Judge: David S. Cunningham, Case: JCCP4962, Date: 2023-01-24 Tentative Ruling



Case Number: JCCP4962    Hearing Date: January 24, 2023    Dept: 11

JCCP 4962 (Zostavax Product Cases)

Tentative Ruling Re: Motion for Summary Judgment/Adjudication

 

Date:                           1/24/23

Time:                          10:30 am

Moving Party:           Merck & Co., Inc., et al. (jointly “Defendants”)

Opposing Party:        Barbara Gregory, et al. (jointly “Plaintiffs”)

Department:              11

Judge:                         David S. Cunningham III

________________________________________________________________________

 

TENTATIVE RULING

 

Defendants’ Request for Judicial Notice

 

Defendants’ request for judicial notice is granted in full.  The documents are court records.

 

Defendants’ Evidentiary Objections

 

Objections 1 and 2 are sustained.  The rebuttal report and the addendum were filed late.

 

Objections 3 through 115 are overruled.  Undisputed material facts are not evidence.

 

Objections 116 through 196 are overruled.  Defendants contend the documents contain irrelevant, prejudicial, and hearsay material.  The objections are overbroad as applied to the entire documents.

 

Defendants’ Objections Re: Dr. Darren Scheer

 

Except for objections 1 and 2 above, the Court declines to decide the objections to Dr. Scheer’s evidence at this time.  The Court will determine at the hearing whether an Evidence Code section 402 hearing should be held before ruling on the objections.

 

New Information from Zostavax Post-Marketing Studies

 

Defendants shift the burden as to the Protocol 022 evidence, and Plaintiffs fail to raise a triable issue.

 

The Court intends to discuss the AN1030166 evidence with the attorneys during oral arguments, especially regarding whether Defendants previously submitted it to the Food and Drug Administration (“FDA”). 

 

New Information from Adverse Events Reporting

 

The Court also intends to discuss the European Medicines Agency’s (“EMA”) 2008 report at the hearing.  In part, the Court is interested in Defendants’ assertion that Zostavax use did not cause the high rate of shingles-like rashes or that the high rate was simply reflective of Zostavax’s efficacy rate.  What evidence supports the assertion?

 

Defendants shift the burden as to the 2014 EMA report, and Plaintiffs fail to raise a triable issue.

 

Defendants shift the burden as to the Varicella Zoster Virus Identification Program (“VZVIP”) evidence, and Plaintiffs fail to raise a triable issue.

 

New Information Re: Recombination

 

Defendants shift the burden shifted as to the recombination evidence, and Plaintiffs fail to raise a triable issue.

 

2014 Label Change

 

Defendants shift the burden as to the 2014 label change, and Plaintiffs fail to raise a triable issue.

 

BACKGROUND

 

Shingles and Zostavax

 

“After a person contracts chickenpox, the Varicella Zoster Virus (‘wild-type’ virus) remains in a person’s nervous system for life.  When a person’s immune competence declines, usually with advancing age, the virus can reactivate . . . in the form of” herpes zoster, more commonly known as shingles.”  (Plaintiffs’ Response Separate Statement, Undisputed Material Fact (“UMF” 1.)

 

Chickenpox and shingles are both caused by the varicella zoster virus.  Chickenpox and shingles are discrete clinical entities that involve different symptoms, different clinical presentations, and different diagnoses.”  (Id. at UMF 2.)

 

Defendants manufacture Zostavax, a vaccine utilized to prevent shingles.  In 2005, they applied to the FDA for approval. “The FDA’s Vaccine and Related Biological Products Advisory Committee unanimously determined that Zostavax is safe and effective for use in preventing shingles in adults over the age of 60.”  (Defendants’ Separate Statement, UMF 5 [adding that “the FDA extended the eligible population to adults over the age of 50” on 3/24/11].)

 

“When the FDA approved Zostavax as safe and effective,” it “also approved the vaccine’s labeling, including warnings and adverse reactions.”  (Plaintiffs’ Response Separate Statement, UMF 6.)  “That label included the following FDA-approved language: ‘Zostavax significantly reduced the risk of developing [shingles] when compared with placebo.’”  (Ibid.)  “As to adverse events, the initial label identified ‘noninjection-site [shingles]-like rashes’ as well as chicken-pox like rashes, and explained that the vaccine-strain of the virus was detected in ‘two subjects who reported’ chickenpox ‘like rashes.’”  (Ibid.)

 

Zostavax was the first FDA-approved vaccine for the prevention of shingles.  Since its approval, more than 47 million doses of Zostavax have been distributed worldwide.”  (Id. at UMF 7.)

 

“Administration of Zostavax does not guarantee protection against shingles.”  (Id. at UMF 9.)  “Since approval, the Warnings and Precautions section of the Zostavax label has stated: ‘Vaccination with ZOSTAVAX does not result in protection of all vaccine recipients.  The duration of protection beyond 4 years after vaccination with ZOSTAVAX is unknown.’”  (Ibid.)  “It has also stated that that efficacy ‘decline[s] with increasing age.’”  (Ibid.)

 

“Zostavax is approved for administration only in individuals with a healthy immune system because Zostavax ‘may result in a more extensive vaccine-associated rash or disseminated disease in individuals who are immunosuppressed.’”  (Id. at UMF 10.)

 

Defendants “submitted a Changes Being Effected (‘CBE’) application to the FDA” on 2/26/14 “to add ‘[h]erpes zoster (vaccine strain)’ under ‘Infections and infestations’ in the ‘Post-marketing Experience’ section of the Zostavax labeling.”  (Id. at UMF 18.) 

 

On 8/28/14, “after reviewing the data, the FDA approved [Defendants’] CBE application for a labeling change, agreeing that ‘[h]erpes zoster (vaccine strain)’ should be placed in the Postmarketing Experiences section of the label.”  (Ibid.)

 

Plaintiffs claim Defendants should have made additional label changes.  They assert that Zostavax can cause shingles and that Defendants should have amended the label to provide such information.

 

The Instant Action

 

The instant action is a coordinated proceeding with more than 20 underlying cases.  The operative complaints allege several causes of action, all grounded in failure-to-warn theories.  

 

On 8/2/22, the Court denied Defendants’ first motion for summary judgment/adjudication without prejudice due to procedural defects.

 

At issue here is Defendants’ second motion for summary judgment/adjudication.  The parties appear to agree that the motion applies to all causes of action remaining in the operative complaints.  (See Motion, p. 2; see also Opposition, pp. 11-12; Reply, p. 1.)  Defendants contend the motion should be granted because the causes of action are preempted.

 

LAW

 

Summary Judgment

 

A defendant or cross-defendant has met his or her burden of showing that a cause of action has no merit if the party has shown that one or more elements of the cause of action, even if not separately pleaded, cannot be established, or that there is a complete defense to the cause of action.

 

(Cal. Code Civ. Proc. § 437c, subd. (p)(2).)

 

The ‘tried and true’ way for defendants to meet their burden of proof on summary judgment motions is to present affirmative evidence (declarations, etc.) negatingas a matter of law, an essential element of plaintiff's claim.”  (Weil & Brown, Cal. Prac. Guide: Civ. Proc. Before Trial (The Rutter Group 2022) ¶ 10:241, emphasis in original.)  “A cause of action ‘cannot be established’ if the undisputed facts presented by defendant prove the contrary of plaintiff's allegations as a matter of law.”  (Id. at ¶ 10:241.10, emphasis in original.)  “The moving party's declarations and evidence will be strictly construed in determining whether they negate (disprove) an essential element of plaintiff's claim ‘in order to resolve any evidentiary doubts or ambiguities in plaintiff's [opposing party's] favor.’”  (Id. at ¶ 10:241.20.)

 

A second way to meet the initial burden “is to ‘show’ that an essential element of plaintiff's claim cannot be established.”  (Id. at ¶ 10:242.)  “Defendant does so by presenting evidence that plaintiff ‘does not possess and cannot reasonably obtain, needed evidence . . . .”  (Ibid., emphasis in original.)  The moving party must present evidence of discovery admissions and/or factually devoid “all facts” discovery responses.  (See id. at ¶¶ 10:244-10:245.27.) 

 

The third way is to show a complete defense.  (See id. at ¶ 10:246.)  To ‘show’ a complete defense, defendant must present admissible evidence of each essential element of the defense upon which it bears the burden of proof at trial.”  (Id. at ¶ 10:247, emphasis in original.)  “Thus, where a defense has several elements, lack of substantial evidence on any element bars relief, ‘even if the plaintiff failed to introduce a scintilla of evidence challenging that element.’”  (Ibid., emphasis in original.) 

 

Once one of these burdens is met, it shifts to plaintiff to prove the existence of a triable issue of fact regarding that element of its cause of action or that defense.  If plaintiff is unable to do so, defendants are entitled to judgment as a matter of law.”  (Id. at ¶ 10:240, emphasis in original.) 

 

Summary Adjudication

 

“A motion for summary adjudication asks the court to adjudicate the merits of a particular cause of action, affirmative defense, issue of duty or claim for damages, including a punitive damage request.”  (Id. at ¶ 10:1, emphasis in original.)

 

A defendant (or cross-defendant) moving for summary [adjudication] must “show” that either:

 

* one or more elements of the “cause of action … cannot be established”; OR

 

* there is a complete defense to that cause of action. [Citation.]

 

This means that where plaintiff has the burden of proof at trial by a preponderance of evidence, defendant “must present evidence that would require a reasonable trier of fact not to find any underlying material fact more likely than not—otherwise, he [defendant] would not be entitled to judgment as a matter of law, but would have to present his evidence to a trier of fact.” [Citation.]

 

The import of “more likely than not” in the foregoing quote is that a moving defendant must generally present evidence that, if uncontradicted, “would constitute a preponderance of evidence that an essential element of the plaintiff's case cannot be established … The same is true when a moving defendant seeks to secure dismissal of the complaint based on an affirmative defense.” [Ciation.]

 

. . . Once defendants meet this burden, the burden shifts to plaintiff to prove the existence of a triable issue of fact regarding that element of its cause of action or that defense. If plaintiff is unable to do so, defendants are entitled to judgment as a matter of law. [Citations.]

 

. . . If defendants fail to meet their burden, their motion must be denied; plaintiff need not make any showing at all. [Citation.]

 

(Id. at ¶ 10:240, emphasis in original.)

 

Preemption Re: Food, Drug, and Cosmetic Act (“FDCA”), 21 U.S.C. Section 301 et seq.

 

“The federal government regulates the manufacture, labeling, and sale of pharmaceuticals pursuant to the FDCA.”  (Gibbons v. Bristol-Myers Squibb Co. (2d Cir. 2019) 919 F.3d 699, 707.)  “To bring a drug to market, a manufacturer must file a new drug application, which must explain the drugmaker's tests and studies, demonstrate that the drug is ‘safe for use under the conditions prescribed,’ and include proposed labeling language.” (Ibid.) “The [Food and Drug Administration’s (‘FDA’)] premarket approval of a new drug application includes the approval of the exact text in the proposed label.”  (Ibid.) 

 

“The FDA can direct a pharmaceutical manufacturer to change a drug's label after it has entered the market, [citation], but ‘manufacturers, not the FDA, bear primary responsibility for their drug labeling at all times,’ [citation].”  (Ibid.)  “Nevertheless, drug manufacturers are limited in their ability to unilaterally change the labels on their products.  Specifically, to make a change on their own, a manufacturer must comply with the ‘changes being effected’ (‘CBE’) regulation, set forth at 21 C.F.R. [section] 314.70(c)(6)(iii).”  (Ibid.)  The CBE “allows drug manufacturers to change [a label] without the FDA’s preapproval if the changes ‘add or strengthen a contraindication, warning, precaution, or adverse reaction,’ or ‘add or strengthen an instruction about dosing and administration that is intended to increase the safe usage of the drug product,’ in order to ‘reflect newly acquired information.’”  (Ibid.)  “‘Newly acquired information’ can include either new data or new analyses of previously submitted data.”  (Ibid.)  “The rule accounts for the fact that risk information accumulates over time and that the same data may take on a different meaning in light of subsequent developments[.]”  (Wyeth v. Levine (2009) 555 U.S. 555, 569 [“[I]f the sponsor submits adverse event information to FDA, and then later conducts a new analysis of data showing risks of a different type or of greater severity or frequency than did reports previously submitted to FDA, the sponsor meets the requirement for ‘newly acquired information.’”].)

 

“The Supremacy Clause establishes that federal law ‘shall be the supreme Law of the Land . . . any Thing in the Constitution or Laws of any State to the Contrary notwithstanding.’”  (PLIVA, Inc. v. Mensing (2011) 564 U.S. 604, 617.)  “Where federal and state law conflict – that is, where it is impossible for a party to follow both federal and state law – state law must give way.”  (Gibbons, supra, 919 F.3d at 708.)  “Because manufacturers may unilaterally update a drug's label if the change complies with the CBE regulation, a state law failure-to-warn claim that depends on newly acquired information – information that Defendants could have added to their label without FDA approval – is not preempted.”  (Ibid. [citing Wyeth, supra, 555 U.S. at 568-572 and In re Celexa & Lexapro Mktg. & Sales Practices Litig. (1st Cir. 2015) 779 F.3d 34, 40-41].)

 

“[T]he Courts of Appeals have synthesized the requirements to properly plead and then prove a state law failure-to-warn claim based on post-drug-release information.”  (Ibid.)  “Thus, to state a claim for failure-to-warn that is not preempted by the FDCA, a plaintiff must plead ‘a labeling deficiency that [Defendants] could have corrected using the CBE regulation.’”  (Ibid.)  “If the plaintiff meets that standard, the burden shifts to the party asserting a preemption defense to demonstrate that there is ‘“clear evidence that the FDA would not have approved a change” to the [prescription drug's] label.’”  (Ibid.)

 

DISCUSSION

 

“Post-FDA approval preemption analysis proceeds in two stages.”  (Utts v. Bristol-Myers Squibb Co. (S.D.N.Y. 2017) 251 F.Supp.3d 644, 661.)  The first stage asks whether “newly acquired information” existed that “support[ed] a [unilateral] labeling change [by Defendants] under the CBE regulation[.]”  (Ibid.)  If “newly acquired information” existed, the second stage requires a “show[ing] by ‘clear evidence’ that the FDA would not have approved the labeling change made on the basis of this newly acquired information.”  (Ibid.)

 

Defendants only addresses the first stage; they do not contend “Plaintiffs’ claims are preempted” because “the FDA would not have approved a change to the vaccine’s label.”  (Motion, p. 11.)

 

“Newly acquired information” means:

 

[D]ata, analyses, or other information not previously submitted to the [FDA], which may include (but is not limited to) data derived from new clinical studies, reports of adverse events, or new analyses of previously submitted data (e.g., meta-analyses) if the studies, events, or analyses reveal risks of a different type or greater severity or frequency than previously included in submissions to FDA.

 

(21 C.F.R. § 314.3, subd. (b).)

 

Plaintiffs’ opposition brief identifies three types of information that Plaintiffs claim qualify as “newly acquired information” – new information from Zostavax post-marketing studies, new information from adverse events reporting, and new information regarding recombination.  (See Opposition, pp. 17-20.)  The Court’s analysis focuses on the three types.

 

New Information from Zostavax Post-Marketing Studies

 

Plaintiffs argue:

 

One example [of ‘newly acquired information’] is Defendants’ Protocol 022, conducted from October 2007 to January 2010, which included an “indeterminate” result from a rash that presented on day 16 after vaccination that Merck described as varicelliform. The PCR results from the indeterminate show that it was from a rash that contained primarily Oka/Merck DNA but also contained wild-type varicella DNA. [Citation.] When it was suggested there be retesting of the indeterminate results to determine if subjects had Oka/Merck vaccine virus strain or wild-type, Merck’s Allison Fisher was in favor of retesting, “if in no way it calls into question the results for P022 and if there is no risk of changing the conclusions.” Had this sample been retested, changes would have been required to the clinical study report, Merck’s publication of the trial, and notification to FDA. [Citations.] This was new information. Merck had many missed signals during its post- marketing review that they chose to ignore instead of implementing the proper testing and assessment.

 

Another example of new information and Merck’s disregard for proper testing, is with “Subject AN1030166” in the Zostavax arm of the Shingles Prevention Study (SPS). This subject developed an infection site rash that lasted 21 days in which a swab sample was taken [citation]. The swab was then PCR tested and the results indicated Ct values were reached for Oka (vaccine) strain. [Citation.] The subject however was reported in the study as having a VZV-negative PCR result. [Citation.] This again is new information that Merck ignored.

 

(Opposition, pp. 17-18.)

 

Defendants assert:

 

First, Plaintiffs argue that “an ‘indeterminate’ result from a rash” in Protocol 022 was “new information.” [Citation.] One study participant in Protocol 022, a Phase III study designed to evaluate the safety and efficacy of Zostavax in the 50-59 age group, developed a rash 16 days after vaccination. The rash contained varicella-zoster virus (“VZV”). But the type of virus strain (i.e., vaccine-strain or wild-type virus) could not be determined, and the results were deemed inconclusive. As explained in Merck’s opening brief, [citation], this event report is not “newly acquired information” for at least two reasons: (1) it is undisputed that this event was submitted to the FDA and therefore cannot be “new” under FDA regulation, and (2) the result was inconclusive and therefore cannot, by definition, establish “reasonable evidence of a causal association.” [Citations.] Plaintiffs’ opposition fails to address these undisputed facts, or otherwise cite to any authority in support of their interpretation of this single inconclusive event as meeting the federal definition of “newly acquired information” reflecting “reasonable evidence of a causal association.”

 

* * *

 

Next, Plaintiffs point to a single chickenpox-like rash in the Shingles Prevention Study in Subject AN1030166. Plaintiffs’ expert Dr. Scheer claims that “Oka strain was the source of the rash.” [Citation.] As an initial matter, this newly disclosed opinion is inadmissible on multiple grounds. Even if it were admissible, this again involves an event that Plaintiffs do not allege to have experienced — a chickenpox-like rash, not shingles. In addition, it is undisputed that Merck correctly reported the test results from AN1030166, consistent with the study’s predefined definitions and guidelines, as negative and the results of retesting as inconclusive. Regardless, Merck then provided the raw data to the FDA.

 

(Reply, pp. 4-5, emphasis in original, footnotes omitted; see also Motion, pp. 14-16.)

 

The Court agrees with Defendants as to Protocol 022.  Defendants represent that they submitted the Protocol 022 event to the FDA.  (See, e.g., Defendants’ Response to Plaintiffs’ Separate Statement, Additional Material Fact (“AMF”) 68 [citing evidence].)  Unless Plaintiffs cite evidence showing otherwise at the hearing, this fact is dispositive given that the regulation expressly defines “newly acquired information” as “data, analyses, or other information not previously submitted to the [FDA] . . . .”  (21 C.F.R. § 314.3, subd. (b), emphasis added.)

 

Also, Plaintiffs admit that the initial Protocol 022 finding was inconclusive (see, e.g., Plaintiffs’ Separate Statement, AMF 68), and the evidence they cite to show that a further test of the sample would have required changes to “the clinical study, [Defendants’] publication of the trial, and notification of the FDA” is speculative.  (See id. at AMF 114.)  The emails do not show that the outcome would have changed.  (See West Decl., Exh. 32.)

 

The AN1030166 evidence needs to be addressed with the attorneys at the hearing.  Defendants say they provided the FDA with the raw data pertaining to AN1030166’s rash.  (See, e.g., Reply, p. 5.)   This might be dispositive, but Plaintiffs should receive an opportunity to respond, and it should be fleshed out during oral arguments.

 

Plaintiffs’ assertion – the swab sample in AN1030166’s case that was PCR tested “shows Oka strain was the source of this rash, and no wild-type VZV was found” (Opposition, p. 18) – comes from a late addendum to Dr. Scheer’s expert report.  (See Defendants’ Supp. Brief Re: Evidentiary Objections to Opinions of Dr. Scheer, p. 3 [stating that the case management order required expert reports to be filed by 5/14/21 whereas the addendum is dated 7/8/21]; see also Reply, p. 5 [noting that Dr. Scheer testified that “he lacks expertise in PCR testing”].)  The objection to the addendum is sustained.  Do Plaintiffs have any other supporting evidence?

 

If it is shown that the data was not provided to the FDA, the Court will consider continuing the hearing for an Evidence Code section 402 hearing.  At the 8/2/22 hearing, the Court stated its inclination to order Dr. Scheer to appear for such a hearing before issuing a final decision. 

 

To summarize:

 

* Defendants shift the burden as to the Protocol 022 evidence, and Plaintiffs fail to raise a triable issue.

 

* The AN1030166 evidence needs to be evaluated at the hearing to determine whether Defendants submitted it to the FDA.  Depending on the answer, the Court may continue the hearing and order a section 402 hearing.

 

New Information from Adverse Events Reporting

 

Plaintiffs state:

 

Merck has a tendency to neglect testing results that are not in their favor nor did they champion for proper adverse events reporting with things like PCR testing. To claim that no new information came from adverse events reporting is both false and only a direct result of their own actions to avoid the proper protocol. In 2008, the [EMA] Post-authorization Evaluation of Medicines for Human Use [] drafted a Rapporteur Final Assessment Report (RFAR) evaluating (among other things) the Post-marketing exposure and reporting of Zostavax [citation]. The Assessor commented:

 

Post marketing experiences and information coming from the 3 existing PSUR [Periodic Safety Update Report] periods show that the incidence of reports on Herpes zoster-like rashes and varicella like rashes is quite high. In PSUR #3: herpes zoster (195), varicella (18) and secondary transmission (19). On the other hand in very few cases specimen was available for an analysis of the strain (WT vs. OKA/Merck). The current surveillance program for these cases in absolutely insufficient. The MAH [Marketing Authorization Holders] is asked to show the usefulness of this system with the next PSUR. [Citation.]

 

In January 2014, the Pharmacovigilance Risk Assessment Committee (PRAC), which is the EMA’s committee responsible for assessing and monitoring the safety of human medicines, produced a Rapporteur PSUR update that indicated not only was the adverse reactions reporting was still insufficient and should be amended, but during the review period of January 11, 2013 to February 5, 2013, “two samples of the positive vaccine virus strain” were detected in the PCR samples. [Citation.] Based on this information the MAH was recommended to change the risk for HZ/HZ-like and varicella/varicella-like rash from “an important potential to an important identified risk.” [Citation.] The report further stated: “The PRAC Rapporteur is of the opinion that the passive surveillance proposed by the MAH is not sufficient and should be amended. The quantitative risk of zoster development and its characterization caused by the vaccination with this vaccine strain should be analyzed more actively.” [Citation.]

 

(Opposition, pp. 18-19.)

 

Defendants argue:

 

[T]he EMA’s report notes only a high incidence of reports of shingles-like rashes after Zostavax administration. This is not surprising. To the contrary, it is consistent with Zostavax’s 50% efficacy rate — i.e., it is protective in approximately half of the people to whom it is administered, and not protective in the other half. In other words, the mere fact of shingles infections occurring in vaccine recipients reflects the vaccine’s limited efficacy, not that the vaccine itself must be causing shingles. Plaintiffs’ argument is the equivalent of arguing that breakthrough COVID infections in vaccinated individuals is evidence that the vaccine itself causes COVID.

 

The EMA later updated its initial report to indicate that there had been “two samples of the positive vaccine virus strain.” [Citation.] But Plaintiffs omit critical information about both samples that make it clear these cannot amount to “newly acquired information.” The first sample identified is the June 2013 case that Merck identified in its CBE to add vaccine-strain shingles to the Post Marketing Experience section of Zostavax’s label. So it is uncontroverted that the FDA knew of this report and approved Merck’s proposed label update. The second of these infections occurred in an immunocompromised patient for whom Zostavax is contraindicated. Specifically, the patient had rheumatoid arthritis and was receiving a particular steroid treatment that was “considered a risk factor for vaccine strain caused” shingles.

 

Plaintiffs’ Opposition claims that Merck’s [VZVIP], through which patients could provide rash samples for testing, “provided an inaccurate” picture of adverse events because private clinicians only submitted “a small portion of lesions” to this voluntary post-marketing surveillance program. [Citation.] To begin with, it is undisputed that Merck timely submitted all vaccine-strain shingles cases identified in the VZVIP to the FDA. [Citation.]

 

Plaintiffs’ arguments regarding the VZVIP boil down to the supposition that including information about the VZVIP in the Zostavax labeling might have prompted healthcare providers to submit more samples that might have tested positive for vaccine-strain shingles.12 Those allegations are speculative leaps of logic, not actual “newly acquired information” reflecting scientific evidence of a causal association between Zostavax and shingles. [Citation.]

 

Even assuming that hypothetical additional cases could constitute “newly acquired information,” courts uniformly have rejected similar allegations that would allow “any litigant” to defeat preemption “by merely alleging that a manufacturer should have created the ‘newly acquired information.’” [Citation.] In short, Plaintiffs’ arguments about “the wisdom and reliability” of the VZVIP protocol are “irrelevant to whether” Merck “failed to submit newly acquired information that could support a CBE label change.” [Citation.]

 

(Reply, pp. 7-8, footnotes omitted; see also, e.g., Motion, pp. 16-18.)

 

It is unclear whether Plaintiffs meant to argue that the 2008 EMA report constitutes “newly acquired information.”  Assuming they did, the Court notes that Defendants filed objections to the report.  (See Defendants’ Evidentiary Objections, Obj. 190 [irrelevant, prejudice, hearsay].)  The Court is inclined to overrule them because they target the entire document (it is overbroad to say the entire document is irrelevant, etc.).

 

Even if admissible, Defendants contend the 2008 report is unhelpful to Plaintiffs because it merely shows “a high incidence of reports of shingles-like rashes after Zostavax administration[,]” which is “consistent with Zostavax’s 50% efficacy rate[.]”  (Reply, p. 6.)

 

The contention might be true, but it might be true instead that Zostavax use caused the shingles-like rashes.  What is Defendants’ evidence that it did not?  What is Defendants’ evidence that the “high incidence” was simply reflective of the efficacy percentage?  (Ibid.)  The reply fails to cite particular declarations or exhibits.  (See ibid. [citing no evidence].)  Satisfying the initial burden arguably requires more than just asking the Court to assume one conclusion over the other, so the Court expects to discuss this issue with the attorneys.

 

If Defendants end up shifting the burden as to the 2008 report, Plaintiffs will need to show a triable issue.  Do they?  The answer arguably is no because: 

 

* “‘Newly acquired information’ can include either new data or new analyses of previously submitted data.”  (Gibbons, supra, 919 F.3d at 707, emphasis in original.) 

 

* Plaintiffs do not assert that the 2008 report was previously submitted. 

 

* Whether treated as new data or new analysis of previously submitted data, Plaintiffs do not demonstrate that analysis of the report “reveal[s] risks of a different type or greater severity or frequency than previously included in submissions to FDA” – e.g., there is no analysis cited that shows, based on the report, that the vaccines actually caused the rashes.  (21 C.F.R. § 314.3, subd. (b), emphasis added; see also Opposition, pp. 18-19.)

 

Ultimately, the Court finds that both issues – burden shifting and raising a triable issue – should be addressed at the hearing.

 

Next up is the EMA’s 2014 updated report.  Plaintiffs claim the report notes that “‘two samples of the positive vaccine virus strain’ were detected in the PCR samples.”  (Opposition, p. 19.) 

 

Defendants say the FDA knew about the first sample because Merck identified it in the CBE regarding the “Post Marketing Experience section of Zostavax’s label.”  (Reply, pp. 6-7 [asserting that the FDA approved the “proposed label update”].) 

 

The fact that Defendants provided the information to the FDA makes it not “newly acquired information.”  Unless Plaintiffs show at the hearing that it was not provided to the FDA, the Court anticipates finding that Defendants shift the burden as to the first sample, and Plaintiffs fail to show a triable issue of fact.

 

Defendants contend the second sample goes against Plaintiffs’ position because it relates to an “immunocompromised patient for whom Zostavax is contraindicated.”  (Reply, p. 7.) 

 

The Court agrees with Defendants. “Contraindicated” means “not advised as a course of treatment or procedure.”  (https://www.merriam-webster.com/dictionary/contraindicated.)  As Defendants note, the 2014 report states that the patient was receiving “corticosteroid treatment” – i.e., steroid treatment – for rheumatoid arthritis.  (West Decl., Exh. 174, p. MRK100104777; see also https://www.merriam-webster.com/dictionary/corticosteroid.)  The report also points out that the treatment was “considered a risk for vaccine strain caused HZ” – i.e., shingles.  (West Decl. ,Exh. 174, p. MRK100104777.)  These details support Defendants’ position that the second sample is not “newly acquired information,” so the Court finds the burden shifted as to the second sample, and there is no triable issue.

 

Plaintiffs seem to argue that the 2008 and 2014 reports establish that Defendants’ surveillance program – the VZVIP – was “insufficient” and “provided an inaccurate and incomplete picture of the adverse effects from Zostavax.”  (Opposition, pp. 1, 19; see also id. at pp. 8-9.)

 

Defendants started the VZVIP in 1995.  (See Defendants’ Response to Plaintiffs’ Separate Statement, AMF 39.)  The parties agree that the program “was made available to healthcare providers for collecting and analyzing samples taken from vaccinees who experienced specific adverse events” after vaccine administration.  (Opposition, p. 8; see also Defendants’ Response to Plaintiffs’ Separate Statement, AMF 40 [stating that the VZIP “‘offer[s]’ ‘healthcare providers’ the opportunity to submit samples from certain adverse experiences following vaccine administration for genetic analysis”].)  In 2006, Defendants expanded the VZVIP to test samples from vaccinees who took Zostavax.  (See Opposition, p. 8; see also Defendants’ Response to Plaintiffs’ Separate Statement, AMF 39.)

 

The Court’s understanding is that participation in the VZVIP was voluntary.  While the 2008 and 2014 reports opine that the participation rate was low, it is conjecture on Plaintiffs’ part to suggest that amending the Zostavax label to include information about the program would have resulted in more healthcare providers submitting more samples that would have tested positive.  The Court agrees with Defendants that Plaintiffs’ argument involves “speculative leaps of logic, not actual ‘newly acquired information’ reflecting scientific evidence of a causal association between Zostavax and shingles.”  (Reply, p. 7.)  The burden is shifted as to the VZVIP evidence, and Plaintiffs fail to raise a triable issue.

 

To summarize:

 

* The Court intends to address the 2008 EMA report during oral arguments.

 

* Defendants shift the burden as to the 2014 EMA report, and Plaintiffs fail to raise a triable issue.

 

* Defendants shift the burden as to the VZVIP evidence, and Plaintiffs fail to raise a triable issue.

 

New Information Re: Recombination

 

Plaintiffs claim:

 

Recombination was presented to Merck as early as August 2008 by the CDC who had a confirmed Oka strain and wild-type recombination from 2007. At the same time, the CDC raised questions such as Zostavax’s effect on recombination rate, recombination’s impact on adverse events, and how this issue might affect herpes zoster severity and transmission. Merck even had a potential recombinant case in 2014; however, as described in the facts, Dr. [Anne] Gershon noted that the sample sent to the London lab for testing was purportedly “lost.” [Citation.] This is all new information.

 

(Opposition, p. 19.)

 

Defendants assert:

 

As a threshold matter, the “recombination” theory does not meet the definition of “newly acquired information.” [Citation.] “[T]here is no reliable evidence or documentation” of recombination of the vaccine-strain virus and wild-type virus. And Plaintiffs offer no data in support of their contention that the recombination theory may suffice as newly acquired information. “[L]abeling that includes theoretical hazards not well-grounded in scientific evidence,” — here, recombination — “can cause meaningful risk information to lose its significance.” [Citation.] In any event, a potential recombinant case is not reasonable evidence of a causal association. Indeed, Dr. Gershon, the lab director, explained that because this unidentified sample was lost “we will never know about that one,” and confirmed that the lab had “not seen any recombinants.” Plaintiffs’ unsubstantiated speculation cannot constitute “newly acquired information.” [Citation.] “[I]nconclusive” results do “not justify a unilateral label change.” [Citation.]

 

(Reply, p. 8, emphasis in original, footnotes omitted; see also Motion, pp. 15-16.)

 

The Court agrees with Defendants.  Dr. Gershon’s email states that the sample was lost when it was sent to London for testing.  (See Beamer Decl., Exh. 27 [“With Merck’s permission, we sent the DNA specimen to Dr. Judith Breuer in London for deep sequencing, where after along series of events it was lost.  So we will never know about that one.”], emphasis added.)  A potential recombinant case linked to a lost sample that never got tested enough to achieve a final result is not “newly acquired information.”  The situation is too inconclusive to “justify a unilateral label change.”  (McGrath v. Bayer HealthCare Pharmaceuticals Inc. (E.D.N.Y. 2019) 393 F.Sup.3d 161, 169.)  The Court finds the burden shifted, and Plaintiffs fail to raise a triable issue.

 

2014 Label Change

 

Plaintiffs contend:

 

Defendants present in their motion the fact that a label change regarding shingles was made in 2014, eight years after the initial product launch. [Citation.] Merck presented to the FDA what it claims to describe as a report of a reactivation of shingles due to the zoster vaccine, but the risk appeared to be extremely low. This label change was made to the Post-Marketing Experience section, but never added to the Warnings and Precautions. Defendants themselves are presenting this new information that should have been added to the warnings label, as well as adequately tested in post marketing. [Citation.]

 

(Opposition, p. 20.)

 

Defendants state:

 

Plaintiffs acknowledge that the Zostavax label was updated in 2014 based on the first report of vaccine-strain shingles in an immunocompetent individual. [Citation.] Yet Plaintiffs quibble about whether this information should have been added to a different section of the label. [Citation.] First, the authors who reported that case themselves explained that, despite the report, the risk of developing vaccine-strain shingles after Zostavax administration remained “extremely low.” Regardless, Plaintiffs do not — because they cannot — provide an answer to the FDA’s clear guidance that the Warnings and Precautions section must be reserved for only the most serious risks in order to “‘prevent overwarning’” and the “‘exaggeration of risk, or inclusion of speculative or hypothetical risks.’” [Citation.] Indeed, the FDA has specifically adopted a “cautious approach to drug labeling” to avoid discouraging “appropriate use of a beneficial drug.” [Citation.] Plaintiffs fail to establish that Merck’s 2014 label update, reviewed and approved by the FDA, somehow reflects “newly acquired information” that would require a different, additional CBE submission. Plaintiffs also do not allege that any subsequent cases “reveal risks of a different type or greater severity or frequency” than this initial submission. [Citation.]

 

(Reply, pp. 8-9, footnotes omitted.)

 

The Court agrees with Defendants.  The burden is shifted – and there is no triable issue – because: 

 

* Defendants submitted the reactivation information to the FDA.  (See 21 C.F.R § 314.3, subd. (b) [limiting “newly acquired information” to “data, analyses, or other information not previously submitted to the [FDA]”], emphasis added.)

 

* The FDA approved the label change and, necessarily, the inclusion of the reactivation information in the Post-Marketing Experience section.

 

* Plaintiffs fail to cite authority holding that reactivation information contained in an amended label approved by the FDA can constitute “newly acquired information” when it appears in the Post-Marketing Experience section.

 

* Plaintiffs fail to show new analysis of the reactivation information that “reveal[s] risks of a different type or greater severity or frequency than previously included in submissions to FDA.” (21 C.F.R. § 314.3, subd. (b); see also Opposition, p. 20; Plaintiffs’ Separate Statement, AMFs 71-72.)