Expansion of RSV vaccine age group imminent, GlaxoSmithKline plc Sponsored ADR (GSK.US) significantly outperforms the S&P 500, highlighting alpha value.

The Wall Street giant Goldman Sachs Group, Inc. said on Monday that the British pharmaceutical giant GlaxoSmithKline plc Sponsored ADR (GSK.US) may experience "positive surprises" this week, primarily because the Advisory Committee on Immunization Practices (ACIP) of the Centers for Disease Control and Prevention in the United States is set to discuss whether to further expand the recommended range of the Arexvy respiratory syncytial virus (RSV) vaccine for use. According to reports, at the time of the release of Goldman Sachs Group, Inc.'s positive forecast report, the ACIP will hold a meeting where they will be responsible for officially endorsing the bulk use of GlaxoSmithKline plc Sponsored ADR's Arexvy and the competing RSV vaccine Abrysvo provided by the American pharmaceutical giant Pfizer Inc. in the relatively older age group. GlaxoSmithKline plc Sponsored ADR's stock price in the U.S. has risen by more than 5% this year, significantly outperforming the over 8% drop in the S&P 500 index, highlighting the defensive investment nature of the pharmaceutical giant GlaxoSmithKline plc Sponsored ADR in volatile markets, as well as the value of "alpha excess returns." The so-called "alpha" refers to returns that far exceed "beta returns" which refer to investment returns that significantly outperform those achieved by benchmark stock indexes. Returns achieved by tracking benchmark indexes are also referred to as "beta returns." In contrast, Pfizer Inc.'s stock price has fallen by over 15% this year, significantly underperforming the S&P 500 index, mainly because Pfizer Inc. has a much narrower pipeline compared to GlaxoSmithKline plc Sponsored ADR, lacking diversified pipelines to drive performance growth since the introduction of the COVID-19 vaccine and antiviral drugs during the COVID-19 pandemic, as well as ongoing setbacks in the development of the highly anticipated oral weight-loss drug. According to current RSV policy benchmarks in the United States, the Centers for Disease Control and Prevention currently recommend that U.S. residents aged 60-74 who are at higher risk of severe RSV infection, as well as all U.S. residents aged 70 and above, should consider receiving the Arexvy or Abrysvo vaccine. Regarding the core agenda of Wednesday's meeting, members of the Advisory Committee on Immunization Practices (ACIP) of the Centers for Disease Control and Prevention will vote after the meeting on Wednesday on whether to recommend expanding the vaccination range of the single-dose RSV vaccine to include adults aged 50-59 across the United States who are at high risk of severe RSV disease. The core point of the Goldman Sachs Group, Inc. research report shows that Goldman Sachs Group, Inc. analyst Rajan Sharma cited pre-meeting documents from the Centers for Disease Control and Prevention that state: "We believe it is highly likely that the ACIP vote will support expanding the recommendation for Arexvy vaccination to the 50-59 age group at high risk of relative aging, which will constitute a positive surprise factor for GlaxoSmithKline plc Sponsored ADR stock price and fundamentals." Although the leader in mRNA biotechnology, Moderna (MRNA.US), also has an FDA-approved RSV vaccine, its mRNA-based vaccine product is currently approved for people aged 60 and above only and has not yet officially expanded the age group for vaccination. Regarding policy effectiveness, investors should note that the recommendations of the members of the ACIP committee of the Centers for Disease Control and Prevention are not legally binding, but federal regulators in the United States and other countries or regions typically adopt these official recommendations before issuing final vaccine guidelines and formal approval for the promotion of medical documents. From a biotechnology and medical perspective, GlaxoSmithKline plc Sponsored ADR's Arexvy uses traditional protein subunit vaccine technology, with the antigen component being the stable pre-fusion F protein of the RSV-A subtype, and utilizes an adjuvant to enhance the immune response, making it particularly suitable for elderly people with weakened immune function. Abrysvo covers both major subtypes of RSV - RSV-A and RSV-B - with stable pre-fusion F proteins, without adjuvants, making it more suitable for a broad population without severe immunological diseases. In terms of clinical trial results, Arexvy is undoubtedly more impressive, which is why Arexvy currently has a much higher market share than Abrysvo and Moderna's RSV vaccine mRESVIA. Arexvy has an efficacy rate of 94.1% in preventing severe RSV lower respiratory tract diseases and a 72% efficacy rate in preventing acute RSV respiratory tract infections. Abrysvo has an efficacy rate of approximately 86% in preventing severe RSV lower respiratory tract diseases. mRESVIA has an efficacy rate of approximately 83.7% in preventing severe RSV lower respiratory tract diseases.