GSK(US:GSK) 第一财经·2026-01-08 10:11Core Viewpoint - GSK's Bepirovirsen has achieved primary endpoints in two key Phase III clinical trials for chronic hepatitis B treatment, potentially leading to the first antiviral therapy that can achieve functional cure in just six months [3][4]. Group 1: Drug Development and Market Potential - Bepirovirsen is a novel antisense oligonucleotide (ASO) therapy that directly inhibits viral replication [3]. - If approved, Bepirovirsen could generate peak annual sales exceeding £2 billion (approximately $2.7 billion), bringing GSK closer to its goal of over £40 billion in annual revenue by 2031 [3]. - Analysts believe that even a 15% to 20% functional cure rate among hepatitis B patients would significantly alter global treatment outcomes [3]. Group 2: Current Treatment Landscape - Chronic hepatitis B (CHB) affects over 250 million people globally and is a leading cause of liver cancer, with over 1 million deaths attributed to it in 2022 according to WHO estimates [4]. - Current standard treatments, primarily nucleos(t)ide analogs (NAs), can effectively suppress viral replication but do not eliminate the virus, requiring lifelong medication for patients [4]. - Data indicates that standard treatments only allow 1% to 4% of patients to clear the virus over time, and these treatments may lead to complications [4]. Group 3: Implications for Future Treatment - If new therapies like Bepirovirsen are approved, there could be a fundamental shift in hepatitis B treatment outcomes in China and globally [5]. - Other pharmaceutical giants, including Roche and Johnson & Johnson, are also actively developing related therapies, indicating a competitive landscape in hepatitis B treatment innovation [5].