Browsing Tag
GSK
55 posts
HP hires former GSK chief Emma Walmsley. Why did a PC company choose a pharma CEO?
HP has appointed former GSK chief executive Emma Walmsley to lead the company from January 2027, betting that experience in portfolio restructuring, consumer brands and Microsoft governance matters more than direct PC hardware experience as artificial intelligence and a global memory shortage reshape the industry.
Illumina (NASDAQ: ILMN) raises guidance, then plunges 19%. What’s missing?
Illumina shares suffered an 18.6% selloff despite stronger earnings and an upgraded 2026 outlook. A US$42 million net tariff-refund benefit, uneven sequencing demand and demanding valuation expectations reveal why investors are questioning the sustainability of its recovery.
CSL (ASX: CSL) names new CEO. Can 5% profit growth sustain its rally?
CSL shares have recovered sharply from their June lows as investors anticipate an earnings turnaround. The appointment of Deborah Waterhouse brings fresh leadership, but flat revenue guidance and persistent weakness at CSL Vifor leave an important question about how much recovery is already reflected in the share price.
GSK expands blood-cancer pipeline with Chimagen T-cell engager deal worth up to $750m
GSK is acquiring global rights to a preclinical trispecific T-cell engager from Chimagen Biosciences, with a first human study planned for 2027. The programme deepens the companiesā relationship and gives GSK another route into a multiple-myeloma market where efficacy, durability and tolerability still leave room for improvement.
Ara Partners acquires control of Bryden Wood to scale industrial and data centre engineering
Ara Partners has acquired a majority stake in Bryden Wood. Find out why data centres and industrial decarbonisation are central to the deal.
GSK agrees up to $750m Chimagen deal to deepen multiple myeloma pipeline
GSK is paying up to $750 million for a trispecific multiple myeloma asset, with early clinical data set to determine whether the deal creates value.
GSKās $1.7bn Hansoh licence looks better after Ris-Rez delivers 18.5-month survival in Phase III lung cancer trial
Hansoh Pharmaceutical Group's risvutatug rezetecan produced median overall survival of 18.5 months against 10.3 months for topotecan, strengthening an asset for which GSK paid $185 million upfront and committed up to $1.525 billion in milestones.
P&G bets $3.8bn on Thorne as Gen Z reshapes the supplements category
Procter & Gamble is paying $3.8 billion for Thorne, a 5.6x return for L Catterton in three years. Whether P&G's Healthcare arm can absorb it is the test.
GSK Q2 2026 core operating profit rises 7% on specialty medicines strength
GSK Q2 core operating profit rose 7% to Ā£2.8bn, but a Ā£1.3bn camlipixant hit and 2028-2030 dolutegravir cliff frame the Ā£40bn 2031 sales delivery test.
Ionis Pharmaceuticals (IONS) drops 21% as Wainua Phase 3 ATTR-CM trial fails, Alnylam Amvuttra and BridgeBio Attruby emerge as clear beneficiaries
Ionis (IONS) drops 21% as Wainua Phase 3 ATTR-CM trial fails primary endpoint. Peak sales cut to $4B. Alnylam and BridgeBio benefit from the reset.