Transcript
Transcript

GSK – Q3 2020 Analysis & 2021 Outlook – 2 November 2020

  • Public Equity
  • Healthcare
  • Europe

Specialist

Former SVP at GlaxoSmithKline plc

Agenda

  • GlaxoSmithKline's (LON: GSK) pipeline recovery prior to 2022 consumer health separation, M&A appetite and potential bolt-on acquisitions to fill the gap
  • Vaccines and Shingrix recovery
  • GSK's Blenrep launch and uptake expectations, impact of Akebia’s vadadustat trial results on daprodustat, and expectations for TGF-beta partnership with Merck KGaA

Questions

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