Key Takeaways GSK's shares have climbed 18.6% on strong Q3 results and increased full-year sales and profit guidance. Specialty Medicines sales are rising, driven by HIV, Respiratory and Oncology growth.U.S. vaccine sales are declining, though GSK sees sales toward the high end of its 2025 guidance range.GSK (GSK) stock has risen 18.6% in the past three months. The price recovery was backed by strong third-quarter results, wherein the British drugmaker beat estimates for both earnings and sales. The company ...

Core Viewpoint - GSK plc is recognized as one of the best European dividend stocks to consider for investment, despite a recent price target reduction by JPMorgan [1][2]. Financial Performance - GSK shares have appreciated nearly 40% since the beginning of 2025, attributed to strong third-quarter results and an optimistic outlook for 2025 [3]. - The company reported sales of £8.5 billion, reflecting a year-on-year increase of approximately 7%, with the Specialty Medicines division achieving a notable growth of 16% to £3.4 billion [3]. Product Performance - Oncology sales surged nearly 39%, showcasing the effectiveness of GSK's new drug portfolio following the divestment of its pharmaceutical arm [4]. - Positive clinical updates, particularly for respiratory biologics and the RSV vaccine, have further bolstered the company's performance [4]. Analyst Ratings - JPMorgan has lowered its price target for GSK to 1,440 GBp from 1,550 GBp while maintaining an Underweight rating on the stock [2].

Core Insights - Cardinal Health raised its annual adjusted profit forecast after exceeding first-quarter profit estimates, driven by strong demand for specialty medicines and branded drugs [1] Financial Performance - The company reported a strong first-quarter profit, which surpassed market expectations [1] - The increase in profit forecast indicates positive growth prospects for the company in the upcoming fiscal year [1] Market Demand - There is a notable increase in demand for costly specialty medicines, which has significantly contributed to the company's financial performance [1] - The performance in branded drugs also played a crucial role in the overall profit increase [1]

Core Insights - GSK plc is a prominent biopharmaceutical company focused on developing specialty and general drugs, as well as vaccines [1] Financial Performance - GSK's Q1 2025 results demonstrated strong momentum, particularly in the specialty medicines segment [1] - The oncology performance of GSK was noted as excellent, indicating a robust growth area for the company [1]