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αSK Primers

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Research Reinvented

Equity Bottom-Up

<ul>
  <li>GSK is a global healthcare company with a strategic focus on vaccines and specialty medicines, particularly in infectious diseases, HIV, oncology, and immunology/respiratory therapeutic areas.</li>
  <li>The company has a robust pipeline with 20 vaccines and 42 medicines in development, many of which have the potential to be first-in-class or best-in-class treatments.</li>
  <li>Following the demerger of its Consumer Healthcare business, GSK is targeting sales of over £33 billion by 2031, driven by its late-stage pipeline assets which are projected to deliver peak annual sales of more than £20 billion.</li>
</ul><p><em>This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.</em></p>


  GSK is a global healthcare company with a strategic focus on vaccines and specialty medicines, particularly in infectious diseases, HIV, oncology, and immunology/respiratory therapeutic areas.
  The company has a robust pipeline with 20 vaccines and 42 medicines in development, many of which have the potential to be first-in-class or best-in-class treatments.
  Following the demerger of its Consumer Healthcare business, GSK is targeting sales of over £33 billion by 2031, driven by its late-stage pipeline assets which are projected to deliver peak annual sales of more than £20 billion.
This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.

Primer: GlaxoSmithKline PLC (GSK LN) - Sep 2025

Global Healthcare Analyst

Tina Banerjee

Jiangsu Hengrui Pharmaceuticals / Equity Bottom-Up

Jiangsu Hengrui Pharmaceuticals (1276 HK)

<ul>
<li>
<a href="https://www.smartkarma.com/entities/jiangsu-hengrui-pharmaceuticals-co-ltd" target="_blank" data-smartkarma-citation="entities:44224:1" rel="noopener">Jiangsu Hengrui Pharmaceuticals (1276 HK)</a> entered into agreements with Braveheart Bio, to grant Braveheart an exclusive worldwide right of HRS-1893, a selective myosin inhibitor that treats hypertrophic cardiomyopathy.</li>
<li>The only approved product available worldwide is Bristol Myer Squibb’s Camzyos (mavacamten) which was approved for marketing by FDA in April 2022 for obstructive hypertrophic cardiomyopathy.</li>
<li>With Robust R&amp;D and future potential drug candidates under its belt, Jiangsu Hengrui continues to remain an attractive bet, with a long-term perspective.</li>
</ul>



Jiangsu Hengrui Pharmaceuticals (1276 HK) entered into agreements with Braveheart Bio, to grant Braveheart an exclusive worldwide right of HRS-1893, a selective myosin inhibitor that treats hypertrophic cardiomyopathy.
The only approved product available worldwide is Bristol Myer Squibb’s Camzyos (mavacamten) which was approved for marketing by FDA in April 2022 for obstructive hypertrophic cardiomyopathy.
With Robust R&amp;D and future potential drug candidates under its belt, Jiangsu Hengrui continues to remain an attractive bet, with a long-term perspective.


Jiangsu Hengrui (1276 HK): Deals Galore; This Time for Hypertrophic Cardiomyopathy with Braveheart

<ul>
<li>
<a href="https://www.smartkarma.com/entities/beigene-ltd" target="_blank" data-smartkarma-citation="entities:27352:1" rel="noopener">BeiGene (6160 HK)</a> reported 2Q25 revenues of $1.3B, up 42% YoY (1H25 Revenue: $2.4B, up 45%), driven primarily by growth in Brukinsa sales in the U.S. and Europe.</li>
<li>In 2Q25, U.S. sale of Brukinsa was $684M, up 43% YoY. For three consecutive quarters now, Brukinsa outpaced its closest competitor Calquence which reported US revenue of $583M in 2Q25.</li>
<li>BeiGene now expects 2025 revenue to be in the range of $5.0–5.3B (up 29–39% YoY) compared to the previous revenue guidance of $4.9–5.3B.</li>
</ul>



BeiGene (6160 HK) reported 2Q25 revenues of $1.3B, up 42% YoY (1H25 Revenue: $2.4B, up 45%), driven primarily by growth in Brukinsa sales in the U.S. and Europe.
In 2Q25, U.S. sale of Brukinsa was $684M, up 43% YoY. For three consecutive quarters now, Brukinsa outpaced its closest competitor Calquence which reported US revenue of $583M in 2Q25.
BeiGene now expects 2025 revenue to be in the range of $5.0–5.3B (up 29–39% YoY) compared to the previous revenue guidance of $4.9–5.3B.


BeiGene (6160 HK): Brukinsa Extend Lead in US, Robust Pipeline, Positive Guidance Revision

<ul>
<li>In 1H25, Jiangsu Hengrui reported 16% YoY increase in revenue to RMB 15.8B primarily attributable to the growth of innovative drugs sales along with increase in licensing revenue.</li>
<li>R&amp;D expenses surged 6% to RMB 3.2B due to ongoing clinical trials. Net profit increased 30% YoY to RMB 4.5B resulting in net margin expanding 310bps to 28.3% in 1H25.</li>
<li>In 1H25, the company obtained marketing approvals for six Class 1 innovative drugs, including trastuzumab rezetecan injection (as second line of treatment for NSCLC with HER2 mutations).</li>
</ul>


In 1H25, Jiangsu Hengrui reported 16% YoY increase in revenue to RMB 15.8B primarily attributable to the growth of innovative drugs sales along with increase in licensing revenue.
R&amp;D expenses surged 6% to RMB 3.2B due to ongoing clinical trials. Net profit increased 30% YoY to RMB 4.5B resulting in net margin expanding 310bps to 28.3% in 1H25.
In 1H25, the company obtained marketing approvals for six Class 1 innovative drugs, including trastuzumab rezetecan injection (as second line of treatment for NSCLC with HER2 mutations).


Jiangsu Hengrui (1276 HK): Robust 1H25; Innovative Drugs Key; Out-Licensing Affirm Pipeline Strength

<ul>
<li>
<a href="https://www.smartkarma.com/entities/jiangsu-hengrui-pharmaceuticals-co-ltd" target="_blank" data-smartkarma-citation="entities:44224:1" rel="noopener">Jiangsu Hengrui Pharmaceuticals (1276 HK)</a> entered into agreements with GSK, granting an exclusive worldwide right of HRS-9821, a small molecule, PDE3/PDE4 inhibitor in clinical development for the treatment of COPD.</li>
<li>The only similar products available worldwide is Verona Pharma’s Ohtuvayre (ensifentrine) which was approved for marketing by the FDA in June 2024 for maintenance therapy of COPD.</li>
<li>The COPD segment has seen increased activity over the last one year in terms of drug approvals, acquisitions, and licensing agreements. This reiterates the growing potential of the COPD market.</li>
</ul>



Jiangsu Hengrui Pharmaceuticals (1276 HK) entered into agreements with GSK, granting an exclusive worldwide right of HRS-9821, a small molecule, PDE3/PDE4 inhibitor in clinical development for the treatment of COPD.
The only similar products available worldwide is Verona Pharma’s Ohtuvayre (ensifentrine) which was approved for marketing by the FDA in June 2024 for maintenance therapy of COPD.
The COPD segment has seen increased activity over the last one year in terms of drug approvals, acquisitions, and licensing agreements. This reiterates the growing potential of the COPD market.


Jiangsu Hengrui Pharmaceuticals (1276 HK): Is HRS-9821 Licensing Deal with GSK Good Enough?

United Kingdom

GSK is a British multinational biopharmaceutical company focused on the research, development, and delivery of innovative vaccines and specialty medicines. It addresses major disease areas including HIV, respiratory, oncology, and infectious diseases. The company was established in 2000 through the merger of Glaxo Wellcome and SmithKline Beecham, and is headquartered in London, England.

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GSK (GSK LN)

Primer: GlaxoSmithKline PLC (GSK LN) - Sep 2025

GSK is a global healthcare company with a strategic focus on vaccines and specialty medicines, particularly in infectious diseases, HIV,...

αSK Primers

Jiangsu Hengrui (1276 HK): Deals Galore; This Time for Hypertrophic Cardiomyopathy with Braveheart

Jiangsu Hengrui grants Braveheart Bio exclusive wordlwide rights for HRS-1893, an investigational drug for hypertrophic cardiomyopathy for an...

Tina Banerjee

BeiGene (6160 HK): Brukinsa Extend Lead in US, Robust Pipeline, Positive Guidance Revision

Beigene announced positive topline results from Phase 1/2 study of sonrotoclax, a next-generation and potentially best-in-class investigational...

Tina Banerjee

Jiangsu Hengrui (1276 HK): Robust 1H25; Innovative Drugs Key; Out-Licensing Affirm Pipeline Strength

Jiangsu Hengrui sees16% revenue growth in 1H25. Innovative drug sales were up 15% YoY and contributed 48% of revenue. Aided by 43% jump in...

Tina Banerjee

Jiangsu Hengrui Pharmaceuticals (1276 HK): Is HRS-9821 Licensing Deal with GSK Good Enough?

Jiangsu Hengrui partners with GSK for exclusive outlicensing rights to COPD treatment, highlighting the growing potential of the market with...

Tina Banerjee

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Primer: GlaxoSmithKline PLC (GSK LN) - Sep 2025

GSK is a global healthcare company with a strategic focus on vaccines and specialty medicines, particularly in infectious diseases, HIV,...

αSK Primers

Jiangsu Hengrui (1276 HK): Deals Galore; This Time for Hypertrophic Cardiomyopathy with Braveheart

​Jiangsu Hengrui grants Braveheart Bio exclusive wordlwide rights for HRS-1893, an investigational drug for hypertrophic cardiomyopathy for an...

Tina Banerjee

BeiGene (6160 HK): Brukinsa Extend Lead in US, Robust Pipeline, Positive Guidance Revision

Beigene announced positive topline results from Phase 1/2 study of sonrotoclax, a next-generation and potentially best-in-class investigational...

Tina Banerjee

Jiangsu Hengrui (1276 HK): Robust 1H25; Innovative Drugs Key; Out-Licensing Affirm Pipeline Strength

​Jiangsu Hengrui sees16% revenue growth in 1H25. Innovative drug sales were up 15% YoY and contributed 48% of revenue. Aided by 43% jump in...

Tina Banerjee

Jiangsu Hengrui Pharmaceuticals (1276 HK): Is HRS-9821 Licensing Deal with GSK Good Enough?

​Jiangsu Hengrui partners with GSK for exclusive outlicensing rights to COPD treatment, highlighting the growing potential of the market with...

Tina Banerjee

Jiangsu Hengrui grants Braveheart Bio exclusive wordlwide rights for HRS-1893, an investigational drug for hypertrophic cardiomyopathy for an...

Jiangsu Hengrui sees16% revenue growth in 1H25. Innovative drug sales were up 15% YoY and contributed 48% of revenue. Aided by 43% jump in...

Jiangsu Hengrui partners with GSK for exclusive outlicensing rights to COPD treatment, highlighting the growing potential of the market with...