7:["$","$L18",null,{"data":{"project_id":null,"showcase_id":302,"assistant_id":"asst_XrYTFQSEc0VsMzKrfIAk5Piv","enable_curation_ai":true,"agent_id":null,"intent":null,"title":"GSK","description":"pharmaceutical and biotechnology company","type":"text","private_showcase":false,"logo":"https://curation-api-production-assets.s3.eu-west-2.amazonaws.com/5/1741183968.jpeg","x_link":"https://www.linkedin.com/company/gsk/?originalSubdomain=uk","showcase_heading":"Science That Transforms Lives","executive_summary_title":"Strong sales growth across diverse product contributions","executive_summary":"

GSK is a leading global healthcare company specialising in pharmaceuticals, vaccines, and specialty medicines that helps to prevent and treat disease. It offers a compelling investment opportunity, showcasing robust sales growth across its diverse product portfolio. With ambitious long-term financial targets and a strong commitment to innovation and ESG initiatives, GSK is well-positioned for sustained financial performance.

","investor_relations_link":"https://www.gsk.com/en-gb/investors/","investor_relations_label":"Investor Relations","graph_link":"https://jika.io/embed/area-chart?symbol=GSK.L&selection=one_year&closeKey=close&boxShadow=true&graphColor=1652f0&textColor=161c2d&backgroundColor=FFFFFF&fontFamily=Nunito","contact_email":"nirav.karia@curationcorp.com","slug":"b190ade7-1395-42c5-95ea-3d2db9ffe42b","status":"in-progress","usp_cta":null,"usp_cta_link":null,"catalyst_cta":null,"catalyst_cta_link":null,"teaser_video":"https://www.youtube.com/watch?v=zqwxYjuEtaY&ab_channel=GSK","teaser_video_iframe_url":"https://www.youtube.com/embed/zqwxYjuEtaY?start=0","teaser_video_label":"Watch Video","teaser_video_title":null,"teaser_video_caption":null,"x_link_label":"Follow The Stock","hero_caption":"Updated October 2024","hero_cta_label":"Follow","hero_cta_link":"https://twitter.com/GSK?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor","hubspot_enabled":false,"disclaimer":null,"discovery_cover_image":"https://curation-api-production-assets.s3.eu-west-2.amazonaws.com/5/1741183894.jpeg","discovery_caption":"Pharmaceutical and biotechnology company.","updated_at":"2025-05-02 12:33:10","usps":[{"title":"Rich portfolio","description":"

GSK has a rich portfolio of products across pharmaceuticals, vaccines, and speciality medicines that meet various health needs and reach a wide audience. The company concentrates on four core therapeutic areas—infectious diseases, HIV, respiratory/immunology, and oncology—each demanding extensive research and a comprehensive array of product offerings. New products launched since 2017 contributed over £11 billion to sales. Notable successes included the launch of the vaccine Arexvy, which alone generated over £1.2 billion.

","video":null,"video_iframe_url":null},{"title":"Research At Scale","description":"

GSK is one of the world's largest pharmaceutical companies and invests heavily in research and development (R&D). R&D spending is absolute, and as a larger player, GSK can funnel more into R&D than smaller competitors, broadening its portfolio and creating meaningful innovations. They are leveraging this scale to invest in AI which is enabling deeper insights into health and disease.

Management is focusing on high-impact areas such as autoimmune diseases which positions it as a pioneer in addressing complex medical conditions. In 2023, our R&D expenditure was £6.2 billion, up 13% AER and 14% CER in 2022, driven by investment across the portfolio. The company have approximately 71 medicines and vaccines in development, further strengthening our position as a pioneer in the field of healthcare innovation.

","video":null,"video_iframe_url":null},{"title":"Consistent Income","description":"

GSK is known for providing attractive dividend yields and appealing to income-seeking investors. With its restructuring efforts and continued focus on cash flow generation, GSK is expected to maintain healthy dividend payouts while simultaneously funding its research and development efforts. The company has paid a dividend consistently for over 20 years giving investors confidence in the strategy.

","video":null,"video_iframe_url":null}],"company_contents":[{"theme":"Key Documents","contents":[{"title":"GSK CEO Emma Walmsley on consumer health demerger, Covid treatment supply","content":"https://www.youtube.com/watch?v=0nu2hhPQ8Iw&ab_channel=CNBCTelevision","type":"video","description":"Enjoy the videos and music that you love, upload original content and share it all with friends, family and the world on YouTube.","content_iframe_url":"https://www.youtube.com/embed/0nu2hhPQ8Iw?start=0","showcase_company_content_theme_id":749},{"title":"Robots, AI, and machine learning: how smart manufacturing is getting medicines and vaccines from factories to patients faster","content":"https://www.gsk.com/en-gb/behind-the-science-magazine/smart-manufacturing-factories-uppermerion-medicines/","type":"article","description":"GSK’s facility in Upper Merion uses the latest technology to deliver medicines at speed","content_iframe_url":null,"showcase_company_content_theme_id":749},{"title":"Annual Report 2023","content":"https://www.gsk.com/media/11007/annual-report-2023.pdf","type":"pdf","description":null,"content_iframe_url":null,"showcase_company_content_theme_id":749},{"title":"Q2 FY24 Results","content":"https://www.gsk.com/media/11412/q2-2024-results-announcement.pdf","type":"pdf","description":null,"content_iframe_url":null,"showcase_company_content_theme_id":749}]}],"external_insights":[{"theme":"Industry Trends","contents":[{"title":"How AI Could Transform Drug Development And The Life Sciences","content":"https://www.youtube.com/watch?v=3iOjnDfDPc0&ab_channel=Forbes","type":"video","description":"Enjoy the videos and music that you love, upload original content and share it all with friends, family and the world on YouTube.","content_iframe_url":"https://www.youtube.com/embed/3iOjnDfDPc0?start=0","showcase_external_insight_theme_id":975},{"title":"How AI is accelerating drug discovery - Nature's Building Blocks","content":"https://www.youtube.com/watch?v=8VuLZdqxOOo&ab_channel=BBCStoryWorks","type":"video","description":"Enjoy the videos and music that you love, upload original content and share it all with friends, family and the world on YouTube.","content_iframe_url":"https://www.youtube.com/embed/8VuLZdqxOOo?start=0","showcase_external_insight_theme_id":975},{"title":"Reimagining the future of biopharma manufacturing","content":"https://www.mckinsey.com/industries/life-sciences/our-insights/reimagining-the-future-of-biopharma-manufacturing","type":"article","description":"Leveraging digital and analytics advances can unlock significant value for biopharma companies through gains in quality, speed, agility, and resilience.","content_iframe_url":null,"showcase_external_insight_theme_id":975},{"title":"Improving Drug Development Speed with AI in Life Sciences - with Emmanuel Walckenaer","content":"https://open.spotify.com/embed/episode/7kpXKtKFDrQsGaN7cy4GJW?si=123518e5d1f2402e","type":"podcast","description":null,"content_iframe_url":null,"showcase_external_insight_theme_id":975}]}],"experts":[{"id":1402,"name":"Dr Conor Judge","image":"https://curation-api-production-assets.s3.eu-west-2.amazonaws.com/5/1729597021.jpeg","expertise":"Senior Lecturer in Applied Clinical Data Analytics","audience":"500+","x_link":null,"linkedin":"https://www.linkedin.com/in/conor-judge-44b53121/?originalSubdomain=ie","website":null,"quotes":[{"id":2108,"showcase_expert_id":1402,"platform":"youtube","type":"video","content":"https://www.youtube.com/watch?v=N3wJwz97b8A&t=186s&ab_channel=TEDxTalks","cta_label":"Watch Here","cta_link":"https://youtu.be/N3wJwz97b8A?si=WJayCvq2S8Iw8uaQ&t=186","title":"The future of AI in medicine | Conor Judge | TEDxGalway"}]},{"id":1403,"name":"The Pharmaceutical Journal","image":"https://curation-api-production-assets.s3.eu-west-2.amazonaws.com/5/1729597843.jpeg","expertise":"The Royal Pharmaceutical Society's professional journal","audience":"40k","x_link":"https://twitter.com/PJOnline_News?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor","linkedin":"https://www.linkedin.com/company/the-pharmaceutical-journal/?originalSubdomain=uk","website":"https://pharmaceutical-journal.com/","quotes":[{"id":2109,"showcase_expert_id":1403,"platform":"article","type":"text","content":"\"There is not yet an approved drug originating from AI tools, but with the pipelines of many AI drug discovery companies now reaching clinical trials, the floodgates could start to open\"","cta_label":"Read Here","cta_link":"https://pharmaceutical-journal.com/article/feature/how-ai-is-transforming-drug-discovery","title":null}]},{"id":1404,"name":"McKinsey & Company","image":"https://curation-api-production-assets.s3.eu-west-2.amazonaws.com/5/1729602464.jpeg","expertise":"Consulting","audience":"6m","x_link":"https://twitter.com/McKinsey?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor","linkedin":"https://www.linkedin.com/company/mckinsey/","website":"https://www.mckinsey.com/","quotes":[{"id":2110,"showcase_expert_id":1404,"platform":"article","type":"text","content":"\"A few major trends point to an industry tailwind; one of them is the advancement of digital and analytics tools\"","cta_label":"Read Here","cta_link":"https://www.mckinsey.com/capabilities/operations/our-insights/emerging-from-disruption-the-future-of-pharma-operations-strategy","title":null}]}],"catalysts":[{"id":2035,"showcase_id":302,"type":"short","description":"

Major legal dispute settle

GSK's share price surged 6% in October FY24, the biggest rise seen since December 2022, after the company settled 93% of cases related to the Zantac litigation. The settlement will be reflected in Q3 2024 results, with a GBP 1.8 billion charge expected to impact the earnings per share by GBP 0.44, which adds to the total amount. Removing this overhang on the shares could coax institutional shareholders off the sidelines.

","cta_name":null,"cta_link":null,"video":null,"video_iframe_url":null},{"id":2036,"showcase_id":302,"type":"medium","description":"

Cancer Therapeutics

Under Emma Walmsley's leadership, the company is becoming a more prominent player in the global cancer therapeutics market.

The increasing global incidence of cancer presents a substantial market opportunity. As the population ages and risk factors rise, the demand for effective cancer therapies is expected to grow, positioning GSK favourably to meet these needs.

","cta_name":null,"cta_link":null,"video":null,"video_iframe_url":null},{"id":2037,"showcase_id":302,"type":"long","description":"

Impact of AI in early stages

Leveraging advancements in digital technology and analytics can unlock significant value for biopharma companies by enhancing quality, speed, agility, and resilience, leading to notable performance improvements among industry leaders.

The integration of vast amounts of newly available data creates unprecedented opportunities for discovering next-generation treatments for respiratory illnesses, cancer, Alzheimer’s, immune disorders, and other serious diseases, while also enabling the prediction of disease risk, facilitating timely screening, diagnosis, and treatment to potentially prevent severe long-term outcomes.

","cta_name":null,"cta_link":null,"video":null,"video_iframe_url":null}],"ceo_interviews":[{"id":506,"showcase_id":302,"title":null,"video":"https://www.youtube.com/watch?v=r2WXLPlWOfQ&ab_channel=CNBCTelevision","video_iframe_url":"https://www.youtube.com/embed/r2WXLPlWOfQ?start=0","cover_image":null}],"faqs":[{"id":2039,"showcase_id":302,"question":"How is GSK doing on the ESG front?","answer":"

GSK is a sector leader in ESG performance, addressing some of society's most pressing challenges while aiming to positively impact the health of 2.5 billion people by the end of the decade. Additionally, the company has been ranked 1st in the pharmaceuticals industry in the S&P Global Corporate Sustainability Assessment, highlighting its commitment to sustainability and social responsibility.

","video":null,"video_iframe_url":null},{"id":2040,"showcase_id":302,"question":"What is GSK's business model?","answer":"

GSK's business model focuses on developing and manufacturing innovative vaccines, speciality medicines, and general pharmaceuticals at scale, allowing the company to address a wide range of health needs across diverse patient populations. By investing heavily in research and development, GSK aims to bring groundbreaking treatments to market, particularly in high-demand therapeutic areas such as infectious diseases, oncology, and respiratory health. The company leverages its global presence and extensive distribution networks to ensure that its products are accessible to patients worldwide.

","video":null,"video_iframe_url":null},{"id":2041,"showcase_id":302,"question":"Is GSK still involve in litigation over its Zantac product?","answer":"

GSK has settled 93% of the Zantac litigation cases, totalling around 80,000, for USD 2.2 billion, along with an additional USD 70 million to resolve a complaint from the independent drug safety testing lab Valisure. Following this news, GSK's share price rose 6%, marking its largest increase since December 2022. The settlement will be reflected in Q3 2024 results, with a GBP 1.8 billion charge anticipated to impact earnings per share by GBP 0.44; however, the company's estimates for 2025 will remain unaffected by this charge.

","video":null,"video_iframe_url":null},{"id":2042,"showcase_id":302,"question":"How is GSK performing compared to its competitors?","answer":"

GSK has demonstrated solid sales growth and profitability, particularly in its vaccine and speciality medicines segments. Compared to competitors like Pfizer, Merck, and Johnson & Johnson, GSK's growth rates in certain therapeutic areas, such as vaccines, have outpaced those of its peers, especially post-pandemic. While many competitors are also prioritising R&D, GSK's commitment to precision medicine and innovative treatment options helps maintain its competitive edge.

","video":null,"video_iframe_url":null},{"id":2043,"showcase_id":302,"question":"What are the key challenges facing the pharmaceuticals industry?","answer":"

Factors such as the COVID-19 pandemic, inflation, geopolitics, new therapeutic modalities, and new ways of working make it vital for pharma companies to carefully reconsider their long-term choices in sourcing, manufacturing, and supply chain. Pharma leaders must prioritise long-term operational strategies over short-term fixes, focusing on resilience, digital transformation, and talent management.

","video":null,"video_iframe_url":null}],"researches":[],"articles":[],"team_members":[{"id":1606,"showcase_id":302,"name":"Dame Emma Walmsley","role":"Chief Executive Officer","image":"https://curation-api-production-assets.s3.eu-west-2.amazonaws.com/5/1729601812.jpeg","linkedin":"https://www.linkedin.com/in/emmawalmsleygsk/","x_link":null,"description":"

Emma joined the Board as CEO Designate on 1 January 2017 and became CEO on 1 April 2017. She has been a member of the GSK Leadership Team since 2011, as the President and then CEO of GSK Consumer Healthcare.

Before being appointed as GSK’s CEO, Emma was the CEO of GSK Consumer Healthcare, a joint venture between GSK and Novartis, from its creation in March 2015. Emma joined GSK in 2010 from L’Oreal, having worked there for 17 years in a variety of roles in Paris, London, New York and Shanghai. Emma was previously a Non-Executive Director of Diageo plc. Emma’s position as an Independent Director of Microsoft, Inc., further supplements the technology and cyber security experience she brings to the Board.

"},{"id":1607,"showcase_id":302,"name":"Julie Brown","role":"Chief Financial Officer","image":"https://curation-api-production-assets.s3.eu-west-2.amazonaws.com/5/1729601821.jpeg","linkedin":"https://www.linkedin.com/in/juliebrowncfo/","x_link":null,"description":"

Julie joined GSK and was appointed as Chief Financial Officer Designate on 3 April 2023. She was appointed to the Board as Chief Financial Officer on 1 May 2023. She is a member of the GSK Leadership Team. Julie has an extensive financial and life sciences background, having been the Group CFO of Smith & Nephew from 2013 to 2017 and serving as a Non-Executive Director and Audit Chair of Roche Holding AG from 2016 to 2022. Before this, Julie was Interim Group CFO of AstraZeneca plc, having worked in a wide range of commercial, strategic and financial positions across three continents over a 25 year period. Julie was also Chief Operating Officer and CFO and Executive Director of Burberry Group plc from 2017 to 2023, where her responsibilities included Finance, Transformation, Information Technology and oversight of cyber security.

"},{"id":1608,"showcase_id":302,"name":"Diana Conrad","role":"Chief People Officer","image":"https://curation-api-production-assets.s3.eu-west-2.amazonaws.com/5/1729601834.jpeg","linkedin":"https://www.linkedin.com/in/diana-conrad/","x_link":null,"description":"

Diana was appointed Chief People Officer and member of the GLT in April 2019. She was previously Senior Vice President, HR, Pharmaceuticals R&D from 2016 where she played a key strategic role as leader of the R&D people and culture agenda to support its transformation.

Diana joined GSK Canada’s HR team in 2000 where she held several roles of increasing responsibility before becoming Senior Vice President, HR for Consumer Healthcare in 2009.

"},{"id":1609,"showcase_id":302,"name":"Tony Wood","role":"Chief Scientific Officer","image":"https://curation-api-production-assets.s3.eu-west-2.amazonaws.com/5/1729601841.jpeg","linkedin":"https://www.linkedin.com/in/dr-tony-wood/","x_link":null,"description":"

Tony was appointed Chief Scientific Officer designate on 19 January 2022 and became Chief Scientific Officer, with full accountability for GSK R&D, with effect from 1 August 2022.

Tony is a highly respected scientist and one of the world’s pre-eminent medicinal chemists, with more than 30 years of experience working across diverse disciplines of R&D to deliver innovative medicines. He joined GSK from Pfizer in 2017 as Senior Vice President, Medicinal Science and Technology, responsible for all science and technology platforms supporting the delivery of new medicines.

"}],"showcase_stocks":{"id":159,"showcase_id":302,"exchange":"LON","symbol":"GSK","price":1492.5,"change_percent":-1.26,"average_volume":8625949,"marketcap":83403068772,"pe_ratio":19.57,"raise_amount":null,"equity_offered":null,"valuation":null,"revenue":null,"market_opportunity":null,"raise_amount_currency":null,"valuation_currency":null,"revenue_currency":null,"market_opportunity_currency":null,"target_price":null,"price_target_disclaimer":null},"stock_symbol":"LSE:GSK","exchange":"LON","symbol":"GSK","price":1492.5,"change_percent":-1.26,"average_volume":8625949,"marketcap":83403068772,"pe_ratio":19.57,"raise_amount":null,"equity_offered":null,"valuation":null,"revenue":null,"market_opportunity":null,"raise_amount_currency":null,"valuation_currency":null,"revenue_currency":null,"market_opportunity_currency":null,"target_price":null,"price_target_disclaimer":null,"target_price_change_percentage":null,"buy":[],"sell":[],"key_risks":[],"industries":[{"id":197,"industry_id":6,"name":"Healthcare"}],"tag":{"id":87,"showcase_id":302,"company_size":"large","region":"uk","type_of_stock":"defensive","revenue_stage":"post_revenue","mag7":false,"buy_back":true,"income":true,"debt":false,"management_ownership_more_than_5_percent":false},"prompts":[{"id":883,"showcase_id":302,"sequence":1,"question":"What are the company's revenues?"},{"id":884,"showcase_id":302,"sequence":2,"question":"Is the company profitable?"},{"id":885,"showcase_id":302,"sequence":3,"question":"How much cash does it have?"},{"id":886,"showcase_id":302,"sequence":4,"question":"Who are the top 5 biggest shareholders?"},{"id":887,"showcase_id":302,"sequence":5,"question":"Tell me about the CEO's background"},{"id":888,"showcase_id":302,"sequence":6,"question":"Who are the major competitors?"},{"id":889,"showcase_id":302,"sequence":7,"question":"What is the market opportunity?"}]},"slug":"b190ade7-1395-42c5-95ea-3d2db9ffe42b"}]