GSK plc (GSK)

Executive Summary

GSK plc is a global biopharmaceutical leader with a diversified portfolio spanning vaccines, specialty medicines, and general medicines. The company's R&D pipeline of approximately 130 candidates focuses on infectious diseases, HIV, oncology, and immunology, positioning it for sustained growth. Key marketed products include the RSV vaccine Arexvy, Shingrix for shingles, and HIV therapies like Cabenuva and Dovato. GSK's strategy emphasizes disciplined investment in high-impact science, aiming to maximize pipeline value through targeted development and commercial execution. With a strong balance sheet and a track record of regulatory successes, GSK is well-placed to address significant health challenges and deliver long-term shareholder value. The company's commitment to innovation is evident in its advanced-stage programs, including next-generation vaccines and specialty medicines for unmet medical needs.

Upcoming Catalysts (preview)

• Q4 2025Phase 3 data readout for depemokimab in severe asthma85% success
• Q1 2026FDA decision on RSV vaccine Arexvy for adults aged 50-5975% success
• H2 2026Phase 3 results for bepirovirsen in chronic hepatitis B60% success