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Speaker 1: Maderna, rising after the pharmaceutical manufacturer reported fourth quarter revenue

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Speaker 1: the beat estimates. The company is saying it captured a

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Speaker 1: greater share of the covid vaccine market in the fall.

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Speaker 1: What It also expects regulators to approve its second commercial

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Speaker 1: product this year, a vaccine for RSV CEO Stephan Bansal

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Speaker 1: called in twenty twenty three a quote year of transition

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Speaker 1: as we adapted to the endemic market. Stephane a place

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Speaker 1: to say, catch u up with us again. It's definitely

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Speaker 1: been a wonderful front of this program over the last

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Speaker 1: year or so. It's great to catch up with you again, sir.

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Speaker 1: I just want to go to that market share story

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Speaker 1: around COVID vaccines. How did you do that? Where did

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Speaker 1: that come from?

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Speaker 2: So a lot of hard.

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Speaker 3: Work and also being able to communicate two doctors that

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Speaker 3: the two amount vaccines are not the same, and so

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Speaker 3: if you look at the real world evidence, we have

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Speaker 3: actually less hospitalization of people on the modern vaccine than

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Speaker 3: the over vaccine. We've also been partnering with pharmacies to

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Speaker 3: make sure we get the message out. So the team

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Speaker 3: has done a lot of different activities to ensure that

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Speaker 3: we get the share that we think we deserve. We

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Speaker 3: had thirty percent share in twenty twenty two, and we're

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Speaker 3: very pleased to have forty eight percent share in the

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Speaker 3: fall of twenty twenty four.

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Speaker 4: Stefan, do your investors still ask about COVID vaccines or

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Speaker 4: are they're much more interested in, say a melanoma vaccine

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Speaker 4: or some sort of using this technology to prevent cancer.

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Speaker 2: I mean both.

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Speaker 3: If you think about MODERNA, very much more to MODERNA

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Speaker 3: than COVID. So on the one hand, they want to

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Speaker 3: understand the COVID sales and how we're going to grow

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Speaker 3: the COVID sales and layer on that ursv sales and

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Speaker 3: the food sales because the respiratory franchise is going to

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Speaker 3: be a nand court to MODERNA forever because those virus

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Speaker 3: are not leaving the planet. But of course we are

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Speaker 3: very excited about the future. I mean, we have a

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Speaker 3: nine product in le search pipe plane if liing cancer.

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Speaker 3: But also you know we are genetic disease, and so

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Speaker 3: it's a very exciting time for MODERNA because they're getting

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Speaker 3: the existing products, but they're looking forward to the sales

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Speaker 3: growth delivered by the pipeline.

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Speaker 4: So on one hand, when you talk when you talk

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Speaker 4: about RSV, are we talk about COVID. There's the question

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Speaker 4: we were talking about regulatory risk, the regulatory boon of

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Speaker 4: say the CDC is coming out and recommending that everybody

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Speaker 4: get these shots every year or mandating it for certain positions.

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Speaker 4: Are you expecting that to be the case with things

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Speaker 4: like RSV?

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Speaker 3: I mean, if you're about ours, it is mostly a

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Speaker 3: risk for the elderly and the very young children. So

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Speaker 3: I think the current guidelines know of vaccinations for the

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Speaker 3: elderly makes a lot of sense.

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Speaker 2: And we were all very surprised.

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Speaker 3: Actually about the number of people who got the RSB

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Speaker 3: shot last year.

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Speaker 2: You know, it was much higher than any analysts forecasted.

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Speaker 3: So we're very excited because not only with a great

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Speaker 3: product in efficacy, a very good safety profile, but if

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Speaker 3: a product is approved by the regulators, which could come

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Speaker 3: as early as mid twelve, that's the AfD to do.

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Speaker 3: For date, we could be the only product available to

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Speaker 3: healthcare professional in a pre fill syringe, and that's really important.

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Speaker 3: As you know, there's a lot of label short helps

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Speaker 3: in healthcare professional, especially very cute in pharmacy retail chains,

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Speaker 3: and if you think about the full season the pharmacies

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Speaker 3: are very busy.

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Speaker 2: They have to do the usual work.

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Speaker 3: There's a lot of products for people and through shots

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Speaker 3: and COVID shots and now OURSV shots, but the two

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Speaker 3: products available on the market are pretty tedious. One of

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Speaker 3: them is nine steps of preparation. The O one is

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Speaker 3: four steps of proporation when Moderna again, if approved, will

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Speaker 3: be the only.

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Speaker 2: Product that is pre fill syringe.

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Speaker 3: You take it out of the fridge, you clean the arm,

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Speaker 3: you inject it, you put a bat day, you are done.

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Speaker 3: I really believe that healthcare professional are going to be

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Speaker 3: delighted with our product, Sepan.

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Speaker 5: That's what I want to ask you. You mentioned COVID

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Speaker 5: flow RSV. So many vaccines individuals need to get in

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Speaker 5: the winter, so if you had this one shot, it

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Speaker 5: would save a lot of time and frankly, it'd be

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Speaker 5: a lot easier probably in appetizing people to actually go

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Speaker 5: out and get it. But what is the timeline when

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Speaker 5: can we see that actually go to market?

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Speaker 3: So that's one of the other exciting news coming for

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Speaker 3: twenty four is we shared last year the phase two

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Speaker 3: data of our COVID plus through combo in a single dose.

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Speaker 3: We should see this year the phase three data. Based

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Speaker 3: on the platform that we have and what we've seen

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Speaker 3: with COVID, with URSV and THROUGH, I expect the Phase.

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Speaker 2: Three to be positive.

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Speaker 3: If it is positive, we will finally to regulate all

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Speaker 3: so you could see these available in pharmacies as early

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Speaker 3: as a fall of twenty five. So that's another exciting differentiation.

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Speaker 3: We will have use traditional THROUGH playoffs and traditional COVID playoffs.

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Speaker 1: Stephan, I know we're against the clock with you. You've

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Speaker 1: got a busy morning. I just want to squeeze the

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Speaker 1: same the RSV shot. What are you learning about the

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Speaker 1: durability the protection offers because as we understand based on

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Speaker 1: recent reports coming from you, maybe it doesn't last as

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Speaker 1: long as the competitor and they're offering does. So it

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Speaker 1: makes me wonder does that effect approval? Is that going

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Speaker 1: to affect your competition against that competitor as you want

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Speaker 1: to roll that one out.

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Speaker 3: Actually, if you look at the data, we're very confident

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Speaker 3: about our profile and if you look the data of

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Speaker 3: your vaccine, they also wane.

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Speaker 2: And so if you.

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Speaker 3: Look at what we're going to have in the marketplace,

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Speaker 3: I think it's going to be very very similar to

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Speaker 3: what's available today.

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Speaker 2: So I don't think that's going to be an issue

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Speaker 2: at all.

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Speaker 1: Stephan got to leave it there. We promised that you'd

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Speaker 1: escape for the band seven thirty eight, so you can.

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Speaker 1: Stefan Bansal, the Maturner CEO. Thanks Stefan, great to catch out.

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Speaker 1: Thank you, sir,