GSK Acquires 35Pharma for $950 Million
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 25 2026
0mins
Should l Buy GSK?
Source: NASDAQ.COM
- Acquisition Agreement: GSK plc has announced the acquisition of 35Pharma, a Canadian clinical-stage biopharmaceutical company, for $950 million in cash, which will enhance GSK's portfolio in protein-based therapeutics upon completion.
- Research Focus: The acquisition includes HS235, an investigational drug that has completed Phase I clinical trials in healthy volunteers, with studies set to commence imminently in pulmonary arterial hypertension and heart failure with preserved ejection fraction, indicating GSK's strategic expansion in cardiovascular diseases.
- Market Reaction: At the time of the acquisition announcement, GSK shares were trading at 2,201.00 pence, down 0.23%, reflecting a cautious market sentiment that may impact investor confidence in the short term.
- Long-term Strategy: This acquisition not only enriches GSK's product pipeline but also strengthens its market position in the biopharmaceutical sector, expected to provide new momentum for future revenue growth.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy GSK?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on GSK
Wall Street analysts forecast GSK stock price to fall
6 Analyst Rating
1 Buy
2 Hold
3 Sell
Moderate Sell
Current: 58.350
Low
20.15
Averages
38.72
High
55.60
Current: 58.350
Low
20.15
Averages
38.72
High
55.60
About GSK
GSK plc is a United Kingdom-based biopharma company. The Company’s segments include Commercial Operations and Research and Development. The Company is focused on the science of the immune system and advanced technologies, investing in four core therapeutic areas-respiratory, immunology and inflammation; oncology; human immunodeficiency virus (HIV), and infectious diseases. Its specialty medicines prevent and treat diseases, from asthma, cancer and HIV to autoimmune diseases like lupus. General medicines include inhalers for asthma and chronic obstructive pulmonary disease (COPD) with antibiotics. Its portfolio also includes Efimosfermin, a fibroblast growth factor 21 (FGF21) analog therapeutic in clinical development. The Company also engaged in ozureprubart, a long-acting anti-immunoglobulin E (IgE) monoclonal antibody. The Company also owns HS235, a potential molecule for the treatment of pulmonary hypertension (PH).
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
- IPO Announcement: Cerebras Systems filed a registration statement with the SEC on April 17, 2023, indicating its intent to hold an initial public offering (IPO), although the number of shares and price range remain undetermined, marking a significant step in the rapidly growing AI chip market.
- Competitive Potential: Founded in 2015, Cerebras aims to revolutionize AI computing with wafer-scale technology, positioning itself as a formidable competitor to Nvidia, with its unique CS-2 and CS-3 systems expected to capture substantial market share.
- Expanding Customer Base: Recently, Cerebras secured partnerships with high-profile clients such as OpenAI, Amazon, and Meta, particularly a major multi-year agreement with OpenAI for 750 megawatts of deployment, which is set to become the largest high-speed AI inference deployment globally, further solidifying its market position.
- Strong Financial Performance: According to its SEC filing, Cerebras reported a 76% year-over-year revenue increase to $510 million in 2025, despite an operational loss of $145.9 million, reflecting a significant investment in R&D, which accounted for 48% of annual sales, indicating a strong commitment to technological advancement.
See More
- IPO Announcement: Cerebras filed a registration statement with the SEC on April 17 for its initial public offering (IPO), although the specific date and price range remain undetermined, marking a significant step in its entry into the rapidly growing AI chip market.
- Competitive Potential: Cerebras is viewed as a formidable competitor in the AI chip space, particularly against current market leader Nvidia, as the surging demand in the sector positions Cerebras' innovative technology to attract increased investor interest.
- Expanding Client Base: Recently, Cerebras secured high-profile clients including OpenAI, Amazon, and Meta, with a major 750-megawatt deployment agreement with OpenAI set for 2026, which will establish it as the largest high-speed AI inference deployment globally, further solidifying its market position.
- Strong Financial Performance: According to SEC filings, Cerebras' revenue surged 76% year-over-year to $510 million in 2025, and while it reported an operational loss of $145.9 million, its R&D expenditure accounted for 48% of annual sales, indicating a strong commitment to technological innovation and potential long-term growth prospects.
See More

Separation of First Tracks: ANAPTY has completed the separation of its first tracks in biotherapeutics.
Management of Financial Collaborations: The company now exclusively manages financial collaborations with GSK and Vanda.
See More
- New CDC Director Nomination: President Trump has nominated Erica Schwartz to lead the Centers for Disease Control and Prevention (CDC), ending a months-long search for a permanent director, with her confirmation pending in the Senate, which could influence the agency's policy direction.
- Health Policy Changes: Schwartz will take over amid controversial health policy changes overseen by Health and Human Services Secretary Robert F. Kennedy Jr., including a comprehensive overhaul of childhood vaccine recommendations, directly impacting public health strategies.
- Extensive Medical Background: Having served as deputy surgeon general during the Trump administration and playing a key role in the U.S. response to the COVID-19 pandemic, Schwartz brings over 20 years of military experience, including as the Coast Guard's chief medical officer, providing strong credentials for her new role.
- Transition from Acting Director: Prior to Schwartz's nomination, Jay Bhattacharya served as acting CDC director, but his term expired last month under federal law, leaving the CDC without a Senate-confirmed leader for months, and Schwartz's appointment is expected to bring new leadership to the agency.
See More
- Trial Results: GSK's global BEHOLD-1 trial for the Mo-Rez antibody-drug conjugate targeting B7-H4 antigen achieved a 62% objective response rate in platinum-resistant ovarian cancer, indicating broad potential in gynecologic cancer treatment.
- Safety Profile: At the highest doses, no patients in the PROC group discontinued treatment due to treatment-related adverse events, while only 4% of EC patients did, suggesting a favorable safety profile for Mo-Rez in further development.
- Adverse Events Monitoring: The most common treatment-related adverse event was nausea, occurring in 82% of PROC and 75% of EC patients, with grade 3 or higher adverse events reported in 64% and 54% of patients, respectively, aligning with expectations for this therapy class.
- Future Trial Plans: Based on the promising efficacy and safety data, GSK plans to launch five pivotal phase III trials in 2026, with a recommended dose of 5.8 mg/kg to further validate Mo-Rez's clinical application.
See More
- Oncology Trial Strategy: GSK is launching five late-stage clinical trials simultaneously for its promising cancer drug Mo-Rez, including three for ovarian cancer and two for endometrial cancer, indicating a significant shift in the company's historically criticized drug development pipeline towards a more aggressive oncology focus.
- Leadership Impact: Since the appointment of new CEO Luke Miels in September, GSK's stock has surged approximately 50%, as he emphasizes the need for bolder decision-making, reflecting a strategic pivot to address investor concerns over the company's previous conservative approach.
- Competitive Strategy Shift: This strategy mirrors tactics employed by rivals like AstraZeneca, which has advanced in oncology since GSK stepped back in 2015; GSK's re-entry into the field through acquisitions and focus on gynecologic and blood cancers demonstrates its repositioning in the market.
- Promising Early Results: Early data presented at a recent oncology conference showed encouraging response rates of 62% in ovarian cancer patients and 67% in endometrial cancer patients, suggesting Mo-Rez's potential as a blockbuster drug and enhancing GSK's prospects in the oncology sector.
See More









