GSK Expanding Fast - Oncology, HIV, And Smart Acquisitions

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ALLKA Research3.32K FollowersFollow5ShareSaveCommentsSummaryGSK, with Luke Miels becoming its new CEO in early 2026, continues its successful expansion into the oncology and cardiovascular drugs markets.So, on February 25, the company announced that it acquired 35Pharma for $950 million, which, in turn, is developing HS235 for the treatment of pulmonary hypertension.The performance of its HIV blockbuster, Dovato, also did not disappoint me.Its sales reached $993 million in Q4, an increase of 7.6% quarter-on-quarter and 22.1% year-on-year.You'll learn why, despite certain risks, GSK remains my favorite in the healthcare sector.spukkato/iStock via Getty Images In the previous article, I talked primarily about Q3 earnings, the impact of the data from the Phase 2 study [NCT04165772] on Jemperli's long-term prospects, and why, in my opinion, declining Zejula sales are no longer puttingThis article was written byALLKA Research3.32K FollowersFollowWith over two decades of dedicated experience in investment, Allka Research has been a guiding force for individuals seeking lucrative opportunities. Its conservative approach sets it apart, consistently unearthing undervalued assets within the realms of ETFs, commodities, technology, and pharmaceutical companies.Allka Research's journey in the investment landscape is marked by a commitment to delivering substantial returns and strategic insights to its clients. In a world filled with complexities, Allka Research thrives on simplifying investment strategies, ensuring accessibility for both seasoned investors and those just starting.Driven by an unwavering passion for empowering others financially, Allka Research seeks to share its wealth of knowledge through Seeking Alpha. Its mission is to contribute thought-provoking analyses and informed perspectives to the Seeking Alpha community. With a desire to demystify the intricacies of investing, Allka Research aims to inspire confidence in its readers, fostering a community of informed investors who can navigate the markets with intelligence and understanding.
Join Allka Research on this exciting journey of discovery and wealth creation as it continues to unravel the secrets of the financial world on Seeking Alpha.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.
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