GSK: I Foresee Only Very Modest Upside Here Even If Blenrep Gets FDA Approval

Company Overview - GSK (formerly GlaxoSmithKline) is one of the largest pharmaceutical and biotech companies globally, with a market capitalization of approximately $73 billion [1]. Investment Philosophy - The investment philosophy emphasizes the importance of compounding, dividend reinvesting, and patient investing through various market conditions to achieve significant rewards [1]. - The approach combines steady accumulation of high-quality assets with high-risk/high-reward opportunities, underappreciated turnaround plays, and transformative technologies [1]. Educational Background - The individual has over 20 years of teaching experience at the college/university level and holds a PhD from Brunel University, indicating a strong academic foundation [1].