GSK Doubles Down on China-Sourced ADCs After Hansoh Deal Delivers Phase 3 Win
- In 2023, GSK paid about $270 million upfront for ex-China rights to two Hansoh Pharma antibody-drug conjugates targeting B7-H3 and B7-H4.
- The B7-H3 candidate has since posted an 18.5-month median overall-survival benefit in relapsed small-cell lung cancer, plus a progression-free-survival win in osteosarcoma.
- GSK plans to push the B7-H4 asset into five additional Phase 3 trials, reinforcing a dual in-house/China-sourced oncology pipeline strategy.
💡 Points
The $270M upfront now looks like a steal — a Phase 3 survival win in SCLC plus a PFS hit in osteosarcoma would command a far richer price today, which is exactly why AstraZeneca, Merck and Pfizer scrambled to strike their own China ADC deals. Five more B7-H4 Phase 3s isn't optionality — it's GSK committing real capital to a China-sourced pipeline, not hedging it.
GSK aiming to 'balance West and East' after Hansoh deal success showed China's potential ↗