Reshaping the HIV treatment and prevention landscape
Late-stage pipeline potential for >£20bn in NRA PYS
Asset
GSK view
Infectious
Diseases
RSV OA/other*
Men ABCWY
gepotidacin
>£3bn /£1-2bn
₤1-2bn
£0.5-1bn
HBV ASO ('836)
>£2bn
HIV
Cabenuva /PrEP
>₤2bn
Blenrep**
>£3bn
Oncology
Zejula^
Jemperli^^
>₤2bn
₤1-2bn
Immunology/
Respiratory
depemokimab ('294)
otilimab
₤1-2bn
₤1-2bn
Opportunity Driven
daprodustat
£0.5-1bn
Pipeline sales potential based on non-risk adjusted peak year sales. See basis of preparation and assumptions in Appendix
*maternal & paediatric; **including earlier lines; ^1st line OC combination + NSCLC and breast; ^^NRA PYS includes 1L EC & OC, Tesaro asset
PrEP cabotegravir for pre-exposure prophylaxis; FiC first-in-class; BiC best-in-class; PYS peak year sales
Potential advantage
BiC, Shingrix-like opportunity
FiC with market leadership
FiC, unmet need due to resistance
FiC, potential first functional cure
FIC LA pioneer for treatment and prevention
FiC, proven efficacy, broad dev programme
BIC PARP inhibitor, building beyond OC
Targeting novel combinations and 1L use
BIC LA IL-5, leveraging Nucala leadership
FiC, addressing unmet pain needs in RA
BiC HIF-PHI for anaemia of CKD
gsk
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