GSK plc (GSK) announced positive topline results from a phase III study evaluating the co-administration of its two marketed vaccines — RSV vaccine Arexvy and shingles vaccine Shingrix — in older adults (aged 50 years and older).The study achieved its primary endpoint of non-inferior immune response — study participants who received the co-administered shot generated immune responses that were similar to those generated in participants who received each vaccine separately. Study participants who received th ...

Kalm Therapeutics Hires Former GSK Director Dr. Tomoko Maeda-Chubachi as Chief Medical OfficerSeptember 16, 2024 8:00 AM EDT | Source: Kalm Therapeutics Inc.Huntsville, Alabama--(Newsfile Corp. - September 16, 2024) - Kalm Therapeutics (Kalm Tx) is pleased to announce the appointment of Dr. Tomoko Maeda-Chubachi, M.D., Ph.D., as our Chief Medical Officer. Dr. Maeda-Chubachi, a board-certified dermatologist will oversee the design and submission of our Phase 1b/2a clinical trial protocol to the ...

GSK plc (GSK) announced that its therapeutic herpes simplex virus (HSV) vaccine candidate, GSK3943104, did not meet the primary endpoint in the combined phase I/II proof-of-concept study.The phase I/II TH HSV REC-003 study evaluated the clinical efficacy of the early-stage HSV vaccine candidate GSK3943104.The company completed the primary objective data analysis from the phase II part of the phase I/II TH HSV REC-003 study, which demonstrated that GSK3943104 failed to meet the study's primary efficacy endpo ...

It has been about a month since the last earnings report for GSK (GSK) . Shares have added about 10.3% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Glaxo due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important catalysts. Beats Q2 Earnings & Sales Estimates, Ups 2024 GuidanceGSK r ...

GSK plc (GSK) has announced the approval of the European Commission (EC) for the expanded use of its respiratory syncytial virus (RSV) vaccine, Arexvy, in adults aged 50-59 years. The vaccine has been approved for the prevention of lower respiratory tract disease (LRTD) caused by RSV in patients aged 50-59 years who are at increased risk of the disease.In the European Union (EU), there are around 65 million adults aged 50-59 years who are at increased risk for RSV disease. Out of these, an estimated 20 mill ...

GSK (GSK)  stock has risen 18.5% so far this year compared with an increase of 27.1% for the industry. The stock has also been consistently trading above its 50-day and 200-day moving averages since mid-August.GSK Stock Movement in 2024 So FarImage Source: Zacks Investment ResearchGSK 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 ...

文章核心观点 - FDA授予GSK的B7-H3靶向抗体偶联药物GSK5764227突破性治疗指定,用于治疗复发/难治性广泛期小细胞肺癌(ES-SCLC) [1][2][3] - GSK从中国生物制药公司汉森医药获得GSK5764227的全球独家开发和商业化权利,汉森医药保留中国大陆、香港、澳门和台湾地区的独家权利 [4][5] - 早期临床数据显示GSK5764227在ES-SCLC中显示出有希望的疗效 [6] - GSK计划于2024年下半年启动一项全球I/II期临床试验,以评估GSK5764227治疗复发/难治性ES-SCLC的疗效 [7] - GSK还从汉森医药获得了另一种B7-H4靶向抗体偶联药物HS-20089,目前正在中国进行中期临床试验 [8] - 抗体偶联药物被认为是制药行业的一种颠覆性创新,可以更好地治疗癌症 [9] - GSK拥有一个强大的上市肿瘤药品组合,包括Jemperli、Zejula和Ojjaara,2024年上半年销售额达6.29亿英镑,同比大幅增长 [10][11]

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文章核心观点 - 公司Q2 2024财报表现良好,收入、利润和每股收益均实现两位数增长 [3][4][6] - 公司上调了全年业绩指引,预计销售、利润和每股收益将增长10%以上 [6] - 公司在新药研发和监管审批方面取得了不错的进展 [7] - 公司剥离消费者健康业务后,正专注于药品研发,这一战略正在逐步见效 [9][10] - 但公司仍面临着Zantac诉讼的历史遗留问题,给股价带来了一定压力 [11][12] 业务板块分析 疫苗业务 - 疫苫业务收入增长乏力,受到一些短期因素的影响 [14][15] - 带状疱疹疫苗和常规疫苗收入下滑,但脑膜炎疫苗和RSV疫苗收入有所增长 [15] - 公司对疫苫业务的长期前景仍保持乐观 [15] - 但RSV疫苫市场机会可能小于预期,因为CDC未建议60-74岁人群接种 [17][18] 专科药品和常规药品 - 专科药品包括HIV药物、呼吸系统和免疫药物、肿瘤药物,收入整体增长良好 [19][20] - 其中肿瘤药物是公司最有潜力的增长领域,多发性骨髓瘤药物有望带来数十亿美元收入 [20] - 常规药品收入也有不错的增长,主要得益于支气管哮喘和COPD治疗药物Trelegy的强劲表现 [21] 管线前景 - 公司在18个III期临床项目中涵盖了多个有潜力的新药,主要集中在传统优势领域 [22][23] - 但HIV新药管线相对薄弱,需要加强与竞争对手的竞争 [24] - 整体来看,公司的新药管线为未来收入增长提供了良好支撑 [23] 总结 - 公司正处于转型期,整体表现良好,但仍有一些需要关注的问题 [25] - 公司有望通过出售Haleon股权偿还债务,维持良好的财务状况 [26][27] - 公司给出的中长期增长目标看似可实现,但需要密切关注疫苫和Zantac诉讼的进展 [28][30][31] - 整体而言,公司估值相对较低,未来12个月内有望实现10-15%的股价上涨 [32][34][35]

文章核心观点 - 公司在2024年上半年表现强劲,营收和核心每股收益均超出预期,公司已上调全年业绩指引 [9][10][11] - 但下半年业绩预计将有所放缓,主要受到疫苗销售增速放缓和Arexvy疫苗销售表现不佳的影响 [12][14][15][16] - 公司的专科药品业务表现出色,拉动了整体营收增长 [17][18][19] - 公司股票估值吸引,股息率较高,但未来6个月内仍存在一些风险,不建议立即买入 [20][21][22][24] 关键要点总结 公司业绩 1) 2024年上半年营收同比增长13%,核心每股收益同比增长20% [9][10] 2) 公司上调了全年业绩指引,预计营收增长8%,核心每股收益增长11% [11] 3) 但下半年业绩预计将有所放缓,营收同比下降5%,核心每股收益同比下降9% [12][13] 业务表现 1) 疫苗业务增速放缓,Arexvy疫苗销售表现不佳 [14][15][16] 2) 专科药品业务表现出色,拉动整体营收增长 [17][18][19] 股票估值 1) 公司股票估值吸引,前瞻市盈率仅8.9倍 [20] 2) 股息率较高,达3.9% [21][22] 3) 但未来6个月内仍存在一些风险,不建议立即买入 [24]