GlaxoSmithKline

ViiV Healthcare plans to triple its HIV prevention therapy supply at not-for-profit prices in low- and middle-income countries by 2026, committing to 2 million doses of long-acting cabotegravir for pre-exposure prophylaxis. This move aims to accelerate HIV prevention in resource-limited, high-burden countries.

ViiV Healthcare's CEO, Deborah Waterhouse, highlights the significance of the long-acting PrEP, CAB LA, in addressing HIV in high-risk populations, particularly young women and girls in Sub-Saharan Africa. The roll-out of CAB LA for PrEP is rapidly expanding in Sub-Saharan Africa and lower-income countries, with 79% of approvals in low- and middle-income countries. ViiV provides CAB LA at a not-for-profit price, facilitated by partnerships with PEPFAR and The Global Fund, and aims to ensure sustainable access through licensing agreements with the Medicines Patent Pool.

mRNA-based pharmaceuticals' licensing agreement deal values grew 800% from 2019 to 2024YTD, reaching $3.8bn in 2024. Global sales for innovator mRNA-based pharmaceuticals were $22bn in 2023, projected to increase to $26.2bn by 2030. Major companies like GSK and Bristol Myers Squibb are investing in mRNA therapeutics, with GSK restructuring a $1.57bn agreement with Curevac and Bristol Myers Squibb collaborating with Repertoire Immune Medicines for up to $1.87bn. The US HHS committed $176m to Moderna for mRNA-based influenza vaccines, highlighting the technology's potential for pandemic preparedness.

Recent Phase II data from iTeos and GSK's anti-TIGIT therapy belrestotug plus anti-PD-1 Jemperli shows promising response rates in NSCLC patients, despite high-profile failures in the TIGIT space. Despite setbacks, companies like Roche and Merck continue TIGIT studies, emphasizing trial design's impact on outcomes. Insights suggest anti-TIGIT therapy may benefit patients with high CD-155 expression, potentially as combination therapy. Recent positive results from iTeos/GSK and Gilead/Arcus indicate a possible turning tide in TIGIT therapeutics.

Sabin Vaccine Institute delivered 700 Marburg vaccine doses to Rwanda for a Phase 2 trial targeting frontline workers, amid a Marburg outbreak that has infected 46 and killed 12. The vaccine, based on the cAd3 platform, is in Phase 2 trials in Uganda and Kenya, with no safety concerns reported. Sabin plans to supply additional vaccines pending Rwandan officials' request and BARDA authorization.

The immunoglobulin market, valued at US$ 13.36 billion in 2023, is projected to reach US$ 28.70 billion by 2034, driven by its use in treating immunodeficiency and other applications. Key growth factors include immunodeficiency disorders, infections, and thrombocytopenia. North America leads with a 46% share, while Asia-Pacific is expected to grow fastest due to increased health spending and prevalence of autoimmune diseases. Recent advancements include subcutaneous injection therapies and acquisitions by major pharmaceutical companies.

Despite the development of three new RSV vaccines for adults 60 and older, vaccine uptake remains low due to COVID- and flu-induced vaccine fatigue and lack of awareness. The FDA approved the first RSV vaccine in 2023, with Moderna, Pfizer, and GSK following suit in 2024. However, only 25% of eligible adults had received the vaccine by spring 2024, and a survey showed that 38% of eligible recipients plan to get the vaccine, citing concerns about side effects and general distrust. The CDC recommends the vaccine for those 75 and older and those 60-74 with chronic conditions or living in nursing homes.

E. Heath reports advisory/consulting, steering committee, honoraria/paid travel, speaker’s bureau, and research support from various companies. J.R. Ribeiro, K. Poorman, and J. Xiu report personal fees and other support from Caris Life Sciences. H. Mamdani reports other support and grants from Daiichi Sankyo, AstraZeneca, and Genentech. A.F. Shields reports personal fees from Caris Life Sciences. G.L. Lopes reports stock ownership, honoraria, consulting, research funding, travel, and other relationships with multiple companies. S.A. Kareff reports personal fees and travel grants from various organizations. M. Radovich and G.W. Sledge report other support from Caris Life Sciences. G.A. Vidal reports relationships with Guardant360, Gilead, BillionToOne, Genentech/Roche, GSK, and AstraZeneca. J.L. Marshall reports personal fees from Caris. No other disclosures were reported by the other authors.