GSK plc American Depositary Shares (Each representing two Ordinary Shares) (GSK) Stock Analysis — Latest Investor Quotes & Trade Calls

GSK Upgrades Guidance with Strong Sales in HIV and Immunology

"Well, yeah. So, they uh upgraded that guidance by quite a large margin and also the quarterly EPS B expectations by a long shot. A lot of that was uh due to sales, really strong sales of HIV and immunology medicines in particular. Vaccines actually also did better than expected um despite some pharmaceutical rivals saying that there was lower vaccination rates specifically in the US that were weighing a little bit down. But for for GSK seems that that division is still doing quite well. Um this was the last quarter um of Emma Wormsley reporting as CEO and this is obviously quite a strong set of results to go out on so I'm sure that she's pretty pleased by it. Um there's new CEO Luke Mills will be coming in January and although he is picking up a company with very strong growth um there's a few challenges going ahead. So there's a lot of there's been a lot of investor pressure to update the pipeline of new benefits for GSK because a lot of its top sellers specifically in HIV are facing generic competition and also GSK hasn't managed to strike a deal with the Trump administration on tariff relief like Astroynica has managed to do. So there's a couple of things that the new CEO will have to focus on when he comes in. Um but so far today at least it seems that investors are reassured from this set of results and they seem quite convinced that GSK can deliver the 40 billion pounds in sales that it is targeting by 2031."

GSK has significantly upgraded its guidance and quarterly EPS expectations driven by robust sales in HIV and immunology, despite concerns over generic competition and tariff issues. The transition to a new CEO adds a note of caution, but investors remain reassured by the strong underlying performance and long-term sales target of 40 billion pounds by 2031.

GSK Faces Sales Concerns Despite Regulatory Approval

"So when you first look at it, seems like positive news. So US regulators have approved GSK's blood cancer drug that's called Blendre. So they can obviously now bring that medicine to the US, which is the world's biggest pharmaceutical market that they had pulled the drug in 2022. There were questions about how effective it was, but now they can now bring that back to the market. But as you say, shares are dropping. They're dragging the Footsie 100 this morning in London. This is because despite being approved there are a lot of caveats that have come with that approval. The eligibility pool of who can use it is smaller than expected."

The discussion around GSK centers on its newly approved blood cancer drug, Blendre, which marks an important regulatory milestone. However, investors are cautious as the approval comes with restrictions, notably a limited eligibility pool, leading to concerns about the drug's commercial potential and dragging share performance.