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The companies accuse one another of breaching a licensing agreement for Jemperli, a drug used to treat some forms of endometrial cancer.
GSK PLC (LSE:GSK, NYSE:GSK) has stepped up a dispute over rights to its fast-growing cancer drug Jemperli by having its US subsidiary Tesaro sue AnaptysBio in the Delaware Court of Chancery. Tesaro is asking the court to confirm that alleged breaches of their 2014 licence deal allow it to end the current contract, keep a perpetual licence to the medicine and cut by half the royalty and milestone payments it owes AnaptysBio.
GSK plc ( GSK ) Jefferies London Healthcare Conference 2025 November 19, 2025 4:30 AM EST Company Participants Tony Wood - Chief Scientific Officer and Head of R&D Conference Call Participants Michael Leuchten - Jefferies LLC, Research Division Presentation Michael Leuchten Jefferies LLC, Research Division Good morning, everybody. My name is Michael Leuchten, covering analyst on Glaxo here at Jefferies.
Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.
Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.
GSK PLC's (LSE:GSK, NYSE:GSK) latest quarter looked strong enough on pape, but the share price barely moved. The drugmaker has spent much of the past decade trapped between £15 and £18, and Deutsche Bank thinks that pattern is unlikely to change soon.
After Wednesday's results, GSK PLC (LSE:GSK, NYSE:GSK) looks to have delivered one of its cleaner beats in recent quarters. Third-quarter numbers were comfortably ahead of expectations, with sales up 4% on consensus and core operating profit 12% higher.
GSK's Q3 earnings and revenue beat expectations, powered by HIV and oncology growth, prompting the company to lift its 2025 outlook.
GSK plc ( GSK ) Q3 2025 Earnings Call October 29, 2025 8:00 AM EDT Company Participants Emma Walmsley - CEO & Director Luke Miels - Chief Commercial Officer Deborah Waterhouse - CEO of ViiV Healthcare & President of Global Health Julie Brown - CFO & Executive Director Tony Wood - Chief Scientific Officer and Head of R&D Conference Call Participants Peter Verdult - BNP Paribas Exane, Research Division Matthew Weston - UBS Investment Bank, Research Division Michael Leuchten - Jefferies LLC, Research Division Luisa Hector - Joh. Berenberg, Gossler & Co. KG, Research Division Sachin Jain - BofA Securities, Research Division Simon Baker - Rothschild & Co Redburn, Research Division Sarita Kapila - Morgan Stanley, Research Division Zain Ebrahim - JPMorgan Chase & Co, Research Division Presentation Operator Ladies and gentlemen, a very warm welcome to the GSK Q3 2025 Results Call.
GSK PLC's (LSE:GSK, NYSE:GSK) third-quarter results offered the kind of clean beat investors like to see. Sales came in 4% ahead of UBS forecasts, with operating profit up 12% and strength visible across all three divisions: Specialty Medicines, Vaccines and General Medicines.
GSK (GSK) came out with quarterly earnings of $1.48 per share, beating the Zacks Consensus Estimate of $1.26 per share. This compares to earnings of $1.27 per share a year ago.