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 Incyte (INCY) has put up a good performance in the past three months. Shares of the company have gained 9.2% against the industry's decline of 1.3%. The stock has also outperformed the sector in the said timeframe. INCY Outperforms Industry & Sector The outperformance can be attributed to positive pipeline and regulatory updates. Lead drug Jakafi (ruxolitinib) also maintains momentum. Let us take a look at what's happening with Incyte. Pipeline/Regulatory Updates Boost INCY Stock Last month, t ...

Key Takeaways Incyte's sNDA for ruxolitinib cream in kids with AD now has a new FDA action date of Sept. 19, 2025. The delay allows the FDA to review the added CMC data on the 0.75% formulation of the cream. Opzelura met key efficacy endpoints in the phase III TRuE-AD3 study supporting the sNDA filing. Incyte (INCY) announced that the FDA has extended the review period for the supplemental new drug application (sNDA) for ruxolitinib cream.The sNDA is seeking approval of the cream for the treatment of chil ...

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 ...

We expect GSK plc (GSK) to surpass expectations when it reports first-quarter 2025 earnings on April 30, before the opening bell. The company’s earnings beat estimates by 11.32% in the last reported quarter.The Zacks Consensus Estimate for sales and earnings is pegged at $9.54 billion and $1.08 per American depositary share (ADS), respectively. (Find the latest EPS estimates and surprises on Zacks Earnings Calendar.)Factors Shaping GSK’s Upcoming ResultsGSK reports financial figures under three segments — S ...