Pharma BD Deal Intelligence

GSK plc / Hansoh Pharmaceutical Group Co. Ltd.

2023 · Licensing/Option · $1.7B · Complete

GSK's second ADC deal with Hansoh Pharma in two months: $185M upfront for HS-20093, a B7-H3 targeted ADC with up to $1.5B in milestones. The deal reflects GSK's aggressive pivot into antibody-drug conjugates, sourcing novel targets from Chinese biotech at a pace rivaling larger competitors.

WRONG BY 26 POINTS
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The coverage arc

Dec 21, 2023 Pharmaceutical Technology Bullish

GSK signs licence deal for Hansoh cancer drug HS-20093 B7-H3 ADC worldwide rights excluding China.

Dec 10, 2025 GSK Bullish

FDA granted Orphan Drug Designation to risvutatug rezetecan (GSK'227) for SCLC (10 Dec 2025) — the fifth regulatory designation for the B7-H3 ADC.

Mar 23, 2026 GSK Bullish

GSK's B7-H3-targeted ADC risvutatug rezetecan (Ris-Rez) granted Orphan Drug Designation for SCLC by Japan's MHLW (23 Mar 2026) — the sixth regulatory…

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GSK licensed HS-20093, a B7-H3 targeted ADC with topoisomerase inhibitor payload, from Hansoh Pharma. GSK paid $185M upfront with up to $1.525B in success-based milestones plus tiered royalties. GSK obtained exclusive worldwide rights excluding Greater China. This was GSK's second ADC deal with Hansoh in two months.

Key facts

Disease & market context

Extensive-Stage Small Cell Lung Cancer

35K US cases/yr · $4.2B Global SCLC Market (2025E)

Disease Overview

ES-SCLC is an aggressive neuroendocrine tumor with limited treatment options beyond chemo-IO. B7-H3 is overexpressed in SCLC. Risvutatug rezetecan received FDA BTD and Orphan Drug Designation, with global Phase III initiated August 2025.

Competitive Landscape

SCLC treatment includes chemo-IO (Tecentriq/Imfinzi + chemo) in 1L and topotecan in 2L+. DLL3-targeting agents (AbbVie tarlatamab/Imdelltra) emerging. HS-20093 B7-H3 targeting with 63.6% ORR is differentiated.

Relapsed/Refractory Osteosarcoma

1K US cases/yr · $350M Global Osteosarcoma Market (2025E)

Disease Overview

Osteosarcoma is a rare aggressive bone cancer with extremely limited options in relapsed/refractory setting. GSK227 received FDA BTD for adults progressed on 2+ prior lines. Phase 2 ARTEMIS-002: 20% ORR, 86.7% DCR, 19.8-month median DOR.

Competitive Landscape

No targeted therapies approved for relapsed osteosarcoma; standard of care is salvage chemotherapy. BTD designation reflects high unmet need.

Deal timeline

Related deals — scored

DealYearValueOutcome
GSK plc / Hansoh Pharmaceutical Group Co. Ltd. (this deal)2023$1.7B74
GSK plc / SmithKline Beecham2000$12.0B79
GSK plc / Pfizer Inc.2018$0.0M77
GSK plc / Novartis AG2014$16.0B76
GSK plc / Nuvalent, Inc.2026$10.6B70
GSK plc / Sierra Oncology Inc.2022$1.9B70
GSK plc / Human Genome Sciences2012$3.6B70

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