Gsk Plc · LSE:GSK
Gsk — J.P. Morgan Healthcare Conference 2025
13 slides from Gsk's conference presentation, Jan 14, 2025
Slide 1: Delivering strong and sustained momentum
14 January 2025 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 9 months YTD 2024 Strong growth in 5 approvals expected High confidence in delivered growth in sales Specialty medicines in 2025 delivering 2026/2031 (+9%) and profit (+19%)1,2,3 reflecting strategic growth outlooks FY 2024 guidance of sal
Slide 4: 2025: Three years since creation of new dedicated biopharma company
2025: Three years since creation of new dedicated biopharma company Clear focus benefiting patients and shareholders Significant progress since demerger: Sales mix now anchored in Specialty medicines and Vaccines (66% of sales) Upgraded short, medium and long-term outlooks in 2024 Strengthened
Slide 5: Operational delivery driving strong performance
Operational delivery driving strong performance Strong growth and broad-based momentum 9m YTD1 sales 2024 • 2024 sales and operating profit guidance upgraded twice during the year, driven by strong, broad-based momentum • 9m YTD1 sales +9%; Core OP +19%. General Specialty • Double digit 9m YTD growt
Slide 6: 5 new product approvals anticipated in 2025
5 new product approvals anticipated in 2025 Building on existing areas of expertise 2 major value unlocks in Specialty 3 potential new launches in areas of strength Blenrep Nucala COPD5 • Off-the-shelf ADC1 for multiple myeloma • Statistically significant and clinically meaningful data in 2LC2 vs •
Slide 7: Our approach to R&D
Our approach to R&D Paving the way for a ‘next wave’ pipeline to deliver growth at scale to and beyond 2030 Network of Deeper expertise in the Competitive and world-class science of the immune differentiated data & partnerships and system platform technologies targeted BD Unique understanding fibros
Slide 8: Pipeline delivering momentum across therapy areas
Pipeline delivering momentum across therapy areas Four core therapy areas 13 positive phase III read outs Additional key new assets Specialty Nucala MATINEE (chronic obstructive pulmonary disease) ADCs B7H3 & Pivotal studies to start 2025 & 2026 B7H4 depemokimab SWIFT- 1/2 (severe asthma) ANCHOR-1/2
Slide 9: Disciplined capital allocation for targeted business development
Disciplined capital allocation for targeted business development Highlights from the last 12 months • Promising oncology, respiratory and immunology assets Acquisition of assets from Hansoh, IDRx, Chimagen Biosciences and Aiolos Biotech Strengthened platform • Full rights mRNA candidate vaccines fro
Slide 10: 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 Access • Ranked second in Access to Medicines Index; Have placed first or second in the Index since its inception in 2008 • ViiV Healthcare committe
Slide 11: IR Roadmap 2024 to 2025
IR Roadmap 2024 to 2025 H1 2024 H2 2024 H1 2025 H2 2025 Execution • Full-year 2023 results • Half-year 2024 results • Full-year 2024 results and 2025 • Half-year 2025 results • Guidance 2024 • Q3 2024 results guidance • Q3 2025 results • Q1 2024 results • Q1 2025 results Pipeline1 • Ojjaar
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