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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.
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Bank of America Global Healthcare Conference 2025 summary24 Sep, 2025

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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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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