Replay available

GSK plc (GSK) Q3 2025 Earnings Call

GSK plc (NYSE: GSK) Q3 2025 earnings conference call, held 2025-10-29. Replay captured from the company's public earnings webcast.

Wed, October 29, 2025 at 8:00 AMendedReplay
GSK plc (GSK) Q3 2025 Earnings Call

Hosted by

Featured presenters

Emma Walmsley

Chief Executive Officer

Peter Vidal

Analyst, BNP Paribas

Matthew Weston

Analyst, UBS Securities

Michael Leuchten

Analyst, Jefferies

Louisa Hector

Analyst, Berenberg

Simon Baker

Analyst, Redburn

Sachin Jain

Analyst, Bank of America

Sarita Kapila

Analyst, Morgan Stanley

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Replay transcript excerpt

WEBVTT 00:00:00.031 -- 00:00:02.820 For example, I'm excited by GSK261, 00:00:02.820 -- 00:00:07.977 a new monoclonal antibody for polycystic kidney disease, which received orphan 00:00:07.977 -- 00:00:13.355 drug designation by the FDA. Lastly, and very importantly, 00:00:13.355 -- 00:00:18.243 we continue to optimize our supply chain to scale up capacity for our new medicines and 00:00:18.243 -- 00:00:24.293 vaccines. Last month, we confirmed our intention to invest $30 billion in 00:00:24.293 -- 00:00:29.422 R&D and advanced manufacturing in the US over the next five years, including 00:00:29.422 -- 00:00:34.210 the imminent construction of a new biologics flex factory in Pennsylvania. 00:00:34.210 -- 00:00:36.791 Next slide, please. 00:00:37.240 -- 00:00:42.367 Since 2021 and then GSK's successful launch as a new 00:00:42.367 -- 00:00:47.775 focused biopharma company, we've delivered 18 consecutive quarters 00:00:47.775 -- 00:00:53.183 of profitable sales growth, upgraded annual guidance each year, improved 00:00:53.183 -- 00:00:58.931 our medium-term outlooks and upgraded long-term outlooks twice from an initial 33 00:00:58.931 -- 00:01:04.375 billion pounds by 2031 to now more than 40 billion pounds. 00:01:04.375 -- 00:01:09.100 all underpinned by a much stronger balance sheet. 00:01:09.100 -- 00:01:14.669 We've all been resolutely focused on this step change in sharper operational 00:01:14.669 -- 00:01:20.158 performance, alongside accelerating investment in R&D and significantly improving 00:01:20.158 -- 00:01:24.104 the quality and scale of GSK's innovation. 00:01:24.104 -- 00:01:29.713 So today, GSK is a very different company in performance, pipeline, 00:01:29.713 -- 00:01:34.721 and prospects. And this team is determined to sustain and improve upon 00:01:...