GSK plc: management transactions · United Kingdom · RNS (LSE)

About GSK plc

GSK plc is a major global biopharmaceutical group listed on the London Stock Exchange (FTSE 100/250/AIM) and domiciled in the United Kingdom. The company traces its roots to the long history of GlaxoSmithKline, but in recent years it has been reshaped into a more focused biopharma business following the separation of its consumer healthcare arm. GSK is headquartered in London and now reports under two operating segments: Commercial Operations and Total R&D. Commercial Operations is further organised into three product groups: Vaccines, Specialty Medicines and General Medicines. This structure highlights a business model centred on scientific innovation, intellectual property protection and the extension of the commercial life of key therapies. From a competitive standpoint, GSK is one of the leading players in vaccines and in several specialist therapeutic areas. Its portfolio is particularly strong in respiratory diseases, immunology, oncology and HIV. The group combines a broad commercial base with a differentiated product mix, underpinned by substantial research and development capabilities and an international manufacturing footprint. In 2024, the vast majority of turnover was generated outside the UK, with the United States representing the largest market, followed by the rest of the world and Europe, underscoring GSK’s status as a geographically diversified global healthcare company. In terms of products and services, GSK sells vaccines, specialty medicines and general medicines. Its strategy is increasingly shaped by pipeline innovation, targeted acquisitions and disciplined capital allocation. Recent developments reinforce this direction: the completion of the acquisition of 35Pharma Inc. in 2025, continued interest in selective external growth opportunities, an agreement with the U.S. government aimed at lowering prices and broadening access to respiratory medicines, and a major planned investment in U.S. R&D and manufacturing infrastructure. The company’s 2025 performance updates also pointed to strong operating momentum, especially in Specialty Medicines, with double-digit growth in Respiratory Inflammation & Immunology, Oncology and HIV. For investors, GSK offers the profile of a large-cap defensive pharmaceutical company with global cash-generating commercial franchises and growth optionality from pipeline development and bolt-on acquisitions. In the context of the London Stock Exchange (FTSE 100/250/AIM) in the United Kingdom, it remains a high-quality healthcare name balancing scale, innovation, and regulatory or competitive risks inherent to the sector.