GSK Advances Hansoh's B7-H4 ADC into Five Global Phase III Trials While Terminating STING ADC Development

On April 29, GSK announced its financial results for the first quarter of 2026, with revenue of £7.629 billion (approximately $10.299 billion), a year-on-year increase of 5%; R&D investment was £1.493 billion (approximately $2.014 billion), a year-on-year increase of 12%.

In the first quarter, GSK's specialty medicine business revenue reached £3.226 billion (approximately $4.355 billion), a year-on-year increase of 14%, remaining its core growth driver. Among this, the HIV business contributed £1.824 billion (approximately $2.462 billion, +10%), occupying a dominant position in the portfolio.

Specifically, Dovato (dolutegravir/lamivudine) achieved sales of 666 million pounds (approximately 900 million US dollars, +20%), maintaining steady growth; the long-acting injectable drug Cabenuva (cabotegravir + rilpivirine) andApretude (Cabotegravir)Sales were £3.68 billion (approximately $4.97 billion, +31%) and £1.20 billion (approximately $1.62 billion, +44%), respectively, with the latter in pre-exposure prophylaxis (PrEP) market is growing rapidly. Long-acting injectable products have contributed more than 70% of the growth in the HIV business, becoming the most critical driving factor.

Oncology Business Achieves Revenue of £512 Million (£691 Million, +28%) This Quarter. Among which, Jemperli (dostarlimab) Sales Reach £232 Million ($313 Million, +40%), with Growth Mainly Driven by Increased Patients Due to Indication Expansion.

Revenue in the respiratory and immunology field was £8.90 billion (approximately $12.02 billion, +16%). Among this, Nucala (mepolizumab), an IL-5 monoclonal antibody, achieved sales revenue of £4.84 billion (approximately $6.53 billion, +12%), mainly driven by increased patient demand; Benlysta (belimumab) reached £3.84 billion (approximately $5.19 billion, +13%) with improved market penetration.ContinuousUpgrade.

Vaccine Business Revenue Reaches £2.149 Billion (£2.901 Billion), a Year-on-Year Increase of 4%. Among this, Shingrix (Herpes Zoster Vaccine) Achieves Sales of £1.026 Billion (£1.385 Billion, +20%), Setting a New Record for a Single Quarter, Driven by Growing Demand in the European Market and Channel Factors. In Contrast, Arexvy (RSV Vaccine) Records Sales of £0.065 Billion (£0.087 Billion, Down 18% Year-on-Year), Mainly Due to Seasonal Factors and Slower Demand in the U.S. Market.

GSK's General Medicines Business Q1 Revenue Totals £2.254 Billion (£3.043 Billion), Down 6% Year-on-Year

In terms of pipeline, GSK has made progress in several key projects, including the functional cure for hepatitis B, bepirovirsen, which has been accepted in the United States, Europe, China, and Japan. Efimosfermin has received Breakthrough Therapy and PRIME designation in the MASH field. The B7-H4 ADC project, Mo-Rez, introduced from Hansoh Pharma, is planned to advance into five Phase III studies by 2026.

Another point to note is that GSK has removed another first-in-class STING agonist ADC drug, XMT-2056, from its pipeline. Previously, the drugPreviously faced a clinical hold by the FDA due to a safety issue, with its highest stage of development being Phase I clinical trials.

Looking ahead to 2026, GSK expects full-year revenue to grow by 3%-5%, with core operating profit increasing by 7%-9%.

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