GSK(US:GSK) Zhi Tong Cai Jing·2026-01-07 11:47Core Viewpoint - GSK's experimental drug for chronic hepatitis B has achieved significant clinical trial milestones, bringing functional cure closer for a disease affecting over 250 million people globally, potentially aiding GSK in reaching its ambitious revenue targets [1][3]. Group 1: Drug Development and Clinical Trials - The drug, bepirovirsen, has met primary goals in two major clinical studies, indicating a significant step towards functional cure for hepatitis B [1][3]. - Bepirovirsen is designed to identify and degrade HBV, reducing the production of viral proteins and potentially helping the immune system regain control [4]. - The latest studies show a statistically significant and clinically meaningful functional cure rate, with patients monitored for sustained significant decreases in viral DNA and surface antigen levels [3][4]. Group 2: Market Potential and Revenue Goals - Analysts expect bepirovirsen to achieve peak annual sales exceeding £2 billion, which could help GSK reach its target of over £40 billion in annual revenue by 2031 [1]. - Prior to the drug's success, analysts projected GSK's total revenue to be around £35 billion by 2031 [1]. - GSK plans to submit regulatory approval applications globally based on the latest research data, with complete data to be presented at an upcoming scientific conference [3].