4 and Q1 from about 9% to 17%. And I think that just speaks to our strength in doctors' offices and relationships we have with organized customers. And I'll also note that later this year, if approved, we will have a new presentation of ACT-O-VIAL, which demonstrates ease of administration, and also our clinical data, which Albert referred to in his remarks, for label expansion for ABRYSVO for 18- to 59-year-olds as we

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SEC filings for PFE · Claim quote is verbatim from the 2024Q1 earnings call.