Earnings summaries and quarterly performance for GSK.
Executive leadership at GSK.
Board of directors at GSK.
Research analysts who have asked questions during GSK earnings calls.
James Gordon
JPMorgan Chase & Co.
4 questions for GSK
Graham Parry
Bank of America Corporation
3 questions for GSK
Rajan Sharma
Goldman Sachs Group, Inc.
3 questions for GSK
Simon Baker
Redburn Atlantic
3 questions for GSK
Emily Field
Barclays
2 questions for GSK
Kerry Holford
Berenberg
2 questions for GSK
Peter Verdult
Citigroup Inc.
2 questions for GSK
Peter Welford
Jefferies
2 questions for GSK
Richard Parkes
BNP Paribas Exane
2 questions for GSK
Steve Scala
Cowen
2 questions for GSK
Jo Walton
UBS
1 question for GSK
Justin Smith
Bernstein
1 question for GSK
Mark Purcell
Morgan Stanley
1 question for GSK
Matthew Weston
UBS Group AG
1 question for GSK
Michael Leuchten
Jefferies
1 question for GSK
Sachin Jain
Bank of America
1 question for GSK
Sarita Kapila
Morgan Stanley
1 question for GSK
Timothy Anderson
BofA Securities
1 question for GSK
Recent press releases and 8-K filings for GSK.
- GSK plc purchased 170,733 of its ordinary shares on 26 November 2025 through BNP Paribas SA.
- The shares were acquired at a volume-weighted average price of 1,807.55p, with prices ranging from a low of 1,794.50p to a high of 1,819.50p.
- This purchase is part of an existing buyback programme, bringing the total shares bought back since 30 September 2025 to 10,648,733 ordinary shares.
- Following this transaction, GSK plc will hold 236,113,577 ordinary shares in treasury, representing 5.79% of voting rights, with 4,079,318,350 ordinary shares remaining in issue.
- GSK plc purchased 170,000 ordinary shares on November 25, 2025, as part of its existing buyback programme.
- The shares were acquired at a volume-weighted average price of 1,789.59p per share, with prices ranging from 1,778.00p to 1,807.00p.
- Following this transaction, GSK plc now holds 235,942,844 ordinary shares in treasury, representing 5.78% of the total voting rights.
- Since September 30, 2025, the company has repurchased a total of 10,478,000 ordinary shares.
- GSK plc's subsidiary, TESARO, Inc., initiated litigation against AnaptysBio, Inc. in the Delaware Chancery Court on November 20, 2025.
- TESARO contends that AnaptysBio is in material breach of their existing license agreement regarding the oncology treatment Jemperli (dostarlimab).
- As a result of the alleged breach, TESARO seeks to terminate the current license agreement, obtain a perpetual and irrevocable license to dostarlimab, and reduce royalties and milestone payments due to AnaptysBio by 50%.
- This action follows AnaptysBio's allegations that TESARO failed to fulfill certain license agreement requirements and their intent to revoke TESARO's license, which GSK and TESARO firmly believe are "entirely without merit".
- On 20 November 2025, GSK plc purchased 360,000 of its ordinary shares as part of its existing buyback programme.
- The shares were acquired at a volume-weighted average price of 1,766.45p per share, with the lowest price paid being 1,755.00p and the highest 1,783.00p.
- Following this purchase, the company holds 235,422,844 ordinary shares in treasury, which represents 5.77% of the total voting rights.
- Since the buyback programme was announced on 30 September 2025, GSK plc has purchased a total of 9,958,000 ordinary shares.
- GSK's subsidiary Tesaro and AnaptysBio are engaged in a legal dispute over their 2014 licensing agreement for the cancer drug Jemperli (dostarlimab); Tesaro seeks to terminate the deal, reduce royalty payments, and secure a perpetual license, while AnaptysBio countersues, alleging Tesaro violated exclusivity and failed to optimize the drug's commercial potential.
- Jemperli is a significant contributor to GSK's oncology business, with sales nearly doubling to £600 million ($783 million) in the first nine months of the year. AnaptysBio accuses GSK of favoring its own antibody-drug conjugate programs over Jemperli.
- A trial is expected in 2026 following requests for expedited court proceedings, and royalty payments to AnaptysBio will continue during the litigation. This dispute follows a prior 2020 lawsuit between the companies that concluded with a settlement.
- GSK plc purchased 243,000 of its ordinary shares on November 19, 2025, through BNP Paribas SA, as part of its existing buyback programme.
- The volume-weighted average price paid per share was 1,778.18p, with the lowest price at 1,772.50p and the highest at 1,787.00p.
- These shares will be held as Treasury shares, increasing the total held in treasury to 235,062,844.
- Since September 30, 2025, the company has purchased a total of 9,598,000 ordinary shares.
- GSK plc purchased an aggregate of 185,000 of its ordinary shares on November 18, 2025, as part of its existing buyback programme.
- The shares were acquired at prices ranging from a lowest price of 1,771.00p to a highest price of 1,803.00p, with a volume-weighted average price of 1,780.45p.
- Since September 30, 2025, the company has purchased a total of 9,355,000 ordinary shares.
- Following this transaction, GSK plc holds 234,819,844 ordinary shares in treasury, which represents 5.75% of the total voting rights.
- GSK's R&D strategy prioritizes the immune system and technology, focusing on assets with blockbuster potential and integrating external opportunities through Business Development.
- The company has demonstrated strong pipeline execution with 13 successful Phase 3 studies last year and five filing launches this year.
- Key upcoming catalysts include bepirovirsen data for chronic hepatitis B early next year and Canlapixent COM2 readout mid-next year.
- In HIV, GSK is advancing long-acting injectable treatments, with Q4M PrEP expected in 2028 and decisions on Q6M regimens anticipated next year.
- GSK's R&D strategy prioritizes the science of the immune system and integrates external "bolt-on deals" with internal innovation, focusing on assets with major blockbuster potential.
- In Oncology, the company is pivoting to assets demonstrating monotherapy efficacy in Phase 1, enhancing external acquisition decisions with internal technology, and developing a contemporary ADC portfolio via collaborations like Hansoh.
- The HIV pipeline emphasizes long-acting injectable regimens, with Q4M PrEP anticipated by 2028 and Q6M treatment between 2028 and 2030. GSK currently holds a unique position with long-acting HIV treatments.
- For MASH, GSK acquired EFI, an FGF21 class molecule, specifically targeting severe fibrosis (F3, F4) due to its extended half-life, scalable manufacturing, and favorable antibody profile.
- Key upcoming catalysts include bepirovirsen data in chronic hepatitis B early next year and the Canlapixent COM2 readout mid-next year, following a record 13 successful Phase 3 studies last year.
- GSK's R&D strategy, led by Chief Scientific Officer Tony Wood, centers on the science of the immune system and technology application, integrating external and internal opportunities for improved capital allocation.
- In oncology, GSK is pivoting towards assets with monotherapy efficacy in Phase 1 and using technology to inform external acquisitions, with key assets including momelotinib, IDRx, GIST molecule, and B7-H3/B7-H4 ADCs.
- Upcoming pipeline catalysts include bepirovirsen data for chronic hepatitis B early next year, camlipixant COM2 readout in mid-next year, and pivotal studies for depemokimab in COPD.
- GSK is advancing its long-acting HIV treatment portfolio, with Q4M PrEP expected in 2028 and decisions on Q6M regimen selection next year.
- The acquisition of EFI for MASH was strategically chosen for its focus on severe fibrosis, mechanistic benefits, and favorable dosing and manufacturing profiles.
Quarterly earnings call transcripts for GSK.