GSK focuses on specialty medicines: Profitable growth and international potential

The management of the British pharmaceutical company GSK is optimistic about the future development of their product lines. According to CEO Emma Walmsley, the year 2025 will represent another year of profitable growth, driven particularly by the Specialty Medicines sector. Despite existing challenges, CFO Julie Brown remains positive about the performance. This positive outlook is based on the ongoing strong development of specialty medicines and the prudent investment in the introduction of new products. Sales of Shingrix in China are under particular scrutiny, as macroeconomic factors are affecting sales figures, according to Chief Commercial Officer Luke Miels. Currently, around 240 million euros of the 400 million euro contract with Zhifei have been executed. Nonetheless, GSK continues to view the long-term sales potential in the Chinese market as promising, as flexible contract arrangements with Zhifei provide room for maneuver. Internationally, GSK also plans to increase sales of Arexvy, despite initial challenges. Early feedback from markets like Germany is encouraging, and there is an effort to better distribute the vaccine throughout the year due to its multi-year effectiveness. This is intended to relieve pharmacies. Emma Walmsley is confident that the goal of achieving peak sales of 3 billion GBP with Arexvy is realistic. In the long term, international expansion and the introduction of booster vaccinations are seen as drivers of growth.