GSK plc

GSK plc

GSK
gsk.com
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GSK · Stock Price

USD 50.50+13.88 (+37.90%)
Market Cap: $100.7B

Historical price data

Market Cap: $100.7BPipeline: 130 drugs (28 Phase 3)Founded: 1715Employees: ~95,000HQ: London, United Kingdom

Overview

GSK is a London-headquartered, publicly traded biopharma giant with a market cap of ~$109B, focused exclusively on pharmaceuticals and vaccines following the 2022 spin-off of its consumer health division. Its mission is to positively impact the health of 2.5 billion people by 2030 through disciplined R&D in four core therapeutic areas: Respiratory/Immunology, Oncology, HIV, and Infectious Diseases. The company leverages advanced genetic research, AI, and platform technologies to drive a pipeline of approximately 130 programs, aiming for sustained growth from both its established portfolio and novel pipeline assets.

Respiratory, Immunology and InflammationOncologyHIVInfectious Diseases

Technology Platform

Integrated platform leveraging human genetics, AI/ML, immunology/vaccine science (adjuvants, mRNA), and cell/gene therapy capabilities to accelerate targeted drug discovery and development.

Pipeline

130
130 drugs in pipeline28 in Phase 3
DrugIndicationStageWatch
KetoconazoleDermatitis, SeborrheicApproved
Clindamycin 1%/Benzoyl Peroxide 5% and 0.1% tazarotene + cli...Acne VulgarisApproved
Duac® Gel / Differin® GelAcne VulgarisApproved
Acitretin (also called U0279) + Placebo + EtanerceptPlaque PsoriasisApproved
Epiduo Gel + Duac GelAcne VulgarisApproved

Opportunities

Significant near-term growth is driven by the launch and expansion of new vaccines (RSV, meningitis) and specialty medicines in oncology and immunology.
The long-acting HIV franchise and pipeline candidates targeting functional cures (Hepatitis B) represent transformative opportunities in large, chronic disease markets.

Risk Factors

Major risks include clinical/regulatory setbacks in the late-stage pipeline, intense competition and pricing pressure across all core areas, and a significant patent cliff later this decade for key HIV and respiratory assets that must be offset by new product launches.

Competitive Landscape

GSK faces intense competition from large pharma peers (Merck, Pfizer, AstraZeneca, Gilead) and innovative biotechs across its therapeutic areas. Its competitive edge lies in its global vaccine leadership, dominant HIV franchise via ViiV, a rejuvenated oncology pipeline, and integrated technology platforms aimed at improving R&D productivity.