Chalffy/E+ via Getty Images GSK Advances Asthma Care with Innovative Depemokimab Therapy My last article on GSK plc (NYSE:GSK) highlighted their venture into the RSV treatment landscape with Arexvy, the first approved RSV vaccine for older adults. Arexvy inspired a robust Q3 '23 earnings report. I recommended a buy on GSK, and its stock has risen 29.5% versus S&P 500 (SP500) returns of 22.7%. Yesterday, the company revealed late-stage data for their asthma therapy, depemokimab. GSK may have another bloc ...

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Strategic collaboration with GSK expanded to accelerate clinical development of alpibectir for the treatment of tuberculosisGSK to participate in Series C Extension with equity investmentSeries C financing round extended overall by CHF 12.3 million to CHF 44.9 million BASEL, Switzerland, May 07, 2024 (GLOBE NEWSWIRE) -- BioVersys AG, a multi-asset, clinical stage biopharmaceutical company focusing on research and development of novel antibacterial products for serious life-threatening infections caused by m ...

财务数据和关键指标变化 - 销售额增长13%至74亿英镑,剔除新冠解决方案后增长13% [8] - 核心营业利润增长35%至24亿英镑,剔除新冠解决方案后增长35% [8] - 核心每股收益增长37%至43.1英镑,剔除新冠解决方案后增长37% [8] - 毛利率得到提升,主要受益于产品组合改善和成本控制 [47][48][52] - 销售、一般及管理费用同比下降2%,体现了良好的运营杠杆效应 [48][49] - 研发投入与销售同步增长,主要集中在疫苗、呼吸系统和传染病领域的后期管线 [49] - 经营活动产生的现金流增加8亿英镑至11亿英镑,主要受益于营业利润增长和营运资金改善 [52] - 自由现金流增加9.78亿英镑至2.89亿英镑 [53] 各条业务线数据和关键指标变化 疫苗业务 - 疫苗销售增长22%至18.2亿英镑,剔除新冠解决方案后增长22% [17] - Arexvy销售达1.82亿英镑,在美国零售市场占有率约14% [17][21] - Shingrix销售创纪录达9.45亿英镑,增长18%,主要受益于美国以外公共报销和中国新合作伙伴Zhifei的早期供应 [18] - 脑膜炎疫苗Bexsero和Menveo销售分别增长3%和41% [20] - 预计2024年疫苗销售将增长高个位数至低个位数 [20] 专科药品业务 - 专科药品销售增长19%至16亿英镑,剔除新冠解决方案后增长19% [25] - Nucala销售增长13%,反映了严重嗜酸性哮喘、慢性鼻窦炎合并鼻息肉和EGPA的强劲需求 [26] - Benlysta销售增长8%,有望在狼疮和狼疮肾炎领域实现更早干预和提高渗透率 [27] - 肿瘤药品销售翻番,Ojjaara和Jemperli表现出色 [28] - 预计2024年专科药品将实现低个位数至高个位数的增长 [28] HIV业务 - HIV业务销售增长14%至16亿英镑 [34][35] - Dovato销售增长27%,成为最畅销的HIV药物 [36] - 长效注射剂Cabenuva和Apretude销售分别增长73%和超过100%,占总HIV销售17% [37][38] - 预计2024年HIV业务将实现高个位数至低个位数的增长 [40] 常规药品业务 - 常规药品销售增长1%,主要受益于Trelegy和新兴市场成熟产品 [32] - 美国AMP Cap取消的影响预计全年将达5.5亿美元 [32] - 预计常规药品业务增长前景不变 [32] 各个市场数据和关键指标变化 - 美国市场表现强劲,主要受益于新产品的持续贡献 [16] - 中国市场方面,与Zhifei的合作为Shingrix带来了早期供应 [18] - 欧洲和新兴市场的疫苗和专科药品销售保持良好增长势头 [18][28] 公司战略和发展方向及行业竞争 - 公司持续专注于执行,并加大创新药物和疫苗的投入,管线进展良好 [10][13] - 在疫苗、专科药品和长效HIV治疗领域保持领先地位,并积极拓展新适应症 [13][24][40] - 通过收购Aiolos Bio等交易,持续加强在呼吸系统疾病领域的投入和地位 [13] - 在肿瘤领域,Ojjaara和Jemperli表现出色,Blenrep也有积极临床数据支持 [28][31] - 在RSV疫苗领域,Arexvy发展势头强劲,有望实现30亿英镑以上的峰值销售 [21][24] - 在IL-5抑制剂领域,Nucala和depemokimab有望共同实现40亿英镑以上的峰值销售 [26][182] - 公司积极应对AMP Cap取消等政策变化,并通过提高运营效率来抵消影响 [32] - 与竞争对手Moderna在RSV疫苗领域展开竞争,但公司有信心凭借Arexvy的优势地位保持领先 [138] 管理层对经营环境和未来前景的评论 - 公司2024年有望实现另一个增长年,并将业绩指引上调 [8][56] - 上半年增长将显著高于下半年,主要受益于新产品发售后的渠道库存影响和中国Shingrix销售集中在上半年 [57][58][59] - 公司有信心应对AMP Cap取消等政策变化,并通过提高运营效率来抵消影响 [32][148] - 公司保持强劲的现金流,为未来投资和回报股东提供资金支持 [9][54] - 公司在ESG方面的表现也获得良好进展,95%的指标达到或超出目标 [14] 问答环节重要的提问和回答 问题1 **Mark Purcell 提问** 关于Shingrix在中国的销售贡献,以及在其他海外市场的渗透率情况 [67][68] **Luke Miels 回答** - 2024年Shingrix在中国的销售预计为4亿英镑,2025年为8亿英镑,2026年为12亿英镑 [71] - 在欧洲和日本等市场,Shingrix的渗透率仍处于个位数,还有很大的增长空间 [72] - 在巴西等自付市场,Shingrix的渗透率也处于个位数,定价策略非常严格 [72] 问题2 **James Gordon 提问** 关于Arexvy的再次接种数据时间安排,以及Shingrix和常规药品业务的一次性因素 [136][137] **Tony Wood 回答** - Arexvy的两年间隔再接种数据预

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 2024 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 ...

GSK plc (GSK) reported core earnings of $1.09 per American depositary share (“ADS”) in first- quarter 2024, beating the Zacks Consensus Estimate of 94 cents. Core earnings rose 16% year over year on a reported basis and 28% at a constant exchange rate (CER).Quarterly revenues increased 6% on a reported basis and 10% at CER to $9.34 billion (£7.36 billion), beating the Zacks Consensus Estimate of $8.98 billion. The upside can be attributed to rising HIV and vaccine product sales, which was partially offset b ...

GSK (GSK) came out with quarterly earnings of $1.09 per share, beating the Zacks Consensus Estimate of $0.94 per share. This compares to earnings of $0.90 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 15.96%. A quarter ago, it was expected that this drug developer would post earnings of $0.76 per share when it actually produced earnings of $0.72, delivering a surprise of -5.26%.Over the last four quarters, the company has su ...

GSK季度业绩预测 - GSK将在2024年3月结束的季度公布业绩，预计收入增长将带来盈利的同比增长[1] - 预计5月1日发布的财报中，如果关键数据超过预期，股价可能会上涨，反之则可能下跌[2] - 分析师们对GSK的季度盈利预期为每股0.94美元，同比增长4.4%，预计营收为89.8亿美元，同比增长6.3%[4] - 分析师们在过去30天内将本季度的每股盈利预期上调了0.49%[5] GSK盈利预估 - Zacks Earnings ESP模型比较了最准确的预估值和Zacks共识预估值，正值表明盈利可能超出预期[8] - GSK的最准确预估值低于Zacks共识预估值，导致盈利预期为-3.21%，但股票目前持有Zacks排名3[12] - 过去四个季度中，GSK有三次超出共识每股盈利预期[14] 投资决策建议 - 盈利超出或不及预期并不是股价上涨或下跌的唯一依据，其他因素也会影响投资者的决策[15] - 在公司发布季度报告前，检查其盈利ESP和Zacks排名是值得的[16] - 尽管GSK不太可能在盈利方面表现出色，但投资者应该关注其他因素，以决定是否投资或远离该股[17]

GSK (GSK) closed the most recent trading day at $39.75, moving +1.22% from the previous trading session. The stock's change was more than the S&P 500's daily loss of 0.88%. Elsewhere, the Dow saw an upswing of 0.56%, while the tech-heavy Nasdaq depreciated by 2.05%.Heading into today, shares of the drug developer had lost 7.32% over the past month, lagging the Medical sector's loss of 6.4% and the S&P 500's loss of 2.57% in that time.The investment community will be closely monitoring the performance of GSK ...

文章核心观点 - Zacks Premium是一个帮助投资者更自信地投资的研究服务,提供Zacks Rank和Zacks Industry Rank、Zacks 1 Rank List、Equity Research报告和Premium股票筛选等 [1][2] - Zacks Style Scores是一个独特的评分系统,根据价值、成长和动量三大投资风格对股票进行评分,帮助投资者选择最有可能战胜市场的股票 [3][4] - Zacks Rank是一个专有的股票评级模型,利用盈利预期修正来帮助投资者构建成功的投资组合 [9][10] - 投资者应该选择同时拥有Zacks Rank 1或2以及A或B级Zacks Style Scores的股票,以获得最大收益潜力 [12][14] 价值评分 - 价值投资者关注的是以合理价格买入优质股票,价值评分考察市盈率、市盈率/增长比率、市销率、市现率等多个估值指标 [5] 成长评分 - 成长型投资者关注公司的财务实力和健康状况以及未来前景,成长评分考察预期和历史的收益、销售和现金流等指标 [6] 动量评分 - 动量投资者利用股价或盈利预期的上升或下降趋势获利,动量评分考察一周股价变化和月度盈利预测变化等指标 [7] VGM评分 - VGM评分综合了价值、成长和动量三大评分,是一个全面的指标,有助于识别最具吸引力的股票 [8] 案例分析-GSK - GSK是一家拥有专科药品、疫苗和常规药品三大业务的公司 [15] - GSK目前的Zacks Rank为3(Hold),VGM评分为A,价值评分也为A,估值指标如市盈率较低 [15][16] - 过去60天内有两家分析师上调了GSK 2024财年的盈利预测,预测数据也有7.6%的平均超预期 [17] - 综合Zacks Rank和顶级的价值及VGM评分,GSK是值得关注的投资标的 [17]