Vaccines Respiratory
COVID Vaccine Sales, 2023 to 2025
Adult RSV Vaccine Sales, 2023 to 2025
Infant RSV Prevention: Beyfortus Sales
Flu Franchise Sales, 2025
COVID plus Flu Combo Pipeline
| Program | Company | Components | Status | Note |
|---|---|---|---|---|
| mCOMBRIAX (mRNA-1083) | Moderna | COVID + flu | EU-approved; US path follows mFLUSIVA | Single-injection respiratory franchise. US timing depends on flu label plus combination data. |
| mFLUSIVA (mRNA-1010) | Moderna | Flu only | FDA 5 Aug 2026, adults 50+ | First US mRNA flu shot. Traditional approval 50-64; accelerated 65+. ACIP still the demand switch. |
| Pfizer/BioNTech flu + COVID | Pfizer / BioNTech | COVID + flu | In development | Defends the Comirnaty seasonal slot with one injection. |
| Sanofi + Novavax Nuvaxovid | Sanofi / Novavax | COVID protein; flu separate | Nuvaxovid in selected Sanofi markets | Not a single-shot combo. Sanofi leads selected-market COVID commercial. |
| Arexvy / Abrysvo / mRESVIA | GSK / Pfizer / Moderna | RSV only | Approved; not annual | No commercial COVID+flu+RSV triple in 2026. RSV remains a separate visit. |
ACIP RSV Recommendation Path
FDA approves Arexvy and adult Abrysvo
Launch decks assumed a large, repeatable older-adult franchise.
ACIP: shared clinical decision-making for adults 60+
First recommendation is optional. Pharmacies cannot run a standing-order machine.
FDA approves maternal Abrysvo
Opens a pregnancy indication that competes with infant mAbs, not with Arexvy's older-adult slot.
FDA approves mRESVIA
Third adult product. Share fight inside a shrinking recommendation, not a new TAM.
ACIP: all 75+, risk-based 60-74, not annual
The load-bearing vote. Single dose. Arexvy sales fall from £1.238B (2023) to ~£0.6B.
ACIP adds 50-59 at increased risk
Widens eligibility without restoring annual boosters.
FDA approves Enflonsia (clesrovimab)
Second infant mAb. The prevention budget for babies is antibodies plus maternal Abrysvo.
US Adult Respiratory Coverage, 2025-26 Season
