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GSK plc (GlaxoSmithKline) is a global pharmaceutical and healthcare company headquartered in the UK, with a strong presence in vaccines, specialty medicines, and consumer healthcare. The company operates in three core segments: Pharmaceuticals (including HIV, respiratory, and immuno-inflammation therapies), Vaccines (one of the largest vaccine portfolios globally), and Consumer Healthcare (over-the-counter products like Sensodyne and Panadol). GSK holds a leading position in HIV treatment through its ViiV Healthcare joint venture and is a key player in vaccine development, including its shingles vaccine Shingrix. The company's competitive advantages include its deep R&D pipeline, global commercial infrastructure, and strong intellectual property portfolio in key therapeutic areas.
GSK has a robust pipeline with ~60 vaccines/therapeutics in clinical development (2023 data), including RSV and cancer immunotherapies. Holds ~15,000 patents globally, with particular strength in adjuvants and HIV therapies.
GSK offers a balanced risk/reward profile with its market-leading vaccine business and improving pharmaceutical pipeline. The stock trades at a discount to large-cap pharma peers, reflecting Zantac litigation overhangs and near-term growth challenges. Investors gain exposure to stable vaccine cash flows and pipeline optionality in infectious diseases/oncology, but must monitor litigation developments and pipeline execution. Dividend yield (~3-4%) provides downside support.
GSK Annual Report 2022Q3 2023 Investor PresentationEvaluatePharma Pipeline DataBloomberg Consensus Estimates (Dec 2023)
Historical valuation data is not available at this time.