"The time is right for GSK, it's also right for me."Outgoing CEO Emma Walmsley says she's focussed on giving her successor Luke Miels the "strongest possible momentum" during the firm's leadership transition#BBGWomenMoneyPower https://t.co/who1fODKTO https://t.co/oRCIl1AEho ...

(Reuters) -Global drugmakers are scrambling to shore up their U.S. manufacturing capacity and domestic inventory as the Trump administration moves ahead with a 100% tariff on imported branded and patented drugs, starting October 1. The sweeping measure has triggered a flurry of activity across the industry, including fast-tracking U.S. manufacturing projects, price cuts and direct-to-consumer sales. Here's what drugmakers are doing to mitigate supply-chain risks and reassure investors: Pfizer Pfizer re ...

GSK is “betting big on the US” and engaged in constructive talks on drug pricing with the Trump administration, according to Emma Walmsley, the outgoing CEO of the British drugmaker https://t.co/XOOBPaS8Lf ...

Group 1 - Merck and GSK have announced leadership changes, with both companies appointing internal successors to their female CEOs, reflecting increasing challenges faced by multinational corporations [2] - GSK appointed Luke Miels as the new CEO, effective January 1, 2024, succeeding Emma Walmsley, who has served for nine years and oversaw an 11% decline in stock price during her tenure [4] - GSK's leadership changes come amid concerns about its ability to achieve a sales target of over £40 billion by 2031, compounded by challenges in the vaccine market and recent executive departures [4][5] Group 2 - Merck announced that Kai Beckman will take over as CEO from Belén Garijo on May 1, 2026, with Garijo remaining in her role in the healthcare division [5] - Under Garijo's leadership, Merck has pursued a differentiated strategy focusing on medium-sized transactions rather than large acquisitions, with a target deal value of €500 million to €600 million [6] - Garijo highlighted the need for supply chain adjustments and strategic flexibility to navigate global trade uncertainties and the complexities of the Chinese healthcare market [6]

Core Insights - Recent leadership changes at Merck and GSK reflect increasing challenges faced by multinational companies in the pharmaceutical industry [3][5][6] Group 1: GSK Leadership Change - GSK appointed Luke Miels as the new CEO, effective January 1, 2025, succeeding Emma Walmsley, who served for nine years [5] - Under Walmsley's leadership, GSK's stock price fell approximately 11%, raising investor concerns about the company's ability to achieve its sales target of over £40 billion by 2031 [5] - GSK's recent challenges include tariff issues in Europe and pressure from the U.S. government regarding drug pricing, alongside a slowdown in vaccine demand in China [5] Group 2: Merck Leadership Change - Merck announced that Kai Beckman will take over as CEO from Belén Garijo on May 1, 2026, with Garijo remaining in her role in the healthcare division [6] - Garijo has been with Merck for 15 years and has focused on strategic partnerships rather than large acquisitions, opting for medium-sized deals valued between €500 million and €600 million [6] - Merck is adjusting its supply chain to enhance resilience in response to global trade uncertainties and the complex environment in the Chinese healthcare sector [6]

Group 1 - The recent CEO changes at Merck and GSK reflect increasing challenges faced by multinational companies [1][3] - GSK appointed Luke Miels as the new CEO, succeeding Emma Walmsley, who has been in the role since 2017 and oversaw an 11% decline in stock price during her tenure [3] - GSK's leadership changes indicate investor concerns about the company's ability to meet its sales target of over £40 billion by 2031 [3][4] Group 2 - Merck announced that Kai Beckman will take over as CEO from Belén Garijo in May 2026, with Garijo remaining in her role in the healthcare division [4][5] - Merck has pursued a differentiated transaction strategy in the pharmaceutical sector, focusing on mid-sized deals valued between €500 million and €600 million rather than large acquisitions [4] - Garijo highlighted the need for supply chain adjustments and strategic flexibility to navigate global trade uncertainties and the complex environment in the Chinese healthcare sector [5]

智通财经APP获悉，周二，葛兰素史克(GSK.US)涨逾4%，报42.94美元。消息面上，9月29日，葛兰素 史克公司宣布卢克·米尔斯(Luke Miels)已获任命为首席执行官候选人，并将于2026年1月1日正式担任首 席执行官一职，接替现任首席执行官艾玛·沃尔姆斯利(Emma Walmsley)。米尔斯于 2017 年加入葛兰素 史克公司，目前担任首席商业官，他在构建葛兰素史克的专科药物产品组合(尤其是肿瘤学和呼吸系统 领域)方面发挥了关键作用。在加入葛兰素史克之前，米尔斯曾在阿斯利康、罗氏和赛诺菲等公司担任 过多个高级职务。 （原标题：美股异动 | 葛兰素史克(GSK.US)涨逾4% 高盛：换帅或推动投资者重新估值） 高盛认为，新任首席执行官的首要沟通内容将是向市场保证葛兰素史克实现其长期目标的策略，尤其是 其到 2031 年实现超过 400 亿英镑销售额的销售指引，这也是新闻稿中所重申的内容。此外，高盛预计 投资者将会关注新首席执行官如何能够提升公司创新能力的相关细节。高盛认为，这对于推动该股票实 现有意义的重新估值至关重要，因为该股票一直处于同行业股票的较低水平。 ...

高盛认为，新任首席执行官的首要沟通内容将是向市场保证葛兰素史克实现其长期目标的策略，尤其是 其到2031年实现超过400亿英镑销售额的销售指引，这也是新闻稿中所重申的内容。此外，高盛预计投 资者将会关注新首席执行官如何能够提升公司创新能力的相关细节。高盛认为，这对于推动该股票实现 有意义的重新估值至关重要，因为该股票一直处于同行业股票的较低水平。 周二，葛兰素史克(GSK.US)涨逾4%，报42.94美元。消息面上，9月29日，葛兰素史克公司宣布卢克.米 尔斯(Luke Miels)已获任命为首席执行官候选人，并将于2026年1月1日正式担任首席执行官一职，接替 现任首席执行官艾玛.沃尔姆斯利(Emma Walmsley)。米尔斯于2017年加入葛兰素史克公司，目前担任首 席商业官，他在构建葛兰素史克的专科药物产品组合(尤其是肿瘤学和呼吸系统领域)方面发挥了关键作 用。在加入葛兰素史克之前，米尔斯曾在阿斯利康、罗氏和赛诺菲等公司担任过多个高级职务。 ...

高盛认为，新任首席执行官的首要沟通内容将是向市场保证葛兰素史克实现其长期目标的策略，尤其是 其到 2031 年实现超过 400 亿英镑销售额的销售指引，这也是新闻稿中所重申的内容。此外，高盛预计 投资者将会关注新首席执行官如何能够提升公司创新能力的相关细节。高盛认为，这对于推动该股票实 现有意义的重新估值至关重要，因为该股票一直处于同行业股票的较低水平。 智通财经APP获悉，在葛兰素史克(GSK.US)宣布更换首席执行官之后，高盛发布研报，重申对葛兰素 史克"中性"评级，目标价41美元。 9月29日，葛兰素史克公司宣布卢克·米尔斯(Luke Miels)已获任命为首席执行官候选人，并将于 2026 年 1 月 1 日正式担任首席执行官一职，接替现任首席执行官艾玛·沃尔姆斯利(Emma Walmsley)。米尔斯于 2017 年加入葛兰素史克公司，目前担任首席商业官，他在构建葛兰素史克的专科药物产品组合(尤其是 肿瘤学和呼吸系统领域)方面发挥了关键作用。在加入葛兰素史克之前，米尔斯曾在阿斯利康、罗氏和 赛诺菲等公司担任过多个高级职务。 据葛兰素史克公司称："我们注意到内部和外部候选人均曾被考虑担任这一职务。并且 ...

Group 1: Leadership Transition - Luke Miels has been appointed as the new CEO of GSK, set to take over at the start of next year, succeeding Emma Walmsley [1][2] - Miels has been with GSK since 2017 and previously oversaw the global medicines and vaccines business [2][3] - Walmsley highlighted Miels as a key partner in defining GSK's strategy and improving operating performance during her tenure [3] Group 2: Company Performance and Strategy - GSK's main challenges will include delivering blockbuster drugs and lifting the share price, which has lagged behind AstraZeneca's during Walmsley's leadership [2][4] - Under Walmsley's leadership, GSK invested heavily in vaccines, expanded its HIV business, and re-entered the oncology market, while also spinning off its consumer-health unit, Haleon Plc [3][4] - Despite these changes, GSK's shares have fallen about 10% during Walmsley's tenure, contrasting with AstraZeneca's market value, which has more than doubled [4] Group 3: Future Outlook - Analysts believe Miels is well-positioned to achieve GSK's 2031 sales target of over £40 billion ($53.7 billion) due to the groundwork laid by Walmsley [5] - Miels is expected to focus on executing the existing strategy rather than making drastic changes [5] - Some analysts express caution regarding GSK's ability to deliver new drugs before the patent expiry of its HIV medicine dolutegravir at the end of the decade [6]