Core Insights - The Cervarix market report provides a comprehensive analysis of market characteristics, growth potential, and segmentation, with a focus on historical data and future projections [2][11] - Key drivers for market growth include increased awareness of cervical cancer prevention, rising HPV infection rates, and expanding global immunization programs [3][4][6] Market Characteristics - The report details the size and growth of the Cervarix market, highlighting significant trends and competitive landscape [2][11] - It emphasizes the importance of Cervarix in providing immunity against high-risk HPV types, particularly types 16 and 18, which are responsible for the majority of cervical cancer cases [7] Growth Drivers - Anticipated growth is fueled by the expansion of HPV vaccination programs in emerging economies and government initiatives aimed at eliminating cervical cancer [4][8] - Rising immunization rates are linked to increased public awareness, improved healthcare access, and integration of vaccination into educational systems [8][9] Trends and Innovations - Key trends include the development of next-generation HPV vaccines, combination vaccines, and advancements in vaccine delivery systems [5] - The integration of digital platforms for vaccination awareness and personalized immunization strategies is also noted [5] Epidemiology and Clinical Trials - The prevalence of HPV is a significant factor driving market growth, with WHO reporting that 31% of people globally are infected with some form of HPV [7] - The number of clinical trials related to HPV and Cervarix is increasing, indicating a growing focus on vaccine safety and effectiveness [10][11] Competitive Landscape - GSK plc is identified as the key player in the Cervarix market, with the report covering its strategies and market share [11][19] - The report includes a competitive benchmarking analysis and profiles of major companies in the market [19]

Core Insights - GSK reported first-quarter sales of $9.46 billion, a 2% increase year-over-year and a 4% increase on a constant currency basis, surpassing analyst estimates of $7.46 billion [1] Vaccine Sales - Vaccine sales decreased by 8% to £2.09 billion, primarily due to lower demand for Arexvy and Shingrix [2] - Arexvy sales fell 57% to £78 million, while meningitis vaccine sales increased by 17% to £350 million [2] - Shingrix sales reached £867 million, down 8% [3] Specialty and General Medicines - Specialty Medicines sales grew by 16% to £2.93 billion, driven by strong performances in HIV, Respiratory, Immunology, Inflammation, and oncology [4] - General Medicines sales declined by 3% to £2.49 billion [4] Earnings and Future Plans - GSK reported a core EPS of $1.13, exceeding the consensus estimate of $1.04 [5] - The company plans to market five new specialty medicines this year, including the reintroduction of Blenrep for multiple myeloma [5] Guidance and Market Position - GSK reaffirms its 2025 guidance, expecting sales growth of 3% to 5% and core earnings per share growth of 6% to 8% [6] - Specialty Medicine sales are projected to increase by a low double-digit percentage, while vaccine revenue is expected to decline by a low single-digit percentage [7] Stock Performance - GSK stock rose by 3.57% to $40.37 during the premarket session [7]

[Transaction in Own Shares](index=1&type=section&id=Transaction%20in%20own%20shares) This section outlines GSK plc's share buyback activities, including purchase specifics, program context, and transaction schedules [Summary of Share Purchase](index=1&type=section&id=Summary%20of%20Share%20Purchase) On April 29, 2025, GSK plc purchased 685,000 of its own ordinary shares through its corporate stockbroker, Citigroup Global Markets Limited, to be held as Treasury shares Share Purchase Details (April 29, 2025) | Metric | Value | | :--- | :--- | | Date of purchase | 29 April 2025 | | Aggregate number of ordinary shares purchased | 685,000 | | Lowest price paid per share (GBp) | 1,404.50p | | Highest price paid per share (GBp) | 1,435.00p | | Volume-weighted average price paid per share (GBp) | 1,421.25p | [Buyback Programme Context](index=1&type=section&id=Buyback%20Programme%20Context) This share purchase is part of GSK's existing buyback programme, initiated under a non-discretionary agreement with its broker on February 24, 2025, resulting in over 204 million shares held in treasury - The purchase is part of an existing buyback programme under an agreement with Citigroup Global Markets Limited, announced on February 24, 2025[5](index=5&type=chunk) Share Capital Status After Purchase | Metric | Number of Shares | | :--- | :--- | | Total shares purchased since 24 Feb 2025 | 35,034,155 | | Ordinary shares held in treasury | 204,104,458 | | Ordinary shares in issue (excluding Treasury) | 4,111,136,920 | [Shareholder Information](index=1&type=section&id=Shareholder%20Information) The total number of voting rights in the company is 4,111,136,920, serving as the denominator for shareholders to calculate notification requirements under FCA rules - The total number of voting rights in the Company is **4,111,136,920**, which shareholders can use to determine if they are required to notify their interest in the Company under the FCA's Disclosure Guidance and Transparency Rules[6](index=6&type=chunk) [Schedule of Purchases](index=2&type=section&id=Schedule%20of%20Purchases) The report provides a detailed schedule of all share purchases made on April 29, 2025, including aggregated information by trading venue and a comprehensive list of individual transactions [Aggregated Information per Trading Venue](index=2&type=section&id=Aggregated%20Information%20per%20Trading%20Venue) All 685,000 shares were purchased on the London Stock Exchange (XLON) at a volume-weighted average price of 1,421.25p, with no trades executed on CBOE (BATE or CHIX) Aggregated Purchases on London Stock Exchange (XLON) | Venue | Number of Shares | Highest Price (GBp) | Lowest Price (GBp) | VWAP (GBp) | | :--- | :--- | :--- | :--- | :--- | | London Exchange (XLON) | 685,000 | 1,435.00p | 1,404.50p | 1,421.25p | [Individual Transactions](index=2&type=section&id=Individual%20Transactions) A comprehensive list details every individual trade executed as part of the buyback on April 29, 2025, including trade time, volume, price, trading venue, and a unique transaction ID - The report includes a detailed breakdown of all individual transactions made by the broker on the London Stock Exchange[7](index=7&type=chunk)[9](index=9&type=chunk) [Cautionary Statement](index=37&type=section&id=Cautionary%20Statement) GSK includes a cautionary statement warning investors that forward-looking statements are subject to risks and uncertainties that may cause actual results to differ materially from those projected, referring investors to its 2024 Annual Report on Form 20-F for more details - GSK cautions that forward-looking statements are subject to risks and uncertainties which may cause actual results to differ from projections[46](index=46&type=chunk) - Investors are directed to the Risk Factors section on pages 277 to 285 of the GSK 2024 Annual Report on Form 20-F for further details[46](index=46&type=chunk) [Signatures](index=74&type=section&id=Signatures) The report was duly signed and authorized on behalf of GSK plc on April 30, 2025, by Victoria Whyte, in accordance with the requirements of the Securities Exchange Act of 1934 - The report is signed by Victoria Whyte, an authorized signatory for GSK plc, on April 30, 2025[94](index=94&type=chunk)

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]

Core Viewpoint - GSK plc is expected to exceed earnings expectations in the first quarter of 2025, with a consensus estimate for sales at $9.54 billion and earnings at $1.08 per American depositary share (ADS) [1] Factors Shaping GSK's Upcoming Results - GSK's financial performance is segmented into Specialty Medicines, Vaccines, and General Medicines [1] - Newer products such as Cabenuva, Juluca, Dovato, Nucala, Ojjaara, Jemperli, and Trelegy Ellipta are anticipated to drive sales, compensating for declines in older HIV drugs and respiratory medicines due to generic competition [2] - The HIV portfolio is projected to generate sales of £1.71 billion, driven by strong growth in two-drug regimens Dovato and Juluca, as well as long-acting regimens Cabenuva and Apretude [3] - Vaccine sales are expected to decline, with projections of £2.2 billion, influenced by lower demand for Shingrix and restrictive recommendations for Arexvy [4][5] - Oncology sales are likely to grow, with expectations of £380 million from Jemperli, Zejula, and Ojjaara, alongside respiratory drugs Trelegy Ellipta and Nucala contributing £677 million and £403 million, respectively [6] GSK's Earnings Surprise History - GSK has consistently surpassed earnings estimates in the past four quarters, achieving an average surprise of 11.44% [7] - Year-to-date, GSK's shares have increased by 11%, outperforming the industry, which has seen a 5% decline [7] Earnings Prediction Model - GSK has a positive Earnings ESP of +3.16% and a Zacks Rank of 3, indicating a strong likelihood of an earnings beat [9]

The market expects GSK (GSK) to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended March 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on April 3 ...

Core Viewpoint - The company, Zhifei Biological, reported a shocking financial performance for 2024, with a significant decline in revenue and profit, indicating deep-rooted development crises in the vaccine industry [1][3]. Financial Performance - Total revenue for 2024 was 26.07 billion yuan, a year-on-year decrease of 50.74% [1]. - Net profit attributable to shareholders was 2.018 billion yuan, down 74.99% [1]. - Operating cash flow turned negative for the first time, reaching -4.414 billion yuan, with a debt-to-asset ratio climbing to 62.3%, the highest in five years [1]. Business Segment Analysis - The core agency business experienced a catastrophic decline, with the issuance of Merck's HPV vaccine plummeting: the four-valent vaccine's issuance was only 466,000 doses, a drop of 95.5%, while the nine-valent vaccine saw a 14.8% decrease to 31.14 million doses [1]. - Revenue from agency business fell from 69.5 billion yuan in 2023 to 23.9 billion yuan in 2024 [1]. - Self-developed products showed a 14.98% increase in revenue to 1.182 billion yuan, but only accounted for 4.53% of total revenue [2]. Industry Challenges - The industry is facing cyclical adjustments and demand exhaustion, with a 37% decline in the total issuance of second-class vaccines in 2024, and a 42% reduction in the HPV vaccine market [3]. - The company's heavy reliance on Merck's products poses risks, especially with the partnership agreement expiring in 2026, leaving renewal terms uncertain [3]. - Research and development spending was only 1.23 billion yuan, representing 4.7% of revenue, significantly lower than the 15%-20% standard of international vaccine giants [3]. Strategic Shifts - The company is shifting its strategic focus towards independent innovation, including entering the GLP-1 market through a stake in Chen'an Biological [4]. - There is a need to re-evaluate channel value and restructure the ecosystem, transforming the existing distribution network into an open vaccine service platform [4]. - The male health market presents strategic opportunities, with the potential for the HPV vaccine market exceeding 20 billion yuan in China [5]. Future Outlook - The company is at a crossroads, transitioning from a "distributor" to an "innovator," facing short-term pain but with long-term potential in the vaccine industry [5]. - Key factors for recovery include the speed of R&D pipeline advancement, the depth of strategic partnerships, and signs of cash flow improvement [6].

GSK plc (GSK) announced that the U.S. Centers for Disease Control and Prevention’s (“CDC”) Advisory Committee on Immunization Practices (“ACIP”) voted favorably, recommending the use of Penmenvy (Meningococcal Groups A, B, C, W, and Y Vaccine) as part of the adolescent meningococcal vaccination schedule.ACIP has recommended a single dose of Penmenvy to protect individuals of more than 10 years of age in the United States against disease-causing serogroups of Neisseria meningitidis (A, B, C, W and Y). The re ...

GSK (GSK) and Pfizer (PFE) announced that the U.S. Centers for Disease Control and Prevention’s (CDC) Advisory Committee on Immunization Practices (ACIP) has recommended the expanded use of their respiratory syncytial virus (RSV) vaccines.The ACIP has now recommended the use of GSK’s RSV vaccine, Arexvy, and PFE’s RSV vaccine, Abrysvo, in adults aged 50-59 who are at high risk of severe RSV disease. Individuals with underlying medical conditions like obesity, cardiovascular disease, diabetes, chronic obstru ...

Core Viewpoint - GSK plc is facing a class action lawsuit from investors due to alleged misleading statements and failure to disclose critical information regarding the carcinogenic risks associated with its heartburn medication, Zantac, during the specified class period [1][4]. Company Overview - GSK and its subsidiaries are involved in the research, development, and manufacturing of vaccines, specialty, and general medicines aimed at preventing and treating diseases [3]. Legal Allegations - The lawsuit claims that GSK was aware of the carcinogenic compound N-nitrosodimethylamine (NDMA) produced by Zantac's active ingredient, ranitidine, since 1982 but failed to disclose this information [3][6]. - GSK's Zantac generated billions in revenue over two decades, and the company is accused of making false or misleading statements throughout the class period [3][4]. Financial Impact - A Deutsche Bank report on August 10, 2022, estimated GSK's potential liability exposure between $5 billion and $10 billion, leading to a more than 10% drop in GSK ADRs [4]. - Following GSK's acknowledgment of potential liability exposure between $1 billion and $10 billion on August 15, 2022, GSK ADRs declined an additional 3% [5].