GSK Selects RAPT Therapeutics to Strengthen Food Allergy Therapy Portfolio

GSK has announced a major acquisition of RAPT Therapeutics, a California-based biopharmaceutical company that specializes in cutting-edge technology for the treatment of inflammatory disorders. This strategy marks a significant step in expanding GSK’s portfolio in the immunology and allergy treatment sector, with a particular focus on innovative solutions for millions of patients suffering from food allergies.

Strategic Transaction Valued at $2.2 Billion and Implementation Schedule

The announced deal involves a total payment of approximately $2.2 billion to RAPT shareholders, with a price of $58 per share and an initial cash flow of $1.9 billion. The transaction is expected to be completed in early 2026—an opportune time for GSK to integrate these valuable assets into their global operations. The total equity valuation of RAPT reflects market confidence in the potential of the company’s developed technology.

Ozureprubart: Breakthrough in Food Allergy Treatment

The most valuable asset from this acquisition is ozureprubart, an experimental antibody-based therapy candidate specifically designed to address food allergies. Unlike current conventional treatment options, ozureprubart offers a more convenient dosing frequency for patients. Data from ongoing clinical trials are expected to be completed by 2027, providing GSK with crucial information regarding the drug’s efficacy and safety.

Tony Wood, GSK’s Chief Scientific Officer, stated that adding ozureprubart opens extraordinary opportunities to deliver treatments that redefine industry standards in food allergy therapy. This optimism is supported by market projections showing a growing global demand for more efficient and patient-friendly medical solutions.

Market Potential and Business Impact

According to data from the Food Standards Agency, approximately 2.4 million adults in the UK—or six percent of the population—live with food allergies. The scale of this health issue creates a significant market opportunity for GSK to develop treatments that improve quality of life. Russ Mould, investment director at AJ Bell, analyzed that such strategic initiatives represent the kind of risk that global pharmaceutical players should take to remain competitive.

Global Rights and Market Response

GSK has obtained exclusive global rights to ozureprubart, excluding certain markets including mainland China, Hong Kong, Macau, and Taiwan. The announcement of this deal was met with moderate market adjustments, with GSK shares falling 1.5% to £17.89 in European morning trading. However, the long-term performance of GSK shares shows a positive trend, with a 34% increase over the past twelve months, reflecting investor confidence in the company’s transformation strategy.

This acquisition positions GSK as a leading player in developing medical solutions for food allergies, a segment with high growth potential in the coming decade.