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GSK
NYSE Life Sciences

GSK's Jemperli Delivers 76% Complete Response in MSI-H/dMMR Rectal Cancer

Arie Shkolnikov · Analysis by Wiseek AI
More coverage: Pharmaceutical Stocks · Healthcare
Sentiment info
Positive
Importance info
7
Price
$51.04
Mkt Cap
$101.484B
52W Low
$42.845
52W High
$61.695
52W Position info
19% above low
Off High info
17% below high
Rel. Volume info
0.8× avg
Market data snapshot near publication time

GSK sits 19% above its 52-week low of $42.845.

Summary

Interim AZUR-1 data show 76% of evaluable MSI-H/dMMR locally advanced rectal cancer patients (110/144) had a complete response to Jemperli alone, with no recurrences after more than two years. The data underpinned the 19 October US approval; the independent-review cCR12 endpoint is still maturing at 47%.


Key Events · Product Development and Regulatory · GSK

  • AZUR-1 Shows 76% Complete Response

    In an exploratory analysis, 76% of evaluable patients (110/144; 95% CI 69%-83%) achieved a complete response to dostarlimab monotherapy, including 68% (98/144) with a sustained clinical complete response of at least 12 months by investigator assessment.

  • Primary Endpoint Still Maturing

    By independent central review, the registrational endpoint of cCR12 stood at 47% (54/116; 95% CI 37%-56%) at analysis, with 38 additional patients already in response but not yet at the 12-month timepoint.

  • No Recurrences After Two Years

    Among responders, no disease recurrences have been reported after a median follow-up of more than two years, supporting an organ-preservation approach that avoids chemotherapy, radiation and surgery.

  • Safety Consistent With Prior Profile

    Serious adverse reactions occurred in 20% of patients and 3% permanently discontinued; the most common reactions were fatigue (32%), rash (22%), diarrhoea (18%) and pruritus (17%).


Analysis · GSK · Life Sciences

What matters here is the first full look at the AZUR-1 dataset behind Jemperli's 19 October US approval in locally advanced rectal cancer. A 76% complete response rate, with no recurrences after more than two years of follow-up, supports an organ-preservation approach that could let eligible patients skip chemotherapy, radiation and surgery — a genuine differentiator versus standard treatment. The caveat: the registrational primary endpoint, cCR12 by independent central review, sits at only 47% (54/116) so far, with 38 more patients still short of the 12-month assessment, so the headline number will settle lower as data mature. Near-term revenue is small for a company of GSK's size — MSI-H/dMMR accounts for only 5-10% of rectal cancers — but the data strengthen the oncology franchise story and the case for Jemperli across colorectal and gynaecologic settings.

How filings like this one have moved

In the 30 days to Oct 26, 2026, 29.9% of the 1374 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.12%. These are measured outcomes after filings of this importance, not a forecast for this one.

Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset

At the time of this filing, GSK was trading at $51.04 on NYSE in the Life Sciences sector, with a market capitalization of approximately $101.5B. The 52-week trading range was $42.85 to $61.70. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.

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GSK
Oct 26, 2026, 6:32 AM EDT
Filing Type: 6-K
Importance Score:
7
Price at Filing: $50.83
Real-time Price: $50.98 info
Change: +$0.1523 (+0.30%) info
Market Cap: $101.484B info
GSK
Oct 20, 2026, 7:58 PM EDT
Source: BusinessWire
Importance Score:
8
Price at Filing: $50.70
Real-time Price: $50.98 info
Change: +$0.2823 (+0.56%) info
Market Cap: $101.484B info
GSK
Oct 19, 2026, 2:08 PM EDT
Source: Benzinga
Importance Score:
8
Price at Filing: $49.63
Real-time Price: $50.98 info
Change: +$1.36 (+3%) info
Market Cap: $101.484B info
GSK
Oct 19, 2026, 1:06 PM EDT
Filing Type: 6-K
Importance Score:
8
Price at Filing: $49.52
Real-time Price: $50.98 info
Change: +$1.47 (+3%) info
Market Cap: $101.484B info
GSK
Sep 15, 2026, 6:01 AM EDT
Filing Type: 6-K
Importance Score:
7
Price at Filing: $50.03
Real-time Price: $50.98 info
Change: +$0.9523 (+2%) info
Market Cap: $101.484B info