GSK has agreed to sell its worldwide rights to develop and commercialise its experimental liver disease drug linerixibat to Italian pharmaceutical company Alfasigma for an upfront payment of $300 million, the companies said on Monday.
GSK has handed investors a remarkable run. Over the past year, the stock climbed roughly 44% from $37.79 to $54.51.
GSK struck a deal to buy Canada's 35Pharma as the U.K. drugmaker seeks to bolster its exposure to diseases linked to obesity.
GSK PLC (LSE:GSK, NYSE:GSK) has agreed to acquire Canadian biotech 35Pharma for $950 million in cash, securing a clinical-stage drug for pulmonary hypertension that its new owner believes can improve on the safety profile of existing therapies in a market forecast to reach $18 billion by 2032. The asset at the centre of the deal is HS235, an activin signalling inhibitor that has completed phase I healthy volunteer trials and is preparing to enter studies in two forms of the disease: pulmonary arterial hypertension and pulmonary hypertension due to heart failure with preserved ejection fraction.
GSK on Wednesday agreed to buy Canadian biopharmaceutical company 35Pharma Inc for $950 million in cash.
GSK plc is a pharma worthy of a Buy rating, based on past performance and future prospects. In 2025, the company grew revenues by 7% and core EPS by 12%. GSK seems to have successfully pivoted into a "pure-play" Pharma having ditched its consumer healthcare division - despite some looming patent expiries, its pipeline looks promising enough to cope.
Citi has raised its price target for GSK PLC (LSE:GSK, NYSE:GSK) to £22.50 while maintaining a 'neutral' rating, citing a sharp rally driven by improving investor sentiment. The broker said full-year 2025 earnings per share were 2% ahead of consensus, with constant exchange rate guidance for 2026 broadly in line with expectations.
GSK secures EU approval for Nucala, an add-on maintenance treatment for chronic obstructive pulmonary disease in adults.
Yesterday's results looked solid. Today Shore Capital goes further, arguing GSK has effectively delivered its medium-term plan a year early and that a £40 billion revenue ambition for 2031 is now credible, with 2,500p “justifiable” on the shares.
GSK plc (GSK) Q4 2025 Earnings Call Transcript
A clean fourth-quarter beat pushed GSK ahead of its own medium-term targets. Yet management chose to set a deliberately modest bar for 2026, leaving investors to decide whether this is prudence or opportunity.
GSK's Q4 earnings and sales top estimates as strong specialty medicine demand fuels growth and drives shares higher on an upbeat 2026 outlook.