GSK plc (LSE:GSK) reshapes its pipeline after halting camlipixant for refractory cough amid mixed Phase III results while completing the $10.6B Nuvalent buy to add three oncology assets, a move analysts say boosts long‑term growth as HIV slows; shares slipped ~1.7%.
Previous Week Recap
- Camlipixant Trial Mixed Results: GSK halts camlipixant for refractory chronic cough after mixed Phase III: one trial met primary endpoint, another failed; 25 mg failed in both. Adverse events similar to placebo.
- Nuvalent Buy Adds Lung Assets: GSK completed Nuvalent buy for about $10.6B, adding three lung‑cancer assets: zidesamtinib and neladalkib (ROS1/ALK, Breakthrough/Orphan, potential 2026 launch) and NVL‑330 (Phase I HER2).
- Oncology Gains Boost Growth Potential: Jefferies says GSK’s oncology gains from IDRx and Nuvalent boost long-term, high-margin growth potential as HIV sales slow; firm sees room for more deals. GSK shares fell ~1.7%.
- Deloitte To Remain Auditor: GSK plc says Deloitte will stay as external auditor through FY2028 after a competitive tender; re-appointment to be voted at the 2028 AGM. Details to appear in the 2026 Annual Report.
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