Former senior executive at GlaxoSmithKline plc (GSK)
- Secular trends in consumer health and coronavirus-related impacts, highlighting Haleon’s (LON: HLN) key categories and inflationary environment
- Haleon’s portfolio and brands, related growth strategies and margin dynamics, discussing shift from Rx to OTC (over-the-counter)
- Competitive landscape including channel dynamics and barriers to entry
- M&A optionality and portfolio management
- Zantac (ranitidine) litigation situation and ramifications for Haleon, GSK (LON: GSK) and the industry
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