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北京时间·🕒 发布 16:42:44时区推断·⟳ 抓取 17:52:44·⚡ 决策 07-17 18:04:38 +11m54s·102.2 天前
GSK停止慢性咳嗽药camlipixant进一步开发
camlipixant后期研究未达到关键终点，GSK决定停止RCC适应症进一步开发，方向为管线利空。
📄 原文Reuters↗ 原文
GSK (GSK.L) will halt development of its experimental drug to treat refractory chronic cough after the therapy failed…
不做 GSK（GSK.GB）
方向看空但股价已即时下跌3%至4.5%，且未确认可借券；按做空红线不开空，可考虑降低相关多头敞口。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-07-17 · 扩散 high · price-in 风险 high ↗
关键理由
- camlipixant后期研究未达到关键终点，GSK决定停止RCC适应症进一步开发，方向为管线利空。
- 股价在报道时已一度下跌4.5%、0907 GMT仍跌3.2%，市场已快速反应。
主要风险
- 利空虽明确，但GSK仍将评估IBS适应症，且A股式裸空不适用；若不能确认借券，不开空。
反向证据
- 做空前查反向 · 来源 news · 日期 2026-07-17 · 影响 weakens
公司仍计划评估camlipixant用于IBS，利空不是资产完全归零。
检索:GSK camlipixant irritable bowel syndrome continue evaluating 原文 ↗
原文全文
展开原文 · 1,469 字
GSK (GSK.L) will halt development of its experimental drug to treat refractory chronic cough after the therapy failed a late-stage study and missed some key goals across dosages, sending the drugmaker's shares down as much as 4.5% on Friday.
Camlipixant's 50 mg dose met its main goal to reduce 24-hour cough frequency compared to a placebo in 12 weeks when used twice daily, but failed to reach statistical significance in the same goal at week 24 in another trial, GSK said.
The results are a setback for new CEO Luke Miels, as the British company speeds up development of new medicines and targets new assets to strengthen its late-stage pipeline and manage losses from patent expiries expected from 2028 onwards.
LIMITED EFFICACY 'UNLIKELY TO TRANSFORM PATIENT CARE'
The drug's lower 25 mg dose also did not reach statistical significance in either study. Neither dosage met the secondary endpoints of the trial.
"Based on the aggregate data, the limited efficacy demonstrated is unlikely to transform patient care. GSK has decided not to progress further development of camlipixant in RCC," GSK said in a statement.
However, the company plans to continue evaluating camlipixant as a potential treatment for irritable bowel syndrome.
Refractory chronic cough can cause patients to cough more than 900 times a day. Some 10 million patients globally suffer from it for more than a year.
GSK shares were down 3.2% at 1,894 pence by 0907 GMT.
Camlipixant's 50 mg dose met its main goal to reduce 24-hour cough frequency compared to a placebo in 12 weeks when used twice daily, but failed to reach statistical significance in the same goal at week 24 in another trial, GSK said.
The results are a setback for new CEO Luke Miels, as the British company speeds up development of new medicines and targets new assets to strengthen its late-stage pipeline and manage losses from patent expiries expected from 2028 onwards.
LIMITED EFFICACY 'UNLIKELY TO TRANSFORM PATIENT CARE'
The drug's lower 25 mg dose also did not reach statistical significance in either study. Neither dosage met the secondary endpoints of the trial.
"Based on the aggregate data, the limited efficacy demonstrated is unlikely to transform patient care. GSK has decided not to progress further development of camlipixant in RCC," GSK said in a statement.
However, the company plans to continue evaluating camlipixant as a potential treatment for irritable bowel syndrome.
Refractory chronic cough can cause patients to cough more than 900 times a day. Some 10 million patients globally suffer from it for more than a year.
GSK shares were down 3.2% at 1,894 pence by 0907 GMT.
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