葛兰素史克(GSK.US)跌逾5% Blenrep适应症范围受限

Core Viewpoint - GSK's stock fell over 5% to $43.10 following the FDA's approval of its blood cancer drug Blenrep, which has limited indications and a narrower commercial opportunity than anticipated [1] Summary by Relevant Sections FDA Approval - GSK received FDA approval for Blenrep as a third-line therapy for adult patients who have undergone at least two prior treatments, contrary to the company's expectation for it to be approved as a second-line therapy [1] Market Impact - The approval is seen as a positive outcome amidst previous uncertainties, but the limited indication and the requirement for ophthalmic examinations before each dose may dampen its commercial prospects [1]