Walmsley将参与特朗普的此次访英活动，而此次访问是英国政府旨在加强英美关系的核心举措。 此前，特朗普曾威胁对进口药品加征关税，并对美国民众承受的高昂药价表示不满。在此背景下，多家 制药企业已先后发布过类似的(在美投资)声明。据了解，美国市场贡献了葛兰素史克约50%的营收。 葛兰素史克首席执行官Emma Walmsley今年早些时候曾表示，公司计划未来五年在美国投资数百亿美 元，并称其为"首要优先级市场"。周三发布的声明不仅明确了这一承诺的具体金额，还初步披露了部分 资金的投入方向。 其中，最紧迫的一笔投资为12亿美元，将用于在宾夕法尼亚州建设一座生物制剂生产基地，同时还将投 入资金，用于提升葛兰素史克在美国各生产基地的人工智能(AI)及先进技术应用能力。其余300亿美元 投资将分配至资本支出、药物研发及临床试验等领域。 智通财经APP获悉，英国制药巨头葛兰素史克(GSK.US)承诺，未来五年将在美国投资300亿美元。该声 明发布之时，正值美国总统特朗普抵达英国进行备受瞩目的国事访问。 英国首相基尔・斯塔默对葛兰素史克的这一投资计划表示支持，称其为英美两国合作的典范。然而，该 声明发布之时，恰逢英国生命科 ...

Core Insights - GSK and Eli Lilly are expanding their manufacturing and operational capabilities in the United States [1] Group 1 - GSK has announced plans to enhance its manufacturing operations in America [1] - Eli Lilly is also set to increase its operational footprint in the U.S. [1]

Core Viewpoint - GSK plans to invest $30 billion in research and development and supply chain infrastructure in the United States over the next five years [1] Investment Plans - The investment will focus on enhancing research and development capabilities [1] - The funds will also be allocated to improving supply chain infrastructure [1] Timeline - The investment is set to take place over the next five years [1]

The U.K.-based firm and other drugmakers are seeking to avoid tariffs on drugs imported into the U.S. ...

Key Takeaways GSK vaccine sales fell in the U.S. as Shingrix and Arexvy declined sharply in early 2025.Revised ACIP guidance narrowed Arexvy's eligible population, hurting sales momentum.Penmenvy approval and pipeline efforts may aid growth, but benefits will take time.GSK plc (GSK) is one of the key vaccine makers in the world, marketing vaccines to help prevent infectious diseases like Respiratory Syncytial Virus or RSV, meningitis, shingles, hepatitis and many more.GSK’s Vaccine sales are declining in th ...

Core Viewpoint - The U.S. government, led by President Trump, is pressuring major pharmaceutical companies to lower drug prices in the U.S. by adhering to the "most-favored-nation" (MFN) pricing policy, which aims to align U.S. drug prices with the lowest prices in other developed countries [1][2][3] Group 1: Government Actions - President Trump has set a deadline of September 29 for pharmaceutical companies to comply with the MFN policy [2] - Multiple federal departments are being mobilized to support this initiative, indicating a coordinated effort to enforce the price reductions [2][3] Group 2: Pharmaceutical Companies Involved - Major pharmaceutical companies receiving Trump's letter include Eli Lilly (LLY.US), Pfizer (PFE.US), Merck (MRK.US), Gilead (GILD.US), Bristol-Myers Squibb (BMY.US), Johnson & Johnson (JNJ.US), Regeneron (REGN.US), Amgen (AMGN.US), AbbVie (ABBV.US), and several European firms such as Merck KGaA, Sanofi (SNY.US), GlaxoSmithKline (GSK.US), AstraZeneca (AZN.US), Novo Nordisk (NVO.US), Roche (RHHBY.US), and Novartis (NVS.US) [1] Group 3: Implications of High Drug Prices - The long-term high drug prices in the U.S. create significant pressure on both public welfare and government finances, making the MFN policy a direct and quantifiable approach to reduce costs [3] - The lack of price regulation in the U.S. compared to other countries contributes to higher drug prices, as U.S. pharmaceutical companies can raise prices without negotiation [3]

Group 1 - GSK plc (NYSE:GSK) is considered one of the best growth stocks under $50 to buy now, with a Hold rating and a price target of £1,500.00 set by Kepler Capital [1] - For fiscal Q2 2025, GSK reported total sales of £8.0 billion, with a 33% increase in total operating profit and a 35% increase in total EPS, attributed to lower CCL charges [2] - The company generated £2.4 billion in cash from operations and reported free cash flow of £1.1 billion [2] Group 2 - GSK, formerly known as GlaxoSmithKline, is a global healthcare and biopharmaceutical corporation based in the UK, with a portfolio of over 20 vaccines and a focus on vaccines, immunology, and respiratory therapies [3] - The company is also involved in developing cancer treatments for multiple myeloma, ovarian cancer, and endometrial cancer, among other drugs [3]

Core Insights - Wave Life Sciences Ltd. is experiencing a decline in stock price following the release of data from the Phase 1b/2a RestorAATion-2 Trial of WVE-006 for alpha-1 antitrypsin deficiency [1] - The company is facing selling pressure in the market [1] Trial Data Summary - The reported data includes results from RestorAATion-2 cohort 1 (200 mg, n=8) where participants received a single subcutaneous dose of WVE-006 followed by seven subcutaneous doses every other week, and the single dose portion of cohort 2 (400 mg, n=8) [2] - WVE-006 demonstrated RNA editing in all treated participants, leading to durable production of serum AAT at levels associated with a lower risk of liver and lung disease after repeat 200 mg doses [3] - Data from both the 200 mg and 400 mg cohorts support a monthly or less frequent subcutaneous dosing regimen, with ongoing dosing in the 400 mg multidose cohort expected to deliver data in the first quarter of 2026 [3] Safety and Licensing - WVE-006 has shown a favorable safety profile and continues to be well-tolerated [4] - GSK Plc holds the exclusive global license for WVE-006, with development and commercialization responsibilities transferring to GSK after the completion of the RestorAATion-2 study [4] Future Developments - Wave Life Sciences is advancing a wholly owned pipeline of RNA editing candidates, with plans to share new preclinical data at Research Day in fall 2025 and to initiate clinical development of additional RNA editing programs in 2026 [5] - As of the publication date, WVE stock is down 21.41% at $7.56 [5]

Core Insights - GSK stock has increased by 6.4% over the past month, adding nearly $5 billion to its market value, driven by strong performance in the Specialty Medicines unit and a positive long-term outlook despite challenges in the Vaccines unit and economic pressures [1][9]. Group 1: Specialty Medicines Performance - The Specialty Medicines unit is experiencing significant sales growth, with a 16% increase in the first half of 2025, attributed to successful launches in Oncology and long-acting HIV medicines [3][9]. - Key products driving growth include Nucala, Dovato, Cabenuva, Apretude, Jemperli, and Ojjaara, with expectations for low teens percentage growth in sales for this segment in 2025 [4][9]. - Specialty Medicines currently account for approximately 40% of GSK's sales and are projected to exceed 50% of total revenues by 2031 [4]. Group 2: Promising Pipeline and R&D - GSK is increasing its R&D investment in long-acting and specialty medicines across various therapeutic areas, including Respiratory, Immunology & Inflammation, Oncology, and HIV [5]. - Recent approvals include the pentavalent MenABCWY meningococcal vaccine and Blujepa/gepotidacin for uncomplicated urinary tract infections, with additional regulatory applications under review [6][7]. - GSK plans to launch five new products/line extensions in 2025, including Blenrep and depemokimab, which are already approved in the U.S. [7]. Group 3: Vaccine Sales Challenges - Vaccine sales in the U.S. are declining, particularly for the shingles vaccine Shingrix and the RSV vaccine Arexvy, with total vaccine sales down 11% at CER in the first half of 2025 [8][11]. - Revised recommendations for RSV vaccinations have negatively impacted sales of Arexvy, particularly among adults aged 60-74 [10][11]. - GSK anticipates a low single-digit percentage decrease in vaccine sales for 2025, reflecting broader challenges in this segment [11]. Group 4: Stock Performance and Valuation - GSK stock has outperformed the industry and the S&P 500, rising 21.2% year-to-date compared to a 1.4% increase for the industry [12]. - The stock is trading at a forward price/earnings ratio of 8.58, significantly lower than the industry average of 14.78, indicating attractive valuation [14]. - Analysts have raised the earnings consensus estimate for 2025 from $4.34 to $4.37 per share, reflecting optimism around profit growth [18]. Group 5: Future Growth Expectations - GSK expects over 7% sales growth and more than 11% core operating profit growth on a CAGR basis from 2022 to 2026, driven by the Specialty Medicines segment [21]. - The growth in Specialty Medicines is expected to offset the slowdown in the Vaccines unit, with General Medicines also contributing to overall sales growth [21].

日前，葛兰素史克(GSK.US)研发的一款口服抗生素获得英国批准，用于治疗非复杂性尿路感染。据英 国药品监管机构表示，该国约半数女性曾受这一疾病困扰。 这款名为Gepotidacin(商品名为Blujepa)的药物是近三十年来首款获批用于治疗该疾病的新型口服抗生 素。今年早些时候，该药物也已获得美国食品药品监督管理局(FDA)的批准。 英国药品与健康产品管理局(MHRA)周四在一份声明中指出，两项后期临床试验表明，该药物的疗效至 少不逊于当前尿路感染治疗的黄金标准药物。 声明还提到，Gepotidacin通过抑制细菌繁殖所需的两种关键酶发挥作用，对包括大肠杆菌在内的耐药性 感染具有显著疗效。MHRA强调，鉴于耐药菌数量持续增加，这类新型治疗药物具有重要意义。 MHRA医疗质量与可及性临时执行主任Julian Beach表示："这款抗生素的靶向作用机制，能大幅降低细 菌产生耐药性的可能性——在全球耐药菌感染持续增加的背景下，这一特性尤为关键。" ...