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GSK (GSK) investor relations material
GSK Bank of America Global Healthcare Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Bank of America Global Healthcare Conference 2025 summary24 Sep, 2025
Business performance and guidance
Upgraded full-year guidance to the top end, driven by strong specialty business growth, especially in oncology, respiratory, immunology, and HIV.
Long-term sales guidance raised to over $40 billion by 2031, up from $33 billion previously.
Profit and EPS growth outpacing sales due to gross margin accretion and SG&A productivity.
HIV business showing high-single-digit growth, led by Cabenuva and Apretude.
R&D investment will continue to grow faster than sales to accelerate pipeline assets.
Pipeline progress and launches
Achieved 13 positive phase III readouts last year, with five major approvals and four launches targeted for this year.
Key launches include Blenrep and depemokimab, with depemokimab showing a 72% reduction in hospitalizations for COPD.
Oncology pipeline highlighted by Blenrep, Jemperli lifecycle, and B7-H3/B7-H4 ADCs.
Camlipixant phase III readouts expected next year, with trial design addressing prior industry challenges.
Bepirovirsen (bepi) for hepatitis B seen as underappreciated, aiming for functional cure rates of 15%+ in phase III.
Regulatory and policy environment
Ongoing dialogue with U.S. administration on MFN and tariffs, with mitigation strategies in place.
Two products entering IRA negotiations, with outcomes affecting results from 2027.
Price negotiations for mature products like Trelegy and Breo are proceeding as expected, with existing rebates providing some protection.
Blenrep US approval impact on guidance?
R&D spend growth vs. sales next year?
Q6M's potential to upgrade HIV guidance?
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Next GSK earnings date
Q3 202529 Oct, 2025
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Frequently asked questions
GSK PLC, engages in the creation, discovery, development, manufacture, and marketing of pharmaceutical products, vaccines, over-the-counter medicines, and health-related consumer products in the United Kingdom, the United States, and internationally. The company operates through two segments, Pharmaceuticals and Vaccines.
The Pharmaceuticals segment manufactures prescription drugs for human therapeutic use as well as several over-the-counter health products used for the treatment of allergies; these products are distributed to wholesalers and retailers in various countries through a network of wholesale distributors. The Vaccines segment develops vaccines against infectious diseases; distributes vaccines globally; and in some developing countries markets vaccines under the U.M.P. brand name through membership organizations that it owns or controls. GlaxoSmithKline plc was founded in 1715 and is headquartered in Brentford, the United Kingdom.
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