GlaxoSmithKline

Adam Feuerstein is a senior writer covering drug development, business, Wall Street, and biotech, co-host of The Readout Loud podcast, and author of Adam’s Biotech Scorecard.

Mepolizumab significantly reduced COPD exacerbations in MATINEE trial, showing a clinically meaningful reduction in annualized rate of moderate to severe exacerbations compared to placebo, with consistent safety profile.

GSK's early-stage HSV vaccine candidate, GSK3943104, failed to meet primary efficacy in a phase II trial, halting further development. No safety concerns were identified, but the setback impacts the search for effective genital herpes vaccines. GSK will continue to analyze data for future HSV research.

Moderna forecasts $2.5-$3.5B in 2024 sales, with 25% annual revenue growth from 2026-2028 driven by new product launches. The company anticipates 10 new product approvals by 2027, with meaningful revenue from 2028. Moderna plans to expand RSV vaccine approval to high-risk adults under 60 and focus on a COVID-influenza combination shot.

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.