From Financial Modeling Prep: 2025-06-10 08:49:00

Shares of vaccine makers like Moderna, Pfizer, and BioNTech dipped after the U.S. replaced all members of the ACIP panel. The move aims to increase transparency in vaccine recommendations and could impact sales of COVID-19 and flu vaccines.

Robert F. Kennedy Jr. criticized ACIP as a “rubber stamp” lacking scrutiny on vaccine safety, especially for vulnerable populations like infants and pregnant women.

The CDC’s goal in reshuffling the ACIP panel is to bring in impartial voices free from conflicts of interest, potentially affecting the approval process and guidance for vaccines.

Healthcare stocks like MRNA, PFE, and BNTX are in focus as investors monitor the impact of the ACIP shake-up on the vaccine landscape and market dynamics.

Pharmaceutical valuations remain attractive compared to the broader market, reflecting the sector’s defensive nature and strong earnings. Investors should stay informed on regulatory updates and evaluate the impact on vaccine pipelines and defensive qualities of leading vaccine stocks.



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