JPM: Glaxo sees enormous Shingrix potential, but a supply gap still stands in the way

GlaxoSmithKline’s Shingrix has generated blockbuster sales quickly after its launch, but numbers touted by the drugmaker this week show the size of the remaining opportunity—and how much supply constraints have held the rollout back.

Glaxo estimates about 115 million people in the U.S. alone are eligible for the shingles vaccine, which requires two doses two to six months apart. The company has reached about 11 million with at least one dose, execs said at the annual J.P. Morgan Healthcare Conference, meaning there are still more than 100 million eligible recipients in the U.S. alone.