GSK Has Important Quarter Ahead to Win Over Investors -- Market Talk

Dow Jones05-05 14:17

0617 GMT - GSK is due to provide key updates on two late-stage drug candidates and on a review of its portfolio over the next three months as its new CEO seeks to win over investors, Bernstein analysts say in a research note. Late-phase data for the U.K. drugmaker's camlipixant and bepirovirsen in refractory chronic cough and hepatitis B, respectively, are due and the outcome of a portfolio review should come alongside second-quarter results, the analysts say. "Post a great start by the new CEO, we think three milestones over the next three months should increase investors' conviction in GSK's mid to long term prospects." Bernstein says its estimate on GSK's 2031 revenue is in line with the company's target of more than 40 billion pounds, but 19% above the consensus forecast. (adria.calatayud@wsj.com)

(END) Dow Jones Newswires

May 05, 2026 02:17 ET (06:17 GMT)

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Late-phase data for the U.<a href=\"https://laohu8.com/S/TKKD.SI\">K</a>. drugmaker's camlipixant and bepirovirsen in refractory chronic cough and hepatitis B, respectively, are due and the outcome of a portfolio review should come alongside second-quarter results, the analysts say. \"Post a great start by the new CEO, we think three milestones over the next three months should increase investors' conviction in GSK's mid to long term prospects.\" Bernstein says its estimate on GSK's 2031 revenue is in line with the company's target of more than 40 billion pounds, but 19% above the consensus forecast. 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Late-phase data for the U.<a href=\"https://laohu8.com/S/TKKD.SI\">K</a>. drugmaker's camlipixant and bepirovirsen in refractory chronic cough and hepatitis B, respectively, are due and the outcome of a portfolio review should come alongside second-quarter results, the analysts say. \"Post a great start by the new CEO, we think three milestones over the next three months should increase investors' conviction in GSK's mid to long term prospects.\" Bernstein says its estimate on GSK's 2031 revenue is in line with the company's target of more than 40 billion pounds, but 19% above the consensus forecast. (adria.calatayud@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  May 05, 2026 02:17 ET (06:17 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4007","symbol_name":"制药","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2633994972","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2633994972","pubTimestamp":1777961820,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0617 GMT - GSK is due to provide key updates on two late-stage drug candidates and on a review of its portfolio over the next three months as its new CEO seeks to win over investors, Bernstein analysts say in a research note. 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","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4007":"制药","GSKH":"GSK plc ADRhedged","BK4211":"区域性银行","BK4588":"碎股","ISBC":"投资者银行","GSK":"葛兰素史克","LU1829250122.USD":"高盛欧洲核心股票组合Acc","BK4585":"ETF&股票定投概念","GSK.UK":"葛兰素史克","BK4532":"文艺复兴科技持仓"},"translate_title":"葛兰素史克即将迎来赢得投资者的重要季度——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ISBC":1.5,"GSK":1.5,"GSK.UK":0.6,"GSKH":0.6},"content_text":"0617 GMT - GSK is due to provide key updates on two late-stage drug candidates and on a review of its portfolio over the next three months as its new CEO seeks to win over investors, Bernstein analysts say in a research note. Late-phase data for the U.K. drugmaker's camlipixant and bepirovirsen in refractory chronic cough and hepatitis B, respectively, are due and the outcome of a portfolio review should come alongside second-quarter results, the analysts say. \"Post a great start by the new CEO, we think three milestones over the next three months should increase investors' conviction in GSK's mid to long term prospects.\" Bernstein says its estimate on GSK's 2031 revenue is in line with the company's target of more than 40 billion pounds, but 19% above the consensus forecast. 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