ViiV's VH184 Phase 1 Data Shows Promising Long-Acting Potential
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Source: seekingalpha
- Dosing Frequency: ViiV Healthcare's third-generation integrase strand transfer inhibitor VH184 shows potential for dosing as infrequently as twice a year, which could significantly improve patient adherence and reduce treatment burden.
- Drug Stability: One formulation of VH184 demonstrated steady drug levels through month seven, indicating its effectiveness and safety in long-term treatment, potentially offering better options for chronic disease patients.
- Resistance Profile Advantage: VH184 exhibited an enhanced resistance profile in vitro compared to Gilead's bictegravir, suggesting a competitive edge in antiviral therapy that may attract more clinical applications.
- Clinical Trial Results: ViiV's phase 2b trial revealed that 94% of individuals receiving intravenous lotivibart maintained viral suppression, showcasing the efficacy of this combination therapy and potentially advancing its application in HIV treatment.
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: 59.120
Low
20.15
Averages
38.72
High
55.60
Current: 59.120
Low
20.15
Averages
38.72
High
55.60
About GSK
GSK plc is a biopharma company. The Company’s segments include Commercial Operations and Research and Development. Its portfolio and pipeline are focused on developing medicines and vaccines in four core therapeutic areas, which are the areas of human health it focuses on to prevent and treat disease: respiratory, immunology and inflammation; oncology; human immunodeficiency virus (HIV), and infectious diseases. Its specialty medicines prevent and treat diseases, from HIV to respiratory diseases, immune-mediated conditions like lupus, and cancer. Its vaccine portfolio includes over 20 vaccines to protect people from diseases and infections throughout their lives. General medicines include inhaled medicines for asthma and COPD to antibiotics. It develops and commercializes preclinical antibody-drug conjugate for Metastatic castration-resistant prostate cancer. Its portfolio also includes Efimosfermin, a fibroblast growth factor 21 (FGF21) analog therapeutic in clinical development.
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.
GSK Acquires 35Pharma for $950 Million
- 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.
See More
ViiV's VH184 Phase 1 Data Shows Promising Long-Acting Potential
- Dosing Frequency: ViiV Healthcare's third-generation integrase strand transfer inhibitor VH184 shows potential for dosing as infrequently as twice a year, which could significantly improve patient adherence and reduce treatment burden.
- Drug Stability: One formulation of VH184 demonstrated steady drug levels through month seven, indicating its effectiveness and safety in long-term treatment, potentially offering better options for chronic disease patients.
- Resistance Profile Advantage: VH184 exhibited an enhanced resistance profile in vitro compared to Gilead's bictegravir, suggesting a competitive edge in antiviral therapy that may attract more clinical applications.
- Clinical Trial Results: ViiV's phase 2b trial revealed that 94% of individuals receiving intravenous lotivibart maintained viral suppression, showcasing the efficacy of this combination therapy and potentially advancing its application in HIV treatment.
See More
GSK Acquires 35Pharma for $950 Million
- Acquisition Deal: GSK plc has agreed to acquire Canada-based clinical-stage biopharmaceutical company 35Pharma for $950 million, aiming to enhance its competitive edge in novel protein therapeutics, particularly in treating pulmonary arterial hypertension (PAH) and pulmonary hypertension due to heart failure (PH-HFpEF).
- Clinical Advancement: The acquisition includes HS235, an investigational drug that has completed phase 1 trials in healthy volunteers, with studies set to commence imminently for PAH, indicating significant market potential as the global pulmonary hypertension therapy market is projected to reach $18 billion by 2032.
- Market Outlook: HS235 targets the activin receptor signaling pathway, expected to capture 50% of the pulmonary hypertension treatment market, and its design enhances selectivity, reducing binding to ligands associated with adverse events, showcasing its differentiated clinical application.
- Licensing Agreement: GSK has also entered into a deal with Frontier Biotechnologies, which will receive $40 million upfront and up to $963 million in milestone payments, responsible for advancing two investigational assets, while GSK will handle subsequent global clinical development and commercialization activities.
See More
GSK Acquires 35Pharma for $950 Million
- Acquisition Agreement: GSK plc has announced the acquisition of Canada-based 35Pharma for $950 million in cash, which will enhance its product pipeline in the respiratory, immunology, and inflammation sectors.
- New Drug Development: The acquisition includes HS235, a potential investigational medicine that has completed Phase I clinical trials in healthy volunteers, with studies set to commence imminently in pulmonary arterial hypertension and heart failure-related pulmonary hypertension.
- Market Potential: HS235's profile strengthens GSK's pipeline by providing scalable opportunities in metabolic and vascular function protection, further solidifying its position in the Respiratory, Immunology, and Inflammation (RI&I) portfolio.
- Strategic Implications: This acquisition not only expands GSK's R&D capabilities but also lays the groundwork for future market demands and product diversification, demonstrating its ongoing commitment to investment in the biopharmaceutical sector.
See More
Overview of FDA Regulatory Developments
- BHA Safety Reassessment: On February 10, 2026, the FDA initiated a comprehensive reassessment of Butylated Hydroxyanisole (BHA) to evaluate its safety in food and food contact substances based on the latest scientific data, despite its classification as a potential human carcinogen in animal studies, which could affect consumer confidence in food safety.
- Hormone Therapy Labeling Updates: On February 12, 2026, the FDA approved labeling updates for six menopausal hormone therapy products, including Prometrium and Divigel, clarifying risk considerations and removing boxed warnings related to cardiovascular disease, breast cancer, and probable dementia, which may enhance market acceptance of these therapies.
- Innovative Device Approval: On the same day, the FDA approved Novocure's Optune Pax, a first-of-its-kind device for treating locally advanced pancreatic cancer, marking a significant technological advancement in cancer treatment and potentially providing new options for patients.
- Biotech Stocks Under Scrutiny: With upcoming FDA decisions in March 2026, biotech stocks are under market scrutiny, and investors should closely monitor the potential impacts of these decisions on related companies, which could trigger market volatility.
See More
Frontier Biotechnologies Signs $1B Licensing Deal with GSK
- Deal Value: Frontier Biotechnologies has entered into an exclusive licensing agreement with GSK worth up to $1 billion, which includes an initial payment of $40 million and up to $963 million contingent on achieving development, regulatory, and commercial milestones, highlighting Frontier's strength in early-stage siRNA drug development.
- Development Stages: The agreement focuses on two of Frontier's siRNA candidates, one in preclinical development and the other in the Investigational New Drug stage, showcasing the company's potential in innovative drug development.
- Milestone Payment Structure: GSK is required to make additional payments based on the achievement of specific development, regulatory, and commercial milestones, which not only incentivizes Frontier's R&D progress but also has the potential to generate significant future revenue for the company.
- Royalty Structure: Under the terms of the agreement, Frontier will be eligible to receive tiered royalties on global net sales resulting from the collaboration, further enhancing the company's financial stability and supporting its long-term growth strategy.
See More
GSK Acquires 35Pharma for $950 Million
- 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.
See More
ViiV's VH184 Phase 1 Data Shows Promising Long-Acting Potential
- Dosing Frequency: ViiV Healthcare's third-generation integrase strand transfer inhibitor VH184 shows potential for dosing as infrequently as twice a year, which could significantly improve patient adherence and reduce treatment burden.
- Drug Stability: One formulation of VH184 demonstrated steady drug levels through month seven, indicating its effectiveness and safety in long-term treatment, potentially offering better options for chronic disease patients.
- Resistance Profile Advantage: VH184 exhibited an enhanced resistance profile in vitro compared to Gilead's bictegravir, suggesting a competitive edge in antiviral therapy that may attract more clinical applications.
- Clinical Trial Results: ViiV's phase 2b trial revealed that 94% of individuals receiving intravenous lotivibart maintained viral suppression, showcasing the efficacy of this combination therapy and potentially advancing its application in HIV treatment.
See More
GSK Acquires 35Pharma for $950 Million
- Acquisition Deal: GSK plc has agreed to acquire Canada-based clinical-stage biopharmaceutical company 35Pharma for $950 million, aiming to enhance its competitive edge in novel protein therapeutics, particularly in treating pulmonary arterial hypertension (PAH) and pulmonary hypertension due to heart failure (PH-HFpEF).
- Clinical Advancement: The acquisition includes HS235, an investigational drug that has completed phase 1 trials in healthy volunteers, with studies set to commence imminently for PAH, indicating significant market potential as the global pulmonary hypertension therapy market is projected to reach $18 billion by 2032.
- Market Outlook: HS235 targets the activin receptor signaling pathway, expected to capture 50% of the pulmonary hypertension treatment market, and its design enhances selectivity, reducing binding to ligands associated with adverse events, showcasing its differentiated clinical application.
- Licensing Agreement: GSK has also entered into a deal with Frontier Biotechnologies, which will receive $40 million upfront and up to $963 million in milestone payments, responsible for advancing two investigational assets, while GSK will handle subsequent global clinical development and commercialization activities.
See More
GSK Acquires 35Pharma for $950 Million
- Acquisition Agreement: GSK plc has announced the acquisition of Canada-based 35Pharma for $950 million in cash, which will enhance its product pipeline in the respiratory, immunology, and inflammation sectors.
- New Drug Development: The acquisition includes HS235, a potential investigational medicine that has completed Phase I clinical trials in healthy volunteers, with studies set to commence imminently in pulmonary arterial hypertension and heart failure-related pulmonary hypertension.
- Market Potential: HS235's profile strengthens GSK's pipeline by providing scalable opportunities in metabolic and vascular function protection, further solidifying its position in the Respiratory, Immunology, and Inflammation (RI&I) portfolio.
- Strategic Implications: This acquisition not only expands GSK's R&D capabilities but also lays the groundwork for future market demands and product diversification, demonstrating its ongoing commitment to investment in the biopharmaceutical sector.
See More
Overview of FDA Regulatory Developments
- BHA Safety Reassessment: On February 10, 2026, the FDA initiated a comprehensive reassessment of Butylated Hydroxyanisole (BHA) to evaluate its safety in food and food contact substances based on the latest scientific data, despite its classification as a potential human carcinogen in animal studies, which could affect consumer confidence in food safety.
- Hormone Therapy Labeling Updates: On February 12, 2026, the FDA approved labeling updates for six menopausal hormone therapy products, including Prometrium and Divigel, clarifying risk considerations and removing boxed warnings related to cardiovascular disease, breast cancer, and probable dementia, which may enhance market acceptance of these therapies.
- Innovative Device Approval: On the same day, the FDA approved Novocure's Optune Pax, a first-of-its-kind device for treating locally advanced pancreatic cancer, marking a significant technological advancement in cancer treatment and potentially providing new options for patients.
- Biotech Stocks Under Scrutiny: With upcoming FDA decisions in March 2026, biotech stocks are under market scrutiny, and investors should closely monitor the potential impacts of these decisions on related companies, which could trigger market volatility.
See More
Frontier Biotechnologies Signs $1B Licensing Deal with GSK
- Deal Value: Frontier Biotechnologies has entered into an exclusive licensing agreement with GSK worth up to $1 billion, which includes an initial payment of $40 million and up to $963 million contingent on achieving development, regulatory, and commercial milestones, highlighting Frontier's strength in early-stage siRNA drug development.
- Development Stages: The agreement focuses on two of Frontier's siRNA candidates, one in preclinical development and the other in the Investigational New Drug stage, showcasing the company's potential in innovative drug development.
- Milestone Payment Structure: GSK is required to make additional payments based on the achievement of specific development, regulatory, and commercial milestones, which not only incentivizes Frontier's R&D progress but also has the potential to generate significant future revenue for the company.
- Royalty Structure: Under the terms of the agreement, Frontier will be eligible to receive tiered royalties on global net sales resulting from the collaboration, further enhancing the company's financial stability and supporting its long-term growth strategy.
See More
