GSK ab cancer drugs par bada bet laga raha hai. Company **2027** tak apne oncology trials ko double karke **20** tak pahunchane ki taiyari mein hai taaki HIV drugs ke patent expiry se hone wale loss ko cover kar sake.
Cancer market mein GSK ki aggressive entry
GSK ab puri tarah focus kar raha hai oncology par. Company ka goal hai ki 2027 tak late-stage cancer clinical trials ki sankhya badhakar 19 se 20 tak kar di jaye. Abhi company ke paas lagbhag 15 assets hain. Is shift ke peeche ka sabse bada karan hai HIV drugs ka 'Patent Cliff'. Jab patent khatam hota hai, toh market mein sasti generic drugs aa jati hain aur company ki purani revenue source khatam hone lagti hai.
Fast-track strategy aur risks
GSK ne ek naya 'accelerated development' model apnaya hai. Isme wo traditional mid-stage hurdles ko skip karke seedha late-stage trials mein jump maar rahe hain taaki drugs jaldi market mein aaye. Abhi total 7 drug programs is fast-track list mein hain, jisme se aadhe se zyada cancer treatments hain.
Halanki, speed badhane ka matlab risk bhi badh jata hai. Bina traditional steps ke clinical success predict karna mushkil hota hai.
Financials aur Future
Company ne pehle oncology space chhoda tha, par ab wo Jemperli (dostarlimab) jaise drugs ke saath wapas aa chuki hai. 2026 ke pehle half mein oncology segment se £1.08 Billion ki revenue aayi hai, jo company ke liye bahut critical hai. Investors ko ab bas trial outcomes aur regulatory approvals par nazar rakhni hogi, kyunki agar late-stage trials fail huye, toh research par kharch kiya gaya bhari amount doob sakta hai.
