Key Takeaways GSK's Specialty Medicines sales jumped 17% in Q1 2025, driven by HIV and oncology product strength. GSK expects low double-digit Specialty Medicines growth in 2025 despite IRA related headwinds. New approvals like Nucala for COPD and strong launches like Blujepa support the growth trajectory.GSK plc’s (GSK) Specialty Medicines segment includes medicines that prevent and treat diseases like HIV, cancer, asthma and immune-inflammation diseases like lupus. Specialty Medicines now represents clo ...

Key Takeaways GSK's Specialty Medicines unit drove 19% growth in 2024 and 17% in Q1 2025, led by HIV and oncology drugs. New U.S. approvals and strong research momentum support GSK's pipeline across respiratory, HIV and oncology. GSK trades at a forward P/E of 8.63, below the industry average, and continues to outperform peers and market.GSK (GSK) stock has risen 21.5% in the past six months. The consistently strong performance of the Specialty Medicines unit, regulatory and pipeline successes and an opti ...

Core Insights - Nxera Pharma is a technology-powered biopharma company focused on developing specialty medicines to address unmet medical needs in Japan and globally [1][3]. Company Overview - Nxera Pharma has established a new-generation commercial business in Japan aimed at developing and commercializing innovative medicines for a large and growing market in the APAC region [2]. - The company employs approximately 400 professionals across key locations including Tokyo, Osaka, London, Cambridge, Basel, and Seoul, and is listed on the Tokyo Stock Exchange under the ticker 4565 [4]. Pipeline and Research - Nxera is advancing a pipeline of over 30 active programs from discovery to late clinical stages, utilizing its unique NxWave™ discovery platform [3]. - The pipeline focuses on addressing major unmet needs in rapidly growing medical fields such as neurology/neuropsychiatry, metabolic diseases, and immunology and inflammation [3]. Recent Developments - Neurocrine Biosciences presented new positive data from the Phase 2 study of NBI-1117568 for schizophrenia at the ASCP 2025 Annual Meeting, which is relevant to Nxera's interests in the neurology sector [1].