🇺🇸 SECGSK plcCodex · 实盘不做把握 5/10不做原因:风险收益比不佳
北京时间·🕒 发布 19:46:18·⟳ 抓取 19:46:37 +19s·⚡ 决策 09-01 21:33:22 +1h46m·55.9 天前
GSK mRNA季节性流感疫苗候选物将于2026年9月进入III期试验
事件方向偏正面,但对GSK短线估值的可量化增量不足,且同项目II期积极并支持III期的核心事实已在2024年出现;在无法取得真实可交易报价和内部先例工具的情况下不满足ENTER条件。
📄 原文GSK plc↗ 原文
----- a7703s.htm ----- 6-K 1 a7703s.htm MRNA FLU VACCINE CANDIDATE TO ADVANCE TO PHASE III a7703s UNITED STATES SECURIT…
不做 GSK plc(GSK.US)
方向偏正面但不是足够强的短线交易催化;同项目II期积极并支持III期在2024年已披露,本次主要是会议完整数据和启动时间确认,且未获批、无近期收入增量、缺少真实行情与先例校准。
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
结论摘要
GSK的一手SEC 6-K和公司新闻稿确认mRNA季节性流感疫苗候选物将进入III期,这是管线推进利好;但候选物未获批、商业化仍远,GSK市值与收入体量较大,单个早中期疫苗项目的短线业绩贡献难以量化,且2024年公司已披露II期积极头线数据并称支持III期,因此本次更像临床会议完整数据与启动时间确认,正向但不足以下单。
消息传播链
- GSK官网发布新闻稿,确认II期数据积极并计划2026年9月启动III期。
- GSK以6-K向SEC提交同一新闻稿,形成美国市场法定披露。
- Reuters同日转述GSK将把mRNA流感疫苗推进到后期试验。
- 行业媒体强调II期971名成人试验和流感疫苗有效性改善机会。
关键理由
- II期数据显示候选物相对已上市标准/高剂量流感疫苗产生更高免疫反应,并且安全性总体可接受。
- 9月启动III期使项目从免疫原性验证进入疗效验证阶段,但仍未产生近期收入。
- 现有销售/收入基数为GSK全球大型药企体量,新增可触达量是未来流感疫苗商业化市场;当前未获批且无销售额,短期业绩增量无法可靠量化。
主要风险
- 同一项目2024年已披露II期积极头线数据并称支持III期,本次新增预期差有限。
- III期疗效、监管审批、定价和商业化份额均未确定,若后续疗效不及预期则管线价值会回撤。
反向证据
- 做多前查反向 · 来源 web · 日期 2024-09-12 · 影响 weakens
GSK 2024年已披露同项目II期积极数据并称支持III期,削弱本次作为全新催化的预期差。
检索:GSK 2024 mRNA seasonal influenza phase II positive data support phase III 原文 ↗ - 做多前查反向 · 来源 web · 日期 2026-09-01 · 影响 weakens
GSK本次披露明确候选物尚未在全球任何地区获批,收入兑现仍需III期成功和监管批准。
检索:GSK mRNA seasonal flu vaccine not approved anywhere phase 3 September 2026 原文 ↗
先例如何影响了这次决策
对本次决策的影响:先例使本次从潜在LONG降为AVOID,因为它显示核心II期成功和支持III期并非全新信息。
方向:有限样本支持该类事件方向偏正面,但同项目此前已披露核心II期成功信息,新增预期差被削弱。
涨幅量级:没有3条以上高相似且行情锚干净样本,不能据此设定可交易tp/sl。
形态:样本不足,无法判断是否存在稳定的高开低走或持续上涨模式。
历史先例(按相似度)
- 相似度 7/10 GSK 2024-09-12 GSK披露mRNA季节性流感疫苗项目II期积极头线数据,称满足预设成功标准并支持III期。 原文 ↗
应测GSK.US在2024-09-12首发后1/3/5日反应,但本轮无法调用event_study。
相似度依据:同一公司同一mRNA季节性流感疫苗项目的II期积极数据,且当时已称支持推进III期;但不是本次正式启动III期。
经验:同项目核心科学可行性在2024年已披露,本次更偏确认而非全新管线价值发现。
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原文全文
展开原文 · 7,761 字
----- a7703s.htm -----
6-K
1
a7703s.htm
MRNA FLU VACCINE CANDIDATE TO ADVANCE TO PHASE III
a7703s
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
Form 6-K
REPORT OF FOREIGN PRIVATE ISSUER PURSUANT TO RULE 13a-16 OR
15d-16
UNDER THE SECURITIES EXCHANGE ACT OF 1934
For the
month of September 2026
Commission
File Number 001-15170
GSK plc
(Translation
of registrant's name into English)
79 New Oxford Street, London, WC1A 1DG
(Address
of principal executive office)
Indicate
by check mark whether the registrant files or will file annual
reports under cover of Form 20-F or Form 40-F.
Form
20-F . . . .X. . . . Form 40-F . . . . . . . .
Issued: September 1 2026, London UK
GSK to advance mRNA seasonal flu vaccine candidate to phase III
following positive phase II data
●
Results showed higher immune
responses versus standard and high dose flu
vaccines
in
younger and older adults respectively
[1]
●
Vaccine candidate designed
to
target
the two primary surface antigens that cause flu viruses to bind and
spread
●
Phase
III trial to start in September 2026
GSK plc (LSE/NYSE: GSK)
presented
positive phase II data for its mRNA seasonal influenza (flu)
vaccine candidate at the
OPTIONS
XIII Conference for the Control of Influenza.
GSK's
vaccine candidate
showed
higher immune responses against all influenza strains
tested
compared
to
licensed standard dose and high dose inactivated flu vaccines in
younger and older adults respectively, and was generally well
tolerated.
1
Based
on these results,
GSK
intends to start a phase III efficacy trial in September
2026.
This will be the first phase III trial of an mRNA flu vaccine
designed to target both
haemagglutinin
(HA) and neuraminidase (NA), the primary surface antigens that
cause the flu virus to bind and spread.
[2]
While
licensed flu vaccines primarily target HA, GSK's vaccine candidate
is specifically designed to also target NA. Growing evidence
suggests this could help improve protection, illness severity and
transmission.
1,
[3]
Sanjay Gurunathan, GSK Head of Vaccines and Infectious Diseases
Research and Development (R&D)
, said: "These promising data support the
potential to better protect people from flu with a vaccine designed
to target both HA and NA. With one billion flu cases worldwide each
year and up to 650,000 deaths there is a need for next generation
vaccine approaches.
[4]
This
result is a significant advance in our cutting-edge mRNA programme,
and we look forward to starting phase III
imminently."
In July 2026, the US Food and Drug Administration (FDA) granted the
vaccine candidate Fast Track designation for the targeted age
indication, reflecting the urgent need to improve flu
protection.
4
About the Flu-028 phase II trial
Flu-028 is a randomised, observer-blind phase II trial assessing
the immunogenicity and safety of mRNA-based multivalent seasonal
flu vaccine candidates in 971 adults 18 years of age and
older.
Adults
18-64 and ≥65 years of age received different dose levels of
either FLUm3HA.b-3NA (encoding an optimised B-strain HA),
FLUm3HA-3NA (encoding non-optimised B/HA) or licensed
age-appropriate comparators. Immunogenicity and
reactogenicity/safety data up to day 181 post-vaccination were
assessed.
1
Previous studies highlighted the gaps in flu vaccination, including
the role of NA and the need to improve B-strain HA
immunogenicity.
[5]
,
[6]
In
the Flu-028 phase II trial, GSK's FLUm3HA.b-3NA flu vaccines
demonstrated robust immune responses to HA and NA from influenza A
and B strains in younger and older adults.
1
Reactogenicity
and safety profiles of the vaccines were
acceptable.
1
Based
on the results, GSK will further investigate the optimised B-strain
HA (FLUm3HA.b-3NA) candidate in a phase III efficacy
trial.
About GSK's mRNA seasonal flu vaccine candidate
GSK's investigational mRNA seasonal flu vaccine programme is
designed to target haemagglutinin (HA) and neuraminidase
(NA).
1
It
is part of GSK's respiratory vaccines research and ongoing work to
explore new approaches to seasonal flu
prevention.
GSK's
investigational mRNA seasonal flu vaccine candidate is not approved
anywhere in the world.
About seasonal flu
Seasonal flu is a contagious respiratory infection that remains a
significant global public health challenge, causing substantial
illness every year and placing considerable pressure on healthcare
systems.
4
Seasonal
influenza causes around one billion cases globally each year,
including up to 5 million cases of severe
illness
and
up to 650,000 respiratory deaths.
4
Those
at increased risk include older adults, pregnant women and people
with underlying health conditions. Although vaccination remains the
cornerstone of flu prevention, a significant burden of disease
still exists, reinforcing the need for continued research into
approaches that may improve protection.
4
About GSK
GSK is a global biopharma company with a purpose to unite science,
technology, and talent to get ahead of disease together. Find out
more at
www.gsk.com
.
GSK enquiries
Media:
Tim
Foley
+44 (0)
20 8047 5502
(London)
Simon
Moore
+44 (0)
20 8047 5502
(London)
Kathleen
Quinn
+1 202
603 5003
(Washington
DC)
Alison
Hunt
+1 540 742 3391
(Washington
DC)
Investor
Relations:
Constantin
Fest
+44 (0)
7831 826525
(London)
Joanna
Tuplin
+44 (0)
7788 351650
(London)
James
Dodwell
+44 (0)
7881 269066
(London)
Mick
Readey
+44 (0)
7990 339653
(London)
Sam
Piper
+44 (0)
7824 525779
(London)
Dan
Smith
+44 (0)
7823 523885
(London)
Jeff
McLaughlin
+1 215
751 7002
(Philadelphia)
Frannie
DeFranco
+1 215
751 3126
(Philadelphia)
Cautionary statement regarding forward-looking
statements
GSK cautions investors that any forward-looking statements or
projections made by GSK, including those made in this announcement,
are subject to risks and uncertainties that may cause actual
results to differ materially from those projected. Such factors
include, but are not limited to, those described in the "Risk
Factors" section in GSK's Annual Report on Form 20-F for 2025, and
GSK's Q2 Results for 2026.
Registered in England & Wales:
No.
3888792
Registered Office:
79
New Oxford Street
London
WC1A
1DG
References
[1]
Oh
K-B, et al. A Phase 2 Trial Assessing Immunogenicity and Safety of
an mRNA-Based Seasonal Influenza Vaccine Candidate Encoding
Hemagglutinin and Neuraminidase. Presented at the Options XIII
Conference for the Control of Influenza; August 31, 2026;
Washington, DC, USA. Oral presentation OA10.06 (Abstract
#522).
[2]
Gamblin
SJ, Skehel JJ. Influenza Hemagglutinin and Neuraminidase Membrane
Glycoproteins.
J
Biol Chem. 2010;285(37):28403-28409.
doi:10.1074/jbc.R110.129809.
[3]
Evans
K, et al.
Advancing
Protection against Influenza Through Neuraminidase-Targeted
Immunity. Presented at the Options XIII Conference for the Control
of Influenza; September 1, 2026; Washington, DC, USA. Oral
presentation OA14.01 (Abstract #205).
[4]
World
Health Organization. Influenza (seasonal). Available at:
https://www.who.int/news-room/fact-sheets/detail/influenza-(seasonal).
Last accessed: August 2026.
[5]
Miller
MS, et al. Seasonal influenza vaccines: Variability of immune
responses to B lineage viruses. Hum Vaccin Immunother.
2024;20(1):2421096.
doi:10.1080/21645515.2024.2421096.
[6]
Krammer
F, et al.
NAction!
How Can Neuraminidase-Based Immunity Contribute to Better Influenza
Virus Vaccines? mBio. 2018;9(2):e02332-17.
doi:10.1128/mBio.02332-17.
SIGNATURES
Pursuant
to the requirements of the Securities Exchange Act of 1934, the
registrant has duly caused this report to be signed on its behalf
by the undersigned, thereunto duly authorised.
GSK plc
(Registrant)
Date:
September 01, 2026
By:/s/ VICTORIA
WHYTE
--------------------------
Victoria Whyte
Authorised
Signatory for and on
behalf
of GSK plc
6-K
1
a7703s.htm
MRNA FLU VACCINE CANDIDATE TO ADVANCE TO PHASE III
a7703s
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
Form 6-K
REPORT OF FOREIGN PRIVATE ISSUER PURSUANT TO RULE 13a-16 OR
15d-16
UNDER THE SECURITIES EXCHANGE ACT OF 1934
For the
month of September 2026
Commission
File Number 001-15170
GSK plc
(Translation
of registrant's name into English)
79 New Oxford Street, London, WC1A 1DG
(Address
of principal executive office)
Indicate
by check mark whether the registrant files or will file annual
reports under cover of Form 20-F or Form 40-F.
Form
20-F . . . .X. . . . Form 40-F . . . . . . . .
Issued: September 1 2026, London UK
GSK to advance mRNA seasonal flu vaccine candidate to phase III
following positive phase II data
●
Results showed higher immune
responses versus standard and high dose flu
vaccines
in
younger and older adults respectively
[1]
●
Vaccine candidate designed
to
target
the two primary surface antigens that cause flu viruses to bind and
spread
●
Phase
III trial to start in September 2026
GSK plc (LSE/NYSE: GSK)
presented
positive phase II data for its mRNA seasonal influenza (flu)
vaccine candidate at the
OPTIONS
XIII Conference for the Control of Influenza.
GSK's
vaccine candidate
showed
higher immune responses against all influenza strains
tested
compared
to
licensed standard dose and high dose inactivated flu vaccines in
younger and older adults respectively, and was generally well
tolerated.
1
Based
on these results,
GSK
intends to start a phase III efficacy trial in September
2026.
This will be the first phase III trial of an mRNA flu vaccine
designed to target both
haemagglutinin
(HA) and neuraminidase (NA), the primary surface antigens that
cause the flu virus to bind and spread.
[2]
While
licensed flu vaccines primarily target HA, GSK's vaccine candidate
is specifically designed to also target NA. Growing evidence
suggests this could help improve protection, illness severity and
transmission.
1,
[3]
Sanjay Gurunathan, GSK Head of Vaccines and Infectious Diseases
Research and Development (R&D)
, said: "These promising data support the
potential to better protect people from flu with a vaccine designed
to target both HA and NA. With one billion flu cases worldwide each
year and up to 650,000 deaths there is a need for next generation
vaccine approaches.
[4]
This
result is a significant advance in our cutting-edge mRNA programme,
and we look forward to starting phase III
imminently."
In July 2026, the US Food and Drug Administration (FDA) granted the
vaccine candidate Fast Track designation for the targeted age
indication, reflecting the urgent need to improve flu
protection.
4
About the Flu-028 phase II trial
Flu-028 is a randomised, observer-blind phase II trial assessing
the immunogenicity and safety of mRNA-based multivalent seasonal
flu vaccine candidates in 971 adults 18 years of age and
older.
Adults
18-64 and ≥65 years of age received different dose levels of
either FLUm3HA.b-3NA (encoding an optimised B-strain HA),
FLUm3HA-3NA (encoding non-optimised B/HA) or licensed
age-appropriate comparators. Immunogenicity and
reactogenicity/safety data up to day 181 post-vaccination were
assessed.
1
Previous studies highlighted the gaps in flu vaccination, including
the role of NA and the need to improve B-strain HA
immunogenicity.
[5]
,
[6]
In
the Flu-028 phase II trial, GSK's FLUm3HA.b-3NA flu vaccines
demonstrated robust immune responses to HA and NA from influenza A
and B strains in younger and older adults.
1
Reactogenicity
and safety profiles of the vaccines were
acceptable.
1
Based
on the results, GSK will further investigate the optimised B-strain
HA (FLUm3HA.b-3NA) candidate in a phase III efficacy
trial.
About GSK's mRNA seasonal flu vaccine candidate
GSK's investigational mRNA seasonal flu vaccine programme is
designed to target haemagglutinin (HA) and neuraminidase
(NA).
1
It
is part of GSK's respiratory vaccines research and ongoing work to
explore new approaches to seasonal flu
prevention.
GSK's
investigational mRNA seasonal flu vaccine candidate is not approved
anywhere in the world.
About seasonal flu
Seasonal flu is a contagious respiratory infection that remains a
significant global public health challenge, causing substantial
illness every year and placing considerable pressure on healthcare
systems.
4
Seasonal
influenza causes around one billion cases globally each year,
including up to 5 million cases of severe
illness
and
up to 650,000 respiratory deaths.
4
Those
at increased risk include older adults, pregnant women and people
with underlying health conditions. Although vaccination remains the
cornerstone of flu prevention, a significant burden of disease
still exists, reinforcing the need for continued research into
approaches that may improve protection.
4
About GSK
GSK is a global biopharma company with a purpose to unite science,
technology, and talent to get ahead of disease together. Find out
more at
www.gsk.com
.
GSK enquiries
Media:
Tim
Foley
+44 (0)
20 8047 5502
(London)
Simon
Moore
+44 (0)
20 8047 5502
(London)
Kathleen
Quinn
+1 202
603 5003
(Washington
DC)
Alison
Hunt
+1 540 742 3391
(Washington
DC)
Investor
Relations:
Constantin
Fest
+44 (0)
7831 826525
(London)
Joanna
Tuplin
+44 (0)
7788 351650
(London)
James
Dodwell
+44 (0)
7881 269066
(London)
Mick
Readey
+44 (0)
7990 339653
(London)
Sam
Piper
+44 (0)
7824 525779
(London)
Dan
Smith
+44 (0)
7823 523885
(London)
Jeff
McLaughlin
+1 215
751 7002
(Philadelphia)
Frannie
DeFranco
+1 215
751 3126
(Philadelphia)
Cautionary statement regarding forward-looking
statements
GSK cautions investors that any forward-looking statements or
projections made by GSK, including those made in this announcement,
are subject to risks and uncertainties that may cause actual
results to differ materially from those projected. Such factors
include, but are not limited to, those described in the "Risk
Factors" section in GSK's Annual Report on Form 20-F for 2025, and
GSK's Q2 Results for 2026.
Registered in England & Wales:
No.
3888792
Registered Office:
79
New Oxford Street
London
WC1A
1DG
References
[1]
Oh
K-B, et al. A Phase 2 Trial Assessing Immunogenicity and Safety of
an mRNA-Based Seasonal Influenza Vaccine Candidate Encoding
Hemagglutinin and Neuraminidase. Presented at the Options XIII
Conference for the Control of Influenza; August 31, 2026;
Washington, DC, USA. Oral presentation OA10.06 (Abstract
#522).
[2]
Gamblin
SJ, Skehel JJ. Influenza Hemagglutinin and Neuraminidase Membrane
Glycoproteins.
J
Biol Chem. 2010;285(37):28403-28409.
doi:10.1074/jbc.R110.129809.
[3]
Evans
K, et al.
Advancing
Protection against Influenza Through Neuraminidase-Targeted
Immunity. Presented at the Options XIII Conference for the Control
of Influenza; September 1, 2026; Washington, DC, USA. Oral
presentation OA14.01 (Abstract #205).
[4]
World
Health Organization. Influenza (seasonal). Available at:
https://www.who.int/news-room/fact-sheets/detail/influenza-(seasonal).
Last accessed: August 2026.
[5]
Miller
MS, et al. Seasonal influenza vaccines: Variability of immune
responses to B lineage viruses. Hum Vaccin Immunother.
2024;20(1):2421096.
doi:10.1080/21645515.2024.2421096.
[6]
Krammer
F, et al.
NAction!
How Can Neuraminidase-Based Immunity Contribute to Better Influenza
Virus Vaccines? mBio. 2018;9(2):e02332-17.
doi:10.1128/mBio.02332-17.
SIGNATURES
Pursuant
to the requirements of the Securities Exchange Act of 1934, the
registrant has duly caused this report to be signed on its behalf
by the undersigned, thereunto duly authorised.
GSK plc
(Registrant)
Date:
September 01, 2026
By:/s/ VICTORIA
WHYTE
--------------------------
Victoria Whyte
Authorised
Signatory for and on
behalf
of GSK plc
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