GSK hepatitis B drug a long-term opportunity but US bank holds back from upgrading

Source · https://www.proactiveinvestors.co.uk/companies/news/1093125

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1
GSK's experimental hepatitis B drug bepirovirsen showed functional cure rates of 19% to 26% in clinical trials, compared to 0% for standard treatment. — A functional cure for a disease affecting 300 million people is a major clinical breakthrough with significant long-term revenue potential.
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Citi maintains a 'neutral' rating on GSK despite the clinical success, citing unresolved commercial questions and monitoring complexities. — A major bank's refusal to upgrade following positive trial data suggests significant headwinds in monetization and market adoption.
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Citi models peak annual sales for bepirovirsen at £1.6 billion, which aligns with broader market consensus. — The valuation is already priced in by the market, resulting in minimal immediate price movement.
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