Gsk Plc · LSE:GSK
Gsk — Shareholder Meeting (May 2024)
12 slides from Gsk's shareholder meeting presentation, May 8, 2024
Slide 1: Emma Walmsley, Chief Executive Officer – Annual General Meeting
Emma Walmsley, Chief Executive Officer Annual General Meeting, 8 May 2024 gsk.com
Slide 2: Cautionary statement regarding forward-looking statements
Cautionary statement regarding forward-looking statements This presentation may contain forward-looking statements. Forward-looking statements give the Group’s current expectations or forecasts of future events. An investor can identify these statements by the fact that they do not relate strictly t
Slide 3: Prevention is at the heart of getting ahead of disease
vd Prevention is at the heart of getting ahead of disease Health systems are stretched and health needs are evolving as demographics change 1.6bn >3 million $1 trillion $7 trillion The number of people premature deaths among Loss in productivity In the US alone, health people under 75 could each yea
Slide 4: Strong 2023 performance
Strong 2023 performance Broad based performance drives sales, Highlights profit and EPS growth Sales Adj. operating profit Sales growth across portfolio: • Vaccines 24%1 £30.3bn, +5% £8.8bn, +12% • Specialty Medicines 15%1 • General Medicines 5%1 +14%1 +16%1 New products launched since 2017 Adj. EPS
Slide 5: Strong growth in 2023 for all product areas and regions
Strong growth in 2023 for all product areas and regions Sales contribution by product area1 Sales contribution by region1 Vaccines Specialty Medicines General Medicines US Europe International 35,000 35000 +14% +14% 30,000 30000 25,000 +24% 25000 Sales (£m) Sales (£m) +16% 20,000 20000 15,000 +15% 1
Slide 6: Vaccines: +24% with outstanding Arexvy launch
Vaccines: +24% with outstanding Arexvy launch Sales contribution by disease area 1 RSV (Arexvy) • £1.2bn sales in first 6 months RSV Shingles Meningitis Influenza Established vaccines 12,000 Shingles (Shingrix) +24% • £3.4bn sales +17% 10,000 • Now in 40 countries n/a +17% Sales (£m) 8,000 Meningiti
Slide 7: Outstanding launch of Arexvy – world's first RSV vaccine
Outstanding launch of Arexvy – world’s first RSV vaccine US sets up success for global expansion Weekly prescriptions in the first 25 weeks of launch2 • 94.6% efficacy in comorbid population resonating well 8.0 Total prescriptions (millions) • ~2/3 of healthcare professionals prefer Arexvy1 • Strong
Slide 8: Specialty medicines: double-digit growth in all product areas
Specialty medicines: double-digit growth in all product areas Sales contribution by disease area HIV • HIV product sales £6.4bn +13% HIV Respiratory/Immunology Oncology • Driven by oral two-drug regimen and long-acting portfolio 12,000 +15% Respiratory/Immunology 10,000 +15% • Respiratory/Immunology
Slide 9: Focused on core therapy areas
Focused on core therapy areas Two thirds of our R&D portfolio prevents and treats infectious diseases and HIV Infectious HIV Respiratory/ Oncology diseases immunology Enabled by advanced technology and data platforms with targeted business development 9
Slide 10: Focused on core therapy areas
Focused on core therapy areas Two thirds of our R&D portfolio prevents and treats infectious diseases and HIV Infectious HIV Respiratory/ Oncology diseases immunology Enabled by advanced technology and data platforms with targeted business development We are now planning for at least 12 major launch
Slide 11: Trust: Delivering health impact sustainably
Trust: Delivering health impact sustainably For health impact, shareholder returns and thriving people Six priority areas to build trust Key highlights 1st in the pharmaceuticals industry in the S&P Corporate Sustainability Assessment Access Global health and Strong progress on global health: health
Slide 12: A focused biopharma company with strong momentum and big ambitions
A focused biopharma company with strong momentum and big ambitions, to unite science, technology and talent to get ahead of disease together R&D based on science of the Leaders in development Products that improve Strong momentum immune system and use of of new Vaccines and Specialty the health of m