종합 밸류에이션 구간 · 보수적 $38–$45 / 적정 $46–$60 / 낙관적 $66–$74. $51.98 기준, 적정 내재가치 구간 내.
보고서 발행 시 $52.5（2026년 6월 27일）
GSK agreed to buy Nuvalent for $10.6 billion in cash, adding late-stage targeted lung cancer assets.
Possible impact:May affect oncology growth expectations, integration risk, and investor views on leverage.
GSK agreed to buy Nuvalent for $10.6bn in cash, adding late-stage targeted lung cancer assets.
Possible impact:May affect expectations for oncology growth, capital allocation and integration risk.
GSK said bepirovirsen achieved functional cure responses in two Phase 3 hepatitis B trials.
Possible impact:May affect peak-sales expectations and regulatory outlook for the hepatitis B pipeline.
GSK reported Q1 2026 results with £7.63bn revenue and maintained its full-year outlook.
Possible impact:May affect views on vaccine and specialty medicine growth and delivery of 2026 guidance.
GSK reported Q1 sales of £7.6bn, core operating profit up 10% CER, and reaffirmed 2026 guidance.
Possible impact:May affect views on full-year growth, margin resilience and cash generation.
Automatically summarized from public sources; for context only, not investment advice.
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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 nephritis, ovarian cancer, and endometrial cancer. It also provides vaccines for Shingles, Meningitis, RSV, Seasonal Influenza, Hepatitis, Diphtheria, Tetanus, Acellular Pertussis, Rotavirus, Pertussis, Polio, Haemophilus, Invasive Diseases, Pneumonia, Acute Otitis Media, Measles, Mumps, Rubella and Chickenpox, and Human Papilloma Virus. Additionally, the company offers general medicines for asthma, COPD, bacterial infection, benign prostatic hyperplasia, allergic rhinitis, and inflammatory skin conditions. It also focuses on the discovery, development, and commercialization of oral small molecule therapies for patients with unmet needs in oncology and inflammatory diseases. It has a collaboration agreement with CureVac to develop mRNA vaccines for infectious diseases; and strategic research collaboration with Engitix Ltd. to identify and validate novel therapeutic targets driving liver fibrosis regression. The company has a strategic alliance with AN2 Therapeutics, Inc. for the development of new therapies for TB. GSK plc was formerly known as GlaxoSmithKline plc and changed its name to GSK plc in May 2022. The company was founded in 1715 and is headquartered in London, United Kingdom.
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