FDA decision on bepirovirsen for hepatitis B and GSK's 2026 growth outlook highlight upcoming catalysts.

The period from H2 2026 to Q1 2027 is expected to be eventful with key catalysts including the potential FDA approval of bepirovirsen for chronic hepatitis B treatment, with a target decision date of October 26. Bepirovirsen has already been approved in Japan as of August 24. Additionally, GSK reaffirmed its 2026 financial guidance, anticipating 3%-5% revenue growth and 7%-9% core earnings per share growth. GSK’s recent Q2 earnings showed stronger-than-expected sales growth in its HIV and vaccine franchises, supporting its attractive risk/reward profile for investors.