GSK

Executive Summary

GSK is a global biopharmaceutical company with a strong focus on vaccines, respiratory diseases, HIV, and oncology. The company has successfully transformed its portfolio through the spin-off of consumer health business Haleon and the launch of key products such as Arexvy (RSV vaccine) and long-acting HIV therapies. GSK's R&D pipeline is robust, with several late-stage assets targeting high-unmet-need areas including respiratory syncytial virus (RSV) in younger adults, recurrent urinary tract infections (UTI), and oncology (e.g., anti-PD-1 combination therapies). The company also leverages its expertise in immunology and infectious diseases to develop novel vaccines and biologics. Despite competitive pressures and patent expirations on some legacy drugs, GSK's innovative pipeline, strong commercial execution, and global reach position it well for sustained growth. The company's commitment to delivering 2.5 billion health impacts by 2030 underscores its strategic focus on high-volume, high-impact therapies.

Upcoming Catalysts (preview)

• Q2 2026FDA decision on gepotidacin for uncomplicated UTI80% success
• Q3 2026Phase 3 data for GSK'227 (dostarlimab) in first-line endometrial cancer65% success
• Q4 2026Regulatory submission for RSV vaccine in younger adults (50-59)90% success