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

1. Merck's RSV shot, Enflonsia, receives FDA approval for infants. 2. Orders for Enflonsia expected to start in July before RSV season. 3. Merck competes with Sanofi's Beyfortus, which faced supply shortages. 4. Enflonsia shown to significantly reduce RSV-related hospitalizations. 5. Other companies also marketing RSV treatments for adults and pregnant women.

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FAQ

Why Bullish?

FDA approval typically drives stock prices up. Historical examples include increased sales and market share after similar approvals.

How important is it?

The approval introduces a competitive product in a high-demand market, likely boosting growth.

Why Short Term?

Immediate sales expected to begin in July, directly affecting quarterly revenues.

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