The US vaccine supplier Moderna (mrna.us) and the European Commission (EC) jointly revised the cooperation agreement to allow EU Member States to obtain enhanced vaccines in late 2022 or early 2023. The booster of spike VAX, a new coronal vaccine supplied by Moderna, was originally planned to be delivered in the second quarter of 2022.
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This move may indicate that the demand for the new crown vaccine in the European market is about to decline. Some Wall Street analysts predicted that due to sufficient supply, the sales of new crown vaccines and therapeutic drugs would tend to be stable, while some vaccine suppliers said they were continuing to assess the demand outlook.
Moderna said that the member states participating in the procurement will likely obtain the new bivalent enhancer candidate drugs they hope to obtain after the approval of the European Drug Administration (EMA).
The company's bivalent product prototype and the candidate enhanced vaccine for Omicron (mrna-1273.214) are currently undergoing phase 2/3 trial evaluation. In a press release on June 2, the company said that it was expected that the initial data of mrna-1273.214 would be informed in June to countries in the northern hemisphere that needed a new coronal vaccine booster this fall.
Moderna pointed out that the company still predicted that the amount of advance purchase agreement in 2022 would reach US $21billion, and believed that the actual market demand for new crown vaccine would lead the sales volume in the second half of 2022 to be slightly higher than that in the first half.
