GSK (GSK) Bernstein Insights: Healthcare Leaders and Disruptors – 3rd Annual Healthcare Forum summary

R&D strategy and organizational scope

• End-to-end accountability for respiratory, immunology, and inflammation R&D, from discovery to product approval.

• Integration of translational development sciences across oncology, specialty, and vaccines, with a focus on leveraging opportunities in China.

• Emphasis on genetics, genomics, single-cell technologies, and real-world evidence to inform target-trait pairings and development.

Respiratory and immunology pipeline evolution

• Focus on ultra-long-acting biologics to improve patient persistence and reduce treatment burden in asthma.

• Diversification in COPD with new mechanisms, including ultra-long-acting TSLP, IL-33, PDE3/4 inhaled approaches, and siRNA programs.

• Sophisticated patient stratification using biomarkers like eosinophil levels to guide therapy selection.

• Combination approaches and mechanism-specific targeting to address different disease segments and comorbidities.

Clinical development and differentiation

• IL-33 program designed as a potent ligand neutralizer, aiming for broader efficacy than ST2 receptor blockers.

• Upcoming cardiopulmonary outcome study to evaluate benefits on hospitalizations and mortality in COPD, starting next year.

• High confidence in long-acting TSLP based on strong phase II data and competitor insights, with multiple pivotal studies underway.