logo
RFK Jr's vaccine panel recommends new RSV treatment for infants

RFK Jr's vaccine panel recommends new RSV treatment for infants

Yahoo6 hours ago

Robert F Kennedy Jr's reconstituted vaccine advisory panel recommended a new treatment to prevent respiratory syncytial virus (RSV) in infants.
The treatment, a new monoclonal antibody called clesrovimab, which will be sold under the brand name Enflonsia by Merck, was recommended by the powerful committee after being approved by the Food and Drug Administration (FDA) roughly two weeks ago.
The tortured vote took place a day late and after rounds of questions from the panel's seven new members – all ideological allies of Trump health secretary, who views 'overmedicalization' as one of the greatest threats to American children.
Related: US pediatricians criticize RFK Jr's new vaccine panel: 'Truly an embarrassment'
'I think we need to ask ourselves what the parent would say given this data,' said Dr Retsef Levi, a Massachusetts Institute of Technology professor of operations management, who over hours of hearings has proven to be an outspoken skeptic of the medications under review. He said he would be 'concerned' and ultimately voted against recommending the monoclonal antibody.
The panel, formally called the Centers for Disease Control and Prevention's advisory committee on immunization practices (ACIP), is a critical federal advisory board that recommends how the agency should distribute vaccines and other interventions, such as monoclonal antibodies, to the American public.
Kennedy's decision to remove its 17 serving members and replace them with hand-picked appointments has been roundly condemned by the medical establishment. The meetings are must-watch in scientific and medical circles.
The vote is just one order of business for the panel, which is set to consider a much more controversial issue this afternoon – thimerosal in influenza vaccines. The ethylmercury-based preservative was removed from routine childhood vaccines in the early 2000s, but its use is considered an issue of settled science.
Thimerosal use has remained a talking point for anti-vaccine advocates for decades. The preservative is contained in multi-dose vials of influenza vaccines. Experts have argued that removing the ingredient would force manufacturers to ship only single-use vials, which would be more expensive. Curtailing vaccine access has been a goal of anti-vaccine advocates.
Kennedy unilaterally fired all 17 members of the ACIP in June citing conflicts of interest, and replaced the group with eight ideological allies. One of those appointees, Dr Michael Ross, dropped out of the panel on Tuesday after a government financial review, and after it was publicly reported that he was not employed by two universities where Kennedy said he held appointments. That has left seven members – far less than the panel's typical 19 voting members.
The vote for members was whether to recommend clesrovimab, a monoclonal antibody, for all infants younger than eight months old born during or entering RSV season. They also voted on whether to include that drug in an important program called Vaccines for Children, through which about half of all American children access vaccines.
Although five members ultimately voted yes, it was only after lengthy discussion, a no vote from Levi, and a second no from nurse Vicky Pebsworth, who served as the volunteer research director for one of the nation's oldest prominent anti-vaccine groups.
RSV is the leading cause of hospitalization among US infants, and most infants are infected in the first year of life. Between 2% and 3% are hospitalized, a majority of whom have no underlying health conditions. Before 2023, there was no long-acting prevention for RSV.
The efficacy of monoclonal antibodies wanes over time. Although some ACIP members asked whether it was problematic to push the likely transmission of the disease to toddlerhood, CDC career scientists said that was the point – the most dangerous time for a child to contract RSV is in the first months of life.
'Part of what we want to do is protect them when they're most vulnerable,' said Adam McNeil, CDC deputy branch chief for epidemiology in respiratory viruses. 'The biggest impact among those newborns is getting those [ages] zero to two months [old] – and getting them through that vulnerable period.'
In the 2024-2025 respiratory disease season, 57% of infants were either born to a vaccinated mother or received monoclonal antibodies at birth. As a result, hospitalizations from RSV were reduced by 30%-40%, according to CDC data.

Orange background

Try Our AI Features

Explore what Daily8 AI can do for you:

Comments

No comments yet...

Related Articles

FDA approves Gamifant® (emapalumab-lzsg) as first-ever treatment for adults and children with Macrophage Activation Syndrome in Still's disease
FDA approves Gamifant® (emapalumab-lzsg) as first-ever treatment for adults and children with Macrophage Activation Syndrome in Still's disease

Yahoo

time31 minutes ago

  • Yahoo

FDA approves Gamifant® (emapalumab-lzsg) as first-ever treatment for adults and children with Macrophage Activation Syndrome in Still's disease

Approval based on the pooled analysis of our pivotal EMERALD and NI-0501-06 studies, showing 54% of patients treated with Gamifant achieved complete response at week 8. STOCKHOLM, June 28, 2025 /PRNewswire/ -- Sobi® (STO: SOBI) today announced that the U.S. Food and Drug Administration (FDA) approved Gamifant® (emapalumab-lzsg) for the treatment of adult and pediatric (newborn and older) patients with hemophagocytic lymphohistiocytosis (HLH)/macrophage activation syndrome (MAS) in known or suspected Still's disease, including systemic Juvenile Idiopathic Arthritis (sJIA), with an inadequate response or intolerance to glucocorticoids, or with recurrent MAS. "With our expertise in primary hemophagocytic lymphohistiocytosis, we understand the urgency of managing MAS quickly to improve patient outcomes," said Guido Oelkers, Chief Executive Officer at Sobi. "Gamifant is already an established therapy making a meaningful difference for patients with primary HLH, and with this approval, we are excited about the opportunity to positively impact patients affected by MAS in Still's Disease". The approval is based on results of the pooled data from two pivotal studies, the Phase 3 study (NCT05001737) and NI-0501-06 (NCT03311854). 54 percent (21/39) of patients had a complete response at Week 8, and 82% (32/39) achieved clinical MAS remission (VAS ≤1 cm) at Week 8. Safety and tolerability were consistent with previous clinical studies. In patients with HLH/MAS in Still's disease, the most common adverse events (≥20%) were viral infections, including cytomegalovirus infection or reactivation, and rash. "MAS in Still's disease is a serious and potentially life-threatening complication, marked by severe hyperinflammation and, in some cases, multi-organ failure," said Alexei A. Grom, MD, Professor of Pediatrics, Research Director Division of Rheumatology, Cincinnati Children's Hospital Medical Center. "Many patients affected by MAS—both young children and adults—face significant unmet medical needs. With Gamifant now as the first FDA-approved treatment for MAS, we have a new therapeutic option that helps control hyperinflammation and reduce our reliance on high-dose glucocorticoids." MAS, a form of HLH, is a severe complication of rheumatic diseases, occurring most frequently in Still's disease including systemic juvenile idiopathic arthritis and adult-onset Still's disease. HLH/MAS is a rare systemic disorder of interferon gamma (IFNy) driven hyperinflammation with common clinical manifestations such as high persistent fever, elevated ferritin, cytopenias, coagulopathies, and hepatosplenomegaly. Gamifant, an interferon gamma (IFNγ)–blocking antibody, is the first and only FDA approved treatment for adult and pediatric (newborn and older) patients with primary HLH with refractory, recurrent, or progressive disease or intolerance with conventional HLH therapy. U.S. Indication for Gamifant® (emapalumab-lzsg) Please see the full Prescribing Information for Gamifant. About macrophage activation syndrome (MAS) Macrophage activation syndrome (MAS) is a severe complication of rheumatic diseases, most frequently in Still's disease including systemic juvenile idiopathic arthritis (sJIA) – a rare systemic disorder of auto-inflammatory nature with common clinical manifestations such as daily spiking fever, typical transient cutaneous rash, arthritis, lymphadenopathy, hepatosplenomegaly and serositis. MAS is characterized by fever, hepatosplenomegaly, liver dysfunction, cytopenias, coagulation abnormalities and hyperferritinaemia, possibly progressing to multiple organ failure and death. MAS is classified as a secondary form of haemophagocytic lymphohistiocytosis (HLH). About Gamifant® (emapalumab-lzsg) Gamifant® (emapalumab-lzsg) is the only approved anti-interferon gamma (IFNγ) monoclonal antibody. Gamifant works by binding to and neutralizing IFNγ. When IFNγ is secreted in an uncontrolled manner, hyperinflammation occurs within the body. Gamifant is indicated for administration through intravenous infusion over one hour. Gamifant is approved in the US for the treatment of adult and pediatric (newborn and older) patients with primary hemophagocytic lymphohistiocytosis (HLH) with refractory, recurrent or progressive disease or intolerance with conventional HLH therapy. Gamifant is also approved in the US for the treatment of adult and pediatric (newborn and older) patients with hemophagocytic lymphohistiocytosis (HLH)/macrophage activation syndrome (MAS) in known or suspected Still's disease with an inadequate response or intolerance to glucocorticoids, or with recurrent MAS. About Sobi® Sobi is a global biopharma company unlocking the potential of breakthrough innovations, transforming everyday life for people living with rare diseases. Sobi has approximately 1,900 employees across Europe, North America, the Middle East, Asia and Australia. In 2024, revenue amounted to SEK 26 billion. Sobi's share (STO:SOBI) is listed on Nasdaq Stockholm. More about Sobi at and LinkedIn. Contacts For details on how to contact the Sobi Investor Relations Team, please click here. For Sobi Media contacts, click here. This information is information that Sobi is obliged to make public pursuant to the EU Market Abuse Regulation. The information was submitted for publication, through the agency of the contact person set out below, on 28 June 2025 at 00:55 CEST. Gerard TobinHead of Investor Relations This information was brought to you by Cision The following files are available for download: FDA approves Gamifant® (emapalumab-lzsg) as first-ever treatment for adults and children with Macrophage Activation Syndrome in Still’s disease View original content: Sign in to access your portfolio

‘More empty homes in America than there are homeless people': Affordability agenda drives NY primary
‘More empty homes in America than there are homeless people': Affordability agenda drives NY primary

Yahoo

time31 minutes ago

  • Yahoo

‘More empty homes in America than there are homeless people': Affordability agenda drives NY primary

Critics debate whether the primary win of Zohran Mamdani is a referendum on the future of the Democratic party. One thing is certain – he clearly struck a nerve with voters, and it's that Americans can barely afford to live in this country. Author and economics professor Andre Perry argues that nothing will be affordable if wages can't keep pace with rising costs. He notes that New York City has 'lost 75,000 middle income jobs' just in the last year. According to radio show host and NY

Is Danaher's M&A Premium Already Priced In?
Is Danaher's M&A Premium Already Priced In?

Yahoo

time34 minutes ago

  • Yahoo

Is Danaher's M&A Premium Already Priced In?

Danaher Corporation (NYSE: DHR) is a global science and technology innovator focused on designing, manufacturing, and marketing professional, medical, industrial, and commercial products and services. Following the 2023 spin-off of its Environmental & Applied Solutions segment (now Veralto), Danaher has transformed into a pure-play life sciences and diagnostics company, operating through three primary segments: Biotechnology, Life Sciences, and Diagnostics. Warning! GuruFocus has detected 4 Warning Signs with DHR. Biotechnology (~30% of FY2024 revenue) includes Danaher's bioprocessing and genomic reagents businesses, led by brands like Cytiva and Pall, serving pharmaceutical and biotech companies in biologics production and Sciences (~25% of revenue) offers analytical instruments, microscopy, and lab automation tools used by academic institutions, research labs, and clinical diagnostics developers. Key platforms include Leica Microsystems, SCIEX, and Beckman Coulter Life (~45% of revenue) comprises molecular diagnostics, core laboratory diagnostics, and point-of-care testing systems. Notably, Cepheidone of Danaher's flagship brandsoffers rapid molecular diagnostic testing platforms, particularly for infectious diseases like COVID-19, influenza, and tuberculosis. Danaher reported a better-than-feared quarter, beating both top and bottom line estimates significantly and maintaining its annual guidance. In Q1 FY2025, the company's total sales declined by 1% YoY to $5,741 million from $5,796 million in the previous year's quarter. The decline was due to -1.5% impact from foreign exchange translation, which was partially offset by 0.5% growth through acquisitions and flat core revenue growth. The revenue from the Biotechnology segment grew by 6% YoY to $1,612 million, driven by an increase in core sales from high-growth markets due to a rise in demand. The Life Sciences segment saw a decline of 3.5% YoY to $1,680 million due to a decrease in core sales in the genomics consumables business. Revenue from the Diagnostics segment declined by 3% YoY to $2,449 million due to a decline in the sales of the molecular diagnostic business and lower sales in the China region. The adjusted operating profit declined by 50 bps YoY to 29.6% in the quarter due to product mix, administrative cost structure, currency exchange rates, and acquisition Corporation's Growth & Cash Flow Danaher is positioned as a leading provider of life sciences, diagnostic, and biotechnology equipment after spinning off its environmental business (Veralto) in late 2023. Management's guidance for FY2025 assumes relatively stable end-market demand for the rest of the year (similar to Q1 levels). Against this backdrop, I believe Danaher should grow modestly in 2025, reflecting both macro headwinds (tariffs, academic budget cuts) and continued strength in critical segments. I have mentioned the guidance provided by the management below, and my thesis that should help the company achieve it. For fiscal 2025, Danaher reaffirmed core revenue growth of roughly +3% year-over-year. This is consistent with management's view that market demand (globally) will be relatively consistent with Q1, despite tariffs and other pressures. Adjusted diluted EPS guidance was set at $7.60$7.75 (vs. $7.68 consensus). Notably, management raised its Bioprocessing (biotech) growth forecast to the high-single-digits for 2025 (from a prior 67% outlook). Bioprocessing is Danaher's fastest-growing segment. Robust demand for biologic drug development kits and reagents drove higher Q1 results and should continue to drive growth for the remainder of FY2025. Furthermore, the segment is emerging from the destocking cycle, which should help drive sales. In contrast, the Life Sciences segment forecast was trimmed to essentially flat growth, as funding uncertainties slowed academic and government sales (particularly in the U.S.), and China's medical equipment sector has experienced some softness. This should offset the healthy growth in the Bioprocessing segment. However, any rebound in global R&D spending (or continued Chinese stimulus) could surprise on the upside. The Diagnostics segment (especially Cepheid's molecular tests) is expected to see modest growth: Cepheid's respiratory test sales are forecast to reach around $1.7 billion for 2025, but production volume will return to a normal seasonal level after Q1. Overall, Danaher's portfolio remains tilted toward high-growth medical and diagnostics markets, which underpins its steady outlook despite industry headwinds. A key uncertainty is trade policy: Danaher estimates that current U.S. and European tariffs could add roughly $350 million in costs in 2025. However, the company has long worked to offset these costs via its Danaher Business System (DBS), regionalized manufacturing, and pricing strategies. The company should absorb much of the tariff impact through cost actions and supply-chain adjustments (e.g., surcharges or shifting production) rather than curtailing R&D or major initiatives. Because Danaher's products (lab instruments, diagnostics, and biotech consumables) are often mission-critical in healthcare, I believe its end markets will remain resilient even under tariff pressure. In short, tariffs represent a moderate headwind, but Danaher should largely neutralize the impact by expense reductions and operational flexibility. Margins in the upcoming quarters are expected to contract largely due to seasonality in Cepheid's respiratory testing business. Cepheid is one of Danaher's higher?margin units, and Q2 respiratory kit revenue is assumed to be only about $250 million (vs. ~$625 million in Q1). This sharp seasonal drop in high-margin sales, plus normal diagnostic restructuring costs (e.g., the management of China's reimbursement changes), drives the lower quarter?on?quarter profit margin. In sum, I believe the company's margins should continue to decline and improve in the back half of 2025. As a company built on decades of disciplined capital deployment, Danaher's ability to acquire and successfully integrate businesses has been one of its defining competitive advantages. Flagship acquisitions like Cepheid and Pall have meaningfully strengthened Danaher's diagnostics and bioprocessing platforms, but they also introduce inherent integration risks. These include short-term pressures on margins, incremental R&D and SG&A costs, and the complexities of aligning acquired operations with Danaher's operating structure. While such challenges are typical of any acquisitive strategy, Danaher's track record sets it apart. Over the past 30 years, the company has repeatedly demonstrated its ability to extract synergies, improve productivity, and scale acquisitions effectively, largely driven by the Danaher Business System (DBS). This system institutionalizes continuous improvement, cost efficiency, and cultural integration across its portfolio. Though former CEO Larry Culp played a pivotal role in establishing this M&A discipline, the company's current leadership remains strongly committed to DBS principles, which continue to guide its post-acquisition integration efforts. Moreover, Danaher doesn't pursue acquisitions purely for scale; it focuses on high-quality, strategic assets that complement existing platforms and offer long-term value creation. While integration may temporarily weigh on profitability, especially in the form of restructuring expenses, near-term dilution, or elevated investments in innovation, these are often calculated trade-offs for future operating leverage and market expansion. In essence, what might be viewed as a risk is also one of Danaher's greatest strengths; its consistent ability to turn acquired assets into high-margin, growth-focused businesses that reinforce its leadership in life sciences and diagnostics. As of March 31, 2025, investor activity around Danaher reflected a balanced mix of strategic repositioning and continued confidence in the company's long-term potential. Notably, renowned value investors like Joel Greenblatt (Trades, Portfolio) (+29.03%), Wallace Weitz (Trades, Portfolio) (+23.17%), and Arnold Van Den Berg (Trades, Portfolio) (+14.62%) significantly increased their holdings, signaling optimism about Danaher's focused life sciences and diagnostics trajectory. Ken Fisher (Trades, Portfolio) also added modestly to his position (+1.23%), reinforcing steady institutional support. While some investors like Jefferies Group (Trades, Portfolio), Mario Gabelli (Trades, Portfolio), and George Soros (Trades, Portfolio) trimmed their stakes. Danaher is currently trading at a forward P/E of 25.5x and 22.9x on FY2025 and FY2026 estimated EPS of $7.70 and $8.57, respectively, which is below its five-year average forward P/E of 29.9x. On an EV/EBITDA basis, Danaher trades at approximately 18xhigher than peers such as Thermo Fisher Scientific (P/E ~15x, EV/EBITDA ~13x) and Agilent Technologies (P/E ~21x, EV/EBITDA ~15x). While Danaher's valuation premium may appear elevated relative to peers, it reflects the company's consistent execution, higher exposure to recurring revenue from consumables, and strong margin profile. The market seems cautiously optimistic, pricing in steady growth expectations. For FY2025, Danaher's outlook implies stable and controlled expansion, led primarily by strong bioprocessing demand. Although adjusted operating margins are expected to decline in Q2 due to seasonal normalization in the high-margin Cepheid business, a recovery is anticipated in the latter half of the year. Danaher's long-standing execution discipline, anchored by the Danaher Business System (DBS), equips it to offset macro pressures through operational efficiency and agile supply chain management. With a focused portfolio in mission-critical life sciences and diagnostics, Danaher remains well-positioned to deliver modest yet resilient growth in 2025, supported by strategic capital deployment and a strong competitive moat. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data

DOWNLOAD THE APP

Get Started Now: Download the App

Ready to dive into a world of global content with local flavor? Download Daily8 app today from your preferred app store and start exploring.
app-storeplay-store