Browsing Tag
GSK
51 posts
Ara Partners acquires control of Bryden Wood to scale industrial and data centre engineering
Ara Partners has acquired a majority stake in Bryden Wood. Find out why data centres and industrial decarbonisation are central to the deal.
September 17, 2026
GSK agrees up to $750m Chimagen deal to deepen multiple myeloma pipeline
GSK is paying up to $750 million for a trispecific multiple myeloma asset, with early clinical data set to determine whether the deal creates value.
September 16, 2026
GSK’s $1.7bn Hansoh licence looks better after Ris-Rez delivers 18.5-month survival in Phase III lung cancer trial
Hansoh Pharmaceutical Group's risvutatug rezetecan produced median overall survival of 18.5 months against 10.3 months for topotecan, strengthening an asset for which GSK paid $185 million upfront and committed up to $1.525 billion in milestones.
September 14, 2026
P&G bets $3.8bn on Thorne as Gen Z reshapes the supplements category
Procter & Gamble is paying $3.8 billion for Thorne, a 5.6x return for L Catterton in three years. Whether P&G's Healthcare arm can absorb it is the test.
August 5, 2026
GSK Q2 2026 core operating profit rises 7% on specialty medicines strength
GSK Q2 core operating profit rose 7% to £2.8bn, but a £1.3bn camlipixant hit and 2028-2030 dolutegravir cliff frame the £40bn 2031 sales delivery test.
July 30, 2026
Ionis Pharmaceuticals (IONS) drops 21% as Wainua Phase 3 ATTR-CM trial fails, Alnylam Amvuttra and BridgeBio Attruby emerge as clear beneficiaries
Ionis (IONS) drops 21% as Wainua Phase 3 ATTR-CM trial fails primary endpoint. Peak sales cut to $4B. Alnylam and BridgeBio benefit from the reset.
July 9, 2026
Zymeworks (ZYME) to buy Theravance (TBPH) for $929m in cash plus ampreloxetine CVR
Zymeworks (ZYME) to acquire Theravance (TBPH) for $17/share plus CVR, $929M equity value. Non-recourse OMERS financing minimises ZYME's cash at risk.
July 1, 2026
GSK Nuvalent acquisition puts $GSK in focus as $10.6bn oncology bet reshapes lung cancer pipeline
GSK is buying Nuvalent for USD 10.6bn to expand in lung cancer. Find out what the $GSK oncology deal means for investors.
June 10, 2026
Why AnaptysBio’s new CFO hire may matter more than a routine biotech appointment
AnaptysBio is no longer a classic biotech pipeline bet. Christopher Murphy’s CFO appointment tests whether ANAB can execute as a royalty vehicle.
May 11, 2026
GSK trades near 2,027p as Q1 core EPS rises 9%, full-year 2026 guidance reaffirmed
GSK beat the top line and held guidance, but the harder question is whether Specialty Medicines can keep outrunning the Vaccines and General Medicines drag.
April 29, 2026