Research analysts who have asked questions during GSK earnings calls.
JG
James Gordon
JPMorgan Chase & Co.
4 questions for GSK
Also covers: ARGX, AZN, GRFS
Graham Parry
Bank of America Corporation
3 questions for GSK
Also covers: GRFS, NVS, SNY
RS
Rajan Sharma
Goldman Sachs Group, Inc.
3 questions for GSK
Also covers: ARGX, AUTL, AZN +6 more
SB
Simon Baker
Redburn Atlantic
3 questions for GSK
Also covers: AUTL, AZN, BNTX +5 more
EF
Emily Field
Barclays
2 questions for GSK
Also covers: AZN, GMAB, NVO +2 more
KH
Kerry Holford
Berenberg
2 questions for GSK
Also covers: LLY, NVS, PFE
PV
Peter Verdult
Citigroup Inc.
2 questions for GSK
Also covers: AZN, EVO, GMAB +4 more
PW
Peter Welford
Jefferies
2 questions for GSK
Also covers: AZN, NVO, NVS +1 more
RP
Richard Parkes
BNP Paribas Exane
2 questions for GSK
Also covers: AZN, NVO, NVS
Steve Scala
Cowen
2 questions for GSK
Also covers: ABBV, AZN, BMY +6 more
Jo Walton
UBS
1 question for GSK
Also covers: AZN, NVO, NVS +1 more
Justin Smith
Bernstein
1 question for GSK
Also covers: AZN, SCWO
MP
Mark Purcell
Morgan Stanley
1 question for GSK
Also covers: AZN, NVS
MW
Matthew Weston
UBS Group AG
1 question for GSK
Also covers: AZN, NVS, SNY
Michael Leuchten
Jefferies
1 question for GSK
Also covers: AZN, NVO, NVS +1 more
Sachin Jain
Bank of America
1 question for GSK
Also covers: AZN, GMAB, NVO +2 more
Sarita Kapila
Morgan Stanley
1 question for GSK
Also covers: AZN, SNY
TA
Timothy Anderson
BofA Securities
1 question for GSK
Also covers: ABBV, AMGN, AZN +10 more
Recent press releases and 8-K filings for GSK.
GSK Highlights Strong R&D Momentum and Key Pipeline Advancements at J.P. Morgan Healthcare Conference
GSK
Product Launch
New Projects/Investments
Revenue Acceleration/Inflection
- GSK's R&D pipeline achieved 13 positive Phase 3 readouts in 2024 and 5 out of 5 targeted approvals in 2025, with 15 scale launches projected to generate over $2 billion in peak sales by 2031.
- R&D productivity has significantly improved, with end-to-end success rates more than doubling since 2018 and cycle times from last patient visit to first file in a major market more than halving from 2021 to 2024.
- Key product advancements include the approval of Xtensia (depemokimab) as the first ultra-long-acting biologic for respiratory disease, showing a 70% reduction in severe exacerbations, and the launch of Blenrep for third-line multiple myeloma with expectations of greater than $3 billion in sales.
- GSK is advancing Camlipixant for refractory chronic cough, with Phase 3 COM1 data transferred and COM2 expected to complete around mid-year, targeting a disease affecting 28 million patients globally with high unmet need.
- In HIV, GSK expects Q4M PrEP data this year and will start Q4M treatment, with a third-generation integrase inhibitor (VH184) showing potential for a Q6M option and an improved resistance profile.
3 hours ago
GSK Highlights Strong Pipeline Momentum and Recent Approvals
GSK
Product Launch
New Projects/Investments
Revenue Acceleration/Inflection
- GSK reported significant pipeline momentum with 13 positive Phase 3 readouts in 2024 and five approvals in 2025, leading to 15 scale launches with potential for greater than $2 billion peak sales by 2031.
- Recent key approvals include Xtensia (depemokimab), the first ultra-long-acting biologic for respiratory disease, and an expanded COPD label for Nucala in mid-2025. Blenrep secured a label in the third-line multiple myeloma setting, with expectations for greater than $3 billion in sales.
- The company's R&D productivity has notably improved, with end-to-end success rates more than doubling since 2018 and cycle times more than halving from 2021 to 2024.
- Progress continues on the Bepi program for chronic hepatitis B, which met outcomes for the BWEL study , and the HIV pipeline, with Q4M PrEP data expected and Q4M treatment starting in 2026.
3 hours ago
GSK's Head of R&D Discusses Strong Pipeline Momentum and Key Drug Developments
GSK
Product Launch
New Projects/Investments
Revenue Acceleration/Inflection
- GSK's Head of R&D reported 13 positive Phase 3 readouts in 2024 and five approvals in 2025, anticipating 15 scale launches with potential for greater than $2 billion peak sales by 2031.
- R&D productivity has significantly improved, with end-to-end success rates more than doubling since 2018 and cycle times from last patient visit to first file more than halving from 2021 to 2024.
- Xtensia (depemokimab), a recently approved ultra-long-acting biologic for respiratory disease, is seen by over 80% of pulmonologists as a potential standard of care.
- Blenrep for multiple myeloma, approved in the US for third-line plus, is projected to achieve greater than $3 billion in sales, with potential for refiling in second and first line by end of 2028.
- For camlipixant (refractory chronic cough), pooled Phase 3 data from CALM-1 and CALM-2 are expected around mid-2026, with a 15-20% improvement in daily coughing frequency considered clinically significant.
3 hours ago
Royalty Pharma Reports Record 2025 Performance and Provides 2026 Outlook
GSK
Guidance Update
New Projects/Investments
Revenue Acceleration/Inflection
- The royalty funding market reached a record $10 billion in 2025, with Royalty Pharma announcing $4.7 billion in transactions and maintaining approximately 40% market share.
- Royalty Pharma is on track to meet its full-year 2025 guidance for 14%-16% top-line growth, with Portfolio Receipts projected to be between $3,200 and $3,250 million.
- The company targets at least $4.7 billion in Portfolio Receipts by 2030, implying 9% or greater growth over the 2025-2030 period, and expects approximately $4.0 billion in Portfolio Cash Flow in 2030.
- Key milestones anticipated in 2026 include pivotal data readouts for potential blockbuster therapies daraxonrasib, litifilimab, and pelacarsen, alongside expected FDA approval for zidesamtinib.
1 day ago
GSK announces positive Phase III trial results for bepirovirsen
GSK
New Projects/Investments
- GSK plc announced positive results from its two pivotal phase III trials, B-Well 1 and B-Well 2, for bepirovirsen, a potential first-in-class treatment for chronic hepatitis B (CHB).
- The trials met their primary endpoint, demonstrating a statistically significant and clinically meaningful functional cure rate for bepirovirsen.
- Bepirovirsen, if approved, has the potential to become the first finite, six-month therapeutic option for CHB.
- Global regulatory filings for bepirovirsen are planned to commence from Q1 2026.
7 days ago
GSK's Exdensur Approved in Japan for Severe Asthma and Chronic Rhinosinusitis
GSK
Product Launch
- GSK announced on January 6, 2026, that its drug Exdensur (depemokimab) received approval from Japan's Ministry of Health, Labour and Welfare (MHLW) for the treatment of severe asthma and chronic rhinosinusitis with nasal polyps (CRSwNP).
- Exdensur is the first and only ultra-long-acting biologic approved in Japan for these conditions, requiring only two doses a year.
- The approval was based on data from the SWIFT and ANCHOR phase III trials, which demonstrated significant reductions in asthma exacerbations (e.g., 58% in SWIFT-1 and 48% in SWIFT-2) and improvements in nasal polyp size and nasal obstruction.
- This Japanese approval marks the third regulatory milestone for depemokimab, following prior authorizations from the US Food and Drug Administration (FDA) and the UK's Medicines and Healthcare products Regulatory Agency (MHRA).
8 days ago
GSK's Nucala Approved in China for COPD
GSK
Product Launch
New Projects/Investments
- GSK's Nucala (mepolizumab) has been approved by China's National Medical Products Administration (NMPA) as an add-on maintenance treatment for adult patients with inadequately controlled Chronic Obstructive Pulmonary Disease (COPD) characterized by raised blood eosinophils.
- Nucala is the first and only monthly biologic approved in China for COPD, evaluated in patients with a blood eosinophil count (BEC) starting as low as 150 cells/µL.
- The approval is based on positive MATINEE and METREX phase III trials, which demonstrated a clinically meaningful and statistically significant reduction in the annualised rate of moderate/severe exacerbations.
- China faces a substantial COPD burden, with approximately 100 million people affected and over 30% of global COPD mortality occurring in the country.
Jan 5, 2026, 11:18 AM
GSK Announces U.S. Drug Pricing Agreement and Major Investments
GSK
New Projects/Investments
- 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.
Dec 23, 2025, 12:16 PM
GSK plc announces share repurchase
GSK
Share Buyback
- 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.
Dec 22, 2025, 11:12 AM
GSK Sells Rockville Facility to Samsung Biologics
GSK
M&A
New Projects/Investments
- 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.
Dec 21, 2025, 11:03 PM
Quarterly earnings call transcripts for GSK.
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