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GSK's Vaccine Business Performs Strongly in 2023, with RSV Vaccine Revenue Exceeding $1.5 billion

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On January 31st, GSK (GlaxoSmithKline) announced its 2023 results, with a full year revenue of 30.328 billion pounds (approximately 37.846 billion US dollars), a year-on-year increase of 5%; The operating profit was 6.745 billion pounds (approximately 85.635 billion US dollars), a year-on-year increase of 10%. In the fourth quarter, the revenue was 8.052 billion pounds (approximately 10.221 billion US dollars), a year-on-year increase of 15%; Operating profit of £ 673 million (USD 854 million) decreased by 60% year-on-year.
In GSK's fastest-growing vaccine sector in 2023, three star vaccines, Shingles (herpes zoster vaccine), Meningis (meningitis vaccine), and Arexvy (RSV vaccine, non respiratory syncytial virus vaccine), achieved revenue of £ 3.446 billion (approximately $4.373 billion), £ 1.26 billion (approximately $1.599 billion), and £ 1.238 billion (approximately $1.571 billion), respectively.
Among them, Arexvy was approved by the FDA for marketing in May last year, making it the first approved RSV preventive vaccine for adults aged 60 and above.
Last October, GSK signed an exclusive agreement with Zhifei Biotechnology for the herpes zoster vaccine. In addition, GSK will prioritize becoming the exclusive partner of Zhifei Biotechnology in the joint development and commercialization of any RSV (respiratory syncytial virus) vaccines for the elderly within the cooperation area.
There are currently no approved vaccines or antibody products for the prevention of RSV infection in our country, but there are many domestic manufacturers, such as Tylenomib and Adivixin, which have made rapid progress and have entered the middle and late stages of clinical practice. Meanwhile, companies such as Emmy Vaccine, Shiyao Group, Zhifei Biology, Jiachen Xihai, Baike Biology, Blue Magpie Biology/Watson Biology, and Clover are also striving to catch up.
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