Mar. 23 at 2:26 PM
LYME VACCINE: THE NEXT BIG INFECTIOUS DISEASE PLAY
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476,000+ cases/year in the US. 300M+ at-risk in US/EU. No vaccine since 2002.
That's about to change.
$PFE — THE LEADER
VLA15 (w/ Valneva) is the ONLY Phase 3 Lyme vaccine candidate
Data readout: 1H 2026 (literally any day now)
If approved: First-to-market in a
$1B+ market
$MRNA — THE CHALLENGER
mRNA-1975/1982 in Phase 1/2
2026 catalysts: flu vaccine approval, flu/COVID combo, RSV data
Cash position:
$8.1B — ready to invest
$BNTX — THE PLATFORM
mRNA powerhouse. Oncology lead, but infectious disease pipeline in the wings
The Setup:
Lyme is the next major vaccine battleground.
$PFE is months away from potentially owning it.
$MRNA is right behind with mRNA tech.
$BNTX is watching from the wings.
Phase 3 data could drop any week. Don't sleep on this.