LONDON (IT BOLTWISE) – The licensing dispute between the pharmaceutical company GSK and the biotech company AnaptysBio over the cancer drug Jemperli has reached a new escalation level. Both companies have filed lawsuits that could have far-reaching consequences for the licensing agreement and marketing of the drug. While GSK is recording sales increases, AnaptysBio’s share price is suffering from the conflict.
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The conflict between the British pharmaceutical giant GSK and the US biotechnology company AnaptysBio has developed into a legal battle. At the center of the dispute is the license agreement for the cancer drug Jemperli, which is used to treat certain forms of uterine cancer. Both parties filed lawsuits in Delaware Chancery Court almost simultaneously, further exacerbating tensions.
GSK, represented by its subsidiary Tesaro, accuses AnaptysBio of failing to comply with contractual obligations. Tesaro claims the right to terminate the existing agreement and obtain a permanent, irrevocable license to Jemperli. This would also mean halving future payments to AnaptysBio, which would have significant financial implications for the biotech company.
On the other hand, AnaptysBio accuses GSK of violating exclusivity agreements by having Tesaro work in parallel on studies with competing active ingredients. This reduced Jemperli’s sales and marketing opportunities. AnaptysBio emphasizes that they had previously sought an amicable solution, but without success as Tesaro took legal action directly.
Jemperli’s economic success is undisputed. Originally developed by AnaptysBio and out-licensed to Tesaro in 2014, GSK has reported sales of £600 million in the first nine months of 2025 alone, up 89% year-on-year. These figures underscore the importance of the drug to GSK and the potential financial loss to AnaptysBio should the licensing agreement be changed.
Market reactions to the escalating dispute varied. While GSK shares rose slightly in London, AnaptysBio shares suffered significant losses in premarket US trading. This reflects the uncertainty that the litigation brings to the future of the licensing agreement and AnaptysBio’s financial stability.
A court date is set for July 2026, meaning the dispute could drag on for years. The court’s decision will affect not only the future of Jemperli, but also the dynamics between large pharmaceutical companies and smaller biotech companies. In the meantime, it remains to be seen how the relationship between GSK and AnaptysBio develops and what impact the dispute will have on the industry.
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