Meningococcal group B vaccine(GlaxoSmithKline Biologicals SA)

7月30日，葛兰素史克发布2025年上半年财报。报告期内，公司实现营收155.02亿英镑（约206.4亿美元,按最新汇率），同比增长5%。从三大核心业务板块来看：特药（Specialty Medicines）业务表现强劲，以62.60亿英镑（+16%）的营收领跑；疫苗（Vaccines）业务营收41.86亿英镑（+1%），整体表现平稳；普药（General Medicines）业务则略有下滑，录得50.56亿英镑（-3%）。特药增长主要由肿瘤、呼吸/免疫和HIV三大领域驱动。其中，肿瘤板块在Omjjara（莫洛昔尼）和Jemperli（Dostarlimab）两款产品的拉动下，同比增长高达47%。Jemperli借助新适应症拓展和市场渗透持续放量，Omjjara则凭借在骨髓纤维化贫血领域的突破性上市实现快速放量。呼吸和免疫板块同样增长强劲，美泊利珠单抗（Nucala）和贝利尤单抗（Benlysta）上半年销售额分别为9.42亿英镑（+13%）和8.10亿英镑（+23%）。HIV板块中，长效治疗方案持续获得市场认可，Cabenuva、Apretude 以及多替拉韦产品合计贡献超35亿英镑的收入，增速稳定。相比之下，疫苗业务整体承压。除脑膜炎疫苗组合（Bexsero 和 Menveo）实现21%的两位数增长外，其余疫苗产品线表现疲软，对整体板块形成拖累。2025H1 GSK 研发投入达34.86亿英镑（约46.5亿美元），同比增长22%，持续加码创新驱动。值得注意的是，GSK在第二季度对部分管线做出调整，先后终止了TIGIT单抗belrestotug在非小细胞肺癌（NSCLC）中的开发，以及抗真菌药ibrexafungerp的III期研究。今年5月，由于关键研究未达主要终点，GSK正式停止与iTeos合作开发belrestotug研发项目。TIGIT赛道再遇寒潮！GSK终止6.25亿美元TIGIT合作项目，iTeos被迫削减成本面对制药主业的结构性压力，GSK正积极通过并购与引进创新资产以强化管线。自2025年以来，公司已完成5项交易，包括以125亿美元从恒瑞引进PDE3/4抑制剂的重磅BD项目、收购IDRX，以及与中外制药株式会社就AID351达成开发合作协议等。125亿美元大BD！GSK引进恒瑞PDE3/4抑制剂展望下半年，GSK即将迎来多个研发里程碑，其中IL-5单抗depemokimab有望在美国首次获得上市批准，这也将为公司在呼吸免疫赛道带来新的增长点。尽管挑战犹存，GSK仍维持全年营收增长3%至5%的预期。End声明：本公众号所有发文章(包括原创及转载文章)系出于传递更多信息之目的，且注明来源和作者。本公众号欢迎分享朋友圈或大群，谢绝媒体或机构未经授权以任何形式转载至其他平台。转载/商务/投稿 | 联系微信15618157102（sum_Gmi）商务合作稿件征集点击了解详情往期回顾1港股创新药走出至暗时刻2License-out潮来袭：谁是下一个出海爆款?3高盛发声：中国创新药价值重估时代来临

Thousands of gonorrhoea cases could be prevented over the next decade thanks to the NHS’ world-first vaccination programme against the infection. Eligible patients, which includes gay and bisexual men who have a recent history of multiple sexual partners or a sexually transmitted infection (STI), will start to be offered the vaccine through local authority-commissioned sexual health services from early August. It comes after the government accepted the Joint Committee on Vaccination and Immunisation’s (JCVI) advice for an NHS roll out of the vaccine amid a record high 85,000 gonorrhoea diagnoses in England in 2023 – 3 times higher than in 2012. People who receive the jab – an existing vaccine for meningococcal B disease, 4CMenB – could be protected from gonorrhoea by up to 40% and help tackle the increasing levels of antibiotic resistant strains of the disease, according to UK Health Security Agency (UKHSA) research . UKHSA is supporting NHS England with the programme’s rollout. Analysis led by Imperial College London has suggested the vaccine known as 4CMenB could avert up to 100,000 cases of gonorrhoea and save the NHS over £7.9 million over the next decade, if high uptake is achieved and an ongoing programme is confirmed. Local providers will identify and contact those eligible through sexual health services, with vaccinations starting from early August. Eligible people will also be offered mpox, hepatitis A and B and human papillomavirus (HPV) vaccinations when attending their appointment for the gonorrhoea vaccine. NHS England’s National Director for Primary Care and Community Services Dr Amanda Doyle said: “The launch of a world-first routine vaccination for gonorrhoea is a huge step forward for sexual health and will be crucial in protecting individuals, helping to prevent the spread of infection and reduce the rising rates of antibiotic resistant strains of the bacteria. “NHS teams across the country are now working hard to plan the rollout and ensure we hit the ground running, while the routine mpox vaccination programme builds on the vital progress the NHS has made in recent months in reaching as many eligible people as possible. “Vaccination is so important in helping to keep each other safe, so I would urge anyone eligible to take up the offer later this year when NHS staff start delivering these vaccines”. Gonorrhoea is an STI passed on through sex and if not treated, can cause serious health problems such as and infections in the eyes, testicles or prostate. It is the second most commonly diagnosed STI in England, but not everyone gets symptoms of gonorrhoea. Symptoms include a burning pain when you pee, fluid or discharge coming out of your genitals, and pain in your testicles or lower abdomen. Symptoms usually start around 2 weeks after infection, but an infected person may have no symptoms and can still transmit the infection. Using a condom every time you have sex with new or casual partners is the best way to protect you and your partner from gonorrhoea and other STIs. Minister for Public Health and Prevention Ashley Dalton said: “This world-first vaccine programme represents a significant breakthrough for public health, and once again our NHS is leading the way. “It could not come at a more critical time – after years of neglect of public health services, we inherited gonorrhoea diagnoses at record levels, triple what they were in 2012. By targeting those most at risk, we can reduce transmission rates from this unpleasant disease that is becoming harder to treat and prevent thousands of cases over the next few years. “I would encourage all those eligible to take up the vaccine when it is offered later this year, to not only keep each other safe but help tackle the growing threat of antibiotic resistance. This groundbreaking initiative will play a key role as we shift the health service from sickness to prevention under our Plan for Change”. Dr Sema Mandal, Consultant Epidemiologist and Deputy Director at the UK Health Security Agency, said: “This vaccination programme is a hugely welcome intervention at a time when we’re seeing very concerning levels of gonorrhoea, including antibiotic resistant gonorrhoea. In 2023 we saw gonorrhoea diagnoses reach their highest since records began in 1918. “Not only will this rollout provide much needed protection to those that need it most, but it will make the UK the first country in the world to offer this protection and a world leader in protecting people against gonorrhoea. “STIs aren’t just an inconvenience – they can have a major impact on your health and that of any sexual partners, so please, if you are offered the vaccine do take the opportunity to protect yourself and your partners”. In January, the NHS made mpox vaccinations available in every region for those at increased risk of getting the infection. Mpox can be passed on from person to person through any close physical contact with mpox blisters or scabs. Once infected with mpox, it usually takes between 5 and 21 days for the first symptoms to appear. The first symptoms of mpox include a high temperature, headache, muscle aches and backache, swollen glands, shivering, exhaustion and joint pain. A rash usually appears 1 to 5 days after the first symptoms and can be on any part of the body. More information on treatment and symptoms of mpox and gonorrhoea is available on the NHS website. Alice Wiseman, Vice President of the Association of Directors of Public Health, said: “We welcome the rollout of this groundbreaking vaccination programme which will help to tackle the huge increase in gonorrhoea diagnoses over recent years, which disproportionately affect gay, bisexual and other men who have sex with other men. “Staff on the ground do an amazing job to provide support in a safe, non-judgemental environment but we need further commitment to provide locally coordinated programmes to prevent infections, reduce the health inequalities in our communities and reverse the increasing numbers of STIs resulting from people going untreated”. James Woolgar, Chair of English HIV and Sexual Health Commissioners’ Group, said: “Introducing the world’s first gonorrhoea vaccine programme into England’s sexual health services is a major milestone for public health. This initiative has the potential, as proven in multiple studies, to reduce the cases of gonorrhoea in specific groups by an average of 35%. It is a much-needed intervention, and one that public health leads and commissioners will work hard to embed within sexual health services locally to reduce the number of diagnoses nationally”. Professor Matt Phillips, President of the British Association for Sexual Health and HIV, said: “This is excellent news and a landmark moment for sexual health in England. A new gonorrhoea vaccination programme – alongside continued rollout of mpox vaccination – forms a vital part of our efforts to address the significant inequalities we are seeing in sexual health outcomes. Gonorrhoea diagnoses are at their highest since records began and this has the potential to help us to turn that around”. Dr Will Nutland, Director at The Love Tank, said: “The Love Tank has campaigned for the introduction of both of these vaccines to be available on a routine basis. As such, we are delighted to see the announcement of the new targeted vaccination programmes. This will contribute to STI reductions, especially in groups of people currently most impacted by mpox and gonorrhoea”. Richard Angell OBE, Chief Executive of Terrence Higgins Trust, said: “As worries grow about antibiotic-resistant gonorrhoea strains, it is brilliant news that a vaccine is available and a game changer that the government will roll this out within months. This alone could cut 40% of new gonorrhoea cases. “We have been calling for the gonorrhoea vaccine rollout since the JCVI first advised it and are so pleased the new government has listened and moved at speed. It is important to test regularly for HIV and STIs and stay in charge of your sexual health. Vaccines are a key tool. We will work to ensure that people understand how they could benefit from and access vaccinations for gonorrhoea, mpox, HPV and hepatitis so that existing health inequalities are not exacerbated. We must not let good news like this be a secret”. Cllr David Fothergill, Chairman of the Local Government Association’s Community Wellbeing Board, said: “Local authority commissioned sexual health services have played a vital role at detecting, treating and managing the growing number of cases of gonorrhoea across the country. The targeted rollout of the vaccine, which could be a game-changer and dramatically reduce transmission of gonorrhoea is good news. “Sexual health clinics are on the front line of the STI outbreaks. It is vital that we have a strong and well-funded health protection system to support the vaccine rollout. “It is important that eligible people across England are able to access vaccines easily, when the vaccine becomes available, please come forward and get protected”. Legal Disclaimer: EIN Presswire provides this news content "as is" without warranty of any kind. We do not accept any responsibility or liability for the accuracy, content, images, videos, licenses, completeness, legality, or reliability of the information contained in this article. If you have any complaints or copyright issues related to this article, kindly contact the author above.