US vaccine manufacturers set to lose as RFK pushes for weaker vaccine mandates

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Source: Pharmaceutical Technology

Original: https://www.pharmaceutical-technology.com/analyst-comment/us-vaccine-manufacture...

Published: Tue, 10 Mar 2026 14:47:16 +0000

US vaccine manufacturers are facing a decline in vaccination demand due to changes in vaccination policy under the Trump administration[1][2][3]. Novavax raised its 2026 adjusted revenue forecast to $230 million to $270 million, up from a previous forecast of $185 million to $205 million, thanks to payments from vaccine supply and licensing agreements[1]. The firm posted a profit of $18 million in the fourth quarter, up from a loss of $81 million a year earlier, with revenue up 67% to $147 million[1]. Moderna prestala plánovať nové štúdie vakcín proti infekčným ochoreniam kvôli zmenšenému trhu v USA a absencii vládnych odporúčaní[2]. The Trump administration changed the childhood vaccination schedule, reduced the number of recommended vaccines, and the FDA initially refused to review Moderna's mRNA flu vaccine[2][3]. Experts point out that the absence of federal support leads to lower investment in vaccine research and development, which affects the priorities of companies like GeoVax[3]. The growing number of measles cases in the US threatens the country's status as a disease-free country[2].