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GSK Jefferies London Healthcare Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Jefferies London Healthcare Conference 2025 summary19 Nov, 2025
R&D strategy and portfolio management
Central focus remains on immune system science and technology application, integrating both internal and external opportunities for portfolio decisions.
Capital allocation compares internal and external assets at the peri phase three launch stage, emphasizing bolt-on deals and acquisitions like IDRx and GIST.
Portfolio culling prioritized assets with blockbuster potential, aligning with medical need, commercial opportunity, and scientific confidence.
R&D budget is optimized for valuable, timely, and advanced contributions, with new assets required to compete for capital allocation.
Technology and data capabilities are leveraged to enhance decision-making and efficiency in R&D.
Oncology and other therapeutic areas
Oncology strategy pivots to assets with clear monotherapy efficacy in phase one, leveraging technology for better external acquisitions.
Collaborations (e.g., Tempus, Hansoh, Hengrui) and acquisitions (e.g., Cellphenomics) strengthen data and ADC portfolios.
Internal focus is on technology foundations rather than competing with larger external players.
In respiratory, long-acting monoclonals and assets like Nucala and depemokimab are prioritized, with pivotal study decisions expected around 2027–2028.
HIV strategy centers on long-acting treatments, with Q4M and Q6M regimens targeted for 2028–2030, and PrEP development aligned with market needs.
Key pipeline catalysts and upcoming milestones
13 successful phase III studies and five filing launches in the past year demonstrate strong execution.
Bepirovirsen data in hepatitis B expected early next year, with potential for a first functional cure.
Camlapixant and COPD portfolio studies (Endura-1, Endura-2, Vigilant) are progressing, with pivotal decisions in the next few years.
B7-H3 ADCs are a major focus, with expedited development and pivotal studies underway, especially in colorectal and prostate cancers.
HIV regimen selection among three integrase opportunities, including VH184 and N6LS, will be decided next year.
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Frequently asked questions
GSK PLC, engages in the creation, discovery, development, manufacture, and marketing of pharmaceutical products, vaccines, over-the-counter medicines, and health-related consumer products in the United Kingdom, the United States, and internationally. The company operates through two segments, Pharmaceuticals and Vaccines.
The Pharmaceuticals segment manufactures prescription drugs for human therapeutic use as well as several over-the-counter health products used for the treatment of allergies; these products are distributed to wholesalers and retailers in various countries through a network of wholesale distributors. The Vaccines segment develops vaccines against infectious diseases; distributes vaccines globally; and in some developing countries markets vaccines under the U.M.P. brand name through membership organizations that it owns or controls. GlaxoSmithKline plc was founded in 1715 and is headquartered in Brentford, the United Kingdom.
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