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 ...

Guido Mieth GSK plc (NYSE:GSK), (OTCPK:GLAXF) is one of the largest pharmaceutical companies in Europe, with one of the leading positions in global markets for HIV drugs, and it also has an extensive portfolio of FDA-approved vaccines. Investment thesis Since the beginning of 2024, the company's share price has increased by more than 22% and continues to trade well above the 200 EMA, reflecting the optimism of financial market participants about GSK's business prospects even despite the impact of some of th ...

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GSK’s (GSK) two-phase III studies, which evaluated depemokimab for treating severe asthma characterized by type II inflammation, met their primary endpoints. The primary endpoints of the SWIFT-1 and SWIFT-2 studies were a reduction in the annualized rate of clinically significant exacerbations (asthma attacks) over 52 weeks. Positive headline data from the SWIFT-1 and SWIFT-2 studies showed that treatment with depemokimab resulted in statistically significant and clinically meaningful reductions in exacerba ...

Chalffy/E+ via Getty Images GSK Advances Asthma Care with Innovative Depemokimab Therapy My last article on GSK plc (NYSE:GSK) highlighted their venture into the RSV treatment landscape with Arexvy, the first approved RSV vaccine for older adults. Arexvy inspired a robust Q3 '23 earnings report. I recommended a buy on GSK, and its stock has risen 29.5% versus S&P 500 (SP500) returns of 22.7%. Yesterday, the company revealed late-stage data for their asthma therapy, depemokimab. GSK may have another blockbus ...

For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both. The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor. Zacks Premium includes access to the Zacks Style Scores as well. What are the Zacks Style ...

Strategic collaboration with GSK expanded to accelerate clinical development of alpibectir for the treatment of tuberculosis GSK to participate in Series C Extension with equity investment Series C financing round extended overall by CHF 12.3 million to CHF 44.9 million BASEL, Switzerland, May 07, 2024 (GLOBE NEWSWIRE) -- BioVersys AG, a multi-asset, clinical stage biopharmaceutical company focusing on research and development of novel antibacterial products for serious life-threatening infections caused by ...

财务数据和关键指标变化 - 销售额增长13%至74亿英镑,剔除新冠解决方案后增长13% [8] - 核心营业利润增长35%至24亿英镑,剔除新冠解决方案后增长35% [8] - 核心每股收益增长37%至43.1英镑,剔除新冠解决方案后增长37% [8] - 毛利率得到提升,主要受益于产品组合改善和成本控制 [47][48][52] - 销售、一般及管理费用同比下降2%,体现了良好的运营杠杆效应 [48][49] - 研发投入与销售同步增长,主要集中在疫苗、呼吸系统和传染病领域的后期管线 [49] - 经营活动产生的现金流增加8亿英镑至11亿英镑,主要受益于营业利润增长和营运资金改善 [52] - 自由现金流增加9.78亿英镑至2.89亿英镑 [53] 各条业务线数据和关键指标变化 疫苗业务 - 疫苗销售增长22%至18.2亿英镑,剔除新冠解决方案后增长22% [17] - Arexvy销售达1.82亿英镑,在美国零售市场占有率约14% [17][21] - Shingrix销售创纪录达9.45亿英镑,增长18%,主要受益于美国以外公共报销和中国新合作伙伴Zhifei的早期供应 [18] - 脑膜炎疫苗Bexsero和Menveo销售分别增长3%和41% [20] - 预计2024年疫苗销售将增长高个位数至低个位数 [20] 专科药品业务 - 专科药品销售增长19%至16亿英镑,剔除新冠解决方案后增长19% [25] - Nucala销售增长13%,反映了严重嗜酸性哮喘、慢性鼻窦炎合并鼻息肉和EGPA的强劲需求 [26] - Benlysta销售增长8%,有望在狼疮和狼疮肾炎领域实现更早干预和提高渗透率 [27] - 肿瘤药品销售翻番,Ojjaara和Jemperli表现出色 [28] - 预计2024年专科药品将实现低个位数至高个位数的增长 [28] HIV业务 - HIV业务销售增长14%至16亿英镑 [34][35] - Dovato销售增长27%,成为最畅销的HIV药物 [36] - 长效注射剂Cabenuva和Apretude销售分别增长73%和超过100%,占总HIV销售17% [37][38] - 预计2024年HIV业务将实现高个位数至低个位数的增长 [40] 常规药品业务 - 常规药品销售增长1%,主要受益于Trelegy和新兴市场成熟产品 [32] - 美国AMP Cap取消的影响预计全年将达5.5亿美元 [32] - 预计常规药品业务增长前景不变 [32] 各个市场数据和关键指标变化 - 美国市场表现强劲,主要受益于新产品的持续贡献 [16] - 中国市场方面,与Zhifei的合作为Shingrix带来了早期供应 [18] - 欧洲和新兴市场的疫苗和专科药品销售保持良好增长势头 [18][28] 公司战略和发展方向及行业竞争 - 公司持续专注于执行,并加大创新药物和疫苗的投入,管线进展良好 [10][13] - 在疫苗、专科药品和长效HIV治疗领域保持领先地位,并积极拓展新适应症 [13][24][40] - 通过收购Aiolos Bio等交易,持续加强在呼吸系统疾病领域的投入和地位 [13] - 在肿瘤领域,Ojjaara和Jemperli表现出色,Blenrep也有积极临床数据支持 [28][31] - 在RSV疫苗领域,Arexvy发展势头强劲,有望实现30亿英镑以上的峰值销售 [21][24] - 在IL-5抑制剂领域,Nucala和depemokimab有望共同实现40亿英镑以上的峰值销售 [26][182] - 公司积极应对AMP Cap取消等政策变化,并通过提高运营效率来抵消影响 [32] - 与竞争对手Moderna在RSV疫苗领域展开竞争,但公司有信心凭借Arexvy的优势地位保持领先 [138] 管理层对经营环境和未来前景的评论 - 公司2024年有望实现另一个增长年,并将业绩指引上调 [8][56] - 上半年增长将显著高于下半年,主要受益于新产品发售后的渠道库存影响和中国Shingrix销售集中在上半年 [57][58][59] - 公司有信心应对AMP Cap取消等政策变化,并通过提高运营效率来抵消影响 [32][148] - 公司保持强劲的现金流,为未来投资和回报股东提供资金支持 [9][54] - 公司在ESG方面的表现也获得良好进展,95%的指标达到或超出目标 [14] 问答环节重要的提问和回答 问题1 **Mark Purcell 提问** 关于Shingrix在中国的销售贡献,以及在其他海外市场的渗透率情况 [67][68] **Luke Miels 回答** - 2024年Shingrix在中国的销售预计为4亿英镑,2025年为8亿英镑,2026年为12亿英镑 [71] - 在欧洲和日本等市场,Shingrix的渗透率仍处于个位数,还有很大的增长空间 [72] - 在巴西等自付市场,Shingrix的渗透率也处于个位数,定价策略非常严格 [72] 问题2 **James Gordon 提问** 关于Arexvy的再次接种数据时间安排,以及Shingrix和常规药品业务的一次性因素 [136][137] **Tony Wood 回答** - Arexvy的两年间隔再接种数据预

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 6-K REPORT OF FOREIGN PRIVATE ISSUER PURSUANT TO RULE 13a-16 OR 15d-16 UNDER THE SECURITIES EXCHANGE ACT OF 1934 For the month of July 2024 Commission File Number 001-15170 GSK plc (Translation of registrant's name into English) 980 Great West Road, Brentford, Middlesex, TW8 9GS (Address of principal executive office) Indicate by check mark whether the registrant files or will file annual reports under cover of Form 20-F or Form 40 ...