Group 1 - Rapt Therapeutics' shares increased over 60% following the announcement of its acquisition by GSK for $2.2 billion [1] - Investors in Rapt will receive $58.00 per share, representing a premium of over 65% compared to the closing price on January 16, prior to the acquisition announcement [3] - The acquisition grants GSK global rights to ozureprubart, an experimental antibody treatment for food allergies, which is currently in phase 2 clinical trials [4] Group 2 - There is a significant unmet need for treatments targeting food allergies, with over 17 million people affected in the U.S., including 1.3 million with severe reactions [6] - Rapt's investigational treatment targets a protein responsible for approximately 94% of severe food allergies, indicating its potential impact on public health [6] - The deal is expected to close in the first quarter, pending regulatory approval [5]

Core Insights - Bristol Myers Squibb (BMY) and GSK PLC (GSK) are leading global biopharma companies with diverse portfolios [1][2] - BMY focuses on transformational therapies across various serious conditions, while GSK has strong positions in HIV, oncology, and respiratory diseases, along with a robust vaccine business [1][2] BMY Overview - BMY's growth portfolio includes drugs like Opdivo, Reblozyl, and Breyanzi, which have shown strong performance and contributed to top-line growth [4][7] - Opdivo sales are driven by its launch in MSI-high colorectal cancer and growth in non-small cell lung cancer, with global sales expected to increase in the high single-digit to low double-digit range by 2025 [5][6] - Reblozyl is annualizing over $2 billion in sales, significantly boosting BMY's revenue [7] - BMY's legacy portfolio is declining, with expectations of a 15-17% decrease in 2025, primarily due to generic competition [10][11] - The company is pursuing acquisitions to enhance its portfolio, including the recent acquisition of Orbital Therapeutics [12][14] GSK Overview - GSK's Specialty Medicines unit is experiencing strong sales growth, driven by successful launches in oncology and long-acting HIV medicines [15] - Key drugs like Nucala and Dovato are significant revenue drivers, with new products expected to further enhance growth [15][17] - GSK's vaccine portfolio is under pressure, but new approvals like Penmenvy are anticipated to help revive growth [18] - GSK has a deep pipeline with promising candidates in late-stage development, which should support future growth [19] Financial Estimates - BMY's 2025 sales are expected to decrease by 0.80%, while EPS is projected to increase by 460% due to low EPS figures in 2024 [20] - GSK's 2025 sales are estimated to grow by 6.92%, with EPS growth of 12.10% [21] Price Performance and Valuation - GSK shares have outperformed BMY over the past year, gaining 42.8% compared to BMY's loss of 3.1% [22] - GSK's shares trade at a forward P/E ratio of 9.85, slightly higher than BMY's 9.19 [23] - BMY offers a higher dividend yield of 4.56% compared to GSK's 3.53% [26] Investment Considerations - Both companies are considered safe investments in the biopharma sector, but GSK is viewed as a better pick due to its diversified portfolio and stronger recent performance [27][29]

NAARDEN, The Netherlands, Jan. 20, 2026 (GLOBE NEWSWIRE) -- Forbion, a leading life sciences venture capital firm with deep roots in Europe, today announces that GSK (NYSE: GSK) has entered into a definitive agreement to acquire Forbion Growth Fund III portfolio company RAPT Therapeutics, Inc. (NASDAQ: RAPT) in a transaction valued at $2.2 billion. RAPT Therapeutics was a recent, undisclosed investment within Forbion Growth Fund III’s public value opportunities strategy and represents the fund’s second exit ...

每经AI快讯，1月20日，英国葛兰素史克（GSK）将以22亿美元收购RAPT治疗公司后，该公司股价上 涨63.7%。 ...

Market Overview - U.S. stock futures experienced a decline ahead of the market opening, with the Nasdaq 100 futures down 1.72%, S&P 500 futures down 1.39%, and Dow futures down 1.24% [1] - European stock indices also fell, with the Euro Stoxx 50 index dropping over 1% [1] - Japanese government bond yields surged, with 30-year and 40-year bond yields rising at least 28 basis points, indicating significant selling pressure [1] Geopolitical Events - The market is expected to face a series of geopolitical challenges, particularly with the U.S. Supreme Court's decision on tariff legality pending [2] - President Trump is scheduled to deliver a speech at the Davos summit, which investors will closely monitor for signals regarding the Greenland issue [2] Commodity Market - Spot gold and silver reached historical highs, with gold priced at $4,700 per ounce and silver at $95 per ounce, driven by rising geopolitical tensions [6] Company News - Quantinuum, a quantum computing company, is reportedly moving forward with an IPO, aiming for a valuation of $15 billion to $20 billion and seeking to raise $1.5 billion [8] - GSK announced the acquisition of Rapt Therapeutics for $2.2 billion, with a purchase price of $58 per share, representing a 65% premium over the previous closing price [9] - Applovin's stock fell over 7% following a short report alleging systemic compliance risks and significant financial crimes [10] - Sony plans to divest its television business by forming a joint venture with TCL, where TCL will hold a 51% stake and Sony will hold 49% [12] - Moderna reported that its mRNA cancer therapy, when combined with Merck's Keytruda, reduced the risk of recurrence or death in high-risk melanoma patients by 49% [13]

Group 1 - GSK has agreed to acquire RAPT Therapeutics for a total valuation of $2.2 billion, with RAPT's stock price rising nearly 64% to $57.40 following the announcement [1] - GSK will pay RAPT shareholders $58.00 per share, leading to an expected upfront investment of $1.9 billion after deducting cash from the acquisition [1] - The acquisition is expected to be completed in the first quarter of 2026 and will be recorded as a business combination by GSK [1] Group 2 - GSK will gain global rights to the ozureprubart project, excluding certain regions in Greater China, and will be responsible for milestone payments and royalties to RAPT's partner, Shanghai Jeyou Pharmaceutical Co. [2] - GSK's Chief Scientific Officer, Tony Wood, highlighted ozureprubart as a promising new therapy with "best-in-class" potential, offering long-lasting protection for food allergy patients with a dosing schedule of every 12 weeks, compared to existing therapies that require biweekly injections [2]

20 January 2026 Agreement to acquire RAPT Therapeutics Lead asset: ozureprubart, a potential best-in-class, long-acting anti-IgE monoclonal antibody for food allergy gsk.com Speakers Luke Miels Chief Executive Officer Tony Wood Chief Scientific Officer Disclosure statement This communication is for informational purposes only and is neither an offer to purchase nor a solicitation of an offer or a recommendation to sell securities, nor is it a substitute for the tender offer materials that Redrose Acquisitio ...

In a bid to bolster its immunology portfolio, GSK is acquiring food allergy specialist RAPT Therapeutics for up to $2.2bn. This buyout, which is one of the first major deals of 2026, will see the UK-based pharma pay $58.00 per share at closing, reaching an approximate aggregate equity value of $2.2bn. This will see GSK pay significantly more for each of RAPT’s stocks compared with its closing stock value on 16 January, which sat at $35.10 per share. The drug in the spotlight of this deal is long-acting, ...

Shares of RAPT Therapeutics surged sharply on Tuesday after the biopharmaceutical company said it had agreed to be acquired by British drugmaker GSK in a deal valued at about $2.2 billion, giving the ... ...

Core Viewpoint - GSK has announced a $2.2 billion acquisition of RAPT Therapeutics, focusing on a drug for severe food allergies, marking a significant move under new CEO Luke Miels [1][7]. Group 1: Acquisition Details - GSK is acquiring RAPT Therapeutics for $58 per share, totaling $2.2 billion, which represents a 63% increase in RAPT's share price to $57.40 in pre-market trading [7]. - The acquisition grants GSK global rights to ozureprubart, except in mainland China, Macau, Taiwan, and Hong Kong [7]. Group 2: Product Information - RAPT Therapeutics is developing ozureprubart (Ozu), a long-acting treatment for food allergies currently in mid-stage clinical trials in the US [2]. - Ozu targets IgE, a key factor in food allergy reactions, and is being tested on patients with allergies to peanuts, milk, eggs, cashews, and walnuts [3]. Group 3: Market Potential - If successful, Ozu could be launched in 2031 and is projected to achieve annual sales of at least $1 billion, contributing to GSK's goal of £40 billion in total revenues by that year [3]. - Current food allergy treatments require frequent injections, while Ozu is administered every 12 weeks, potentially benefiting the 25% of patients ineligible for existing therapies [4]. Group 4: Market Context - In the US, over 17 million people have food allergies, with more than 1.3 million experiencing severe reactions, leading to over 3 million emergency care visits annually [5]. - In the UK, approximately 6% of adults, or 2.4 million people, have food allergies, with peanuts and tree nuts being the most common allergens [6].