ELMEGREEN v. MERCK & CO., INC.

District Court, E.D. Pennsylvania·Decided December 1, 2021·No. 2:17-cv-02044-HB·Unknown

Opinion

IN THE UNITED STATES DISTRICT COURT FOR THE EASTERN DISTRICT OF PENNSYLVANIA

IN RE: ZOSTAVAX (ZOSTER VACCINE : MDL NO. 2848 LIVE) PRODUCTS LIABILITY : LITIGATION : CIVIL ACTION NO. 18-md-2848 ________________________________ : : THIS DOCUMENT RELATES TO: : : JOHN MICHAEL BUSH and JOHNNY : MITCHELL v. MERCK & CO., INC., : et al. : Civil Action No. 19-1117 : : RICHARD DOMAN and MAUREEN M. : DOMAN v. MERCK & CO., INC., : et al. : Civil Action No. 18-20118 : : DAVID R. ELMEGREEN as Trustee of : THE SUE A. ELMEGREEN TRUST v. : MERCK & CO., INC., et al. : Civil Action No. 17-2044 : : JOHN NIEDZIALOWSKI and KATHERINE : NIEDZIALOWSKI v. MERCK & CO., : INC., et al. : Civil Action No. 19-20025 : : EMILY SANSONE v. MERCK & CO., : INC., et al. : Civil Action No. 18-20114 : ________________________________ : _____________________________

MEMORANDUM IN SUPPORT OF PRETRIAL ORDER NO. 409

Bartle, J. December 1, 2021

The court has before it five bellwether strict liability and negligence actions in this Multidistrict Litigation involving Zostavax, a vaccine developed by defendants Merck & Co., Inc. and Merck Sharp & Dohme Corp. to prevent shingles.1 The defendants have moved to exclude the specific causation opinions of plaintiffs’ expert Mark Poznansky, M.D. on the ground that he has not met the standards required under

Rule 702 of the Federal Rules of Evidence and Daubert v. Merrell Dow Pharm., Inc., 509 U.S. 579 (1993). It is well known that the varicella-zoster virus (VZV) causes both chicken pox which typically occurs in childhood and shingles, or herpes zoster, which occurs in adulthood after a person has experienced chickenpox. The VZV remains in the body for life. It travels up nerve fibers from the skin and becomes dormant in nerve cells, called ganglia, near the spinal cord until it reactivates. When it reactivates, it travels down the nerve fibers and results in shingles. Virtually all persons over 30 in the United States have had chickenpox and carry the so-called wild-type virus in their systems. Shingles manifests

itself in a painful rash on various parts of the body. It is estimated that one out of three adults will experience shingles during his or her lifetime. Zostavax was developed to prevent shingles in adults 50 years or older and was licensed by the Food & Drug Administration (FDA) in 2006. It includes the Oka strain of the VZV, a live-attenuated virus that is a weakened form of the

1. The spouses of several of the lead plaintiffs assert loss of consortium claims. natural or wild-type virus found in the body of someone who has had chickenpox. Zostavax is not designed to produce immunity by causing a mild case of shingles but rather to prevent shingles

by effecting immunity before an outbreak of shingles takes place. Zostavax’s effective rate is around 50% and wanes over time. The effectiveness also declines with the age of the patient. Merck concedes that an immunocompetent adult who receives Zostavax can develop shingles from the live-attenuated virus but contends that such an occurrence is extremely rare. It maintains there is only one known case of this happening. The plaintiffs reference evidence which in their view establishes that Zostavax causes shingles in 15% or more of those inoculated. Each plaintiff has alleged that he or she contracted shingles as a result of being inoculated with Zostavax. None

has undergone a polymerase chain reaction assay, known as a PCR test, which can reliably discern between the live-attenuated and wild-type strains. Rather, each plaintiff relies on the specific causation opinion to be offered at trial by Dr. Poznansky. He has prepared an initial report as well as two rebuttal reports on each plaintiff and has been deposed. Each report predominates with a discussion of the nature of Zostavax and its general capacity to cause shingles. Each then turns to the specific circumstances of the subject plaintiff.2 Rule 702 of the Federal Rules of Evidence provides

that: A witness who is qualified as an expert by knowledge, skill, experience, training, or education may testify in the form of an opinion or otherwise if: (a) the expert’s scientific, technical, or other specialized knowledge will help the trier of fact to understand the evidence or to determine a fact in issue; (b) the testimony is based on sufficient facts or data; (c) the testimony is the product of reliable principles and methods; and (d) the expert has reliably applied the principles and methods to the facts of the case.

Our Court of Appeals has described Rule 702 as requiring expert testimony to meet three standards: (1) qualification, (2) reliability, and (3) fit. See, e.g., Schneider ex rel. Estate of Schneider v. Fried, 320 F.3d 396, 404 (3d Cir. 2003). The court operates in a “gatekeeping role” that ensures that the testimony “both rests on a reliable foundation and is relevant to the task at hand.” Daubert, 509 U.S. at 597.

2. In another motion, Merck challenges Dr. Poznansky’s general causation opinions as they relate to Zostavax. That issue is not relevant for the present motion. This gatekeeping prevents opinion testimony that does not meet these requirements from reaching the jury. Schneider, 320 F.3d at 404. The party presenting the expert need not show that the

opinions of the expert are correct but rather that by a preponderance of the evidence the opinions of the expert are reliable. In re Paoli RR Yard PCB Litig., 35 F.3d 717, 744 (3d Cir. 1994). This inquiry under Rule 702 is a “flexible one” that is focused “solely on principles and methodology, not on the conclusions that they generate.” Daubert, 509 U.S. at 594-95. Instead “[t]he analysis of the conclusions themselves is for the trier of fact.” Kannankeril v. Terminix Int’l, Inc., 128 F.3d 802, 807 (3d Cir. 1997). First, defendants challenge in passing the qualifications of Dr. Poznansky. He is a professor at Harvard Medical School and has practiced in the field of infections,

diseases, and immunology for almost four decades. For more than a decade, he has served as the Director of the Vaccine and Immunotherapy Center at Massachusetts General Hospital. While he has no experience with patients who have been inoculated with Zostavax, his experience and formal qualifications are sufficient to meet the less than stringent standards to qualify as an expert here. See Paoli, 35 F.3d at 741. Moving on from Dr. Poznansky’s qualifications, defendants do not challenge the “fit” of his opinions. Defendants focus their challenge on the reliability of Dr. Poznansky’s methods. The judge as the gatekeeper may find flaws in an expert’s methodology, disagree with the conclusions

of the expert, and believe there are better grounds for a different conclusion but still permit the expert to testify because there are “good grounds to hold the opinion that he or she does even though the judge thinks that the opinion is incorrect.” Paoli, 35 F.3d at 744. Nonetheless, as stated in Paoli, Daubert’s requirement that the expert testify to scientific knowledge-- conclusions supported by good grounds for each step in the analysis--means that any step that renders the analysis unreliable under the Daubert factors renders the expert’s testimony inadmissible.

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ELMEGREEN v. MERCK & CO., INC., (E.D. Pa. 2021).

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