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GSK plc (GSK) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript
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GSK's growth is increasingly specialty-led (HIV, RI&I, oncology), not just vaccines. ViiV's long-acting injectables also tap into durable demand. Recent launches/approvals like Blenrep in r/r myeloma and depemokimab in severe asthma should extend GSK's specialty momentum. Additionally, GSK's late-stage pipeline includes 15 candidates targeting large TAMs. I like how Phase 3 CHB data is framed as a potential functional cure opportunity.
GSK's bepirovirsen hit primary endpoints in two phase III trials, boosting hopes for a functional cure in chronic hepatitis B patients.
GSK PLC (LSE:GSK, NYSE:GSK) said on Wednesday that a potential new treatment for chronic hepatitis B had delivered positive late-stage trial results, raising the prospect of a shorter, more effective therapy for a disease that affects more than 250 million people worldwide. The drug, bepirovirsen, met its primary goal in two large phase III trials, B-Well 1 and B-Well 2, with GSK saying it achieved a “statistically significant and clinically meaningful” functional cure rate when added to existing treatment.
GSK's experimental drug to treat chronic hepatitis B infection met the main goals in two closely watched studies, the drugmaker said on Wednesday, bringing the company a step closer to making a functional cure available to patients.
GSK PLC (LSE:GSK, NYSE:GSK) said Japan has approved Exdensur (depemokimab) to treat severe or refractory bronchial asthma and chronic rhinosinusitis with nasal polyps. The big-cap drugmaker said the authorisation was based on phase III SWIFT and ANCHOR trial data evaluating twice-yearly dosing versus placebo, each on top of standard of care.
GSK PLC (LSE:GSK, NYSE:GSK) has become the latest big pharma company to fall into line with the US government's "most favoured nation" drug pricing regime, in exchange for an exemption from tariffs. The FTSE 100 group said the voluntary agreement with the White House implements all four policy actions requested by President Trump earlier this year.
South Korea's Samsung Biologics said on Monday its U.S. unit is buying a U.S. drug production facility from GSK for $280 million.
The companies, including Bristol-Myers Squibb, GSK and Merck, would avoid potential U.S. tariffs in return.
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