Added to YB: 2026-08-06
Pitch date: 2026-07-31
GSK [neutral]
GSK plc
-1.64%
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 76.7B
Pitch Price
GBP 19.48
Price Target
N/A
Dividend
3.76%
EV/EBITDA
8.30
P/E
16.25
EV/Sales
2.75
Sector
Pharmaceuticals
Category
value
Theodosian Capital | Stocks Update 31/7/2026 - GSK – Pipeline and costs to the fore
GSK (earnings): Q2 sales £8.4bn +5%, Medicines +14%, Vaccines +8%, GenMed -9%. Core EPS +9% (headline -69% on camlipixant impairment). FCF £2.0bn. 20+ Phase III trials in 2026 (vs 10 prior), 62 assets. New £1.9bn cost cut. Nuvalent buy $9.4bn. 9.5x 2028 EPS, 4.0% yield.
Read full article (1 min)