GSK: ESMO results showed broad oncology pipeline activity, led by ADCs and targeted therapies

GSK presented data on its oncology pipeline at an investor update, including Phase III study results for ris-rez in osteosarcoma, mo-rez in ovarian cancer, and dostarlimab in rectal cancer. The company also discussed JIDEYTRO for ROS1-positive lung cancer. GSK plans to initiate a first-line study for small-cell lung cancer before year-end. Key data points include median PFS of 5.5 months for ris-rez and a 68% clinical complete response rate for dostarlimab.

GSK presented oncology data showing survival and response gains in SCLC and osteosarcoma with Ris-Rez, encouraging results in ovarian and rectal cancer from Mo-Rez and dostarlimab, and high response rates in TKI-naive ROS1-positive NSCLC with zidesamtinib, according to the company.

GSK and Hansoh Pharma reported that the Phase III ARTEMIS-011 trial of Ris-Rez met its primary endpoint, reducing progression or death risk by 67% in relapsed osteosarcoma patients in China. Median PFS was 5.5 months with Ris-Rez versus 1.4 months with chemotherapy. Results were presented at the ESMO congress and will support a regulatory submission by Hansoh in China.

GSK (LON:GSK) plans to nearly double its clinical-stage oncology portfolio to about 30 assets in 2027, according to a Wall Street Journal report. The company has five approved cancer drugs and aims to expand its pipeline through deals, including a $10.6B acquisition of Nuvalent and a $750M licensing agreement with Chimagen Biosciences. Analysts expect GSK's oncology business to contribute significantly to sales by the end of the decade.

Novartis halted its Alzheimer's drug lifonebart after a biomarker review. Windward Bio filed for a Nasdaq IPO to fund antibody trials. GSK's hepatitis B drug Hibsago won FDA approval. Idorsia plans autism trials for daridorexant. Servier paid Insilico a milestone under their oncology collaboration.

GSK plans to nearly double its cancer drug trials to 19-20 by 2027, according to WSJ. The company's oncology push is part of CEO Luke Miels' strategy to address patent expirations for HIV drugs. GSK's oncology segment generated £1.08 billion in H1 2026.