Emma Walmsley: Yeah, we’re very excited about mRNA. So, I’m going to come to Tony first. And remember the 90% is all the rest of adult, but we’ll come back on that to Luke in a minute. But Tony, mRNA.
Tony Wood: Yeah. So, just very quickly then, very pleased about the platform and how it’s moving forward. We’re now moving into Phase II in both COVID and flu. And Phase II program for flu is — includes a range of options and doses that we’ve deduced from our Phase I study, looking at up to 8 antigen components, which we feel is the path forward to, I presume, resolving the B strain coverage question that exists. Also worthwhile pointing out that, that’s likely to become a slightly simplified proposition as the B/Yamagata strain is probably going to be removed in ’24. But more on this when I’ve got the readout from the Phase II data.
Emma Walmsley: Luke, anything you want to add on that?
Luke Miels: Yeah, Peter, I mean, I just sort of look at it at a macro level. You’ve got 83 million who are over 60-years-old, you add the 50-59-year-olds, that’s another 40 million, so that’s 120 million. We think 90% of those are going to still come through. If you look at a typical birth cohort, it’s 4 million a year. So, if I look at between now and the end of the year, that’s about 1 million pregnant women. And then, it’s unknown how many of those will get a vaccine. There’s the influence, the availability of the antibody as well. I think the other thing to keep in mind, and we’re seeing this with Shingrix, is there are a lot of practices that are driving patients to pharmacy because they are — they don’t want to navigate the IRA dimensions and then have a separate track for the commercial patients.
So, they’re actually sending patients through to the pharmacy rather than sort of persisting with that themselves. So that’s a bit unknown, but definitely those maternal vaccines will be given at OBGYN offices where you don’t have the label there. So, we’ll need to exclude that from our market share calculations going forward.
Emma Walmsley: Thank you. We’ve got time for…
Nick Stone: We do have time for one more. So apologies to those of you that we won’t get to, but our last question comes from Emily Field at Barclay. So, Emily, over to you.
Emily Field: Oh, thank you so much for fitting me in. And maybe I’ll just ask one last one about Ojjaara. I was wondering if you could provide some context about how you’re thinking of speed of uptake of this launch, particularly now that you did get the line-agnostic label? And if you’re expecting more sort of upfront usage for just second-line usage? And any early indicators you could give us? Thank you.
Emma Walmsley: Luke, straight to you.
Luke Miels: Sure. Thanks, Emily. So first, we’ve got about 172 patients on so far. The bulk of those are sort of jacked failures, highly anemic, so pretty severe cases. So that initial bolus, I think, we’ll work through. Our working assumption is that between 40% and 50% of patients presenting are anemic at diagnosis. And as you know, we’ve got an outstanding recommendation there in terms of 2a and the most competitive profile on that subgroup. And we also know that around 46% of patients require a transfusion within one year of diagnosis. So that’s our target. That’s our target market. We think right now, yeah, third-line, it’s a couple of months, but we’ll work our way up. Second-line, typical treatment length is 18 months, but we should be able to start to penetrate in 2024, that first-line where typical treatments around 26 months of duration.
And we got the NCCN data into them two hours within an approval and we were very happy with the recommendation. So, so far so good. A lot of academic interest. That’s about 55% of the volume right now, 45% in the community. Of course, we expect that to change in time. But yeah, a lot of excitement and this is clearly a visible problem for haematologists. And yeah, they’re very supportive of momelotinib. So, so far, so good.
Emma Walmsley: Wonderful. Thanks, Luke. Well, look forward to coming back to more of your questions over coming days and weeks. I just want to leave you with the recap that we are delivering strong and sustained performance momentum with another quarter of double-digit sales and earnings growth. This is broadly based performance, but of course benefiting specifically from the very fast start of Arexvy, which we’re looking forward to seeing its progress ahead. I’m pleased to have an upgrade, but also really delighted with the momentum as we look ahead to delivering our ’26 results and continuing to strengthen that longer-term outlook as we keep progressing the vaccines pipeline, longer-acting HIV and exciting prospects in respiratory. So, thank you to everybody. We look forward to catching up soon.
