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FDA approves Merck's RSV shot for infants, ramping up competition with Sanofi and AstaZeneca

1. FDA approves Merck's Enflonsia for RSV protection in infants. 2. Product to launch before upcoming RSV season in fall. 3. Sales potential against competitor Beyfortus, which faced supply issues. 4. Enflonsia showed over 84% hospitalization reduction in trials. 5. Approval expands treatment options for a serious infant illness.

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FAQ

Why Bullish?

The FDA approval enhances Merck's product line and competitive positioning, likely increasing market share.

How important is it?

The approval of Enflonsia is crucial for Merck's future revenue in a growing market segment.

Why Short Term?

Immediate sales expected following July launch, affecting Q3 revenue positively.

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