Goldman Sachs weighs in on vax efficacy…

… by covid severity – average & by brand

OK, Goldman Sachs is a financial institution … not a med-science organization.

But, it has a lot of smart people analyzing med-science data to inform the firm’s high stakes financial plays.

Said differently, GS has a strong economic interest in being “in the know”.

So, for clues (not necessarily conclusions), I take notice of what GS has to say …


Vax Efficacy

Consistent with Pfizer’s booster application data, GS concludes that vax efficacy wanes over time.

On average (across all approved vaccines), GS estimates that protection against hospitalization starts high (95%) … and wanes slowly to 89% after 5 months.

Protection against both infection and symptoms start at about 85% …  it wanes to 68% after 5 months for symptomatic cases … and to 58% for total infections (symptomatic and asymptomatic).


Key takeaway: Consistent with the Pfizer data, there’s minimal waning of protection against hospitalization …  protection against infection starts very high (unexpectedly high versus early-on expectations) but wanes significantly.


Efficacy by Brand

For context, keep in mind that the vaccines are different:

> J&J is a viral vector DNA vaccine

> Pfizer and Moderna are both mRNA vaccines, but each dose of Moderna roughly roughly 3 times the mRNA content as a Pfizer shot. Source

The GS compilation …


Comparing brands, GS concludes that, as promised, all brands provide a high level of protection against hospitalization (the red bubbles) … slight edge to Moderna, least (but still good) for J&J.

On protection against infection, slight edge to Moderna and J&J.

Pfizer’s lower blue bubbles reflect reports that its vaccine elicits lower antibody levels in older adults (than in younger adults)

This underperformance against infection protection for older adults supports the apparent priority being given for a Pfizer booster shots … especially to seniors


Herd Immunity

GS analysts estimate that 80% of the American population now has some form of immunity through either vaccination or infection.

Combined, that gives the U.S. an effective protection rate against infections of 60%


Interesting cuts at the data …

Leave a Reply

Fill in your details below or click an icon to log in: Logo

You are commenting using your account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s

%d bloggers like this: