GS GSK GSK plc Loading... : Bullish and Bearish Analyst Opinions

GSK's shingles vaccine shows potential cardiovascular benefit in a major study.

GSK's relocation to Cambridge will leave 1,800 jobs behind in Stevenage.

Moderna indicates that Europe will become a major growth driver starting in 2027, as an exclusive EU partnership from the pandemic era potentially expires, opening the door for their products. — Entry into the European market for COVID/flu vaccines would directly challenge incumbents Sanofi and GSK in a major market.

GSK agrees another deal to use artificial intelligence to accelerate drug development.

GSK announces another agreement to use artificial intelligence to accelerate drug development.

GSK is an early adopter of Microsoft Discovery for science and engineering agentic workflows.

GSK announced a cost-saving plan to accelerate its drug pipeline.

GSK's new CEO announces a plan to achieve annual savings of 1.9 billion pounds by 2029.

GSK reported Q2 2026 adjusted EPS and revenue above estimates, reaffirmed full-year guidance.

GSK reported Q2 2026 adjusted EPS of 50.5 pence beating estimates of 46.8 pence and reaffirmed.

GSK halted development of an experimental drug for chronic cough.

GSK shares declined after the company discontinued its chronic cough treatment.

GSK co-mentioned negatively alongside camlipixant discontinuation.

GSK reports Calm-1 met primary endpoint with camlipixant but Calm-2 failed to achieve.

Jefferies resumes coverage of GSK with a Buy rating and a target price of 2,500 pence.

GSK and Hansoh Pharmaceutical's experimental drug shows improved survival in small-cell lung.

GSK announces that its ARTEMIS-8 Phase III study met the primary endpoint in advanced.

Observes a positive signal from GSK's new CEO cancer deal.

GSK CEO states the company does not need the Nuvalent deal to achieve its 40 billion pound.

European stock movers show SoftwareOne up 5.3 percent and Givaudan up 2.8 percent.

GSK is in discussions to acquire cancer drug developer Nuvalent for between 9 billion and 10.

Reports an M&A deal between NUVL and GSK valued >$9B.

The Financial Times reports that a deal between GSK and Nuvalent is expected to be finalized.

GSK is in talks to acquire cancer-focused biotech Nuvalent in a deal valued at more than nine.

Seeking Alpha highlights Stephen Ayers' bearish view that Moderna's mRESVIA is struggling.

Winning GSK as a new client indicates significant marketing spend commitments, particularly in the pharma/health sector.

Short GSK because the high level of competition in the pharmaceutical industry makes it.

Reeves explicitly states they have "secured a deal around pharmaceuticals" with the US which is "crucial for the UK" and asserts these terms are "not affected by the Supreme Court ruling" or current diplomatic tensions. While the broader UK-US trade relationship faces headwinds due to the UK's refusal to join offensive military action against Iran, the pharmaceutical sector has been ring-fenced. This regulatory certainty provides a safe harbor for UK pharma giants compared to other export sectors that may face retaliatory tariffs or "uncertainty." Long UK Pharma majors as a defensive play against geopolitical volatility; they retain access to their most critical market (US) regardless of the political spat. Unexpected executive orders from the US administration specifically targeting UK imports despite prior agreements.

The planned divestment of Pfizer's stake in ViiV Healthcare (a GSK-partnered HIV JV) provides significant capital for business development.

Despite a record-weak US allergy season, Zyrtec gained household penetration and share. This points to share gains coming from competitors, not category growth, putting pressure on rival allergy brands. — Zyrtec's share and penetration gains during a weak tide indicate it is taking share from competitors, signaling a negative trend for competing allergy franchises in the US.