GSK (GlaxoSmithKline)

Money Moves

Acquirer; expanding immunology portfolio ahead of patent cliffs

For decades, the 27 million American adults and children with food allergies had one option: avoid the allergen and carry an EpiPen. That changed in February 2024 when the FDA approved Xolair as the first drug to reduce allergic reactions—including anaphylaxis—from accidental exposure to multiple foods.

Updated 7 days ago

New Capabilities

Actively investigating AS01 adjuvant for dementia prevention through major clinical studies

A shingles vaccine is showing up in dataset after dataset as a dementia preventer. Oxford researchers published results in Nature Medicine in July 2024, showing Shingrix (the recombinant shingles vaccine) cuts dementia risk by 17-20% compared to unvaccinated people.

Updated May 19

Money Moves

Market leader in adult vaccines, defending shingles monopoly

Sanofi dropped $2.2 billion on December 24, 2025 to acquire Dynavax, a California biotech with a two-dose hepatitis B vaccine and a shingles vaccine in development. The 39% premium signals desperation in a market projected to hit $37.2 billion by 2033, driven by aging populations; the deal is expected to close in Q1 2026 pending Hart-Scott-Rodino antitrust clearance.[1] By 2050, 2.1 billion people will be over 60, triple the population over 80.

Updated May 16