GSK is expected to report a 97.3% year-over-year decline in earnings per share when it releases second-quarter results on Tuesday before the market opens. The consensus EPS estimate stands at $1.25, while revenue is forecast to rise 37.4% to $10.98 billion. The company’s Specialty Medicines unit, which includes respiratory, immunology and inflammation, oncology, and HIV, is projected to deliver double-digit sales growth across all therapy areas, though generic competition for certain legacy products may pose a headwind. On the same day, CEO Luke Miels will host an “Accelerate Growth” event where he is expected to outline his strategy, with analysts at UBS focusing on whether he can provide a credible path to achieving the sales target of more than £40 billion by 2031 and an update on pipeline reprioritization following the acquisition of Nuvalent.
GSK plcEPS expected to plunge 97% year-over-year, though revenue rises; generic competition headwinds.
Nuvalent IncGSK's acquisition of Nuvalent is mentioned as part of pipeline reprioritization, but no direct impact on Nuvalent is stated.
UBS Group AG