葛兰素史克(GSK)跌2.3% 止咳新药三期临床失利 20亿并购核心管线宣告终止开发

金吾财讯

Jul 17

金吾财讯 | 英国药企葛兰素史克(GSK)股价承压，报51.56美元，跌2.29%。

消息面上，公司披露临床数据，核心在研止咳药物 camlipixant 两项三期关键试验未达成一致疗效终点，公司决定终止该药物针对难治性慢性咳嗽适应症的全部研发工作，受利空冲击个股伦敦市场股价走弱。

该药物为高选择性 P2X3 受体拮抗剂，是 2023 年 GSK 斥 20 亿美元全额现金收购 Bellus Health 的核心资产，原本被市场寄予厚望，用于填补难治性慢性咳嗽临床空白。两项注册三期 CALM-1、CALM-2 试验数据分化明显：50mg 每日两次剂量仅在 CALM-1 第 12 周达成主要终点，相较安慰剂显著降低 24 小时咳嗽频次；但 CALM-2 第 24 周随访未复刻有效结果，25mg 低剂量方案在两项试验中均无统计学疗效差异，全部次要疗效指标同样未达标，综合数据判定药物难以给患者治疗方案带来实质性改善。管线规划出现拆分调整，难治性慢性咳嗽研发全线叫停，但针对成人肠易激综合征的 2b 期 BALANCE 临床试验维持推进，保留药物在消化领域的研发价值。

本次 20 亿并购的核心呼吸管线宣告失败，大幅削弱公司呼吸板块中长期增长预期，市场担忧并购投入回报不及预期；肠易激综合征赛道市场空间相对有限，难以完全对冲止咳适应症临床失利带来的估值压力。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

1
2
3
4
5
6
7
8
9
10

{"basename":"","ssrTDKData":{"titleTemplate":"%s - Tiger Brokers","title":"Tiger Brokers | Global Stocks, Options & Futures Trading App","description":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","keywords":"tiger brokers,tiger trade,tiger brokers singapore,broker online,stock trading in singapore,share trading singapore,brokerage firm singapore,trading app,stock broker singapore,stock trading platforms,trading account","social":{"ogDescription":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/news/2652784289"},"companyName":"Tiger Brokers"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2652784289\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2652784289?lang=en_US&edition=fundamental","thumbnail":"https://static.szfiu.com/news/20210810/NGU1YzNhMmY0MDcxNDc2NDI4MDI=.jpg","is_english":false,"pubTime":"2026-07-17 22:32","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2652784289","market":"fut","top_or_hot":-1,"title":"葛兰素史克(GSK)跌2.3% 止咳新药三期临床失利 20亿并购核心管线宣告终止开发","media":"金吾财讯","content":"<html><body><p>金吾财讯 | 英国药企<a href=\"https://laohu8.com/S/GSK\">葛兰素史克</a>(GSK)股价承压，报51.56美元，跌2.29%。</p><p>消息面上，公司披露临床数据，核心在研止咳药物 camlipixant 两项三期关键试验未达成一致疗效终点，公司决定终止该药物针对难治性慢性咳嗽适应症的全部研发工作，受利空冲击个股伦敦市场股价走弱。</p><p>该药物为高选择性 P2X3 受体拮抗剂，是 2023 年 GSK 斥 20 亿美元全额现金收购 Bellus Health 的核心资产，原本被市场寄予厚望，用于填补难治性慢性咳嗽临床空白。两项注册三期 CALM-1、CALM-2 试验数据分化明显：50mg 每日两次剂量仅在 CALM-1 第 12 周达成主要终点，相较安慰剂显著降低 24 小时咳嗽频次；但 CALM-2 第 24 周随访未复刻有效结果，25mg 低剂量方案在两项试验中均无统计学疗效差异，全部次要疗效指标同样未达标，综合数据判定药物难以给患者治疗方案带来实质性改善。管线规划出现拆分调整，难治性慢性咳嗽研发全线叫停，但针对成人肠易激综合征的 2b 期 BALANCE 临床试验维持推进，保留药物在消化领域的研发价值。</p><p>本次 20 亿并购的核心呼吸管线宣告失败，大幅削弱公司呼吸板块中长期增长预期，市场担忧并购投入回报不及预期；肠易激综合征赛道市场空间相对有限，难以完全对冲止咳适应症临床失利带来的估值压力。</p></body></html>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>葛兰素史克(GSK)跌2.3% 止咳新药三期临床失利 20亿并购核心管线宣告终止开发</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n葛兰素史克(GSK)跌2.3% 止咳新药三期临床失利 20亿并购核心管线宣告终止开发\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086022552\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金吾财讯 </p>\n<p class=\"h-time\">2026-07-17 22:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | 英国药企<a href=\"https://laohu8.com/S/GSK\">葛兰素史克</a>(GSK)股价承压，报51.56美元，跌2.29%。</p><p>消息面上，公司披露临床数据，核心在研止咳药物 camlipixant 两项三期关键试验未达成一致疗效终点，公司决定终止该药物针对难治性慢性咳嗽适应症的全部研发工作，受利空冲击个股伦敦市场股价走弱。</p><p>该药物为高选择性 P2X3 受体拮抗剂，是 2023 年 GSK 斥 20 亿美元全额现金收购 Bellus Health 的核心资产，原本被市场寄予厚望，用于填补难治性慢性咳嗽临床空白。两项注册三期 CALM-1、CALM-2 试验数据分化明显：50mg 每日两次剂量仅在 CALM-1 第 12 周达成主要终点，相较安慰剂显著降低 24 小时咳嗽频次；但 CALM-2 第 24 周随访未复刻有效结果，25mg 低剂量方案在两项试验中均无统计学疗效差异，全部次要疗效指标同样未达标，综合数据判定药物难以给患者治疗方案带来实质性改善。管线规划出现拆分调整，难治性慢性咳嗽研发全线叫停，但针对成人肠易激综合征的 2b 期 BALANCE 临床试验维持推进，保留药物在消化领域的研发价值。</p><p>本次 20 亿并购的核心呼吸管线宣告失败，大幅削弱公司呼吸板块中长期增长预期，市场担忧并购投入回报不及预期；肠易激综合征赛道市场空间相对有限，难以完全对冲止咳适应症临床失利带来的估值压力。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1829250122.USD","symbol_name":"高盛欧洲核心股票组合Acc","start_time":0,"source_url":"302703","article_id":"2652784289","we_media_id":"1086022552","thumbnails":["https://static.szfiu.com/news/20210810/NGU1YzNhMmY0MDcxNDc2NDI4MDI=.jpg"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2652784289","pubTimestamp":1784298747,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"金吾财讯","introduction":"「金吾财讯」以精准用户需求为切入点，打造一站式港美股投资细分领域品牌。依托战略合作伙伴凤凰网财经，将港美股内容传播到全球华人圈。","home_visible":1,"id":"1086022552","head_image":"https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c"},"summary":"金吾财讯 | 英国药企葛兰素史克 股价承压，报51.56美元，跌2.29%。该药物为高选择性 P2X3 受体拮抗剂，是 2023 年 GSK 斥 20 亿美元全额现金收购 Bellus Health 的核心资产，原本被市场寄予厚望，用于填补难治性慢性咳嗽临床空白。本次 20 亿并购的核心呼吸管线宣告失败，大幅削弱公司呼吸板块中长期增长预期，市场担忧并购投入回报不及预期；肠易激综合征赛道市场空间相对有限，难以完全对冲止咳适应症临床失利带来的估值压力。","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU1829250122.USD":"高盛欧洲核心股票组合Acc","KCE":"SPDR KBW Capital Markets ETF","BK4585":"ETF&股票定投概念","MYLD":"Cambria Micro and Small Cap Shareholder Yield ETF","BK4532":"文艺复兴科技持仓","GSK":"葛兰素史克","GSK.UK":"葛兰素史克","CALF":"Pacer US Small Cap Cash Cows ETF","BK4007":"制药","GSKH":"GSK plc ADRhedged","XMMO":"Invesco S&P MidCap Momentum ETF","BK4588":"碎股"},"translate_title":"GlaxoSmithKline (GSK) fell 2.3% in Phase III clinical failure of new cough drug, 2 billion M&A core pipeline announced termination of development","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"XMMO":1.5,"GSK":1.5,"GSK.UK":0.6,"CALF":1.5,"GSKH":0.6,"KCE":1.5,"MYLD":1.5},"content_text":"金吾财讯 | 英国药企葛兰素史克(GSK)股价承压，报51.56美元，跌2.29%。消息面上，公司披露临床数据，核心在研止咳药物 camlipixant 两项三期关键试验未达成一致疗效终点，公司决定终止该药物针对难治性慢性咳嗽适应症的全部研发工作，受利空冲击个股伦敦市场股价走弱。该药物为高选择性 P2X3 受体拮抗剂，是 2023 年 GSK 斥 20 亿美元全额现金收购 Bellus Health 的核心资产，原本被市场寄予厚望，用于填补难治性慢性咳嗽临床空白。两项注册三期 CALM-1、CALM-2 试验数据分化明显：50mg 每日两次剂量仅在 CALM-1 第 12 周达成主要终点，相较安慰剂显著降低 24 小时咳嗽频次；但 CALM-2 第 24 周随访未复刻有效结果，25mg 低剂量方案在两项试验中均无统计学疗效差异，全部次要疗效指标同样未达标，综合数据判定药物难以给患者治疗方案带来实质性改善。管线规划出现拆分调整，难治性慢性咳嗽研发全线叫停，但针对成人肠易激综合征的 2b 期 BALANCE 临床试验维持推进，保留药物在消化领域的研发价值。本次 20 亿并购的核心呼吸管线宣告失败，大幅削弱公司呼吸板块中长期增长预期，市场担忧并购投入回报不及预期；肠易激综合征赛道市场空间相对有限，难以完全对冲止咳适应症临床失利带来的估值压力。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"-2","news_tag":"productRelease","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"}}}