GSK

GSK, Moderna settle patent dispute over Moderna COVID, RSV shots

FREMONT, Calif., Nov. 03, 2026 (GLOBE NEWSWIRE) -- Alamar Biosciences, Inc. (Nasdaq: ALMR), a leader in precision proteomics dedicated to enabling the earliest detection of disease, today announced a strategic scientific collaboration with GSK plc (LSE/NYSE: GSK)  that will use Alamar's NULISA™ platform in a large-scale study examining how circulating protein signatures relate to disease progression, biological subtypes and treatment response across respiratory, liver, kidney, neurological and autoimmune conditions.

Despite the Q3 disappointments, I maintain my Buy rating, as strong Specialty Medicines growth and improving pipeline momentum continue to support GSK's long-term ambitions. Specialty Medicines revenue rose 14%, helping offset weakness in Vaccines. HIV, Oncology and Respiratory remain key drivers of GSK's future growth. The vaccine business underperformed, with Shingrix and Arexvy missing expectations; management attributes this to China inventory reductions and broader RSV demand issues.

GSK's Specialty Medicines growth, deep pipeline and dividend offer a compelling case against MRNA's oncology potential and premium valuation.

GSK plc ( GSK ) Q3 2026 Earnings Call October 28, 2026 8:00 AM EDT Company Participants Jeff McLaughlin - VP of Investor Relations & Interim Head of Investor Relations Luke Miels - CEO & Director Tony Wood - Chief Scientific Officer and Head of R&D Nina Mojas - President of Global Product Strategy Julie Brown - CFO & Executive Director David Redfern - President of Corporate Development Conference Call Participants James Gordon - Barclays Bank PLC, Research Division Simon Baker - Rothschild & Co Redburn, Research Division Michael Leuchten - Jefferies LLC, Research Division Kerry Holford - Joh. Berenberg, Gossler & Co. KG, Research Division Sachin Jain - BofA Securities, Research Division Zain Ebrahim - JPMorgan Chase & Co, Research Division Matthew Weston - UBS Investment Bank, Research Division Graham Glyn Parry - Citigroup Inc., Research Division Trung Huynh - RBC Capital Markets, Research Division Presentation Jeff McLaughlin VP of Investor Relations & Interim Head of Investor Relations Welcome, everyone, and thanks for joining GSK's Q3 2026 results.

GSK NYSE: GSK reported third-quarter sales growth of 5% at constant exchange rates to £8.9 billion, supported by specialty medicines, new product launches and oncology growth. Core operating profit increased 5%, while core earnings per share rose 1%.

GSK's Q3 earnings beat estimates as HIV, oncology and respiratory medicines drive revenue growth, while declining vaccine sales weigh on shares.

GSK Plc (NYSE:GSK) reported third-quarter adjusted earnings of $1.47 per share (54.6 pence), beating the analyst consensus estimate of $1.40.

GSK plc (GSK) Presents at 2026 European Society for Medical Oncology (ESMO) Annual Congress Transcript

GSK NYSE: GSK highlighted clinical data across its oncology pipeline at the European Society for Medical Oncology meeting, including updates for its B7-H3 antibody-drug conjugate ris-rez, B7-H4 ADC mo-rez, PD-1 therapy dostarlimab and ROS1 inhibitor JIDEYTRO.