GSK have just acquired Bellus Health, a Canadian drug manufacturer, in a massive corporate move.

The price paid was £1.6 billion! This relates to a share price of approximately $15 per share.

The key target is the drug called Camlipixant, which is a molecule that helps manage those patients suffering with chronic cough, estimated to be around 10 million people globally.

This molecule could potentially be a ‘first in class’ and this signifies a bin win for GSK, with clear alignment with COPD inhaled medication such as Trelegy.

Full acquisition of Bellus Health is anticpated in Q3 of this year, with profit acceleration expected from 2027 onwards.

The new focus of GSK is to consider high-end, profitable medicines going forward (i.e. cancer management), a point that aligns with the take over of Sierra Oncology and Affinivax in recent times.

Naturally, other such corporate organisations will be following a similar trajectory. This point is certainly confirmed with our Lead Tutor’s recent exposure to AstraZeneca working models and corporate tactics.