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Why Is GSK Partner Spero Therapeutics Stock Skyrocketing On Wednesday?
Benzingaยท2025-05-28 15:24

Core Viewpoint - GSK and Spero Therapeutics announced the early termination of the pivotal phase 3 PIVOT-PO trial for tebipenem HBr due to efficacy, leading to a significant increase in Spero's stock price by 245.89% [1] Group 1: Trial Results and Efficacy - The trial demonstrated non-inferiority of tebipenem HBr compared to intravenous imipenem-cilastatin in treating complicated urinary tract infections (cUTIs) [3] - The Independent Data Monitoring Committee (IDMC) found no new safety concerns, with diarrhea and headache being the most reported adverse events [3] Group 2: Market Implications and Regulatory Plans - If approved, tebipenem HBr would be the first oral carbapenem antibiotic for cUTIs in the U.S., enhancing GSK's anti-infectives portfolio and addressing antimicrobial resistance [2][4] - GSK plans to collaborate with U.S. regulatory authorities to submit data for approval in 2025 [4] Group 3: Financial and Healthcare Context - The development of tebipenem HBr is supported by federal funds from various U.S. health departments, highlighting the drug's significance in addressing drug-resistant infections [5] - An estimated 2.9 million cases of cUTIs are treated annually in the U.S., with current treatments primarily requiring intravenous administration [5] Group 4: Previous Developments - This marks GSK's second anti-infective program to be halted early for efficacy in Phase 3, following the gepotidacin trials in 2022 [6] - GSK's Blujepa (gepotidacin) was approved by the FDA for uncomplicated urinary tract infections in March [6] Group 5: Licensing Agreement - In September 2022, GSK entered an exclusive license agreement with Spero Therapeutics for the development and commercialization of tebipenem HBr, excluding certain Asian markets [7]