Gsk Plc ADR (GSK)

$51.25 -1.04 (-1.99%)
Market Cap 105.77B
Revenue (ttm) 43.08B
Net Income (ttm) 7.54B
EPS (ttm) N/A
PE Ratio 11.40
Forward PE 11.03
Profit Margin 17.50%
Debt to Equity Ratio 1.09
Volume 3,315,300
Avg Vol 3,635,388
Day's Range N/A - N/A
Shares Out 2.02B
Stochastic %K 6%
Beta 0.35
Analysts Sell
Price Target $54.31

Company Profile

GSK plc, together with its subsidiaries, engages in the research, development, and manufacture of vaccines, specialty medicines, and general medicines to prevent and treat disease in the United Kingdom, the United States, and internationally. It operates through Commercial Operations and Total R&D segments. The company offers specialty medicines that include oncology, respiratory/immunology, inflammation, and inhaled medicines for HIV, respiratory eosinophildriven diseases, lupus and lupus nephr...

Industry: Drug Manufacturers - General
Sector: Healthcare
Phone: 44 20 8047 5000
Website: www.gsk.com
Address:
79 New Oxford Street, London, United Kingdom
Merlintrader
Merlintrader Jul. 14 at 12:02 PM
$BIIB Biotech Radar July 14, 2026: Biogen, AstraZeneca, GSK and Evotec — $BIIB, $AZN, $GSK, $EVO https://www.merlintrader.com/biotech-radar-july14-2026/
0 · Reply
MikeyMcDermott
MikeyMcDermott Jul. 12 at 6:40 PM
I'm not sure if $ANAB or $GSK have any reason to settle Jemperli dispute before the trial on July 14. I can't see a full reversion of Jemperli back to ANAB. I can't see the royalty rate jacked up any higher, currently tiered up to 25% over $2.5 billion revs. There is well established rule of thumb in patent disputes that hypothetical profits are split 75% to the licensee who bears commercialization risk and 25% to the licensor who bears no risk (except for maximizing licensed sales). So are ANAB and GSK going to fight over a royalty on the therapy being used in combination with Keytruda and/or a small upfront payment like their 2020 litigation?
0 · Reply
MikeyMcDermott
MikeyMcDermott Jul. 10 at 10:06 PM
$SPRO Esther comments on capital allocation from last August in Q&A: I think they've had "line of sight into approval" now for at least a couple months: 3 weeks since the actual approval and probably at least 1-2 months leading up to approval. We know they are going to acquire clinical stage assets -- the problem is they don't have the cash or valuation to do so. So the only solution to their problem remains: (1) crystallize tebi rights with UPFRONT $$$ and (2) do a reverse merger into a $GSK approved private oncology player utilizing some portion of the newly authorized 120 million shares. GSK closed down ALEC partnership on July 6 and satisfied the HSR closing condition for the NUVL deal last night. NUVL closes on July 15. Can announce a tebi deal anytime -- probably makes sense ahead of GSK Q2 earnings (and maybe even ahead of ANAB trial) ... and pay the money out at any point they decide -- close a tebi asset sale in 6-8 weeks; or hold back $$$ until closer to reverse merger close.
1 · Reply
MikeyMcDermott
MikeyMcDermott Jul. 9 at 9:36 PM
$GSK HSR review of the $RAPT deal expired on Feb 23, 2026 at 11:59PM EST. On Feb 25, 2026, GSK announced 950 million 35Pharma acquisition. NUVL HSR review expires tonight. Wonder if there is some rhythm to GSK business development playbook (like also cancelling/pruning non-core R&D programs like with $ALEC) cc $SPRO
0 · Reply
MikeyMcDermott
MikeyMcDermott Jul. 9 at 6:17 PM
The other thing is $GSK $NUVL deal clears HSR tonight at 11:59PM EST. Tender offer closes July 14 and deal will probably close July 15. Maybe that also opens up something with $SPRO and/or $ANAB Pretty busy over in London with all these things in motion.
0 · Reply
MikeyMcDermott
MikeyMcDermott Jul. 9 at 4:31 PM
Wild - last time $GSK moved off an alzheimer drug was on May 13, 2025 -- cancelling iTeos partnership that was 625 million upfront 1.45 billion in milestones and tiered royalties. The very next day May 14, 2025 GSK announced a 2B acquisition of a drug from Boston pharma (1.2 billion upfront and 800 million milestones) Why can't GSK $SPRO agree to an upfront value for Uztebi on a "base case" NPV of say $1.5 billion PYS -- to get to a ~$600 million upfront number and keep 10-12% royalty on sales over $1.5 billion so SPRO NewCo still participates in tebi upside. GSK would have to pay Meiji license up to 1.5 billion, then SPRO would handle it over 1.5 billion? Could always buy out the remainder later. Solves problem of getting SPRO cash upfront, retaining some upside for SPRO and giving GSK some certainty/lower risk by only doing base case upfront. One in one out strategy I guess.
1 · Reply
MikeyMcDermott
MikeyMcDermott Jul. 9 at 4:21 PM
$GSK notified $ALEC it exercised its rights to terminate the agreement it struck in 2021 for 700 million upfront and 1.5 billion R&D, milestones, royalties. Maybe the 1.5 billion is now freed up for other uses, although I'm sure the 1.5 billion was considered improbable given ALEC alzheimer drug failures. But maybe needed it off the table to do other stuff. $SPRO $ANAB
0 · Reply
MikeyMcDermott
MikeyMcDermott Jul. 8 at 7:55 PM
Activist judge Kathleen McCormick who rescinded Elon's pay package after shareholders approved/re-approved is presiding over the $GSK $ANAB trial GSK should wrap up its business and get full control off jemperli and utebzi ASAP. Risky biz going to trial on July 14. ANAB/GSK settled a similar dispute in October 2020 before it went to trial (9 weeks after the case was filed with the Delaware court). And take that money and roll $SPRO equity into another oncology biotech that pairs up nicely with Jemperli.
1 · Reply
DoubleUpwithChuck
DoubleUpwithChuck Jul. 8 at 5:48 PM
$ELTP $GSK $MRNA $PFE https://elitepharma.com/ the correct website
1 · Reply
Quantumup
Quantumup Jul. 8 at 4:19 PM
Cantor reiterated an Overweight rating on $ALMS. $GSK $AUPH AZN RHHBY ABBV - APGE ORKA JNJ - PTGX BMY TAK Cantor said ~~ We recently caught up with ALMS management to discuss envudeucitinib's (envu', next-gen TYK2 inhibitor) upcoming Phase 2b readout in systemic lupus erythematosus (SLE). As a reminder, data from Alumis's LUMIS study are expected in the August/ September timeframe, and if positive this trial could serve as a pivotal study. Investor interest in this milestone is ramping up as data nears. Alumis is planning to host a KOL webinar in advance of the data release to better frame potential trial outcomes and the opportunity.
0 · Reply
Latest News on GSK
GSK Achieves Promising Results in Rectal Cancer Trial with Jemperli

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GSK Achieves Promising Results in Rectal Cancer Trial with Jemperli

Nuvalent Investor Alert: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Nuvalent, Inc. - NUVL

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GSK: Positive Phase II Results for Jemperli in Advanced Rectal Cancer

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GSK: Positive Phase II Results for Jemperli in Advanced Rectal Cancer

GSK reports Jemperli single arm trial met its primary objective

2026-07-13T10:45:33.000Z - 1 day ago

GSK reports Jemperli single arm trial met its primary objective

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GSK's Jemperli meets main goal in mid-stage rectal cancer trial

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GSK Achieves Phase 3 Trial Success for Risvutatug Rezetecan in Lung Cancer

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GSK price target raised to 1,950 GBp from 1,900 GBp at Deutsche Bank

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Alector (ALEC) Shares Drop 13% Following Termination of GSK Collaboration

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Alector and GSK partnership to end after dementia, Alzheimer's drug failures

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Sino Biopharmaceutical, GSK expand alliance with China rights to respiratory drugs

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GSK upgraded to Hold from Reduce at HSBC

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A Look at GSK PLC (GSK) After 4.6% Gain -- GF Value $43.94 vs Price $53.66

GSK (GSK) Has a Vaccines-and-Specialty-Medicines Mix Bigger Than a Patent-Expiry Debate

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GSK Initiates Tender Offer for Nuvalent Shares

2026-06-24T15:28:55.000Z - 20 days ago

GSK Initiates Tender Offer for Nuvalent Shares

GSK announces commencement of tender offer to acquire Nuvalent

2026-06-24T14:00:19.000Z - 20 days ago

GSK announces commencement of tender offer to acquire Nuvalent

NUVL

Spero: FDA Approves Utebzi, The First Oral Carbapenem For Complicated UTIs In Adults; Stock Up

2026-06-18T03:53:08.000Z - 27 days ago

Spero: FDA Approves Utebzi, The First Oral Carbapenem For Complicated UTIs In Adults; Stock Up

Utebzi (tebipenem pivoxil) approved in the US for adults with complicated urinary tract infections (cUTIs)

Jun 17, 2026, 4:21 PM EDT - 27 days ago

Utebzi (tebipenem pivoxil) approved in the US for adults with complicated urinary tract infections (cUTIs)

GSK SPRO

GSK Secures FDA Approval for Utebzi, First Oral Carbapenem for UTIs

2026-06-17T16:59:43.000Z - 27 days ago

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2026-06-17T16:26:20.000Z - 27 days ago

GSK Gains FDA Approval for New Oral Antibiotic Utebzi

GSK, Spero Therapeutics announce FDA approval of Utebzi

2026-06-17T15:17:18.000Z - 27 days ago

GSK, Spero Therapeutics announce FDA approval of Utebzi

SPRO

US FDA approves GSK's oral antibiotic for drug-resistant UTIs

Jun 17, 2026, 11:11 AM EDT - 27 days ago

US FDA approves GSK's oral antibiotic for drug-resistant UTIs

GSK

The Zacks Analyst Blog Highlights Gilead Sciences, Merck and GSK

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ARKG IBB XBI GSK NUVL NVS

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GSK Receives FDA And EMA Orphan Drug Designations For Momelotinib In VEXAS Syndrome

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GSK NUVL

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GSK NUVL

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GSK MU NUVL ON

Nuvalent downgraded to Hold from Buy at Stifel

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Nuvalent downgraded to Hold from Buy at Stifel

NUVL

GSK Agrees to Acquire Nuvalent for $10.6 Billion in Major Oncology Deal, Sending Shares Soaring 39%

2026-06-09T14:14:08.000Z - 5 weeks ago

GSK Agrees to Acquire Nuvalent for $10.6 Billion in Major Oncology Deal, Sending Shares Soaring 39%

GSK Acquires Nuvalent for $10.6 Billion in Cash

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GSK agrees to acquire Nuvalent for $124 per share

2026-06-09T12:05:12.000Z - 5 weeks ago

GSK agrees to acquire Nuvalent for $124 per share

NUVL

GSK's $10.6B Nuvalent takeover fails to impress investors as shares fall: here's why

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NUVL

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NUVL

London's FTSE 100 falls as GSK slides after Nuvalent deal

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London's FTSE 100 falls as GSK slides after Nuvalent deal

NUVL

GSK plc Transcript: M&A announcement

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GSK plc Transcript: M&A announcement

GSK plc Slides: M&A announcement

Jun 9, 2026, 4:00 AM EDT - 5 weeks ago

GSK plc Slides: M&A announcement

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GSK plc Press release: M&A announcement

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GSK just announced its biggest purchase in eight years to rev up cancer portfolio it had previously wound down

NUVL

GSK to Buy Nuvalent for $10.6 Billion in Oncology Push

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NUVL

UK's GSK to buy US-based cancer drugmaker Nuvalent for $10.6 billion

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NUVL

Why GSK May Acquire Nuvalent — Report Points to $9B+ Deal Talks

2026-06-09T05:58:15.000Z - 5 weeks ago

Why GSK May Acquire Nuvalent — Report Points to $9B+ Deal Talks

JNJ NUVL

GSK in talks to acquire Nuvalent for more than $9 billion in biggest deal in over a decade: FT

Jun 9, 2026, 12:31 AM EDT - 5 weeks ago

GSK in talks to acquire Nuvalent for more than $9 billion in biggest deal in over a decade: FT

NUVL

GSK in talks to buy cancer biotech Nuvalent for more than $9 billion, FT reports

Jun 8, 2026, 9:15 PM EDT - 5 weeks ago

GSK in talks to buy cancer biotech Nuvalent for more than $9 billion, FT reports

NUVL

Engitix Announces Strategic Collaboration with GSK to Advance First-in-Class Targets for Liver Fibrosis Regression

Jun 8, 2026, 6:16 AM EDT - 5 weeks ago

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GSK plc Transcript: Jefferies Global Healthcare Conference 2026

GSK plc Transcript: Study update

May 28, 2026, 10:00 AM EDT - 6 weeks ago

GSK plc Transcript: Study update

GSK plc Slides: Study update

May 28, 2026, 10:00 AM EDT - 6 weeks ago

GSK plc Slides: Study update

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GSK to team up with Sino Biopharma for China launch of hepatitis B treatment

Julie Bowen and Ty Burrell team up with GSK to raise awareness about meningitis risks for teens and young adults

May 7, 2026, 8:00 AM EDT - 2 months ago

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Big Pharma M&A set for mega year as patent expiries drive deal urgency

May 1, 2026, 10:03 AM EDT - 2 months ago

Big Pharma M&A set for mega year as patent expiries drive deal urgency

ABBV BMY GILD LLY

GSK plc Earnings Call Transcript: Q1 2026

Apr 29, 2026, 7:00 AM EDT - 2 months ago

GSK plc Earnings Call Transcript: Q1 2026

GSK plc Quarterly report: Q1 2026

Apr 29, 2026, 7:00 AM EDT - 2 months ago

GSK plc Quarterly report: Q1 2026

GSK plc Slides: Q1 2026

Apr 29, 2026, 7:00 AM EDT - 2 months ago

GSK plc Slides: Q1 2026

UK's biggest drugmakers see surprise profit bump, even as pharma grapples with U.S. policies

Apr 29, 2026, 5:32 AM EDT - 2 months ago

UK's biggest drugmakers see surprise profit bump, even as pharma grapples with U.S. policies

NVS

GSK Earnings Boosted by Higher Specialty Medicine Sales

Apr 29, 2026, 2:45 AM EDT - 2 months ago

GSK Earnings Boosted by Higher Specialty Medicine Sales

GSK beats quarterly profit estimates on strength in respiratory, general medicines

Apr 29, 2026, 2:06 AM EDT - 2 months ago

GSK beats quarterly profit estimates on strength in respiratory, general medicines

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Apr 24, 2026, 3:28 AM EDT - 2 months ago

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BCS LYG NWG

FTSE 100 Index retreats ahead of Lloyds, Barclays, Natwest, GSK earnings

Apr 23, 2026, 5:50 AM EDT - 2 months ago

FTSE 100 Index retreats ahead of Lloyds, Barclays, Natwest, GSK earnings

BCS LYG NWG

GSK sees blockbuster potential in targeted cancer therapy after promising early data

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GSK sees blockbuster potential in targeted cancer therapy after promising early data

GSK withdrew an application of a drug touted by Trump and RFK Jr. as a potential treatment for autism. The drug's label last month was updated so that generic versions of it can be marketed for a rare genetic, neurological condition, but not autism.

Apr 9, 2026, 3:07 PM EDT - 3 months ago

GSK withdrew an application of a drug touted by Trump and RFK Jr. as a potential treatment for autism. The drug's label last month was updated so that generic versions of it can be marketed for a rare genetic, neurological condition, but not autism.

Samsung Biologics completes acquisition of GSK's manufacturing facility in Rockville, Maryland

Mar 31, 2026, 10:00 AM EDT - 3 months ago

Samsung Biologics completes acquisition of GSK's manufacturing facility in Rockville, Maryland

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Mar 30, 2026, 10:44 AM EDT - 3 months ago

Pharma Offers Defensive Plays in an Uncertain Market. Charts Say Buy These 2 Stocks.

LLY NVO PFE PPH

GSK plc Transcript: Goldman Sachs 9th Annual Biopharma Innovation Summit

Mar 26, 2026, 5:00 AM EDT - 3 months ago

GSK plc Transcript: Goldman Sachs 9th Annual Biopharma Innovation Summit

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Mar 19, 2026, 8:08 AM EDT - 4 months ago

US FDA approves GSK's drug for liver disease related itching

TrumpRx lists many medicines at prices higher than paid in UK

Mar 18, 2026, 2:23 PM EDT - 4 months ago

TrumpRx lists many medicines at prices higher than paid in UK

ABBV AMGN AZN BMY GILD JNJ LLY

GSK and Amgen to add medicines to TrumpRx, Fox Business reports

Mar 13, 2026, 8:27 PM EDT - 4 months ago

GSK and Amgen to add medicines to TrumpRx, Fox Business reports

AMGN

GSK's RSV Vaccine, AREXVY, Approved in US for Expanded Age Indication in Adults Aged 18–49 Years at Increased Risk

Mar 13, 2026, 11:44 AM EDT - 4 months ago

GSK's RSV Vaccine, AREXVY, Approved in US for Expanded Age Indication in Adults Aged 18–49 Years at Increased Risk

GSK gets US FDA approval for expanded use of RSV vaccine

Mar 13, 2026, 7:03 AM EDT - 4 months ago

GSK gets US FDA approval for expanded use of RSV vaccine

GSK plc Transcript: Barclays 28th Annual Global Healthcare Conference

Mar 11, 2026, 11:30 AM EDT - 4 months ago

GSK plc Transcript: Barclays 28th Annual Global Healthcare Conference

FDA Approves Drug Trump Touted for Autism to Treat Other Neurological Disorder

Mar 10, 2026, 11:16 AM EDT - 4 months ago

FDA Approves Drug Trump Touted for Autism to Treat Other Neurological Disorder

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Mar 10, 2026, 11:05 AM EDT - 4 months ago

FDA Approves Leucovorin—But Not For Autism, Even After Trump Admin Officials Touted Drug Last Year

US FDA approves leucovorin for ultra- rare genetic disorder causing autism-like symptoms

Mar 10, 2026, 9:04 AM EDT - 4 months ago

US FDA approves leucovorin for ultra- rare genetic disorder causing autism-like symptoms

FDA approves leucovorin as first drug for rare genetic disorder, after touting it as autism treatment

Mar 10, 2026, 9:00 AM EDT - 4 months ago

FDA approves leucovorin as first drug for rare genetic disorder, after touting it as autism treatment

GSK Sells Rights to Drug Candidate to Alfasigma for Up to $690 Million

Mar 9, 2026, 3:39 AM EDT - 4 months ago

GSK Sells Rights to Drug Candidate to Alfasigma for Up to $690 Million

GSK licenses liver disease drug to Italy's Alfasigma

Mar 9, 2026, 3:16 AM EDT - 4 months ago

GSK licenses liver disease drug to Italy's Alfasigma

GSK to Buy 35Pharma for $950 Million

Feb 25, 2026, 5:05 AM EST - 4 months ago

GSK to Buy 35Pharma for $950 Million

GSK to buy 35Pharma for $950 million

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GSK to buy 35Pharma for $950 million

35Pharma to be Acquired by GSK to Accelerate Development of HS235, a Potential Best-in-Class Investigational Medicine for Pulmonary Hypertension (PH)

Feb 25, 2026, 2:00 AM EST - 4 months ago

35Pharma to be Acquired by GSK to Accelerate Development of HS235, a Potential Best-in-Class Investigational Medicine for Pulmonary Hypertension (PH)

GSK plc Slides: Acquisition presentation

Feb 25, 2026, 2:00 AM EST - 4 months ago

GSK plc Slides: Acquisition presentation

Frontier Biotechnologies strikes up to $1 billion deal with GSK

Feb 24, 2026, 6:21 AM EST - 5 months ago

Frontier Biotechnologies strikes up to $1 billion deal with GSK

Bora Pharmaceuticals and GSK Sign $250M Five Year Global Manufacturing Contract

Feb 23, 2026, 1:13 PM EST - 5 months ago

Bora Pharmaceuticals and GSK Sign $250M Five Year Global Manufacturing Contract

Merlintrader
Merlintrader Jul. 14 at 12:02 PM
$BIIB Biotech Radar July 14, 2026: Biogen, AstraZeneca, GSK and Evotec — $BIIB, $AZN, $GSK, $EVO https://www.merlintrader.com/biotech-radar-july14-2026/
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MikeyMcDermott
MikeyMcDermott Jul. 12 at 6:40 PM
I'm not sure if $ANAB or $GSK have any reason to settle Jemperli dispute before the trial on July 14. I can't see a full reversion of Jemperli back to ANAB. I can't see the royalty rate jacked up any higher, currently tiered up to 25% over $2.5 billion revs. There is well established rule of thumb in patent disputes that hypothetical profits are split 75% to the licensee who bears commercialization risk and 25% to the licensor who bears no risk (except for maximizing licensed sales). So are ANAB and GSK going to fight over a royalty on the therapy being used in combination with Keytruda and/or a small upfront payment like their 2020 litigation?
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MikeyMcDermott
MikeyMcDermott Jul. 10 at 10:06 PM
$SPRO Esther comments on capital allocation from last August in Q&A: I think they've had "line of sight into approval" now for at least a couple months: 3 weeks since the actual approval and probably at least 1-2 months leading up to approval. We know they are going to acquire clinical stage assets -- the problem is they don't have the cash or valuation to do so. So the only solution to their problem remains: (1) crystallize tebi rights with UPFRONT $$$ and (2) do a reverse merger into a $GSK approved private oncology player utilizing some portion of the newly authorized 120 million shares. GSK closed down ALEC partnership on July 6 and satisfied the HSR closing condition for the NUVL deal last night. NUVL closes on July 15. Can announce a tebi deal anytime -- probably makes sense ahead of GSK Q2 earnings (and maybe even ahead of ANAB trial) ... and pay the money out at any point they decide -- close a tebi asset sale in 6-8 weeks; or hold back $$$ until closer to reverse merger close.
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MikeyMcDermott
MikeyMcDermott Jul. 9 at 9:36 PM
$GSK HSR review of the $RAPT deal expired on Feb 23, 2026 at 11:59PM EST. On Feb 25, 2026, GSK announced 950 million 35Pharma acquisition. NUVL HSR review expires tonight. Wonder if there is some rhythm to GSK business development playbook (like also cancelling/pruning non-core R&D programs like with $ALEC) cc $SPRO
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MikeyMcDermott
MikeyMcDermott Jul. 9 at 6:17 PM
The other thing is $GSK $NUVL deal clears HSR tonight at 11:59PM EST. Tender offer closes July 14 and deal will probably close July 15. Maybe that also opens up something with $SPRO and/or $ANAB Pretty busy over in London with all these things in motion.
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MikeyMcDermott
MikeyMcDermott Jul. 9 at 4:31 PM
Wild - last time $GSK moved off an alzheimer drug was on May 13, 2025 -- cancelling iTeos partnership that was 625 million upfront 1.45 billion in milestones and tiered royalties. The very next day May 14, 2025 GSK announced a 2B acquisition of a drug from Boston pharma (1.2 billion upfront and 800 million milestones) Why can't GSK $SPRO agree to an upfront value for Uztebi on a "base case" NPV of say $1.5 billion PYS -- to get to a ~$600 million upfront number and keep 10-12% royalty on sales over $1.5 billion so SPRO NewCo still participates in tebi upside. GSK would have to pay Meiji license up to 1.5 billion, then SPRO would handle it over 1.5 billion? Could always buy out the remainder later. Solves problem of getting SPRO cash upfront, retaining some upside for SPRO and giving GSK some certainty/lower risk by only doing base case upfront. One in one out strategy I guess.
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MikeyMcDermott
MikeyMcDermott Jul. 9 at 4:21 PM
$GSK notified $ALEC it exercised its rights to terminate the agreement it struck in 2021 for 700 million upfront and 1.5 billion R&D, milestones, royalties. Maybe the 1.5 billion is now freed up for other uses, although I'm sure the 1.5 billion was considered improbable given ALEC alzheimer drug failures. But maybe needed it off the table to do other stuff. $SPRO $ANAB
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MikeyMcDermott
MikeyMcDermott Jul. 8 at 7:55 PM
Activist judge Kathleen McCormick who rescinded Elon's pay package after shareholders approved/re-approved is presiding over the $GSK $ANAB trial GSK should wrap up its business and get full control off jemperli and utebzi ASAP. Risky biz going to trial on July 14. ANAB/GSK settled a similar dispute in October 2020 before it went to trial (9 weeks after the case was filed with the Delaware court). And take that money and roll $SPRO equity into another oncology biotech that pairs up nicely with Jemperli.
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DoubleUpwithChuck
DoubleUpwithChuck Jul. 8 at 5:48 PM
$ELTP $GSK $MRNA $PFE https://elitepharma.com/ the correct website
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Quantumup
Quantumup Jul. 8 at 4:19 PM
Cantor reiterated an Overweight rating on $ALMS. $GSK $AUPH AZN RHHBY ABBV - APGE ORKA JNJ - PTGX BMY TAK Cantor said ~~ We recently caught up with ALMS management to discuss envudeucitinib's (envu', next-gen TYK2 inhibitor) upcoming Phase 2b readout in systemic lupus erythematosus (SLE). As a reminder, data from Alumis's LUMIS study are expected in the August/ September timeframe, and if positive this trial could serve as a pivotal study. Investor interest in this milestone is ramping up as data nears. Alumis is planning to host a KOL webinar in advance of the data release to better frame potential trial outcomes and the opportunity.
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DoubleUpwithChuck
DoubleUpwithChuck Jul. 8 at 4:05 PM
$ELTP I’ve been in penny stocks where it’s a 40 —60 gamble whether they even file at all nevertheless on time. THIS IS NOT ONE OF THOSE STOCKS. $ELTP ALWAYS ALWAYS ALWAYS files its financials and always files in a timely manner. They love talking to us and they even take our investor submitted questions. Just email Diane. All good news here and $40 Million in profits!!! And rising 😁🙌🚀 http://Elitepharmaceuticals.com $MRNA $PFE $GSK
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MikeyMcDermott
MikeyMcDermott Jul. 7 at 6:59 PM
$GSK is finally turned up a little closed 4/29 earnings gap (then rejected). Seems like market is good with GSK
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MikeyMcDermott
MikeyMcDermott Jul. 7 at 6:32 PM
$ANAB appears like something is happening re $GSK (settlement, something else?) +10% now. Might take out highs from 6/30. Could be 100 zone re M&A. Not sure what settlement looks like/valuation bump. GSK needs to wrap up $SPRO biz too. Would be great to clean up both blockbusters ahead of July 28 earnings call.
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MikeyMcDermott
MikeyMcDermott Jul. 7 at 6:18 PM
Here is how $ANAB and $SPRO are connected. Both are royalty shells - ANAB spun off its biotech R&D in April (TRAX), ANAB now just a royalty shell with license with $GSK for Jemperli is a blockbuster doing over $330 million revs last Q, growing 40%. Currently GSK/ANAB embroiled in bitter license dispute, goes to trial July 14. ANAB has another license with VNDA .. ANAB only 10 employees, 95% EBIT margins, and a huge growing royalty stream from Jemperli. Shows that GSK needs to control 100% of its blockbusters outright. Obviously. Perhaps GSK buys all of tebi rights and ANAB -- would be about 4 billion all-in, full control of tebi and jemperli. Would be a nice way to fill out oncology franchise in addition to NUVL acquisition and if SPRO rolled into another oncology biotech. GSK clearly making big bets on cancer/oncology drugs. WSJ covered it extensively. ANAB / SPRO volume picked up about same time today .. didn't really see that among other biotechs.
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MikeyMcDermott
MikeyMcDermott Jul. 7 at 12:26 AM
$GSK typically announces M&A and asset deals/licenses on Tuesday and Wednesdays cc $SPRO GSK trial with $ANAB begins July 14 re Jemperli license dispute with GSK subsidiary Tesaro GSK could use some positive news re license partners/full control of blockbusters.
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ultraviolin
ultraviolin Jul. 6 at 6:31 PM
$GSK Bagholding @54 ... will it ever pop? Ffs, I should have bought $VRTX
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LLYBULL
LLYBULL Jul. 6 at 1:25 AM
$GSK ​The Issue: Tens of thousands of lawsuits claim that the drug’s active ingredient, ranitidine, degrades into a cancer-causing chemical (NDMA).
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LLYBULL
LLYBULL Jul. 6 at 12:57 AM
$GSK gsk is in a very bad shape. SHORT THIS HOG AT WILL
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LLYBULL
LLYBULL Jul. 6 at 12:55 AM
$GSK Zantac litigation risk remains: while the provision was reduced to £210 million, 13 state court cases are still pending and a federal appeal decision is expected in H1 2026, which could reignite liability concerns after a prior £1.2 billion settlement.
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LLYBULL
LLYBULL Jul. 6 at 12:54 AM
$GSK Shares slid even after profit beat expectations, since currency headwinds are weighing on the full-year outlook and legal settlement provisions (not just underlying operations) helped boost the bottom line.
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LLYBULL
LLYBULL Jul. 6 at 12:53 AM
$GSK Barclays and J.P. Morgan maintain sell ratings on gsk on valuation concerns
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