J.P. Morgan Day Two：Playing Up Potential In The Year Ahead.pdf

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1、This copy is for your personal,non-commercial use.For high-quality copies or electronic reprints for distribution to colleagues or customers,pleasecall+44(0)20 3377 3183Printed ByJ.P.Morgan Day Two:Playing Up Potential In The Year Aheadby SExecutive SummaryDaily notebook from the J.P.Morgan Healthca

2、re Conference:Small and mid-size companies take the stage to lay out their guidance for the year,while big pharma ispushed on strategy and business development.Updates from GSK,Mirati,Sarepta,Amgen and US FDA commissioner Robert Califf.R&D Whiplash At GSKGSK plc CEO Emma Walmsley made her debut at J

3、.P.Morgan?ve years ago,outlining an ambitious strategy to turn the company into an oncology powerhouse.Thatvision has not become a reality and now it appears,from Walmsleys comments this year that the company is ready to take the hit on the chin.Oncology as a priority therapeutic area received hardl

4、y a passing mention,while infectious disease and HIV were highlighted as key areas of investment.Infectious disease and HIV represent around two-thirds of our pipeline and are our primary focus for R&D,Walmsley said.Immunology,respiratory and oncologyremain areas of investment,but with a pragmatic a

5、pproach.Though GSK has long had a solid foundation in vaccines and HIV,it is still quite a different story than the strategy Walmsley outlined in 2018 after becoming CEOand recruiting Hal Barron to oversee R&D,with a primary goal of rebuilding in oncology.(Also see Walmsley Takes On Oncology:Can GSK

6、 Become A Power Player?-Scrip,16 Jan,2018.)Barron has since left,succeeded by Tony Wood,whose early career was in immunology and antiviral drug development.(Also see GSKs NewResearch Chief Begins Leadership With Expanded Genomics/AI Alliance-Scrip,18 Oct,2022.)In November,the companys oncology goals