Gsk Plc · LSE:GSK
Gsk — Shareholder Meeting (May 2023)
15 slides from Gsk's shareholder meeting presentation, May 3, 2023
Slide 1: Emma Walmsley, Chief Executive Officer - Annual General Meeting
Emma Walmsley, Chief Executive Officer Annual General Meeting, 3 May 2023 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: A focused global biopharma company with bold ambitions
A focused global biopharma company with bold ambitions Priorities: Innovation, Performance and Trust Priorities: Ambition Innovation, and Purpose Performance To unite andand science, technology, Trust talent to get ahead of disease together Growth Highly attractive medium-term target for sales and a
Slide 4: Full year 2022: Delivered a landmark year
Full year 2022 Delivered a landmark year Step change in commercial execution Turnover Adj. operating profit with growth across the portfolio: +13% +14% £29.3bn £8.2bn • Specialty Medicines +29% • Vaccines +11% Prioritised investment and cost control Adj. EPS Free cash flow support strong operating p
Slide 5: Performance: Vaccines +11%
Performance: Vaccines +11% Double digit sales growth driven by Shingrix and meningitis • One of the broadest portfolios of vaccines Shingrix sales by geography across all stages of life: >20 vaccines including Shingrix 3,500 800 meningitis, shingles, flu, polio, measles and many more 3,000 700 2,500
Slide 6: Performance: Specialty Medicines +29%
Performance: Specialty Medicines +29% Double digit sales growth driven by HIV, Nucala and Benlysta • HIV sales £5.7bn +12%: driven by two drug Momentum building across HIV portfolio Growth driven by Dovato and long-acting regimens regimens and long-acting injectable portfolio 1,000 • Sales of £5.7bn
Slide 7: Evolving portfolio
Evolving portfolio Shift to Vaccines and Speciality Medicines and newer growth drivers Specialty Medicines and Vaccines 20 62% 70% 58% 58% 55% 60% 50% 15 46% 50% Sales (£bn) 40% 10 30% 5 20% 10% 0 0% 2017 2018 2019 2020 2021 2022 HIV Other Specialty Medicines Vaccines % GSK sales 7
Slide 8: Evolving portfolio: priority growth drivers
Evolving portfolio Shift to Vaccines and Speciality Medicines and newer growth drivers Progress of priority growth drivers 12 42% 10 33% 28% 8 Sales (£bn) 22% 6 13% 4 7% 2 0 2017 2018 2019 2020 2021 2022 Shingrix Meningitis Trelegy Nucala Benlysta Oncology HIV 2DRs cabotegravir % GSK sales 8
Slide 9: A focused biopharma company: Four focused therapeutic areas
A focused biopharma company Uniting science, technology and talent to get ahead of disease together Four focused therapeutic areas Two thirds of our development portfolio comes from infectious diseases and HIV Infectious diseases HIV Immunology/ Oncology respiratory 9
Slide 10: Pipeline progress
Pipeline progress Continued momentum in 2022 and into 2023 HIV Immunology/respiratory Oncology Infectious diseases Positive phase 3 data and regulatory Launch of Apretude Depemokimab phase 3 continues Acquisition of Sierra Oncology submissions for RSV older adults vaccine US approval of Cabenuva for
Slide 11: Pipeline progress and momentum
Pipeline progress and momentum Continued momentum in 2022 and into 2023 Infectious diseases HIV Immunology/respiratory Oncology Positive phase 3 data and regulatory submissions for RSV older adults vaccine Launch of Apretude Depemokimab phase 3 continues Acquisition of Sierra Oncology Proposed acqui
Slide 12: Pipeline progress and momentum
Pipeline progress and momentum Continued momentum in 2022 and into 2023 Infectious diseases HIV Immunology/ Oncology Positive phase 3 data and regulatory submissions for RSV older adults vaccine Launch of Apretude US approval of Cabenuva for two-monthly respiratory Acquisition of Sierra Oncology Sev
Slide 13: Pipeline progress and momentum
Pipeline progress and momentum Continued momentum in 2022 and into 2023 Infectious diseases HIV Immunology/respiratory Oncology Positive phase 3 data and regulatory Launch of Apretude submissions for RSV older adults vaccine Depemokimab phase 3 continues Acquisition of Sierra Oncology US approval of
Slide 14: Building Trust: reducing risk and delivering positive social impact
Building Trust: reducing risk and delivering positive social impact For health impact, shareholder returns and thriving people Six priority areas of responsible business 1st position in the Access to Medicines Index for 8th consecutive year and a leading approach in AMR Access Global health and heal
Slide 15: A focused global biopharma company with bold ambitions
A focused global biopharma company with bold ambitions Priorities: Innovation, Performance and Trust Ambition and Purpose To unite science, technology, and talent to get ahead of disease together Growth Highly attractive medium-term target for sales and adjusted operating profit growth of >5% and >1