GSK

GSK plc (GSK) Presents at Bank of America Global Healthcare Conference 2026 Transcript

GSK NYSE: GSK Chief Financial Officer Julie Brown outlined the company's growth strategy, launch priorities and cost-savings plans during a discussion with Bank of America analyst Sachin Jain following the company's recent capital markets day.

GSK NYSE: GSK is pursuing a focused oncology expansion built around hematologic malignancies, gynecologic cancers, lung cancer, gastrointestinal cancers and prostate cancer, with a combination of internal research and business development, according to Hesham Abdullah, the company's senior vice president and global head of oncology research and development.

GSK plc (GSK) Presents at Morgan Stanley 24th Annual Global Healthcare Conference Transcript

GSK's $750M Chimagen deal adds a trispecific TCE to its multiple myeloma portfolio, targeting two tumor antigens simultaneously.

GSK's Jideytro delivers strong first-line NSCLC results, with high response rates and durable disease control supporting a planned FDA filing.

GSK's Specialty Medicines are driving growth, but an approaching HIV patent cliff is pushing the company to accelerate its pipeline.

GSK PLC's (LSE:GSK, NYSE:GSK)  experimental mRNA flu vaccine produced data that closely resemble Moderna's own candidate, according to Deutsche Bank. Analyst Emmanuel Papadakis reviewed detailed phase II results GSK presented at the OPTIONS XIII Conference for the Control of Influenza last weekend.

HUTCHMED NASDAQ: HCM said it has entered a co-development and licensing agreement with GSK for ex-China rights to HMPL-A830, a preclinical KRAS-EGFR antibody-targeted therapy conjugate, or ATTC. The transaction has a total potential value of approximately $1.3 billion, including a $110 million upfront payment, according to Acting Chief Executive Officer and Chief Financial Officer Johnny Cheng.

Hutchmed (China) Ltd (AIM:HCM, NASDAQ:HCM, HKG:0013, FRA:H7T2) won ringing endorsements from City brokers on Thursday after securing a blockbuster licensing agreement with GSK PLC (LSE:GSK, NYSE:GSK), exposing what analysts regard as a deep valuation disconnect. The shares leapt 15% to 205.84p as Cavendish and Panmure Liberum reiterated their respective 'buy' ratings, arguing that the market continues to overlook the biotech's expanding oncology pipeline.