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GSK (GSK) investor relations material
GSK 44th Annual J.P. Morgan Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.R&D achievements and pipeline momentum
Achieved 13 positive phase 3 readouts in 2024 and five out of five approvals in 2025, supporting growth objectives through 2031.
15 scale launches with potential for over $2 billion peak sales and a next wave pipeline of about 25 assets.
Key approvals include Xtensia for respiratory disease, Nucala for COPD, and Blenrep in third-line myeloma.
Bepi for hepatitis B aims for a 15–20% functional cure, a major advance after 30 years, with significant reductions in cancer and mortality risk.
15 late-stage assets and up to 10 new pivotal studies expected in 2025, with a focus on R&D acceleration and technology.
R&D productivity and technology integration
End-to-end success rates from preclinical to approval have more than doubled since 2018.
Cycle times from last patient visit to first file in a major market have more than halved from 2021 to 2024.
AI and machine learning are used to reduce attrition at phase two, improve target selection, and connect targets to patient populations.
Predictive design of molecules and partnerships, such as with Flagship, enhance R&D capabilities.
Multimodal approaches link genetics, phenotype, and clinical outcomes, especially in steatotic liver disease and oncology.
Business development and portfolio strategy
Recent deals (IDRx, Boston Pharma, Summit, Empirico, LTZ) focus on assets with near-term sales potential and alignment with research and commercial strategies.
Emphasis on long-acting agents, ADCs, and oligonucleotides to reprogram disease pathways.
Empirico deal brings a long-acting siRNA for COPD; Hansoh deal provides access to 11 mechanisms split between oncology and R&I.
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