GSK adds two China cancer-therapy licensing deals, keeping pace with industry partnership surge

BioPharma Dive's new visualization series recapped recent activity, spotlighting GSK's licensing agreements in China and the market response.

Since the start of 2025, GSK has signed five deals with Chinese drug developers, second only to Roche among major peers, with two new agreements this month covering next-generation antibody-based cancer therapies.

One partnership with Hutchmed grants GSK rights to an antibody-targeted therapy conjugate, while the other involves a different antibody technology, underscoring the industry's drive to acquire Chinese-origin assets.

More than 100 China licensing deals have been recorded across the sector, drawing scrutiny from U.S. lawmakers and sparking debate among biotech executives about strategic implications.

The piece also noted a recent stock sell-off that confused analysts, but the main takeaway is GSK's continued focus on expanding its oncology pipeline through Chinese collaborations.