GSK plans $30 billion US investment as pharma tariff threat looms
GSK said on Wednesday it plans to invest $30 billion in research and development and supply chain infrastructure in the United States over the next five years, after U.S. President Donald Trump arrived in Britain for an unprecedented second state visit to seal investment deals.
GSK opens higher after priority review for new gonorrhoea pill
Shares in GSK PLC (LSE:GSK, NYSE:GSK) opened higher following the US Food and Drug Administration's acceptance of gepotidacin for priority review as an oral treatment for uncomplicated urogenital gonorrhoea. The decision, based on positive phase III data from the EAGLE-1 trial, sets a target FDA decision date of December 2025.
GSK to Receive $370 Million in U.S. Patent Litigation Settlement
The pharma giant will also receive a 1% royalty on future U.S. sales of influenza, Covid-19 and other related combination mRNA vaccine products made by BioNTech and Pfizer.
GSK secures $370 million settlement and future royalties in CureVac mRNA patent dispute
GSK PLC (LSE:GSK, NYSE:GSK) will receive an upfront payment of $370 million from CureVac, following a patent settlement involving BioNTech and Pfizer over messenger ribonucleic acid (mRNA) vaccine technology. The deal will also see GSK collect a 1% royalty on United States sales of Pfizer and BioNTech's influenza, COVID-19, and related combination mRNA vaccines from the start of 2025.
GSK plc (GSK) Q2 2025 Earnings Call Transcript
GSK plc (NYSE:GSK ) Q2 2025 Earnings Conference Call July 30, 2025 7:00 AM ET Company Participants Deborah Jayne Waterhouse - CEO of ViiV Healthcare & President of Global Health Emma Natasha Walmsley - CEO & Director Julie Belita Brown - CFO & Executive Director Luke V. Miels - Chief Commercial Officer Tony Wood - Chief Scientific Officer and Head of R&D Conference Call Participants James Daniel Gordon - JPMorgan Chase & Co, Research Division Kerry Ann Holford - Joh.
GSK Beats on Q2 Earnings & Sales, Stock Gains on '25 Outlook Raise
GSK's Q2 earnings and revenues top forecasts, with Specialty Medicines and Vaccines driving growth and a raised 2025 outlook boosting shares.
GSK may have numbers may have been flattered by order timing, says bank
GSK PLC (LSE:GSK, NYSE:GSK) delivered a strong set of second-quarter results, beating expectations on sales, profits, and earnings per share, and raised its guidance to the top end of its previous range. However, UBS analysts caution that much of this outperformance was driven by timing effects, such as early HIV medicine orders and stock builds, particularly in France for the Shingrix vaccine, which are likely to reverse later in the year.
GSK (GSK) Q2 Earnings and Revenues Beat Estimates
GSK (GSK) came out with quarterly earnings of $1.23 per share, beating the Zacks Consensus Estimate of $1.12 per share. This compares to earnings of $1.09 per share a year ago.
GSK in talks with Trump administration on U.S. drug pricing, CEO says
British drugmaker GSK said on Wednesday it is in talks with the Trump administration about ways to lower U.S. drug costs, becoming the latest pharmaceutical company to acknowledge action under pressure from Washington to rein in prices.
GSK confident of hitting top end of 2025 targets after strong second quarter
GSK PLC (LSE:GSK, NYSE:GSK) said on Wednesday it expects to deliver results at the top end of its guidance for the year after reporting a robust second quarter, fuelled by strong sales in its Specialty Medicines and Vaccines businesses. The pharmaceuticals giant posted sales of £8 billion for the three months to June, up 6% at constant exchange rates.
GSK: I Foresee Only Very Modest Upside Here Even If Blenrep Gets FDA Approval
GSK's diversified portfolio and strong HIV/specialty medicines offer stability, but growth prospects remain modest amid stiff competition and legal overhangs. Despite a robust pipeline and management's long-term revenue targets, I see limited near-term catalysts to drive significant EPS or share price appreciation. Financials reveal rising inventories and a stretched balance sheet compared to peers, making the current valuation potentially a value trap.
GSK shares rise on $500m drug deal with China's Hengrui
Shares in GSK PLC (LSE:GSK, NYSE:GSK) rose in morning trading after the pharmaceutical group announced a $500 million collaboration with Hengrui Pharma to co-develop up to 12 experimental medicines, in a deal that could be worth as much as $12 billion. The agreement includes global rights (excluding China and a few territories) to HRS-9821, a potential new treatment for chronic obstructive pulmonary disease (COPD).
