Gsk Plc · LSE:GSK
Gsk — Investor Day (December 2024)
32 slides from Gsk's investor day presentation, Dec 17, 2024
Slide 1: Meet GSK management
Meet GSK management R&D focus for the next-wave of pipeline Interactive event for investors and analysts. This webinar is being recorded. 17 December 2024 gsk.com
Slide 2: Cautionary statement regarding forward-looking statements
Cautionary statement regarding forward-looking statements This presentation may contain forward-looking statements. Forward-looking statements give the Group’s current expectations or forecasts of future events. An investor can identify these statements by the fact that they do not relate strictly t
Slide 3: Participants
Participants Speakers Q&A Dr Tony Wood Luke Miels Dr Hesham Abdullah Dr Kaivan Khavandi Chief Scientific Officer Chief Commercial Officer SVP, Global Oncology R&D SVP, Global Respiratory/Immunology R&D 3
Slide 4: Next Wave of R&D
Next Wave of R&D Our R&D approach is paving the way for a pipeline of best/first in class medicines and vaccines to deliver growth at scale to 2030 and beyond Network of Deeper expertise in Competitive and world-class the science of the differentiated partnerships and immune system technologies comp
Slide 5: Our focus for today: Oncology and Respiratory/Immunology
Our focus for today: Oncology and Respiratory/Immunology Oncology Respiratory/Immunology Expand beyond our current Build on decades of knowledge focus in haematological and in inflammatory mechanisms… gynaecological cancers… …with antibody drug- …to lead in COPD1 and target conjugates (ADCs) for the
Slide 6: Oncology
Oncology GSK
Slide 7: Blenrep could redefine treatment in 2L multiple myeloma
Blenrep could redefine treatment in 2L1 multiple myeloma with exceptional efficacy, manageable safety profile and advantageous ease of administration DREAMM-7: statistically significant 42% reduction in risk of death vs. SoC2,3 Transformational patient benefit Sustained overall survival advantage se
Slide 8: Promising early results in newly diagnosed patient cohorts increase confidence in Blenrep 1L
Promising early results in newly diagnosed patient cohorts increase confidence in Blenrep 1L1 and further lifecycle innovation Phase I/II BelaRd Study2 Phase III DREAMM-10: 100% response rate in newly diagnosed patients Blenrep in 1L multiple myeloma study design Rapid, deep, and durable responses a
Slide 9: ADCs targeting B7-H3 provide multi-indication, transformational potential
ADCs targeting B7-H3 provide multi-indication, transformational potential B7-H3 is broadly expressed ADC2 design targets and kills tumour Significant emerging across multiple tumours1 cells, sparing healthy tissue opportunity Tumour tissue Development opportunity in genitourinary, lung, B7-H3 antibo
Slide 10: GSK5764227 (B7-H3 ADC) has broad impact across multiple tumour types
GSK5764227 (B7-H3 ADC) has broad impact across multiple tumour types GSK’227 has broad clinical activity across solid tumours1 Promising clinical data across multiple tumour types GSK’227 showed anti-tumour responses in a range of solid tumours All patients heavily pretreated Substantial activity ev
Slide 11: GSK'227 Breakthrough Designation based on ORR in small-cell lung cancer
GSK’227 Breakthrough Designation based on 50-61% overall response rate in extensive-stage small-cell lung cancer1 and significant need for improved treatments ES-SCLC SoC has an expected response rate <20%2 8.0 mg/kg (n=31) 10.0 mg/kg (n=22) ORR3, % (95% CI) 61.3 (42.2, 78.2) 50.0 (28.2, 71.8) DCR4,
Slide 12: GSK5733584 (B7-H4 ADC) could redefine survival outcomes in ovarian and endometrial cancer
GSK5733584 (B7-H4 ADC) could redefine survival outcomes in ovarian and endometrial cancer B7-H4 widely expressed ADC design enables targeted Significant emerging across solid tumours1 treatment opportunity Highly expressed across multiple tumours, at very low levels in B7-H4 antibody healthy tissue
Slide 13: GSK'584 shows promising proof of concept with combination potential
GSK’584 shows promising proof of concept with combination potential GSK’584 showed an ORR1 of 33.3% (4.8 mg/kg) and 27.3% (5.8mg/kg) in TNBC patients2,3 Substantial activity even at low doses and in heavily pretreated patients 80 Manageable safety profile, side effects in line with 60 those commonly
Slide 14: Accelerating GSK'227 and GSK'584 development, with first phase III results expected in 2027
Accelerating GSK’227 (B7-H3 ADC) and GSK’584 (B7-H4 ADC) development, with first phase III results expected in 2027 GSK’227 (B7-H3) priorities GSK’584 (B7-H4) priorities Development in lung, CRC1, HNSCC2, prostate, Development as monotherapy and in combination across and other solid tumours multiple
Slide 15: ADCs enable expansion into a range of solid tumours
ADCs enable expansion into a range of solid tumours with significant unmet need, strengthening our current portfolio and unlocking new combination potential Gynaecologic Lung GI1 Head & neck Breast Jemperli GSK’227 (B7-H3) GSK’584 (B7-H4) ADCs could disrupt conventional treatment regimens, alone and
Slide 16: With accelerated development, ADC approvals could come 2027+
With accelerated development, ADCs approvals could come 2027+ Estimated approval timelines across Immuno-oncology portfolio Launched 2025 2026 2027+ Ojjaara Blenrep Blenrep Haematologic Myelofibrosis 2L+ MM (DREAMM-7/8) 1L MM (DREAMM-10) Jemperli Endometrial (RUBY Part 1) Jemperli + Zejula B7-H4 ADC
Slide 17: Respiratory/Immunology
Respiratory/Immunology
Slide 18: Deep expertise in inflammatory mechanisms is opening up new opportunities
Deep expertise in inflammatory mechanisms is opening up new opportunities in Respiratory/Immunology Today… Next wave… Respiratory leadership and deep understanding COPD portfolio of inflammation • New MoAs5 • Nucala (COPD1) • ULA6 medicines • Depemokimab (asthma/CRSwNP2) • BIC7 combinations • Camlip
Slide 19: Deep understanding of the multiple pathways driving inflammation in COPD
We have a deep understanding of the multiple pathways driving inflammation in COPD1 Data-driven, genetically validated development Pioneers in establishing role of IL-52 in driving T23 inflammation with Nucala, and in long-acting regimens Advances in understanding of IL-334 and TSLP5 pathways as cli
Slide 20: IL-33 and TSLP have strong genetic validation as potential targets in COPD
IL-33 and TSLP have strong genetic validation as potential targets in COPD Odds of COPD are lower in people with genetically Lower IL-33 and TSLP genetic activity is reduced IL-33 and TSLP activity (OR, 95% CI)1 associated with reduced risk of COPD Genetically reduced activity of both TSLP and IL-33
Slide 21: Insights from proprietary data sets support the need for multiple modalities
Insights from unique, proprietary data sets support the need for multiple modalities to ensure the right treatment for the right patient Extensive clinical trial data Single cell transcriptomics shows for subgroup insights: differentiated mRNA expression profiles across lung cell types • Precision m
Slide 22: We will expand our COPD leadership exploring ultra-long-acting medicines
We will expand our COPD leadership exploring a suite of ultra-long-acting medicines to maximise efficacy in the broadest range of patients Severe COPD1 & eos <150 Severe COPD & eos 150-299 Severe COPD & eos ≥300 ~ 33% patients2 ~ 30% patients2 ~ 37% patients2 0 150 300 Eosinophil levels Long-acting
Slide 23: Ultra-long-acting treatments have the potential to significantly impact outcomes in COPD
Ultra-long-acting treatments have the potential to significantly impact outcomes in COPD Need for improved treatment options Benefits of ULA medicines >40% COPD patients experience exacerbations on Sustained suppression of inflammation to prevent triple therapy1 disease progression <50% 5-year survi
Slide 24: Well placed to execute new COPD programmes across IL-5, IL-33 and TSLP
We are well placed to execute new COPD programmes across IL-5, IL-33 and TSLP with phase III starts from 2025 onwards Multiple data read outs and regulatory filings 2024 2025 2026 2027 2028 2029+ MATINEE US Nucala COPD phIII read out approval Depemokimab Phase III COPD LA IL-33 Phase I (a/b) Phase I
Slide 25: Expertise in inflammatory pathways and fibrosis unlocking opportunities in liver disease
Our expertise in inflammatory pathways and fibrosis is unlocking new opportunities beyond the lung, for example in liver disease Steatotic Liver Disease: affects ~5% of general population; major global cause of cirrhosis with significant unmet need1 Alcohol Metabolic Syndrome Metabolic dysfunction-a
Slide 26: HSD17B13 has strong genetic validation as a target in SLD
HSD17B13 has strong genetic validation as a target in SLD HSD17B13 loss of function lowers risk across liver diseases1 Naturally occurring variants in HSD17B13 are protective against both alcohol and non- alcohol related liver disease ~30-50% risk reduction vs. non carriers2 Protective effect is mai
Slide 27: GSK'990 showed deep and durable reduction in HSD17B13 expression
GSK‘990 showed deep and durable reduction in HSD17B13 expression and reductions in key marker of liver injury Deep and durable >90% reduction in HSD17B13 protein1 >40% reduction in liver enzymes associated with liver injury1 25mg (n=6) 2 100mg (n=6) 200mg (n=6) 1. Mack et al. J Hepatol. 2023 Apr;78(
Slide 28: Tech-enabled GSK'990 development programme underway across spectrum of SLD
Tech-enabled GSK’990 development programme underway across spectrum of SLD siRNA1 modality could reach previously inaccessible targets Tech-enabled SLD programme Genetically validated targets Steatotic liver disease (SLD) Single cell sequencing, imaging and patient endophenotyping NASH/MASH2 MetALD3
Slide 29: Opportunity to develop an SLD portfolio of complementary mechanisms
Opportunity to develop an SLD1 portfolio of complementary mechanisms to reach a broad group of patients Two genetically validated targets which complement GSK’990 + oligonucleotide tools against each target to clear fat from liver cellsidentified by Wave collaboration… Target #1 Target #2 Differenti
Slide 30: Significant approvals expected in Respiratory and Immunology over the next decade
Over the next decade, we expect significant approvals in Respiratory and Immunology Focused in new areas, built on our deep expertise and enabled by tech Launched 2025 2026 2027 2028 2029+ Nucala Nucala depemokimab LA combo depemokimab depemokimab SEA, CRSwNP COPD COPD COPD SEA, CRSwNP HES, EGPA LA
Slide 31: Key takeaways
Key takeaways • Strong progress in R&D with 67 pipeline assets including 18 in Phase III • Prioritising investment to accelerate new, high-potential development opportunities in: - Oncology, expanding beyond haematological and gynaecological cancers using ADCs for the treatment of solid tumours - Re
Slide 32: gsk.com
gsk.com