Gsk Plc · LSE:GSK
Gsk — J.P. Morgan Healthcare Conference 2024
13 slides from Gsk's conference presentation, Jan 9, 2024
Slide 1: Delivering strong and sustained momentum
9 January 2024 Delivering strong and sustained momentum Emma Walmsley, Chief Executive Officer J.P. Morgan Healthcare Conference, San Francisco 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: Focus on prevention and treatment, with performance momentum
Focus on prevention and treatment, with performance momentum Q3 and 9 months 2023 Strong performances Approvals across Nearly £8 billion of delivered double digit from key products led Specialty Medicines sales in 9 months 2023 sales and adjusted by outstanding launch strengthening new from products
Slide 4: Delivering on commitments to growth
Delivering on commitments to growth Performance underpins confidence in medium-term targets 2021-2026 outlook Metric On track Growth Sales >5% CAGR beyond 2026 driven by Adj. operating profit >10% CAGR continued execution Vaccines High-single-digit % CAGR Specialty Medicines Double digit % CAGR and
Slide 5: Strongly focused on core therapy areas
Strongly focused on core therapy areas Developing pipeline through organic and business development progress Infectious Respiratory/ HIV Oncology diseases immunology Arexvy Long-acting and ultra-long-acting depemokimab Jemperli MenABCWY N6LS (bNAb1) camlipixant Ojjaara Pneumococcal 24-valent 3rd gen
Slide 6: World leader in infectious diseases, £105bn market
World leader in infectious diseases, £105bn1 market Transforming prevention and treatment of infectious diseases for billions of people 2023 progress and what’s next Arexvy (RSV2, older adult) Meningococcal disease Anti-infectives >£3bn PYS3 £1-2bn PYS3 ~£2bn PYS3 • First to receive approval • MenAB
Slide 7: Reshaping the HIV market, ~£7bn sales in 2026
Reshaping the HIV market, ~£7bn sales in 2026 Our commitments 2026-31 LA1 pipeline growth drivers • Pioneering innovation for treatment and • Targeting four-monthly dosing for LA regimens prevention in treatment and prevention • 6% to 8% sales CAGR 2021-26* • Roadmap to extend to six-monthly dosing
Slide 8: Significant growth opportunities in respiratory
Significant growth opportunities in respiratory High commercial synergy and capabilities supports future success Pivotal data read outs Nucala (COPD) • First mAb2 targeting IL-53 for COPD4 • 212m COPD patients worldwide ~£0.5-1bn • Phase III MATINEE (COPD) data • 37% have an eosinophilic phenotype e
Slide 9: Improving cancer survival and quality of life
Improving cancer survival and quality of life Initial focus on hematologic malignancies and gynaecologic cancers Jemperli (dostarlimab) Ojjaara (momelotinib) Zejula (niraparib) Additional pipeline assets • Ambition to be the backbone of • Approved in the US as the first • Assessing activity across •
Slide 10: Trust: Delivering health impact sustainably
Trust: Delivering health impact sustainably For health impact, shareholder returns and thriving people Six areas of focus for ESG engagement Recent highlights Low carbon version of Ventolin metered dose inhaler • Phase III trials to start in 2024 on low carbon version of Ventolin which currently acc
Slide 11: Investor roadmap highlights progress of key events
Investor roadmap highlights progress of key events Q2 2023 Q3 2023 Q4 2023 H1 2024 H2 2024 Execution • Q2 and Half-year • Q3 and Year-to-date • Full-year and Q4 2023 • Q1 2024 results • Q3 and Year-to-date 2024 results 2023 results 2023 results results • Q2 and Half-year 2024 results • Full-year and
Slide 12: Delivering strong and sustained momentum
Delivering strong and sustained momentum Confident in delivering on Innovation progress Performance underscores our commitments to evident in core therapy ability to sustain growth areas with strong profitable growth through contributions from new the decade and beyond product launches 12
Slide 13: gsk.com
gsk.com