GSK(GSK)

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Glaxo (GSK) Upgraded to Buy: Here's What You Should Know
ZACKS· 2025-05-12 17:05
Investors might want to bet on GSK (GSK) , as it has been recently upgraded to a Zacks Rank #2 (Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.Individual investors ...
5 Reasons GSK Looks Good
Seeking Alpha· 2025-05-05 15:37
Since I last wrote about the pharmaceutical stock GSK plc (NYSE: GSK ) in October 2024, its price is up by over 7%, with the total returns up by over 9%. While upside was visible for it at that time, theManika is a macroeconomist with over 20 years of experience in industries including investment management, stock broking, investment banking. She also runs the profile Long Term Tips [LTT], which focuses on the generational opportunity in the green economy. Her investing group, Green Growth Giants , takes th ...
Here's Why GSK (GSK) is a Strong Growth Stock
ZACKS· 2025-05-01 14:46
Group 1 - Zacks Premium offers various tools for investors to enhance their stock market strategies, including daily updates, research reports, and stock screens [1][2] - The Zacks Style Scores are designed to help investors select stocks with the highest potential to outperform the market over the next 30 days [2][3] Group 2 - Each stock is rated from A to F based on value, growth, and momentum characteristics, with A being the highest score indicating better chances of outperforming [3][4] - The Value Score identifies attractive stocks using financial ratios like P/E and Price/Sales, appealing to value investors [3] - The Growth Score focuses on a company's financial health and future outlook, assessing projected and historical earnings [4] Group 3 - The Momentum Score helps investors capitalize on price trends by analyzing recent price changes and earnings estimate shifts [5] - The VGM Score combines all three Style Scores, providing a comprehensive indicator for investors seeking a balanced approach [6] Group 4 - The Zacks Rank is a proprietary model that uses earnings estimate revisions to simplify portfolio building, with 1 (Strong Buy) stocks historically yielding an average annual return of +25.41% since 1988 [7][8] - Investors are encouraged to select stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B for optimal returns [10] Group 5 - GSK operates in three segments: Specialty Medicines, Vaccines, and General Medicines, and currently holds a 3 (Hold) rating on the Zacks Rank with a VGM Score of A [12] - GSK is projected to have a year-over-year earnings growth of 4.7% for the current fiscal year, with upward revisions in earnings estimates from analysts [13]
GSK Q1 Earnings Beat, Sales Lag, Stock Gains on Tariff Reassurance
ZACKS· 2025-04-30 16:46
Core Viewpoint - GSK reported mixed first-quarter results for 2025, with core earnings exceeding estimates but revenues falling short, primarily due to weak performance in the Vaccine and General Medicines segments [15]. Financial Performance - Core earnings for Q1 2025 were $1.13 per ADS, beating the Zacks Consensus Estimate of $1.08, reflecting a 4% year-over-year increase on a reported basis and a 5% increase at constant exchange rates (CER) [1]. - Quarterly revenues rose 2% on a reported basis and 4% at CER to $9.46 billion (£7.52 billion), although this missed the Zacks Consensus Estimate of $9.54 billion [2]. Segment Analysis - GSK operates under three segments: General Medicines, Specialty Medicines, and Vaccines. Specialty Medicines sales increased by 17%, while General Medicines remained stable, and Vaccine sales declined by 6% [3]. - Specialty Medicines drove revenue growth, with HIV sales up 7% and oncology sales up 53% [4][6]. Product Performance - Sales of Dovato rose 19%, while J&J-partnered Juluca increased by 1%. In contrast, sales of Triumeq and Tivicay fell by 20% and 10%, respectively [5]. - The respiratory drug Nucala saw a 21% increase in sales, and Benlysta, an immuno-inflammation drug, rose by 39% [6]. - The new blood cancer drug Ojjaara generated £112 million in sales, while Zejula sales fell by 5% [7]. Vaccine Sales - Vaccine sales declined primarily due to a 57% drop in sales of the RSV vaccine, Arexvy, and a 7% decrease in sales of the shingles vaccine, Shingrix [10]. - Sales of the influenza vaccine, Fluarix, declined by 92%, while Bexsero and Menveo saw increases of 20% and 13%, respectively [11]. Operating Expenses - Core selling, general, and administration costs rose by 8% to £2.06 billion, driven by investments in new product launches and market expansion [12]. - Core research and development expenses increased by 2% to £1.38 billion, reflecting ongoing investment in pipeline advancement [12]. Future Guidance - GSK reiterated its 2025 financial guidance, expecting sales to increase by 3-5%, with specialty medicines projected to grow by a low double-digit percentage at CER [13]. - The company anticipates a low single-digit decline in vaccine sales and does not expect further COVID-19-related sales in 2025 [13]. Market Position - Despite mixed results, GSK's shares rose nearly 3% in pre-market trading, supported by the company maintaining its financial guidance amid potential pharmaceutical tariff headwinds [16]. - GSK has gained 15% year-to-date, outperforming the industry, which has seen a 4% decline [17]. Strategic Focus - GSK is prioritizing HIV, immunology/respiratory, and oncology therapeutic areas, with 70 assets in clinical development, including 18 candidates in late-stage development or under regulatory review [19]. - The company expects to launch five new products/line extensions in 2025, with two already approved in Q1 2025 [20].
GSK plc (GSK) Q1 2025 Earnings Conference Call Transcript
Seeking Alpha· 2025-04-30 16:32
GSK plc (NYSE:GSK) Q1 2025 Earnings Conference Call April 30, 2025 7:00 AM ET Company Participants Constantin Fest - Head of IR Emma Walmsley - CEO Luke Miels - Chief Commercial Officer Julie Brown - CFO David Redfern - President Corporate Development Tony Wood - Chief Scientific Officer Conference Call Participants James Gordon - JP Morgan Kerry Holford - Berenberg Jo Walton - UBS Graham Parry - Bank of America Simon Baker - Redburn Rajan Sharma - Goldman Sachs Sarita Kapila - Morgan Stanley Constantin Fes ...
Here's Why GSK (GSK) is a Strong Momentum Stock
ZACKS· 2025-04-30 14:55
For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.Zacks Premium includes access to the Zacks Style Scores as well. What are the Zacks Style Scores? ...
Cervarix Market Report 2025: Epidemiology, Pipeline Analysis, Market Insights & Forecasts | GSK Leads Cervarix Market Amid Global Vaccination Efforts
GlobeNewswire News Room· 2025-04-30 13:41
Dublin, April 30, 2025 (GLOBE NEWSWIRE) -- The "Cervarix Market Report 2025: Epidemiology, Pipeline Analysis, Market Insights & Forecasts" report has been added to ResearchAndMarkets.com's offering.This Cervarix market report delivers an in-depth analysis of the market's key characteristics, including size, growth potential, and segmentation. It provides a detailed breakdown of the market across major regions and leading countries, highlighting historical data and future growth projections. The report also ...
Britain's GSK Asserts It Is 'Well Positioned' To Mitigate Potential Tariffs After Strong Q1 Cancer And HIV Drug Sales
Benzinga· 2025-04-30 13:27
On Wednesday, British multinational pharmaceutical GSK Plc GSK reported first-quarter sales of $9.46 billion (7.52 billion Sterling Pounds), up 2% year-over-year and 4% on constant currency. Analysts had estimated sales of $7.46 billion.Vaccine sales fell 8% (-6% at constant currency) to 2.09 billion pounds, primarily impacted by lower demand for Arexvy related to a more limited ACIP recommendation and lower demand for Shingrix in the U.S. and International. Meningitis vaccines continued to show strong dema ...
GSK(GSK) - 2025 Q1 - Quarterly Report
2025-04-30 12:38
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 6-K REPORT OF FOREIGN PRIVATE ISSUER PURSUANT TO RULE 13a-16 OR 15d-16 UNDER THE SECURITIES EXCHANGE ACT OF 1934 For the month of April 2025 Commission File Number 001-15170 GSK plc (Translation of registrant's name into English) 79 New Oxford Street, London, WC1A 1DG (Address of principal executive office) Indicate by check mark whether the registrant files or will file annual reports under cover of Form 20-F or Form 40-F. Form 20 ...
GSK (GSK) Q1 Earnings Surpass Estimates
ZACKS· 2025-04-30 12:06
Core Insights - GSK reported quarterly earnings of $1.13 per share, exceeding the Zacks Consensus Estimate of $1.08 per share, and showing an increase from $1.09 per share a year ago, resulting in an earnings surprise of 4.63% [1] - The company posted revenues of $9.46 billion for the quarter ended March 2025, slightly missing the Zacks Consensus Estimate by 0.85%, but showing growth from $9.34 billion year-over-year [2] - GSK's stock has increased by approximately 15.2% since the beginning of the year, contrasting with a -5.5% decline in the S&P 500 [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $1.05, with projected revenues of $10.04 billion, and for the current fiscal year, the EPS estimate is $4.24 on revenues of $40.62 billion [7] - The estimate revisions trend for GSK is mixed, leading to a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [6] Industry Context - The Medical - Biomedical and Genetics industry, to which GSK belongs, is currently ranked in the top 32% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]