GSK Bets $10.6 Billion on Lung Cancer Drugs That Target Resistance to Current Treatments

GSK announced on 9 June 2026 an all-cash acquisition of Nuvalent for $10.6 billion. The clinical-stage biotech owns kinase inhibitors targeting ROS1 and ALK lung cancers that have resisted earlier drugs like lorlatinib and crizotinib. The price signals confidence in a market gap: patients who progress on first-line therapy and need sequencing options. Regulatory approval of Nuvalent's lead candidate zidesamtinib will be the critical value inflection point.