Collaboration brings together GSK disease area expertise and development capability with Flagship portfolio of 40+ bioplatform companies Initial phase to identify and accelerate promising scientific concepts for further research starting in respiratory and immunology GSK and Flagship to jointly fund up to $150 million upfront GSK and Flagship will initially fund up to $150 million upfront to support an exploration phase to identify the most promising concepts for further research and development with Flagsh ...

文章核心观点 - 公司即将发布第二季度财报 [1] - 公司近期业绩表现较好 [3][4] - 公司有望在本次财报中实现业绩超预期 [5][6] 公司业务表现 - 专科药物、疫苗和常规药物三大业务板块表现良好 [7] - 新产品如Arexvy、Cabenuva、Juluca、Dovato、Trelegy Ellipta和Shingrix销售强劲,抵消了老产品销售下滑 [8][9][10][11] - 肿瘤业务受益于Jemperli、Zejula和Ojjaara等新药销售增长 [12] 公司发展前景 - 公司剥离消费品业务后专注于药品研发 [20] - 公司预计2024年销售和利润将分别增长5-7%和9-11% [20] - 公司计划在2026年前推出20多个新产品/线延伸产品,其中10多个有潜力成为重磅产品 [22] - 公司通过收购等方式加强在肿瘤/血液学领域的布局 [22] 投资评级 - 公司股价近期表现低于行业和大盘 [14][15] - 公司估值相对行业较低,具有投资价值 [17][18] - 分析师对公司未来增长持乐观态度,建议长期投资者持有 [23]

GSK, a multinational pharma company, scans as a bargain. Prior to Walmsley's tenure, GSK grappled with significant hurdles, including the patent expiration of its respiratory blockbuster Advair, a weak oncology portfolio, and a limited pipeline beyond respiratory medicines. During her seven-year tenure, GSK has emerged as a formidable player in infectious diseases, solidified its leadership in respiratory ailments, and made promising strides in hematology/oncology through strategic acquisitions. GSK's stock ...

Undervalued pharma stocks can make good investments, whether during times of a booming economy or a faltering one. That is because people will still need medications and healthcare services regardless of the ongoing economic conditions. In other words, demand for healthcare and medications tends to be "inelastic," meaning that even if the costs of purchasing medications and healthcare services tick upward, demand is not likely to change substantively. This provides a stable revenue stream for pharmaceutical ...

GSK plc (GSK) boasts a diversified base and presence in different geographical areas. The spin-off of the Consumer unit in 2022 has allowed it to focus on drug development. In July 2022, GSK de-merged its Consumer Healthcare segment into a standalone company. The independent Consumer Healthcare company was named Haleon (HLN) . Haleon was a consumer health joint venture, an over-the-counter medicines business, jointly created by GSK and partner Pfizer (PFE) in 2019. GSK has been regularly selling its stake i ...

WATERTOWN, Mass. and GOSSELIES, Belgium, July 08, 2024 (GLOBE NEWSWIRE) -- iTeos Therapeutics, Inc. (Nasdaq: ITOS) ("iTeos"), a clinical-stage biopharmaceutical company pioneering the discovery and development of a new generation of immuno-oncology therapeutics for patients, today announced the dosing of the first patient in GALAXIES Lung-301, a global, randomized, double-blind Phase 3 registrational clinical trial of belrestotug + dostarlimab versus placebo + pembrolizumab in patients with firstline advanc ...

Jemperli is currently approved for use in combination with standard-of-care chemotherapy combination, carboplatin and paclitaxel for treating adult patients with primary advanced or recurrent endometrial cancer that is either mismatch repair deficient or microsatellite instability-high in Europe. Shares of GSK have rallied 9.2% so far this year against the industry's decline of 5.8%. Jemperli is a key drug that aids GSK's oncology sales. The drug generated sales worth £80 million in the first quarter of 202 ...

Loading... Cantor projects around $1.1 billion of 5-year projected royalty revenues from GSK and initiates Innoviva with an Overweight rating. The company plans to expand Innoviva Specialty Therapeutics' product portfolio through organic and inorganic growth opportunities. Zoliflodacin could achieve over $500 million of annual peak sales in the U.S. Price Action: INVA shares are up 1.61% at $16.42 at last check Tuesday. Cantor Fitzgerald has initiated coverage on Innoviva, Inc. INVA, citing the company's un ...

GSK (GSK) announced that the FDA has approved the expanded use of its respiratory syncytial virus (RSV) vaccine, Arexvy for adults aged 50-59 who are at increased risk of RSV disease. Arexvy is currently approved in the United States, Europe, Japan and several other countries in adults aged 60 and more for the prevention of lower respiratory tract disease (LRTD) caused by RSV. With the latest approval, Arexvy becomes the first RSV vaccine approved for adults aged 50-59 who are at high risk. In the United St ...

The Food and Drug Administration on Friday expanded the approval of GSK's respiratory syncytial virus vaccine to adults ages 50 to 59 who are at increased risk of getting severely sick from the potentially lethal virus. The shot, called Arexvy, is the first vaccine cleared by the FDA to protect that population from RSV. The agency first approved GSK's jab in May 2023 for patients 60 and above, who are more vulnerable to severe cases of the virus. RSV causes thousands of hospitalizations and deaths among sen ...