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 has entered into an agreement with the U.S. Administration to lower drug prices and expand access to respiratory medicines for millions of Americans, fulfilling President Trump's four requests.
- As part of this agreement, GSK will reduce prices for certain medicines in Medicaid, implement a balanced pricing approach for new products, and offer up to 66% savings on its inhaled respiratory portfolio through a direct purchasing platform.
- The agreement also includes securing a U.S. reserve of albuterol and exempts GSK and ViiV Healthcare from s232 tariffs for three years.
- Separately, GSK announced in September 2025 plans to invest over $30 billion in U.S. R&D and manufacturing over the next five years, including $2 billion in new investment commitments made in the past 12 months.
- GSK plc repurchased 232,912 ordinary shares on December 19, 2025, through BNP Paribas SA.
- The shares were acquired at a volume-weighted average price of 1,807.58p (GBp), with prices ranging from a low of 1,798.50p to a high of 1,818.00p per share.
- This transaction is part of an existing buyback program, bringing the total ordinary shares repurchased since September 30, 2025, to 14,554,645.
- Following this purchase, the company holds 240,019,489 ordinary shares in treasury, which represents 5.89% of the total voting rights.
- GSK is selling its Human Genome Sciences facility in Rockville, Maryland, to Samsung Biologics America for $280 million.
- The acquisition, which includes two cGMP manufacturing plants with a combined drug-substance capacity of approximately 60,000 liters, is expected to close in the first quarter of 2026.
- The deal also involves reported contract manufacturing organization (CMO) contracts valued at about 1.22 trillion won.
- GSK plc purchased 235,000 of its ordinary shares on December 17, 2025, as part of its existing buyback program.
- The purchase prices ranged from a low of 1,824.00p to a high of 1,850.00p per share, with a volume-weighted average price of 1,841.56p.
- These newly acquired shares will be held as treasury shares, increasing the total number of ordinary shares held in treasury to 239,551,577.
- Since September 30, 2025, GSK has repurchased a total of 14,086,733 ordinary shares.
- Following this transaction, the company has 4,075,889,506 ordinary shares in issue (excluding treasury shares), and the percentage of voting rights attributable to treasury shares is 5.88%.
- GSK plc announced on December 16, 2025, that the US Food and Drug Administration (FDA) has approved Exdensur (depemokimab-ulaa) as an add-on maintenance treatment for severe asthma characterized by an eosinophilic phenotype in adult and pediatric patients aged 12 years and older.
- Exdensur is notable as the first and only ultra-long-acting biologic with twice-yearly dosing approved for this patient population.
- The approval is based on data from the SWIFT-1 and SWIFT-2 phase III trials, which showed a significant 58% and 48% reduction in the rate of annualised asthma exacerbations over 52 weeks, respectively. A pre-specified pooled analysis also demonstrated a 72% reduction in the annualised rate of clinically significant exacerbations requiring hospitalisation and/or emergency department visits.
- Exdensur has also recently received marketing authorisation from the UK's Medicines and Healthcare products Regulatory Agency (MHRA) and a positive CHMP opinion in Europe, with an approval decision expected in Q1 2026.
- GSK plc purchased 230,000 ordinary shares of 31¼ pence each on December 16, 2025, through BNP Paribas SA.
- The volume-weighted average price paid per share for this transaction was 1,834.71p.
- These newly purchased shares will be held as treasury shares, increasing the total number of ordinary shares held in treasury to 239,316,577.
- This transaction is part of an existing buyback programme, under which the company has purchased a total of 13,851,733 ordinary shares since September 30, 2025.
- Following this purchase, the percentage of voting rights attributable to the ordinary shares held in treasury is 5.87%.
- GSK announced that the US Food and Drug Administration (FDA) has approved Exdensur (depemokimab-ulaa) as an add-on maintenance treatment for severe asthma characterized by an eosinophilic phenotype in adult and pediatric patients aged 12 years and older.
- Exdensur is the first and only ultra-long-acting biologic with twice-yearly dosing approved for patients with severe asthma with an eosinophilic phenotype.
- The FDA approval is based on data from the SWIFT-1 and SWIFT-2 phase III trials, which demonstrated a significant 58% and 48% reduction in the rate of annualized asthma exacerbations over 52 weeks, respectively, compared to placebo.
- A pre-specified pooled analysis of the SWIFT trials showed a 72% reduction in the annualized rate of clinically significant exacerbations requiring hospitalization and/or emergency department visits for depemokimab compared with placebo.
- Depemokimab recently received a positive CHMP opinion in Europe, with an approval decision expected in Q1 2026, and regulatory submissions are also under review in China and Japan.
- GSK announced that its ultra-long-acting biologic, Exdensur (depemokimab), received marketing authorization from the UK's Medicines and Healthcare products Regulatory Agency (MHRA) on December 15, 2025, marking its first global approval.
- Exdensur is approved in the UK for two indications: as an add-on maintenance treatment for asthma with type 2 inflammation and as an add-on therapy for severe chronic rhinosinusitis with nasal polyps (CRSwNP).
- The approval is based on data from the SWIFT and ANCHOR phase III trials, which showed sustained efficacy with twice-yearly dosing and a 54% reduction in clinically significant asthma exacerbations.
- Further regulatory decisions for Exdensur are anticipated in the US, Japan, EU, and China, with approvals expected starting in December 2025 and continuing through H1 2026.
- GSK plc repurchased 230,000 ordinary shares on December 15, 2025, as part of its existing buyback programme.
- The shares were acquired at a volume-weighted average price of 1,825.73p, with prices ranging from a lowest of 1,810.50p to a highest of 1,838.00p.
- These shares will be held as Treasury shares, bringing the total number of ordinary shares held in treasury to 239,086,577.
- Since the buyback programme was announced on September 30, 2025, GSK has purchased a total of 13,621,733 ordinary shares.
- Following this purchase, the percentage of voting rights attributable to the ordinary shares held in treasury is 5.87%.
- On December 12, 2025, GSK plc purchased 230,000 ordinary shares of 31¼ pence each through BNP Paribas SA, as part of its existing buyback programme.
- The volume-weighted average price paid per share for this transaction was 1,827.59p.
- Since September 30, 2025, GSK plc has repurchased a total of 13,391,733 ordinary shares.
- Following this purchase, the company will hold 238,856,577 ordinary shares in treasury, representing 5.86% of the total voting rights.
Quarterly earnings call transcripts for GSK.
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