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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.
Business performance and guidance
Upgraded to the top end of annual guidance, 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.
Five major approvals and four launches expected this year, including Blenrep and Depemokimab.
Profit and EPS growth outpacing sales due to gross margin accretion and SG&A productivity.
R&D investment will continue to grow faster than sales to accelerate pipeline assets.
R&D and pipeline highlights
Achieved 13 positive phase III readouts last year, a record for the company.
Focus areas include respiratory (notably COPD), fibroinflammation, liver (Bepirovirsen), and oncology (Blenrep, B7H3, B7H4).
Depemokimab shows a 72% reduction in hospitalizations and high intent to prescribe among pulmonologists.
Camlipixant phase III studies are designed to address previous trial challenges, with a superior side effect profile compared to competitors.
Bepirovirsen is positioned as a potential first functional cure for hepatitis B, with phase II data showing 10% effect and projections for 15%+ in selected populations.
Regulatory and policy environment
Ongoing dialogue with U.S. administration regarding MFN and tariffs, with mitigation strategies in place.
Two products entering IRA negotiations, with outcomes affecting results from 2027; negotiations proceeding as expected.
Price cuts and rebate mechanisms provide some protection for mature products like Trelegy and Breo.
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