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GSK PLC (GSK.L): 2Q26beats on finance cost. Mid/long term guide improved. New savings and R&D plan unveiled-20260728
花旗· 2026-07-28 22:13
Flash | 28 Jul 2026 09:09:02 ET │ 12 pages GSK PLC (GSK.L) 2Q26 beats on finance cost. Mid/long term guide improved. New savings and R&D plan unveiled CITI'S TAKE GSK reported 2Q26E EPS 7% ahead of cons on a 2% sales beat with weak Gen Meds (3% miss) offset by an 8% beat in Vaccines (Arexvy -mostly one-offs- and Meningitis) and 2% beat in Specialty (Nucala, HIV). FY26 EPS guidance was narrowed to the bottom of the 7-9% range due to Nuvalent financing costs but with SG&A savings funding more R&D. Post Nuvale ...