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GSK LATEST HEADLINES
GSK specialty medicines grew YoY in Q1 2025. In fact, it's now their main profit engine, offsetting the weakness in their vaccine segment. Similarly, the company's oncology, HIV, and respiratory biologics, plus the upcoming Blenrep FDA decision, could translate into additional near-term revenue catalysts. In my view, GSK's valuation multiples remain attractive and well below those of its peers—which is surprising, given its potential to generate over $40 billion in specialty medicines revenue by 2031.
Glaxo (GSK) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
GSK PLC's (LSE:GSK, NYSE:GSK) long-term growth ambitions hinge in part on Blenrep, its treatment for multiple myeloma, a type of blood cancer. With the company aiming for more than £40 billion in annual sales by 2031, investors are watching closely how this high-margin medicine performs in the clinic and in the market.
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Democratic U.S. Senator Maggie Hassan said on Friday she is launching an investigation into British pharmaceutical giant GlaxoSmithKline's decision to discontinue a widely used asthma inhaler for children.
GSK's marketing application for linerixibat, targeting cholestatic pruritus in PBC patients, gains EMA acceptance based on phase III success.
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GSK stock is up 21.5% in six months, fueled by strong Specialty Medicines growth and a promising pipeline despite vaccine headwinds.
Shares in AstraZeneca PLC (LSE:AZN), the largest company on the FTSE 100 index, and fellow blue chip GSK PLC (LSE:GSK, NYSE:GSK) were down 1.4% and 1.9% respectively on renewed worries about US drug tariffs. The pharmaceutical pair were a large drag on the London index after US President Donald Trump said tariffs on imported drugs could be imposed “very soon”, echoing comments from two months ago.
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