GSK maintains a 'Strong Buy' rating due to strong growth in its Oncology portfolio and promising developments in its drug pipeline. Its cancer drug BLENREP is gaining traction in multiple myeloma, outperforming competitors and expanding its potential use to earlier treatment stages. Another drug, Mo-Rez, showed impressive early trial results in difficult cancers, supporting upcoming large phase 3 trials. The company’s Specialty Medicines segment grew 17% in 2025, Oncology revenues surged 43%, and earnings per share are expected to rise 7–9% in 2026, indicating solid future growth prospects.
UBS maintains a neutral rating on GSK ahead of its Q2 results, focusing on CEO Luke Miels' upcoming strategy update. UBS expects little market reaction to the earnings, highlighting concerns over a £4 billion gap between GSK's sales target and foreca...
UBS maintains a neutral rating on GSK ahead of its Q2 results and a strategy update from new CEO Luke Miels, focusing on whether he can deliver GSK's target of over £40 billion in risk-adjusted sales by 2031. UBS forecasts slightly below consensus fo...
