強(qiáng)生公司即將向美國(guó)食品與藥物管理局提交其新冠候選疫苗的緊急使用授權(quán)。如果獲得批準(zhǔn),強(qiáng)生將加入輝瑞和Moderna的行列,躋身美國(guó)第三家疫苗供應(yīng)商。
“我們正在日夜不停地工作。”強(qiáng)生旗下的制藥部門(mén)楊森的研發(fā)部全球主管馬塔伊?馬門(mén)說(shuō)。
馬門(mén)希望能夠在本周末之前提交緊急使用授權(quán)申請(qǐng),據(jù)他預(yù)計(jì),審批過(guò)程還需要幾周時(shí)間。如果一切順利,民眾最早可以在3月接種強(qiáng)生公司的疫苗。
種種跡象表明,強(qiáng)生的疫苗將獲準(zhǔn)通過(guò)。
1月29日的新聞發(fā)布會(huì)上,美國(guó)疾病控制與預(yù)防中心的主任羅謝爾?瓦倫斯基和美國(guó)國(guó)家過(guò)敏與傳染病研究所的主任安東尼?福奇談到了強(qiáng)生公司的消息——當(dāng)日上午,強(qiáng)生疫苗的初步三期試驗(yàn)結(jié)果對(duì)外公布。福奇用“鼓舞人心”來(lái)形容這一結(jié)果。此外,美國(guó)醫(yī)學(xué)協(xié)會(huì)已經(jīng)為該疫苗的管理制定了賬單代碼。
強(qiáng)生的疫苗或?qū)⒏淖兒椭厮堋盀?zāi)難性的”美國(guó)疫苗分發(fā)現(xiàn)狀,在充滿不確定性的制藥行業(yè)的未來(lái),強(qiáng)生的地位也將得到鞏固。
彭博行業(yè)研究的高級(jí)制藥分析師薩姆?法澤利表示,研制成功的新冠候選疫苗“多少會(huì)使公眾對(duì)公司摻雜一些情感因素”。他說(shuō):“當(dāng)人們對(duì)盈利能力或公司前景的看法發(fā)生變化時(shí),最終公司的估值也會(huì)發(fā)生變化。”
與輝瑞和Moderna公司的疫苗不同,強(qiáng)生的疫苗無(wú)需后續(xù)注射,而且易于儲(chǔ)存和運(yùn)輸,這些特性或?qū)閺?qiáng)生疫苗長(zhǎng)線的成功打下基礎(chǔ)。
不過(guò),強(qiáng)生疫苗能夠產(chǎn)生的整體免疫水平為66%,顯著低于輝瑞和Moderna疫苗的94%至95%。
但眾多專(zhuān)家和聯(lián)邦政府均表示,更重要的是疫苗的“隨時(shí)接種能力”——強(qiáng)生疫苗為一劑制疫苗,并且儲(chǔ)存要求較低,在其他疫苗無(wú)法正常工作的條件下,強(qiáng)生的疫苗還可以堅(jiān)挺。
但是,輝瑞和Moderna疫苗強(qiáng)大的免疫能力改變了疫苗制造商的競(jìng)爭(zhēng)環(huán)境,曾經(jīng)的目標(biāo)免疫水平已經(jīng)被兩家公司所能夠提供的免疫水平甩開(kāi)很遠(yuǎn)。
去年,當(dāng)疫苗制造商紛紛開(kāi)始開(kāi)發(fā)新冠候選疫苗時(shí),它們將目標(biāo)定在“讓疫苗產(chǎn)生至少50%的免疫能力”。這一水平的免疫能力,與每年流感疫苗提供的免疫范圍相當(dāng),足以顯著減少新冠病毒造成的死亡和重癥病例數(shù)量。
達(dá)爾豪西大學(xué)的病毒學(xué)家艾莉森?凱文說(shuō):“如果我們回到幾個(gè)月前,我們的標(biāo)準(zhǔn)其實(shí)是‘將新冠病例減少50%’。”她說(shuō),輝瑞和Moderna疫苗提供的94%至95%的免疫能力“超出了我們所有的預(yù)期”。在高免疫力的競(jìng)爭(zhēng)下,強(qiáng)生疫苗的低免疫力則相形見(jiàn)絀。
在2月1日的新聞發(fā)布會(huì)上,福奇表示,就疫苗的實(shí)用性而言,輝瑞和Moderna公司生產(chǎn)的mRNA疫苗的運(yùn)輸和儲(chǔ)存都很困難,為全國(guó)每個(gè)符合條件的人安排兩劑治療方案也十分復(fù)雜。況且迄今為止,美國(guó)疫苗的分發(fā)亂成了一鍋粥。
而此時(shí),一種免疫力較低但僅需注射一劑,且在預(yù)防重癥新冠方面有良好記錄的疫苗可能正合醫(yī)生之意。
研制過(guò)程
強(qiáng)生表示,該公司的楊森制藥部門(mén)從2020年1月底就開(kāi)始研發(fā)新冠疫苗——當(dāng)時(shí),疫情尚未成為大流行,甚至還沒(méi)有正式的名字。幾周后,與其他許多有意開(kāi)展疫苗研發(fā)工作的公司一樣,強(qiáng)生也開(kāi)始與美國(guó)衛(wèi)生與公眾服務(wù)部合作,投入疫苗的生產(chǎn)制造。
接著,該公司便立刻想到此前的埃博拉疫苗,并以同樣的方式開(kāi)始著手——使用重組過(guò)的腺病毒作為載體,催生人體內(nèi)的免疫反應(yīng)。這種腺病毒疫苗當(dāng)時(shí)已經(jīng)通過(guò)人體測(cè)試,并在去年獲得歐盟委員會(huì)的批準(zhǔn)。
“一開(kāi)始,我們并不知道這是一支只需要接種一針的疫苗——直到我們開(kāi)始獲取臨床數(shù)據(jù),并進(jìn)入一期試驗(yàn)。” 馬門(mén)說(shuō)。
在看到這些數(shù)據(jù)后,他說(shuō):“該疫苗的免疫原性(即抗原刺激特定免疫細(xì)胞、引起免疫應(yīng)答的性能)非常強(qiáng),讓我們意識(shí)到,只需單劑注射就可以起效?!?/p>
1月29日,楊森發(fā)布了其三期試驗(yàn)的中期數(shù)據(jù),預(yù)示著該疫苗很有希望。
楊森在全球共有44,325名成年人研究對(duì)象,遍及南美洲、中美洲,南非和美國(guó),該研究集中關(guān)注了其中468例出現(xiàn)感染癥狀的患者。在這部分人群中,該公司發(fā)現(xiàn),疫苗對(duì)預(yù)防中度至重度病癥的有效性達(dá)到66%。這種有效性也因國(guó)家和地區(qū)而異:在南非只有57%,在美國(guó)則高達(dá)72%。
馬門(mén)還指出了另一個(gè)統(tǒng)計(jì)數(shù)字:85%。這是疫苗在所有情況下都能夠預(yù)防嚴(yán)重病癥的有效性,即便是在南非,那里最近發(fā)現(xiàn)了一個(gè)可能更致命的變種(SARS-CoV-2),也同樣有效。
他說(shuō):“在我看來(lái),這是一項(xiàng)非凡的成果?!?/p>
可以對(duì)預(yù)防重度病癥產(chǎn)生較高的有效性尤為重要,因?yàn)樵谥匕Y病毒感染患者中,約有10%的人會(huì)在之后很長(zhǎng)一段時(shí)間里都受其影響,健康狀況不容樂(lè)觀。
馬門(mén)指出,出于更加周全的考慮,楊森在去年11月便開(kāi)始招募受試者,為他們的疫苗開(kāi)展兩劑注射試驗(yàn),以觀察兩劑的方案是否會(huì)產(chǎn)生更高的免疫力。試驗(yàn)結(jié)果要到2021年下半年才能夠公布。
“從目前的結(jié)果看,即便需要兩劑注射,也不會(huì)帶來(lái)物流等后勤挑戰(zhàn)?!瘪R門(mén)說(shuō)。
單次注射疫苗不需要mRNA疫苗的嚴(yán)格儲(chǔ)存條件,這將為全世界的衛(wèi)生官員打開(kāi)一個(gè)全新的局面:“只需一針就可以產(chǎn)生良好效果的疫苗,能夠讓我們解決輝瑞和Moderna無(wú)法解決的一些關(guān)鍵問(wèn)題。”曼尼托巴大學(xué)的病毒學(xué)家杰森?金德拉丘克說(shuō)。
他說(shuō),由于楊森疫苗只需要一劑就可以產(chǎn)生免疫效果,并且在家用冰箱的溫度條件下便能夠保存數(shù)月而不會(huì)失效,因此,對(duì)中低收入的國(guó)家以及諸多不發(fā)達(dá)的鄉(xiāng)村地區(qū)而言,楊森疫苗可能會(huì)為它們帶來(lái)契機(jī)。而這反過(guò)來(lái)又可以加速全球經(jīng)濟(jì)的復(fù)蘇。
他說(shuō):“不管你愿不愿意,我們都處在一個(gè)命運(yùn)共通的世界,和全球各地的人們緊密聯(lián)系、相互影響。在這些中低收入地區(qū)發(fā)生的事情也會(huì)對(duì)我們產(chǎn)生二次影響——不僅僅是病毒的傳播問(wèn)題,還有旅游、貿(mào)易等,與之相關(guān)的方方面面都會(huì)受到影響?!?/p>
這也可能會(huì)改變?nèi)司腥韭首罡叩拿绹?guó)疫苗分配不均的情況。
美國(guó)疾病控制與預(yù)防中心于2月1日發(fā)表的一份報(bào)告指出,在疫苗開(kāi)始分發(fā)的第一個(gè)月中,美國(guó)白人的接種率要明顯高于黑人——而前者是受疫情影響最小的群體。
這種不平等現(xiàn)象也說(shuō)明了,正是美國(guó)社會(huì)持續(xù)存在的健康和社會(huì)鴻溝,導(dǎo)致黑人、拉丁裔美國(guó)人和印第安人的死亡率比白人要高出近三倍,突顯了美國(guó)醫(yī)療體系中積蓄已久的種族主義。
從人口統(tǒng)計(jì)學(xué)的角度來(lái)講,美國(guó)的有色人種更可能具有潛在的健康問(wèn)題,能夠享受到的醫(yī)療資源和服務(wù)也可能相當(dāng)匱乏,或水平低下。他們中的很多人可能處在偏遠(yuǎn)地區(qū),例如美國(guó)的印第安人社區(qū)。因而對(duì)那些人來(lái)說(shuō),一種在冰箱里就可以保存,且接種一劑就能夠起效的疫苗也許更適合他們。
但是其較低的有效性也帶來(lái)了一個(gè)新的問(wèn)題,即新冠疫苗的接種是否會(huì)進(jìn)一步加劇這些社區(qū)面臨的健康不平等狀況。
確實(shí),許多公共衛(wèi)生官員似乎都將希望寄托在單次注射疫苗上。在2月1日的新聞發(fā)布會(huì)上,福奇重申,盡管有些疫苗的有效性較低,但疫苗的大范圍覆蓋很重要。美國(guó)已經(jīng)下單訂購(gòu)了超過(guò)1億劑的強(qiáng)生疫苗。該公司也表示,已經(jīng)有一批制造好的疫苗準(zhǔn)備就緒,一旦獲得緊急使用授權(quán),將在幾天之內(nèi)就開(kāi)始分發(fā)。
疫苗變成了大生意
當(dāng)前,生產(chǎn)任何一款可以有效應(yīng)對(duì)新冠疫情的疫苗,都是一項(xiàng)巨大的成就。
金德拉丘克表示,從歷史的角度來(lái)說(shuō),“冠狀病毒被認(rèn)為是人類(lèi)最大的麻煩?!彪m然本世紀(jì)初爆發(fā)的致命的嚴(yán)重急性呼吸道綜合癥(SARS)和2012年發(fā)現(xiàn)的中東呼吸綜合征(MERS)吸引了人們對(duì)生產(chǎn)冠狀病毒疫苗的興趣,但幸運(yùn)的是,這兩種病毒都沒(méi)有形成全球大流行。
金德拉丘克表示,結(jié)果就是疫苗制造商把目光投向了其他領(lǐng)域,利用生物科技的進(jìn)步生產(chǎn)對(duì)已知病原體更有效或更安全的疫苗,或者針對(duì)以前沒(méi)有疫苗的病原體開(kāi)發(fā)疫苗,例如埃博拉病毒和人類(lèi)乳突病毒(HPV)等。他們還致力于研究新型病毒,例如寨卡病毒。
但隨著SARS-CoV-2病毒導(dǎo)致的新冠疫情的爆發(fā),這一切都發(fā)生了變化。
從新冠疫情爆發(fā)至今已經(jīng)過(guò)去了一年多時(shí)間,這種病毒在全球造成了200多萬(wàn)人死亡,并導(dǎo)致成千上萬(wàn)的人患上了新冠導(dǎo)致的長(zhǎng)期癥狀,使患者的身體在幾個(gè)月甚至更長(zhǎng)時(shí)間內(nèi)一直處在衰弱狀態(tài)。雖然有些療法能夠用于治療重癥患者,但希望依舊寄托在全世界堅(jiān)持隔離,直到絕大部分人都接種疫苗為止。
隨著疫情的發(fā)展,大量資金和關(guān)注開(kāi)始涌入疫苗開(kāi)發(fā)領(lǐng)域,并讓制藥行業(yè)發(fā)生了改變。Novavax和阿斯利康這些之前不為人知的公司,因?yàn)槌晒﹂_(kāi)發(fā)出了候選疫苗,登上了全球制藥行業(yè)新聞的頭條。
但凱文認(rèn)為,信使核糖核酸“可以說(shuō)有點(diǎn)脆弱。我們必須將它包裹起來(lái),才能夠讓它順利進(jìn)入細(xì)胞。”
在Moderna和輝瑞的疫苗中,脂質(zhì)納米粒被作為mRNA的傳遞載體,以確保mRNA處于安全狀態(tài),直到它向人類(lèi)細(xì)胞傳達(dá)信息為止。脂質(zhì)納米粒是由生物材料的微小顆粒組成,類(lèi)似于細(xì)胞膜。
mRNA進(jìn)入細(xì)胞之后,其攜帶的編碼會(huì)生成冠狀病毒標(biāo)志性的刺突蛋白。冠狀病毒正是利用刺突蛋白進(jìn)入人體細(xì)胞。接種疫苗后,人體細(xì)胞中會(huì)生成這種蛋白,然后免疫系統(tǒng)就會(huì)識(shí)別并學(xué)會(huì)如何產(chǎn)生抗體。mRNA不會(huì)存活很長(zhǎng)時(shí)間,而且其成分會(huì)與其他細(xì)胞材料一起被分解和回收。
凱文表示,事實(shí)證明這種方法非常有效,但這是一種新型技術(shù),而且它實(shí)現(xiàn)免疫的持續(xù)時(shí)間仍然是未知數(shù)。
阿斯利康和強(qiáng)生的候選疫苗采用了更傳統(tǒng)的方式來(lái)喚起人體的免疫反應(yīng)。這兩家公司的疫苗采用了滅活的其他病毒傳遞基因信息。凱文指出,滅活疫苗帶來(lái)的免疫可能持續(xù)更長(zhǎng)時(shí)間,但現(xiàn)在下結(jié)論仍然為時(shí)尚早。
根據(jù)強(qiáng)生的計(jì)劃,至少在疫情的第一階段,它將會(huì)按照成本價(jià)來(lái)出售疫苗。強(qiáng)生表示,每劑疫苗的價(jià)格不超過(guò)10美元,這遠(yuǎn)低于輝瑞和Moderna的疫苗,后者的疫苗價(jià)格讓公司有利可圖。
現(xiàn)在尚無(wú)法確定強(qiáng)生的這個(gè)決定對(duì)其短期內(nèi)的盈利能力會(huì)產(chǎn)生怎樣的影響,但與其他許多制藥公司的經(jīng)歷一樣,成功生產(chǎn)一款候選疫苗可能大幅提升公司的信譽(yù)。
亞利桑那州立大學(xué)的監(jiān)管科學(xué)家喬安?法伊弗問(wèn)道:“以前有多少人知道Moderna這家公司呢?”
有效性較低的影響
楊森制藥在1月29日公布了第三期初步臨床試驗(yàn)的結(jié)果,但媒體報(bào)道之后關(guān)注的焦點(diǎn),都是其疫苗在引起免疫反應(yīng)方面相對(duì)更低的整體效果。
曼尼托巴大學(xué)的金德拉丘克卻認(rèn)為,Moderna和輝瑞的疫苗,與免疫有效性同樣超過(guò)50%的其他疫苗很難進(jìn)行對(duì)比。
他在看到媒體報(bào)道之后,通過(guò)電子郵件告訴《財(cái)富》雜志:“雖然勞斯萊斯生產(chǎn)的汽車(chē)令人驚艷,但我們不能拿其他汽車(chē)與他們的產(chǎn)品進(jìn)行對(duì)比。我們需要在特定情況下評(píng)估產(chǎn)品的表現(xiàn)?!?/p>
但達(dá)爾豪西大學(xué)的凱文表示,輝瑞和Moderna的疫苗有出色的免疫效果,當(dāng)與強(qiáng)生或其他公司免疫效果較低的疫苗進(jìn)行對(duì)比時(shí),就會(huì)產(chǎn)生道德問(wèn)題。
她說(shuō):“當(dāng)我們?cè)诳紤]向公眾施打哪種疫苗的時(shí)候,它改變了我們的思考方式。因?yàn)楫?dāng)存在效果出色的疫苗時(shí),如果為人們施打效果較低的疫苗,可能就是不道德的?!?/p>
強(qiáng)生的疫苗獲得批準(zhǔn),可能會(huì)改變美國(guó)施打新冠疫苗的方式。美國(guó)開(kāi)展全國(guó)大范圍接種疫苗還不到兩個(gè)月時(shí)間,情況非常糟糕,強(qiáng)生的疫苗或許能夠帶來(lái)改變,但當(dāng)未來(lái)更有效的疫苗出現(xiàn)時(shí),現(xiàn)在決定接種效果較低疫苗的后果,恐怕要以失去的生命來(lái)衡量了。
還有另外一個(gè)令科學(xué)家們擔(dān)憂的問(wèn)題:只有一部分人接種疫苗會(huì)導(dǎo)致人口免疫水平不一,由此產(chǎn)生的免疫壓力會(huì)促使引發(fā)新冠疫情的SARS-CoV-2病毒發(fā)生突變,突破我們的防線。為人們接種效果較差的疫苗,雖然現(xiàn)在可以拯救生命,但未來(lái)一旦病毒成功適應(yīng)了疫苗和我們使用的其他治療藥物,可能就會(huì)造成更多人死亡。
曼明表示,與所有病毒一樣,新冠病毒確實(shí)發(fā)生了變異,這時(shí)楊森的疫苗平臺(tái)可以輕松根據(jù)變異病毒做出調(diào)整。
他說(shuō):“在生產(chǎn)方面,我們能夠輕松生產(chǎn)出一段DNA,然后把它放到同一個(gè)平臺(tái)內(nèi)。它剛好與我們?nèi)ツ晁龅囊磺泄ぷ飨辔呛稀!?/p>
而且病毒突變對(duì)疫苗生產(chǎn)商而言可能是好消息。彭博行業(yè)研究的法澤里稱(chēng):“如果病毒進(jìn)化意味著我們需要加強(qiáng)注射疫苗,這會(huì)改變這些公司的基本價(jià)值。如果你明年還需要再銷(xiāo)售20億劑疫苗,這就會(huì)變成經(jīng)常性收入,而不是一次性收入。”
強(qiáng)生將在今年4月召開(kāi)第一季度營(yíng)收電話會(huì)議。法澤里認(rèn)為,到那時(shí),強(qiáng)生曾經(jīng)對(duì)疫苗前景的預(yù)測(cè)以及當(dāng)時(shí)決定按照成本價(jià)出售疫苗的深意,將會(huì)變得一目了然。
現(xiàn)在,強(qiáng)生準(zhǔn)備加入美國(guó)噩夢(mèng)般的全國(guó)疫苗接種計(jì)劃,并做好了幫助美國(guó)扭轉(zhuǎn)不利局面的準(zhǔn)備。(財(cái)富中文網(wǎng))
翻譯:劉進(jìn)龍、楊二一、陳聰聰
審校:汪皓
強(qiáng)生公司即將向美國(guó)食品與藥物管理局提交其新冠候選疫苗的緊急使用授權(quán)。如果獲得批準(zhǔn),強(qiáng)生將加入輝瑞和Moderna的行列,躋身美國(guó)第三家疫苗供應(yīng)商。
“我們正在日夜不停地工作?!睆?qiáng)生旗下的制藥部門(mén)楊森的研發(fā)部全球主管馬塔伊?馬門(mén)說(shuō)。
馬門(mén)希望能夠在本周末之前提交緊急使用授權(quán)申請(qǐng),據(jù)他預(yù)計(jì),審批過(guò)程還需要幾周時(shí)間。如果一切順利,民眾最早可以在3月接種強(qiáng)生公司的疫苗。
種種跡象表明,強(qiáng)生的疫苗將獲準(zhǔn)通過(guò)。
1月29日的新聞發(fā)布會(huì)上,美國(guó)疾病控制與預(yù)防中心的主任羅謝爾?瓦倫斯基和美國(guó)國(guó)家過(guò)敏與傳染病研究所的主任安東尼?福奇談到了強(qiáng)生公司的消息——當(dāng)日上午,強(qiáng)生疫苗的初步三期試驗(yàn)結(jié)果對(duì)外公布。福奇用“鼓舞人心”來(lái)形容這一結(jié)果。此外,美國(guó)醫(yī)學(xué)協(xié)會(huì)已經(jīng)為該疫苗的管理制定了賬單代碼。
強(qiáng)生的疫苗或?qū)⒏淖兒椭厮堋盀?zāi)難性的”美國(guó)疫苗分發(fā)現(xiàn)狀,在充滿不確定性的制藥行業(yè)的未來(lái),強(qiáng)生的地位也將得到鞏固。
彭博行業(yè)研究的高級(jí)制藥分析師薩姆?法澤利表示,研制成功的新冠候選疫苗“多少會(huì)使公眾對(duì)公司摻雜一些情感因素”。他說(shuō):“當(dāng)人們對(duì)盈利能力或公司前景的看法發(fā)生變化時(shí),最終公司的估值也會(huì)發(fā)生變化?!?/p>
與輝瑞和Moderna公司的疫苗不同,強(qiáng)生的疫苗無(wú)需后續(xù)注射,而且易于儲(chǔ)存和運(yùn)輸,這些特性或?qū)閺?qiáng)生疫苗長(zhǎng)線的成功打下基礎(chǔ)。
不過(guò),強(qiáng)生疫苗能夠產(chǎn)生的整體免疫水平為66%,顯著低于輝瑞和Moderna疫苗的94%至95%。
但眾多專(zhuān)家和聯(lián)邦政府均表示,更重要的是疫苗的“隨時(shí)接種能力”——強(qiáng)生疫苗為一劑制疫苗,并且儲(chǔ)存要求較低,在其他疫苗無(wú)法正常工作的條件下,強(qiáng)生的疫苗還可以堅(jiān)挺。
但是,輝瑞和Moderna疫苗強(qiáng)大的免疫能力改變了疫苗制造商的競(jìng)爭(zhēng)環(huán)境,曾經(jīng)的目標(biāo)免疫水平已經(jīng)被兩家公司所能夠提供的免疫水平甩開(kāi)很遠(yuǎn)。
去年,當(dāng)疫苗制造商紛紛開(kāi)始開(kāi)發(fā)新冠候選疫苗時(shí),它們將目標(biāo)定在“讓疫苗產(chǎn)生至少50%的免疫能力”。這一水平的免疫能力,與每年流感疫苗提供的免疫范圍相當(dāng),足以顯著減少新冠病毒造成的死亡和重癥病例數(shù)量。
達(dá)爾豪西大學(xué)的病毒學(xué)家艾莉森?凱文說(shuō):“如果我們回到幾個(gè)月前,我們的標(biāo)準(zhǔn)其實(shí)是‘將新冠病例減少50%’?!彼f(shuō),輝瑞和Moderna疫苗提供的94%至95%的免疫能力“超出了我們所有的預(yù)期”。在高免疫力的競(jìng)爭(zhēng)下,強(qiáng)生疫苗的低免疫力則相形見(jiàn)絀。
在2月1日的新聞發(fā)布會(huì)上,福奇表示,就疫苗的實(shí)用性而言,輝瑞和Moderna公司生產(chǎn)的mRNA疫苗的運(yùn)輸和儲(chǔ)存都很困難,為全國(guó)每個(gè)符合條件的人安排兩劑治療方案也十分復(fù)雜。況且迄今為止,美國(guó)疫苗的分發(fā)亂成了一鍋粥。
而此時(shí),一種免疫力較低但僅需注射一劑,且在預(yù)防重癥新冠方面有良好記錄的疫苗可能正合醫(yī)生之意。
研制過(guò)程
強(qiáng)生表示,該公司的楊森制藥部門(mén)從2020年1月底就開(kāi)始研發(fā)新冠疫苗——當(dāng)時(shí),疫情尚未成為大流行,甚至還沒(méi)有正式的名字。幾周后,與其他許多有意開(kāi)展疫苗研發(fā)工作的公司一樣,強(qiáng)生也開(kāi)始與美國(guó)衛(wèi)生與公眾服務(wù)部合作,投入疫苗的生產(chǎn)制造。
接著,該公司便立刻想到此前的埃博拉疫苗,并以同樣的方式開(kāi)始著手——使用重組過(guò)的腺病毒作為載體,催生人體內(nèi)的免疫反應(yīng)。這種腺病毒疫苗當(dāng)時(shí)已經(jīng)通過(guò)人體測(cè)試,并在去年獲得歐盟委員會(huì)的批準(zhǔn)。
“一開(kāi)始,我們并不知道這是一支只需要接種一針的疫苗——直到我們開(kāi)始獲取臨床數(shù)據(jù),并進(jìn)入一期試驗(yàn)?!?馬門(mén)說(shuō)。
在看到這些數(shù)據(jù)后,他說(shuō):“該疫苗的免疫原性(即抗原刺激特定免疫細(xì)胞、引起免疫應(yīng)答的性能)非常強(qiáng),讓我們意識(shí)到,只需單劑注射就可以起效?!?/p>
1月29日,楊森發(fā)布了其三期試驗(yàn)的中期數(shù)據(jù),預(yù)示著該疫苗很有希望。
楊森在全球共有44,325名成年人研究對(duì)象,遍及南美洲、中美洲,南非和美國(guó),該研究集中關(guān)注了其中468例出現(xiàn)感染癥狀的患者。在這部分人群中,該公司發(fā)現(xiàn),疫苗對(duì)預(yù)防中度至重度病癥的有效性達(dá)到66%。這種有效性也因國(guó)家和地區(qū)而異:在南非只有57%,在美國(guó)則高達(dá)72%。
馬門(mén)還指出了另一個(gè)統(tǒng)計(jì)數(shù)字:85%。這是疫苗在所有情況下都能夠預(yù)防嚴(yán)重病癥的有效性,即便是在南非,那里最近發(fā)現(xiàn)了一個(gè)可能更致命的變種(SARS-CoV-2),也同樣有效。
他說(shuō):“在我看來(lái),這是一項(xiàng)非凡的成果?!?/p>
可以對(duì)預(yù)防重度病癥產(chǎn)生較高的有效性尤為重要,因?yàn)樵谥匕Y病毒感染患者中,約有10%的人會(huì)在之后很長(zhǎng)一段時(shí)間里都受其影響,健康狀況不容樂(lè)觀。
馬門(mén)指出,出于更加周全的考慮,楊森在去年11月便開(kāi)始招募受試者,為他們的疫苗開(kāi)展兩劑注射試驗(yàn),以觀察兩劑的方案是否會(huì)產(chǎn)生更高的免疫力。試驗(yàn)結(jié)果要到2021年下半年才能夠公布。
“從目前的結(jié)果看,即便需要兩劑注射,也不會(huì)帶來(lái)物流等后勤挑戰(zhàn)。”馬門(mén)說(shuō)。
單次注射疫苗不需要mRNA疫苗的嚴(yán)格儲(chǔ)存條件,這將為全世界的衛(wèi)生官員打開(kāi)一個(gè)全新的局面:“只需一針就可以產(chǎn)生良好效果的疫苗,能夠讓我們解決輝瑞和Moderna無(wú)法解決的一些關(guān)鍵問(wèn)題。”曼尼托巴大學(xué)的病毒學(xué)家杰森?金德拉丘克說(shuō)。
他說(shuō),由于楊森疫苗只需要一劑就可以產(chǎn)生免疫效果,并且在家用冰箱的溫度條件下便能夠保存數(shù)月而不會(huì)失效,因此,對(duì)中低收入的國(guó)家以及諸多不發(fā)達(dá)的鄉(xiāng)村地區(qū)而言,楊森疫苗可能會(huì)為它們帶來(lái)契機(jī)。而這反過(guò)來(lái)又可以加速全球經(jīng)濟(jì)的復(fù)蘇。
他說(shuō):“不管你愿不愿意,我們都處在一個(gè)命運(yùn)共通的世界,和全球各地的人們緊密聯(lián)系、相互影響。在這些中低收入地區(qū)發(fā)生的事情也會(huì)對(duì)我們產(chǎn)生二次影響——不僅僅是病毒的傳播問(wèn)題,還有旅游、貿(mào)易等,與之相關(guān)的方方面面都會(huì)受到影響。”
這也可能會(huì)改變?nèi)司腥韭首罡叩拿绹?guó)疫苗分配不均的情況。
美國(guó)疾病控制與預(yù)防中心于2月1日發(fā)表的一份報(bào)告指出,在疫苗開(kāi)始分發(fā)的第一個(gè)月中,美國(guó)白人的接種率要明顯高于黑人——而前者是受疫情影響最小的群體。
這種不平等現(xiàn)象也說(shuō)明了,正是美國(guó)社會(huì)持續(xù)存在的健康和社會(huì)鴻溝,導(dǎo)致黑人、拉丁裔美國(guó)人和印第安人的死亡率比白人要高出近三倍,突顯了美國(guó)醫(yī)療體系中積蓄已久的種族主義。
從人口統(tǒng)計(jì)學(xué)的角度來(lái)講,美國(guó)的有色人種更可能具有潛在的健康問(wèn)題,能夠享受到的醫(yī)療資源和服務(wù)也可能相當(dāng)匱乏,或水平低下。他們中的很多人可能處在偏遠(yuǎn)地區(qū),例如美國(guó)的印第安人社區(qū)。因而對(duì)那些人來(lái)說(shuō),一種在冰箱里就可以保存,且接種一劑就能夠起效的疫苗也許更適合他們。
但是其較低的有效性也帶來(lái)了一個(gè)新的問(wèn)題,即新冠疫苗的接種是否會(huì)進(jìn)一步加劇這些社區(qū)面臨的健康不平等狀況。
確實(shí),許多公共衛(wèi)生官員似乎都將希望寄托在單次注射疫苗上。在2月1日的新聞發(fā)布會(huì)上,福奇重申,盡管有些疫苗的有效性較低,但疫苗的大范圍覆蓋很重要。美國(guó)已經(jīng)下單訂購(gòu)了超過(guò)1億劑的強(qiáng)生疫苗。該公司也表示,已經(jīng)有一批制造好的疫苗準(zhǔn)備就緒,一旦獲得緊急使用授權(quán),將在幾天之內(nèi)就開(kāi)始分發(fā)。
疫苗變成了大生意
當(dāng)前,生產(chǎn)任何一款可以有效應(yīng)對(duì)新冠疫情的疫苗,都是一項(xiàng)巨大的成就。
金德拉丘克表示,從歷史的角度來(lái)說(shuō),“冠狀病毒被認(rèn)為是人類(lèi)最大的麻煩?!彪m然本世紀(jì)初爆發(fā)的致命的嚴(yán)重急性呼吸道綜合癥(SARS)和2012年發(fā)現(xiàn)的中東呼吸綜合征(MERS)吸引了人們對(duì)生產(chǎn)冠狀病毒疫苗的興趣,但幸運(yùn)的是,這兩種病毒都沒(méi)有形成全球大流行。
金德拉丘克表示,結(jié)果就是疫苗制造商把目光投向了其他領(lǐng)域,利用生物科技的進(jìn)步生產(chǎn)對(duì)已知病原體更有效或更安全的疫苗,或者針對(duì)以前沒(méi)有疫苗的病原體開(kāi)發(fā)疫苗,例如埃博拉病毒和人類(lèi)乳突病毒(HPV)等。他們還致力于研究新型病毒,例如寨卡病毒。
但隨著SARS-CoV-2病毒導(dǎo)致的新冠疫情的爆發(fā),這一切都發(fā)生了變化。
從新冠疫情爆發(fā)至今已經(jīng)過(guò)去了一年多時(shí)間,這種病毒在全球造成了200多萬(wàn)人死亡,并導(dǎo)致成千上萬(wàn)的人患上了新冠導(dǎo)致的長(zhǎng)期癥狀,使患者的身體在幾個(gè)月甚至更長(zhǎng)時(shí)間內(nèi)一直處在衰弱狀態(tài)。雖然有些療法能夠用于治療重癥患者,但希望依舊寄托在全世界堅(jiān)持隔離,直到絕大部分人都接種疫苗為止。
隨著疫情的發(fā)展,大量資金和關(guān)注開(kāi)始涌入疫苗開(kāi)發(fā)領(lǐng)域,并讓制藥行業(yè)發(fā)生了改變。Novavax和阿斯利康這些之前不為人知的公司,因?yàn)槌晒﹂_(kāi)發(fā)出了候選疫苗,登上了全球制藥行業(yè)新聞的頭條。
但凱文認(rèn)為,信使核糖核酸“可以說(shuō)有點(diǎn)脆弱。我們必須將它包裹起來(lái),才能夠讓它順利進(jìn)入細(xì)胞。”
在Moderna和輝瑞的疫苗中,脂質(zhì)納米粒被作為mRNA的傳遞載體,以確保mRNA處于安全狀態(tài),直到它向人類(lèi)細(xì)胞傳達(dá)信息為止。脂質(zhì)納米粒是由生物材料的微小顆粒組成,類(lèi)似于細(xì)胞膜。
mRNA進(jìn)入細(xì)胞之后,其攜帶的編碼會(huì)生成冠狀病毒標(biāo)志性的刺突蛋白。冠狀病毒正是利用刺突蛋白進(jìn)入人體細(xì)胞。接種疫苗后,人體細(xì)胞中會(huì)生成這種蛋白,然后免疫系統(tǒng)就會(huì)識(shí)別并學(xué)會(huì)如何產(chǎn)生抗體。mRNA不會(huì)存活很長(zhǎng)時(shí)間,而且其成分會(huì)與其他細(xì)胞材料一起被分解和回收。
凱文表示,事實(shí)證明這種方法非常有效,但這是一種新型技術(shù),而且它實(shí)現(xiàn)免疫的持續(xù)時(shí)間仍然是未知數(shù)。
阿斯利康和強(qiáng)生的候選疫苗采用了更傳統(tǒng)的方式來(lái)喚起人體的免疫反應(yīng)。這兩家公司的疫苗采用了滅活的其他病毒傳遞基因信息。凱文指出,滅活疫苗帶來(lái)的免疫可能持續(xù)更長(zhǎng)時(shí)間,但現(xiàn)在下結(jié)論仍然為時(shí)尚早。
根據(jù)強(qiáng)生的計(jì)劃,至少在疫情的第一階段,它將會(huì)按照成本價(jià)來(lái)出售疫苗。強(qiáng)生表示,每劑疫苗的價(jià)格不超過(guò)10美元,這遠(yuǎn)低于輝瑞和Moderna的疫苗,后者的疫苗價(jià)格讓公司有利可圖。
現(xiàn)在尚無(wú)法確定強(qiáng)生的這個(gè)決定對(duì)其短期內(nèi)的盈利能力會(huì)產(chǎn)生怎樣的影響,但與其他許多制藥公司的經(jīng)歷一樣,成功生產(chǎn)一款候選疫苗可能大幅提升公司的信譽(yù)。
亞利桑那州立大學(xué)的監(jiān)管科學(xué)家喬安?法伊弗問(wèn)道:“以前有多少人知道Moderna這家公司呢?”
有效性較低的影響
楊森制藥在1月29日公布了第三期初步臨床試驗(yàn)的結(jié)果,但媒體報(bào)道之后關(guān)注的焦點(diǎn),都是其疫苗在引起免疫反應(yīng)方面相對(duì)更低的整體效果。
曼尼托巴大學(xué)的金德拉丘克卻認(rèn)為,Moderna和輝瑞的疫苗,與免疫有效性同樣超過(guò)50%的其他疫苗很難進(jìn)行對(duì)比。
他在看到媒體報(bào)道之后,通過(guò)電子郵件告訴《財(cái)富》雜志:“雖然勞斯萊斯生產(chǎn)的汽車(chē)令人驚艷,但我們不能拿其他汽車(chē)與他們的產(chǎn)品進(jìn)行對(duì)比。我們需要在特定情況下評(píng)估產(chǎn)品的表現(xiàn)。”
但達(dá)爾豪西大學(xué)的凱文表示,輝瑞和Moderna的疫苗有出色的免疫效果,當(dāng)與強(qiáng)生或其他公司免疫效果較低的疫苗進(jìn)行對(duì)比時(shí),就會(huì)產(chǎn)生道德問(wèn)題。
她說(shuō):“當(dāng)我們?cè)诳紤]向公眾施打哪種疫苗的時(shí)候,它改變了我們的思考方式。因?yàn)楫?dāng)存在效果出色的疫苗時(shí),如果為人們施打效果較低的疫苗,可能就是不道德的。”
強(qiáng)生的疫苗獲得批準(zhǔn),可能會(huì)改變美國(guó)施打新冠疫苗的方式。美國(guó)開(kāi)展全國(guó)大范圍接種疫苗還不到兩個(gè)月時(shí)間,情況非常糟糕,強(qiáng)生的疫苗或許能夠帶來(lái)改變,但當(dāng)未來(lái)更有效的疫苗出現(xiàn)時(shí),現(xiàn)在決定接種效果較低疫苗的后果,恐怕要以失去的生命來(lái)衡量了。
還有另外一個(gè)令科學(xué)家們擔(dān)憂的問(wèn)題:只有一部分人接種疫苗會(huì)導(dǎo)致人口免疫水平不一,由此產(chǎn)生的免疫壓力會(huì)促使引發(fā)新冠疫情的SARS-CoV-2病毒發(fā)生突變,突破我們的防線。為人們接種效果較差的疫苗,雖然現(xiàn)在可以拯救生命,但未來(lái)一旦病毒成功適應(yīng)了疫苗和我們使用的其他治療藥物,可能就會(huì)造成更多人死亡。
曼明表示,與所有病毒一樣,新冠病毒確實(shí)發(fā)生了變異,這時(shí)楊森的疫苗平臺(tái)可以輕松根據(jù)變異病毒做出調(diào)整。
他說(shuō):“在生產(chǎn)方面,我們能夠輕松生產(chǎn)出一段DNA,然后把它放到同一個(gè)平臺(tái)內(nèi)。它剛好與我們?nèi)ツ晁龅囊磺泄ぷ飨辔呛??!?/p>
而且病毒突變對(duì)疫苗生產(chǎn)商而言可能是好消息。彭博行業(yè)研究的法澤里稱(chēng):“如果病毒進(jìn)化意味著我們需要加強(qiáng)注射疫苗,這會(huì)改變這些公司的基本價(jià)值。如果你明年還需要再銷(xiāo)售20億劑疫苗,這就會(huì)變成經(jīng)常性收入,而不是一次性收入。”
強(qiáng)生將在今年4月召開(kāi)第一季度營(yíng)收電話會(huì)議。法澤里認(rèn)為,到那時(shí),強(qiáng)生曾經(jīng)對(duì)疫苗前景的預(yù)測(cè)以及當(dāng)時(shí)決定按照成本價(jià)出售疫苗的深意,將會(huì)變得一目了然。
現(xiàn)在,強(qiáng)生準(zhǔn)備加入美國(guó)噩夢(mèng)般的全國(guó)疫苗接種計(jì)劃,并做好了幫助美國(guó)扭轉(zhuǎn)不利局面的準(zhǔn)備。(財(cái)富中文網(wǎng))
翻譯:劉進(jìn)龍、楊二一、陳聰聰
審校:汪皓
Johnson & Johnson is on the verge of submitting its COVID-19 vaccine candidate for Emergency Use Authorization (EUA) from the FDA. If it is approved, the company would join Pfizer and Moderna as the third vaccine producer for the United States.
“We’re working round the clock,” says Mathai Mammen, global head of research and development for Janssen, Johnson & Johnson’s pharmaceutical division. He’s hoping to get the EUA application for the vaccine submitted by the end of this week and estimates that the approval process will take a few weeks more. If all goes well, members of the American public could receive their shot of Johnson & Johnson’s vaccine as early as March, depending on EUA approval.
There are already signs that the vaccine will be approved: CDC director Rochelle Walensky and Anthony Fauci, director of the National Institute of Allergy and Infectious Diseases, spoke at a January 29 press conference about what Fauci called the “encouraging news” of Johnson & Johnson’s preliminary Phase III trial results, which had been released that morning. In addition, the American Medical Association has already produced billing codes for the vaccine’s administration.
The Johnson & Johnson vaccine has the potential to reshape a disastrous vaccination rollout in the U.S. and to cement the company’s position in the uncertain future of the pharmaceutical industry. There is “at least an element of sentiment” associated with producing a successful COVID-19 vaccine candidate, says Sam Fazeli, senior pharmaceuticals analyst for Bloomberg Intelligence. “At the end of the day, valuations change when people’s perception of the profitability or the prospects of a company changes,” Fazeli says.
Making a vaccine that, unlike the Pfizer and Moderna vaccines, doesn’t require a follow-up appointment and can be easily stored and transported might set the company up for longer-term success.
The vaccine produces a significantly lower level of overall immunity than the Pfizer and Moderna vaccines currently authorized for emergency use by the FDA—66% compared with 94% to 95%. But many experts, and the federal government, say what matters is getting vaccine shots in arms—and the one-shot regimen of the Johnson & Johnson vaccine, combined with its lower storage requirements, will make vaccination possible in settings where the requirements of the other vaccines prohibit their use.
However, the standout immunity offered by the Pfizer and Moderna vaccines has changed the playing field for vaccine makers, and what was once a goal level of immunity is now far below the immunity they can offer. Last year, when vaccine makers rushed en masse to begin developing candidates to treat the emerging pathogen that causes COVID-19, the goal was to produce at least 50% immunity with the vaccine. That level of immunity, which is in the range of what annual flu shots provide, would be enough to make a significant dent in the death and debilitating illness caused by COVID-19.
“If we rewind to a couple of months ago, our standard was, Can we reduce COVID-19 by 50%?” says Dalhousie University virologist Alyson Kelvin. The 94% to 95% immunity offered by the Pfizer and Moderna vaccines “exceeded all of our expectations,” she says. That high immunity makes the lower immunity offered by the Johnson & Johnson vaccine seem less attractive.
But given the pragmatics of vaccination—the difficulties of transporting and storing mRNA vaccines like the ones made by Pfizer and Moderna, the complexities of scheduling a two-dose regimen for every eligible person in the country—and the chaos of the American vaccine rollout so far, a lower-immunity single-dose vaccine with a good record of preventing the worst COVID-19 effects might be just what the doctor ordered, Fauci said in a February 1 press conference.
In the making
Johnson & Johnson announced that its Janssen pharmaceutical arm was at work on a COVID-19 vaccine at the end of January 2020—before the disease had reached pandemic levels and even before it had a formal name. Just a few weeks later, the company—like many other prospective vaccine makers—started collaborating with the U.S. Department of Health and Human Services to craft the vaccine.
The company immediately turned to the same vaccine platform—that is, the same modified adenovirus used to deliver the vaccine—as it had used to produce its Ebola vaccine, which was already in human testing at that point and was approved by the European Commission last year.
“We didn’t know it could be a one-shot until we started to get data preclinically and then in Phase I,” Mammen says. After seeing that data, he says, “the immunogenicity was so strong that we knew we could do a one-dose.”
On January 29, Janssen released promising interim data from its Phase III trial. The analysis focused on 468 cases of symptomatic COVID-19 in Janssen’s global study population of 44,325 adults located in South and Central America, South Africa, and the U.S. Over that whole population, the pharma company found that its vaccine was 66% effective in preventing moderate to severe COVID-19. Effectiveness varied by country: It was as low as 57% in South Africa and as high as 72% in the United States.
Mammen points to another statistic: 85%. That’s the level of effectiveness the vaccine achieved in preventing severe COVID-19 in all settings, even in South Africa where a new, possibly deadlier variant of SARS-CoV-2 was recently identified.
“That’s a spectacular result in my eyes,” he says.
High levels of protection against severe disease are especially important because of the long-term debilitating impacts of COVID-19 infection for about 10% of those who contract the disease.
In November, Janssen also started recruiting for a two-dose trial of its vaccine candidate—for the sake of completeness, Mammen says, and to see if the two-dose regimen will produce higher levels of immunity. Results from that trial aren’t likely to be out until late 2021. “Given the results we have right now, I would find it hard to justify the logistical challenge of adding a second dose,” Mammen says.
A one-shot vaccine that doesn’t have the stringent storage requirements of the mRNA vaccines would give health officials the world over “a really good shot of being able to address some critical areas that we haven’t been able to address with the Pfizer and Moderna vaccines,” says University of Manitoba virologist Jason Kindrachuk.
Because it requires only one dose to build immunity and can be stored at home refrigerator temperatures for several months without losing effectiveness, the Janssen vaccine could be a game-changer for low- and middle-income countries as well as rural settings, he says. That, in turn, could speed global economic recovery.
“We are globally interconnected, whether we like it or not,” he says. “What happens in these low- and middle-income regions is going to have secondary effects on us, not just from the side of transmission, but from the side of everything in regards to tourism and trade.”
It might also change the uneven landscape of vaccination in the U.S., the country with the highest per capita rate of identified COVID-19 infections. A CDC report published on February 1 notes that white Americans, the demographic that has suffered the least from COVID-19, were vaccinated at significantly higher rates than their Black counterparts in the first month of the vaccine rollout. That inequality exemplifies the ongoing health and social disparities that have resulted in a nearly threefold higher COVID-19 death rate among Black, Hispanic, and Native American people, underlining America’s long history of medical racism.
Speaking on a demographic level, Americans of color are more likely to have underlying health conditions and to be served by seriously under-resourced health care apparatuses. Some, like many Native American communities, are more likely to be located in remote areas. As a result, a vaccine that can be kept in a refrigerator and distributed in one dose may be more attainable for those communities. But its lower efficacy raises the question of whether vaccination for COVID-19 will further contribute to the health injustices these communities face.
Indeed, it appears that many public health officials are pinning their hopes on the one-shot vaccine. In February 1’s press conference, Fauci underlined the importance of achieving high levels of vaccination, even if some of the vaccines are of lower efficacy. And the U.S. has already established orders for more than 100 million doses of the Johnson & Johnson vaccine. The company says it will be ready to start shipping some of its already manufactured doses as soon as it gets an EUA, likely within days.
Vaccines have become big business
Producing any working vaccine against COVID-19 is a huge achievement. Historically, Kindrachuk says, “coronaviruses were kind of seen as being an annoyance more than anything else.” Although the deadly SARS outbreak of the early 2000s and the identification of MERS in 2012 increased interest in producing coronavirus vaccines, neither of those viruses, fortunately, reached pandemic levels.
As a result, Kindrachuk says, vaccine makers focused their efforts elsewhere, using advances in biotechnology to produce more effective or safer vaccines against known pathogens and vaccines against pathogens that never had a vaccine before, such as Ebola and human papillomavirus (HPV). They also focused on emerging pathogens like Zika.
That all changed with the outbreak of the COVID-19 pandemic, which is caused by SARS-CoV-2. More than a year since its arrival, the virus has killed more than 2 million people globally and left many thousands with so-called long COVID, debilitating systems that may last months or even longer. Some therapeutics have been found to help those with severe COVID-19, but, by and large, hope still rests on the world isolating until a significant percentage of the global population can be vaccinated.
A flood of development funding and attention has transformed the pharmaceutical sector. Previously marginal companies such as Novavax and AstraZeneca have reached the forefront of global pharmaceuticals news because they have developed successful vaccine candidates.
But mRNA is “a bit, we can say, delicate,” says Kelvin. “We have to wrap it up well so that it can be delivered properly into cells.” In the case of the Moderna and Pfizer vaccines, lipid nanoparticles—tiny particles of biological material that mimic the cell membrane—encapsulate the mRNA and keep it safe until it can deliver its information to human cells.
Once in the cells, the mRNA codes for the production of the coronavirus’s characteristic spike protein that it uses to enter human cells. The vaccinated person’s own cells produce the protein, which the immune system then identifies and learns how to fight against. The mRNA doesn’t hang around for very long, and its components are broken down and recycled with other cellular material.
This approach has been demonstrated to work extremely well, says Kelvin, but it’s a new one, and the duration of the immunity it imparts is still unknown. Both the AstraZeneca and now the Johnson & Johnson vaccine candidates take a more traditional approach to provoking the human immune response. They use inactivated forms of other viruses to deliver the genetic information. That approach might lead to longer-lasting immunity, Kelvin says, although it’s too soon to know.
Johnson & Johnson plans to sell the vaccine at cost, at least during the first phase of the pandemic. The company says the price will not exceed $10 per dose—which is substantially lower than the Pfizer and Moderna vaccines, both of which are being sold at profit. It’s unclear what that will mean for the company’s profitability in the short term, if anything, but the reputational gain of producing a successful vaccine candidate may be significant, as it has been for other drugmakers. “How many people knew who Moderna was before now?” asks Arizona State University regulatory scientist JoAnn Pfeiffer.
The impact of lower efficacy
News reports since the release of Janssen’s preliminary Phase III results on January 29 have largely focused on its much lower overall efficacy in provoking an immune response. But University of Manitoba’s Kindrachuk says it’s hard to compare the Moderna and Pfizer products to other vaccine candidates that also exceed the 50% immunity threshold.
“While Rolls makes amazing cars, we can’t really compare other vehicles to their products all of the time,” he told Fortune by email after the news broke. “The assessments need to be made on how well the product works given the circumstances.”
But the standout immunity offered by the Pfizer and Moderna vaccines does create ethical questions when compared with the lower immunity of Johnson & Johnson and other vaccines, says Dalhousie University’s Kelvin. “It changed the way that we are considering a vaccine that we want to be using in our public,” she says. “Because they’re so effective that giving people less effective vaccines is perhaps not ethical.”
The approval of the Johnson & Johnson vaccine would change the approach of the U.S. to COVID-19 vaccination. Less than two months into a disastrous rollout, that might be warranted, but the stakes of a decision to use a lower-effectiveness vaccine now when a higher-effectiveness vaccine will become available later can be measured in lives.
Then there’s another consideration that is worrying scientists: A partially vaccinated population with a mix of immunity levels creates exactly the immunity pressures that SARS-CoV-2, the virus that causes COVID-19, needs to mutate and adapt past our defenses. Vaccinating people with a less effective vaccine, while it will save lives now, might thus result in far more deaths later if the virus can successfully out-adapt the vaccines and other treatments we use against it.
When the virus does mutate, as all viruses do, Mammen says, Janssen’s vaccine platform can be easily modified along with it. “On the manufacturing side, we make a piece of DNA, which is easy, and we put it in exactly the same platform,” he says. “It slots right in to all the work we’ve done over the past year.”
And that mutation could be good news for vaccine makers. “If the virus is evolving in a way that means we need booster shots, that changes the fundamental value of these companies,” says Bloomberg Intelligence’s Fazeli. “If you need to sell yet another 2 billion shots next year, that makes this recurring revenue instead of one-off revenue.”
Johnson & Johnson’s prospects and the company’s exact meaning when it says its vaccine will be sold at cost should become clearer after its first-quarter earnings call in April, Fazeli says. For now, Johnson & Johnson is ready to join what has been a nightmare of a rollout in the U.S., and its vaccine is poised to help turn the tide.