Seeking Alpha analysts say President Donald Trump's executive order changing childhood vaccine recommendations is unlikely to materially hurt vaccine makers. Stephen Ayers called the order directionally negative for pediatric vaccine-heavy names but expects it to be challenged and go unimplemented, noting Merck's M-M-R II, ProQuad, and Varivax generated $592 million in Q2 2026. ALLKA Research said Merck and GSK are key players, with GSK's Priorix, Priorix Tetra, and Varilrix generating only $97 million in sales, and that any policy change would likely face litigation from groups such as the American Academy of Pediatrics. Gen Alpha expects little to no impact because the executive order is not law and is unlikely to change public perception.
Merck & Company IncExecutive order directionally negative but likely unimplemented; Merck's pediatric vaccines generate significant revenue.
GSK plcExecutive order may affect GSK's pediatric vaccines, but impact expected to be minimal due to legal challenges.
Merck KGaA
Sanofi SA