종합 밸류에이션 구간 · 보수적 $38–$45 / 적정 $46–$60 / 낙관적 $66–$74. $50.67 기준, 적정 내재가치 구간 내.
보고서 발행 시 $52.5（2026년 6월 27일）
GSK agreed to acquire Nuvalent for $10.6bn in cash, adding two late-stage lung cancer candidates under FDA review.
Possible impact:May affect expectations for GSK's oncology pipeline, leverage and ability to reach its 2031 sales outlook.
GSK said phase I Mo-Rez ADC data in difficult-to-treat ovarian and endometrial cancers supports five phase III trials in 2026.
Possible impact:May affect expectations for the commercial potential of GSK's oncology ADC pipeline.
The FDA approved GSK's Lynavoy for cholestatic pruritus in adult patients with primary biliary cholangitis.
Possible impact:May affect expectations for GSK's hepatology pipeline execution and related licensing economics.
GSK agreed to sell global linerixibat rights to Alfasigma for up to $690m, including $300m upfront.
Possible impact:May affect near-term cash flow, hepatology portfolio focus and future royalty expectations.
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. 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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