Logotype for GSK plc

GSK (GSK) investor relations material

GSK M&A announcement Presentation summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for GSK plc
M&A announcement Presentation summary20 Jan, 2026

Deal rationale and strategic fit

  • Acquisition targets a significant unmet need in food allergy, with over 1.3 million people in the US affected by severe reactions and more than 17 million diagnosed overall.

  • Lead asset ozureprubart is a potential best-in-class, long-acting anti-IgE monoclonal antibody, offering less frequent dosing (every 12 weeks) and improved compliance, especially for children.

  • Ozureprubart's differentiated, simplified dosing regimen may broaden the eligible patient population, including those currently ineligible for existing anti-IgE therapies.

  • The acquisition expands the immunology and inflammation pipeline and leverages an established commercial allergy footprint.

  • Provides access to global development and commercialization capabilities, excluding mainland China, Macau, Taiwan, and Hong Kong.

Financial terms and conditions

  • Total deal consideration is $2.2 billion, with shareholders receiving $58.00 per share in cash; net upfront investment is $1.9 billion after cash acquired.

  • Acquisition grants global rights to ozureprubart, excluding certain Asian markets.

  • Success-based milestone and royalty payments will be made to Shanghai Jeyou Pharmaceutical.

  • Transaction expected to close in Q1 2026.

Synergies and expected cost savings

  • Acquisition leverages an extensive commercial and prescriber base in allergy, supporting rapid uptake and market penetration.

Ozureprubart's competitive edge beyond dosing?
Impact of China rights exclusion and partner deal?
Rationale for 2027 Phase IIb data timeline?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next GSK earnings date

Logotype for GSK plc
Q4 20254 Feb, 2026
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next GSK earnings date

Logotype for GSK plc
Q4 20254 Feb, 2026

The essential earnings season companion

The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

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.

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage