GlaxoSmithKline

GSK's mRNA seasonal flu vaccine showed positive immune responses in younger and older adults, supporting progression to phase III trials. The mRNA platform demonstrated strong antibody titres and acceptable safety profiles.

GSK's Phase I/II TH HSV REC-003 trial of therapeutic HSV vaccine candidate GSK3943104 did not meet primary efficacy endpoint, leading to no advancement to Phase III. No safety concerns were observed, and GSK plans to continue safety monitoring and generate follow-up data for insights on recurrent genital herpes treatment.

AI in pharma could boost global operating profits by $254 billion by 2030, revolutionizing drug discovery, clinical trials, and personalized medicine. Key benefits include accelerated drug discovery, personalized care, enhanced clinical trials, optimized manufacturing, and advanced biomarker discovery. Real-world examples from companies like AstraZeneca, GSK, Novartis, and Sanofi highlight AI's transformative impact. Challenges include reproducibility, data quality, privacy, bias, and regulatory compliance, but solutions involve standardized datasets, data-sharing, encryption, diverse data sources, and proactive regulatory engagement.

Moderna announces 10 product approvals by 2027, including next-gen COVID and flu/COVID combo vaccines for 2024 submission, positive Phase 3 results for RSV vaccine for high-risk adults, and norovirus vaccine advancing to Phase 3. The company plans to reduce R&D expense by $1.1 billion and extend financial framework through 2028.

Moderna delays break-even goal to 2028, expects 2025 sales below 2024 forecast, and cuts R&D costs by $1.1 billion starting 2026. The company anticipates meaningful revenue from 10 new product approvals in 2028, reflecting uncertainty in COVID and RSV markets. Moderna plans to submit an FDA application for RSV shot expansion and focus on a COVID-influenza combination shot.

Moderna forecasts $2.5-$3.5 billion in sales for 2024, with 25% annual revenue growth from 2026-2028 driven by new product launches. The company plans to submit an FDA application to expand RSV shot approval to high-risk adults under 60, and is focusing on a COVID-flu combination shot. Moderna's mRESVIA met immune-response targets in a new study, and the company plans to launch a flu vaccine efficacy study this year.