GSK: 'Strong Buy' On Mo-Rez Oncology Expansion Potential

Terry ChrisomalisInvesting Group LeaderFollow5ShareSavePlay(20min)CommentsSummaryGSK maintains a 'Strong Buy' rating, driven by robust Oncology portfolio growth and promising pipeline catalysts.The company's BLENREP is regaining traction in multiple myeloma, outperforming JNJ's DARZALEX in OS and potential label expansions to 2nd/1st-line settings.Mo-Rez [B7-H4 ADC] posted impressive phase 1 response rates in endometrial and platinum-resistant ovarian cancers, supporting five global pivotal phase 3 trials in 2026.The Specialty Medicines segment grew 17% in 2025, Oncology revenues surged 43%, and core EPS is guided to rise 7–9% in 2026.Looking for a portfolio of ideas like this one? Members of Biotech Analysis Central get exclusive access to our subscriber-only portfolios. Learn More »YURIMA/iStock via Getty Images The last time I wrote about GSK (GSK), it was with a Seeking Alpha article entitled "GlaxoSmithKline's Priority Review For Cancer Drug Sets It Up For First Of A Kind FDA Approval." WithThis article was written byTerry Chrisomalis14.85K FollowersFollowTerry Chrisomalis is a private investor in the Biotech sector with years of experience utilizing his Applied Science background to generate long term value from Healthcare. He is the author of the investing group Biotech Analysis Central which contains a library of 600+ Biotech investing articles, a model portfolio of 10+ small and mid-cap stocks with deep analysis for each, live chat, and a range of analysis and news reports to help Healthcare investors make informed decisions.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.