Added to YB: 2025-12-18
Pitch date: 2025-12-15
GSK [bullish]
GSK plc
+21.65%
current return
Author Info
No bio for this author
Company Info
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.
Market Cap
GBP 86.9B
Pitch Price
GBP 18.30
Price Target
N/A
Dividend
3.33%
EV/EBITDA
7.63
P/E
15.60
EV/Sales
3.08
Sector
Pharmaceuticals
Category
value
Rotating Out of Winners Into Higher Asymmetry: Why We’re Buying a Healthcare Basket - GSK plc
GSK: Legal overhang clearing w/ 93% Zantac cases resolved + Delaware Supreme Court win on expert admissibility. Vaccines/specialty biopharma trading 9-10x fwd P/E, 3.4-3.6% div yield, £2B buyback active. Specialty portfolio scaling - room for re-rating to peer medians as risk premium compresses.
Read full article (1 min)