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Walmsley’s Dream Hire Badly Needs to Find Some Blockbuster Drugs
MINT· 2025-09-29 16:38
(Bloomberg) -- Nearly nine years ago, when Emma Walmsley was preparing to take over as CEO of GSK Plc, she wrote in her diary that Luke Miels — then an executive at rival AstraZeneca Plc — would be “a dream appointment for this adventure.”Now, as Walmsley’s own adventure atop the British pharmaceutical group winds down, Miels has been named to replace her. The 50-year-old, who joined Walmsley at GSK in 2017, will take the reins as chief executive officer at the start of next year. His main challenges will b ...
GSK CEO Emma Walmsley to step down
Yahoo Finance· 2025-09-29 14:11
GSK (GSK) said Chief Executive Emma Walmsley would step down and be succeeded by commercial chief Luke Miels, as the drugmaker works to replenish its product lineup. Walmsley will step down at the end of the year, having led the company through the Covid-19 pandemic, tensions with activist investor Elliott Management and a portfolio shake-up that included the spinoff of its consumer-healthcare business. Most Read from The Wall Street Journal The leadership change comes as GSK seeks to bring to market mo ...
GSK Inks $2B Deal With Boston Pharmaceuticals to Buy Liver Disease Drug
ZACKS· 2025-05-15 12:55
收购波士顿制药公司核心管线药物 - 公司宣布与波士顿制药签署协议 收购其核心管线药物efimosfermin alfa [1] - 该药物为FGF21蛋白长效变体 用于治疗和预防脂肪肝疾病(SLD)进展 目前处于代谢功能障碍相关脂肪性肝炎(MASH)的中期研究阶段 [2] - 公司认为该药物可针对更晚期SLD(包括酒精性肝病) 计划开发为单药及与自研siRNA疗法GSK'990的联合方案 [3] 交易细节与药物潜力 - 交易包含12亿美元首付款 波士顿制药有资格获得最高8亿美元里程碑付款 公司还需向诺华支付基于成功的里程碑款及分层特许权使用费 [5] - 中期数据显示该药物具有逆转肝纤维化和阻止MASH疾病进展的潜力 可能成为月给药方案的新标准疗法 预计2029年商业化 [4] 战略布局与管线发展 - 交易旨在扩充管线 因核心HIV药物dolutegravir专利将在2028-2029年到期 [9] - 公司计划2031年实现超400亿英镑销售额 聚焦HIV 免疫学/呼吸系统和肿瘤领域 目前有18个候选药物处于后期开发或监管审查阶段 [10] - 2025年计划推出5款新产品 已获批Blujepa(尿路感染)和Penmenvy(脑膜炎疫苗) 另有Blenrep(多发性骨髓瘤)等3款药物待批 [11] 研发调整与股价表现 - 终止与iTeos合作的抗TIGIT抗体belrestotug开发 因中期分析未达疗效标准 涉及已投入的6 25亿美元首付款 [12][13] - 年内股价上涨7% 跑赢行业8%的跌幅 [8]