Gates MRI, SII TB vaccine deal
Analysis based on 19 articles · First reported Jul 16, 2026 · Last updated Jul 16, 2026
The partnership strengthens SII's position as a global vaccine manufacturer and could generate significant revenue if the vaccine is approved. GSK's adjuvant supply deal may provide modest licensing income. Positive sentiment for public health and emerging market vaccine access.
The Gates Medical Research Institute (Gates MRI) and Serum Institute of India (SII) have signed an agreement to manufacture the M72/AS01E tuberculosis vaccine candidate, currently in Phase 3 clinical trials. If approved, it could become the first new TB vaccine in over a century. SII will invest over $100 million to scale up manufacturing capacity. GSK, the original developer, will supply the AS01E adjuvant. The partnership aims to ensure affordable access for high-burden countries. The vaccine showed 50% efficacy in Phase 2b trials. WHO estimates it could prevent 76 million new TB cases and save 8.5 million lives over 25 years.
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