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Posted by
Two Blokes Jul 7 -
Filed in
Stock
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GSK specialty medicines grew YoY in Q1 2025. In fact, it's now their main profit engine, offsetting the weakness in their vaccine segment. Similarly, the company's oncology, HIV, and respiratory biologics, plus the upcoming Blenrep FDA decision, could translate into additional near-term revenue catalysts. In my view, GSK's valuation multiples remain attractive and well below those of its peers—which is surprising, given its potential to generate over $40 billion in specialty medicines revenue by 2031.
