$GSK

DelveInsight reports the osteosarcoma market, valued at $60M in 2025, is expected to grow at a 9% CAGR through 2036. Key emerging therapies include OST-HER2 (OS Therapies), DANYELZA (SERB Pharmaceutical), and Tegavivint (Iterion Therapeutics). OST-HER2 is in Phase IIb trials, with FDA meetings planned for September 2026. The market's growth is driven by novel targeted therapies and increasing research efforts.

HUTCHMED (HCM) licensed its cancer therapy HMPL-A830 to GSK in a deal worth up to $1.295 billion, including a $110 million upfront payment. HMPL-A830 targets colorectal, pancreatic, and lung cancers. HCM stock rose 14.12% overnight, while GSK shares fell 0.50%.

GSK's mRNA flu vaccine candidate, FLUm3HA.b-3NA, advanced to Phase III after showing higher immune responses in Phase II trials. The study involved 971 adults, with the vaccine demonstrating robust responses against influenza strains. GSK plans to begin Phase III trials in September 2026, focusing on the optimized B-strain HA formulation. The candidate uses a dual-antigen approach, targeting both HA and NA, and received FDA Fast Track designation in July 2026.

Moderna (MRNA) rose 6% to $148.32 as GSK (GSK) advanced its mRNA flu vaccine to Phase III, seen as platform validation. Moderna's melanoma trial success and BioNTech (BNTX) also benefited. Jefferies cautioned on mRNA therapy success across solid tumors. GSK gained 0.7% to $50.60.

GSK is preparing to start a Phase 3 trial for its mRNA flu vaccine, which targets both HA and NA proteins. Phase 2 results showed robust immune responses in adults. The vaccine was acquired from CureVac in 2024 for €400 million. Moderna's mRNA flu vaccine, mFLUSIVA, was approved by the FDA in August 2024.

U.S. President Trump has secured drug-pricing deals with over 20 pharmaceutical companies, including Pfizer, Johnson & Johnson, and Novo Nordisk, to reduce prescription costs. Agreements involve 'most-favoured-nation' pricing, sales through TrumpRx.gov, and U.S. investment pledges in exchange for tariff relief. Companies like Pfizer and Novo Nordisk have committed to significant price reductions on specific drugs.

GSK plc will begin Phase III trials for its mRNA flu vaccine after Phase II results showed stronger immune responses. The vaccine targets both HA and NA antigens, aiming to improve protection. The trial, set for September 2026, follows FDA Fast Track designation. GSK's stock closed at $50.25, down 1.12%.

President Trump announced new voluntary drug pricing agreements with nine pharmaceutical companies, including Amgen, Bristol Myers Squibb, and Merck, to lower U.S. prescription drug prices. The deals, part of the TrumpRx platform, aim to align prices with those in other wealthy nations. Companies receive tariff relief in exchange for participation. Critics note limited impact on patient costs and lack of public contract details.

At the American Chemical Society Fall 2026 meeting, 13 new drug candidates were unveiled by various companies, targeting diseases like cancer, lupus, and acne. Presenters included Quanta Therapeutics, AstraZeneca, Novartis, and Pfizer, among others, discussing their drug discovery strategies and clinical trials.

Gilead (GILD) and Roivant (ROIV) received FDA approvals for Bixlenvo and LISRAYA, respectively. Johnson & Johnson (JNJ) also gained approval for IMAAVY. Biohaven (BHVN) and Eli Lilly (LLY) advanced partnerships. Spyre Therapeutics missed a clinical trial goal. Key stocks: GILD +0.52%, ROIV +2.26%, JNJ -1.57%.