In a crowded field, GSK's CSO explains their choice of the FGF21 molecule "Effie" was driven by three specific technical advantages: a longer half-life enabling monthly dosing for sicker patients, easier manufacturing via mammalian systems, and the lowest immunogenicity profile compared to competitors.
GSK's CSO reveals their "bolt-on" deal-making focuses on late-stage clinical assets that may have failed trials or have suboptimal profiles. They acquire these assets when they believe a better trial design or repositioning can unlock the molecule's true potential, as exemplified by their acquisition of Momalotinib.
After famously retreating from oncology, GSK's re-entry is not a broad effort. Their CSO clarifies a focused strategy anchored in two key areas: hematology (blood cancers) and solid tumors that are genetically unstable (DMMR/MSI high), with a particular emphasis on women's cancers like endometrial cancer.
When asked about complex antibodies like ADCs and bispecifics, GSK's CSO emphasizes that extending a drug's duration is a primary innovation. He highlights a severe asthma treatment dosed just twice a year as a prime example of creating significant patient value before adding further engineering complexity.