GlaxoSmithKline

GSK's mRNA seasonal flu vaccine shows strong immune responses and safety in phase II trial, supporting progression to phase III.

Moderna forecasts $2.5B-$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, starting to generate revenue in 2028, focusing on mRNA shots like RSV vaccine mRESVIA to offset declining COVID shot revenue. Moderna plans to expand RSV shot approval to high-risk adults under 60 and submit a combination COVID-flu vaccine application this year.

Moderna plans to cut $1.1 billion in expenses by 2027 and expects 10 new product approvals, including vaccines for RSV, flu, and norovirus, while pausing some R&D projects. The company aims for $3.6-3.8 billion in R&D spending by 2027, down from $4.8 billion expected this year, and targets a 25%+ CAGR from 2026 to 2028.

Moderna plans to file for three vaccine approvals by year-end, cutting R&D spending by 20% and dropping five drug candidates from its pipeline. The company aims for 10 approvals by 2027, focusing on critical vaccines like next-gen COVID, flu-COVID combo, and RSV for high-risk adults under 60.

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

GSK announces positive phase II data for mRNA seasonal flu vaccine, showing strong immune responses and safety profile, supporting progression to phase III trials.

Pharma companies should collaborate with non-profits to develop effective, tailored therapies for cancer patients, especially for rare and pediatric cancers. Cancer Research UK, through its Centre for Drug Development, partners with other non-profits to pool resources and expertise, aiming to accelerate clinical trials and improve patient outcomes. Pharma companies can contribute by sharing discontinued compounds and collaborating on clinical development.

E.R. received honoraria from Eli Lilly, Novartis, Seagen; travel support from Gilead, Mundipharma, Novartis, Pfizer, Roche; research funding from Gilead, Menarini, MSD. F.A. consulted/advised AstraZeneca, Daiichi–Sankyo, Lilly, Novartis, Pfizer, Relay Tx, Roche; received travel support from AstraZeneca, GlaxoSmithKline, Lilly, Novartis, Roche; research funding from AstraZeneca, Daiichi, Eli Lilly, Novartis, Pfizer, Roche.

GSK's HSV vaccine candidate GSK3943104 failed Phase I/II study's primary goal, halting further development. Study continues for safety monitoring and additional data on recurrent genital herpes.