Q3 2023 results Conference call and webcast for investors and analysts gsk.com Cautionary statement regarding forward-looking statements This presentation may contain forward-looking statements. Forward-looking statements give the Group's current expectations or forecasts of future events. An investor can identify these statements by the fact that they do not relate strictly to historical or current facts. They use words such as 'anticipate', 'estimate', 'expect', 'intend', 'will', 'project', 'plan', 'belie ...

CAB-ULA长效注射剂 - GSK plc宣布ViiV Healthcare展示了cabotegravir长效注射剂的临床试验结果，新的CAB-ULA配方可实现至少四个月的剂量间隔[2] - CAB-ULA的安全性和药代动力学数据支持将其推进到下一个临床发展阶段[3] - CAB-ULA的潜在用途包括与其他药物结合作为完整的超长效HIV治疗方案[4]

业绩总结 - GSK在2023年上半年的销售额达到50亿英镑，比去年增加10%[4] - Arexvy疫苗获得94%的有效性，针对患有合并症的人群，这一数据对医疗专业人士具有重要意义[14] - Arexvy疫苗预计未来销售额将达到30亿欧元[16] - Arexvy疫苗在美国有着7700万潜在用户[19] - Shingrix疫苗在美国市场渗透率仅为30%，预计将达到60%[36] - Shingrix疫苗在中国市场表现出色，获得100%的有效性[37] - Shingrix疫苗预计将成为至少40亿欧元的资产[38] 未来展望 - 上市公司财报电话会议中提到，疫苗领域仍有巨大增长空间，预计到本年代末，疫苗资产将达到数十亿美元规模[39] - 重点关注未来利润疫苗组合中的RSV和mRNA，这些都是数十亿美元的机会[40] - 公司在成人疫苗领域有技术差异化，预计将为公司带来可观利润[41] 市场扩张和并购 - 公司计划在欧洲等地区进一步扩大市场，包括德国、日本和巴西等国家[51] 负面信息 - 公司在Zantac诉讼中将继续捍卫自身立场，积极应对不同地区的诉讼挑战[78] - 公司在Zantac诉讼中保持谨慎乐观，将继续为股东和患者利益而努力[78] 其他新策略和有价值的信息 - 公司对IRA影响已完全纳入2026年及以后的展望中[83] - 公司在HIV领域和口服药方面受到影响，但已纳入展望中[83] - 公司对Trelegy的投资和创新使其不太可能受到2026年的影响[84] - 公司在美国呼吸道治疗领域的折扣较大，对此进行详细监控[85] - 公司在资本分配方面具有责任定价和建设性参与的长期声誉[86] - 公司在资本分配方面注重增长和股东回报，同时保持强劲资产负债表[88] - 公司在预防和治疗领域持续投资，特别关注感染病领域[89] - 公司看好呼吸道专业领域的增长机会，特别是在新适应症方面[90] - 公司在肿瘤领域的资本分配具有高风险但潜在高回报的特点[92]

疫苗研发 - GSK公司在疫苗研发方面取得了重大进展[5] - MAPS技术使得疫苗能够达到更高的价值[10] - MAPS技术的优势在于能够提高对各种病原体的覆盖率[12] - 研究表明MAPS技术可以在高价值上保持良好的覆盖率[12] - 不同疫苗对不同病原体的反应有所不同，特别是对于第3型病原体[19] - GSK公司的疫苗在竞争中具有明显优势，尤其是在高价值领域[33] - GSK公司的疫苗研发方向包括针对成年人和儿童的疫苗[33] - 研究显示Bexsero疫苗可能与淋病的减少有关[56] - GSK公司获得了淋病疫苗的突破性认可[60] - GSK公司在淋病疫苗的临床开发计划中取得了进展[60] - MenABCWY疫苗对青少年和婴儿都具有潜在重要性[63] - Shingrix疫苗在10年后仍保持高免疫水平，可能需要进行加强免疫[67] - GSK与CureVac合作开发流感和COVID-19疫苗，目前正在临床试验阶段[72] - GSK在RNA领域有悠久历史，认为核苷酸修饰RNA是很有吸引力的候选疫苗[75] - Affinivax的制造工艺简单实用，能够获得更好的免疫反应[115] - Affinivax的肺炎球菌疫苗已经进入成人试验阶段，计划在2024年开始婴儿试验[117] - GSK在疫苗领域拥有多种平台技术，包括核酸疫苗和碳水化合物疫苗[107] - GSK对HIV疫苗仍有浓厚兴趣，但目前尚未找到令人满意的候选疫苗[125]

GSK plc (NYSE:GSK) Q2 2023 Earnings Conference Call July 26, 2023 7:00 AM ET Company Participants Nick Stone - Senior Vice President, Head, Investor Relations Emma Walmsley - Chief Executive Officer Tony Wood - Chief Scientific Officer Luke Miels - Chief Commercial Officer Deborah Waterhouse - Chief Executive Officer, ViiV Healthcare & President, Global Health Julie Brown - Chief Financial Officer Conference Call Participants James Gordon - JPMorgan Jo Walton - Credit Suisse James Quigley - Morgan Stanley ...

Half year and Q2 2023 results Conference call and webcast for investors and analysts gsk.com Cautionary statement regarding forward-looking statements This presentation may contain forward-looking statements. Forward-looking statements give the Group's current expectations or forecasts of future events. An investor can identify these statements by the fact that they do not relate strictly to historical or current facts. They use words such as 'anticipate', 'estimate', 'expect', 'intend', 'will', 'project', ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 6-K REPORT OF FOREIGN PRIVATE ISSUER PURSUANT TO RULE 13a-16 OR 15d-16 UNDER THE SECURITIES EXCHANGE ACT OF 1934 For the month of November 2023 Commission File Number 001-15170 GSK plc (Translation of registrant's name into English) 980 Great West Road, Brentford, Middlesex, TW8 9GS (Address of principal executive office) Indicate by check mark whether the registrant files or will file annual reports under cover of Form 20-F or For ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 6-K REPORT OF FOREIGN PRIVATE ISSUER PURSUANT TO RULE 13a-16 OR 15d-16 UNDER THE SECURITIES EXCHANGE ACT OF 1934 For the month of July 2023 Commission File Number 001-15170 GSK plc (Translation of registrant's name into English) 980 Great West Road, Brentford, Middlesex, TW8 9GS (Address of principal executive office) Indicate by check mark whether the registrant files or will file annual reports under cover of Form 20-F or Form 40 ...

Table of Contents As filed with the Securities and Exchange Commission on March 10, 2023 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 20-F ☐ REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☐ SHELL COMPA ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 6-K REPORT OF FOREIGN PRIVATE ISSUER PURSUANT TO RULE 13a-16 OR 15d-16 UNDER THE SECURITIES EXCHANGE ACT OF 1934 For the month of March 2023 Commission File Number 001-15170 GSK plc (Translation of registrant's name into English) 980 Great West Road, Brentford, Middlesex, TW8 9GS (Address of principal executive office) Indicate by check mark whether the registrant files or will file annual reports under cover of Form 20-F or Form 4 ...