GSK Settles Majority Of Zantac Lawsuits, But Pipeline Doubts Remain
GSK Settles Majority Of Zantac Lawsuits, But Pipeline Doubts Remain
Earlier this week, GSK plc (NYSE:GSK) reached agreements with ten plaintiff firms representing approximately 80,000 Zantac product liability cases in the U.S. state courts.
本週早些時候,GSK plc(紐交所:GSK)與美國州法院約8萬起Zantac產品責任案件的十家原告代理公司達成協議。
These cases account for 93% of the Zantac (ranitidine) lawsuits currently pending against the company.
這些案件佔目前對該公司提起的瑞坦定(雷尼替丁)訴訟的93%。
Under these agreements, GSK will pay up to $2.2 billion to resolve the claims, contingent upon eligibility and participation criteria.
根據這些協議,GSK將支付高達22億美元來解決索賠,具體數額取決於符合資格和參與標準。
Emma Walmsley, the CEO of GSK, may finally see relief from a major headache caused by legal cases surrounding the now-discontinued heartburn drug Zantac.
GSK首席執行官Emma Walmsley可能終於可以從圍繞現已停產的胃灼燒藥Zantac的法律案件引發的重大頭痛中得到解脫。
The update has reignited investor confidence. Financial Times highlighted that Deutsche Bank Research noted that this resolution makes GSK "investable again."
此消息重新激發了投資者的信心。《金融時報》指出,德意志銀行研究部門指出,這一解決方案使GSK「再次具備投資價值」。
The report further noted that legal issues have weighed heavily on GSK's market value, particularly after a Morgan Stanley note in August 2022 projected the company's liability for Zantac-related lawsuits to be between $3 billion and $27 billion.
報告進一步指出,法律問題嚴重拖累了GSK的市值,尤其是在摩根士丹利2022年8月的一份報告中,預測該公司在與Zantac相關的訴訟方面的責任在30億到270億美元之間。
This worst-case scenario wiped out nearly 13 billion pounds from GSK's market capitalization.
這一最壞情況導致GSK的市值減少了近130億英鎊。
Though the company's market value had recovered by early 2023, investor anxiety resurfaced in June when a legal setback in Delaware, where most of the Zantac cases were filed, led to a one-day 6 billion pound drop in GSK's market cap.
儘管公司的市值在2023年初恢復,但當德拉華州(大多數Zantac案件起訴的地方)出現一次法律挫折時,投資者的焦慮再次出現,導致GSK的市值在一天內下跌60億英鎊。
The report adds that investors are now shifting their focus to GSK's broader performance and long-standing concerns about its drug pipeline.
報告補充說,投資者現在正在將注意力轉向GSK更廣泛的表現和長期關注其藥物管道的問題。
GSK has set an ambitious target of increasing its sales to over 38 billion pounds ($49.6 billion) by 2031, up from 30.3 billion pounds in 2023.
GSK已經制定了雄心勃勃的目標,到2031年將其銷售額增加到380億英鎊(496億美元),而2023年爲303億英鎊。
However, the market remains skeptical, especially compared to AstraZeneca Plc's (NASDAQ:AZN) 2030 sales goal of $80 billion.
然而,市場依然持懷疑態度,特別是與阿斯利康(NASDAQ:AZN)2030年銷售目標達到800億美元相比。
Projections suggest GSK may fall short, with estimated 2030 sales of £35.7 billion. The report noted that a significant challenge facing GSK is the expiration of patents on key HIV treatments containing dolutegravir starting in 2028.
預測顯示,GSK可能難以實現,預計到2030年銷售額爲357億英鎊。報告指出,GSK面臨的一項重大挑戰是2028年起關鍵HIV治療藥物度特格韋爾專利的到期。
While Walmsley has pointed to the company's strength in vaccines, recent developments have cast doubt on this strategy, the FT notes. GSK's RSV vaccine, Arexy, initially achieved blockbuster status, but a U.S. health committee's decision to narrow its recommended age group has dampened expectations.
儘管沃姆斯利指出公司在疫苗方面的實力,但最近的發展使人對該策略產生懷疑,富時指出。GSK的RSV疫苗Arexy最初取得了票房大賣的地位,但美國衛生委員會決定縮小推薦的年齡段,打壓了市場預期。
Additionally, the global performance of GSK's shingles vaccine has not offset a slowdown in the U.S.
此外,GSK的帶狀皰疹疫苗在全球的表現沒有彌補美國市場的放緩。
Though the Zantac legal burden has lessened, GSK's challenges with its product pipeline remain unresolved.
儘管澤蘭度法律負擔有所減輕,但GSK在產品管道方面的挑戰仍未解決。
Price Action: GSK stock is down 0.62% at $38.97 at last check Friday.
價格行動:GSK股票在上週五最後一次檢查時跌至38.97美元,跌幅爲0.62%。
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譯文內容由第三人軟體翻譯。