GSK has refocused its strategy on innovation in specialty medicines and vaccines, nearly doubling R&D spend to build a pipeline of 14 potential blockbuster assets for this decade. This includes novel platforms like antibody-drug conjugates (ADCs) for oncology and oligonucleotides for a potential Hepatitis B cure.
The CEO emphasizes the transformative potential of AI in R&D, citing its use in accelerating clinical trials and predicting a future "lab in a loop" model. This technological adoption is presented as critical to overcoming the industry's historically high (90%) R&D failure rate.
GSK is a global leader in vaccines, having launched the world's first RSV vaccine and possessing a highly effective shingles vaccine. The company is also actively involved in pandemic preparedness through government contracts and is tackling emerging threats like antimicrobial resistance (AMR).
Under the current CEO, GSK has undergone major changes, most notably the de-merger of its consumer health division (Haleon) to focus capital on biopharma. This has been coupled with a significant headcount reduction and increased investment in manufacturing and R&D.
Keep pulling the thread on Emma Walmsley.