GSK's Nuvalent Deal Could Be Rare Case of Profitable Oncology Acquisition -- Market Talk

Dow Jones06-23

0557 GMT - GSK's proposed acquisition of Nuvalent could be a rare case of an oncology deal by a big pharmaceutical company at an excellent price that turns out to be profitable, Bernstein analysts say in a research note. Nuvalent's most advanced products--lung-cancer drugs candidates neladalkib and zidesamtinib--could generate total peak revenue of $9.8 billion, according to Bernstein. This is 56% higher than the current consensus forecast, the analysts say. The incremental sales should be very profitable for GSK, which leads Bernstein to estimate Nuvalent could lift GSK's 2036 adjusted EPS by 18%. "We thus see this [acquisition] as another crucial piece in the jigsaw which restores GSK to sustainable growth and transforms investors' perceptions," the analysts say. (adria.calatayud@wsj.com)

(END) Dow Jones Newswires

June 23, 2026 01:58 ET (05:58 GMT)

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