GSK stock enters investor week as Specialty Medicines lead growth

Published on 11/09/2026 at 11:45 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

GSK stock enters a week of investor conferences in Boston and London. The company arrives after reaffirming its 2026 outlook and pipeline priorities.

Conference Calendar And Growth Drivers

GSK will present at investor conferences in Boston and London during the week of November 9.
Specialty Medicines led third-quarter growth, while vaccine sales declined.
Management reaffirmed its 2026 outlook and expects sales above GBP 40 billion by 2031.

GSK, GB00BN7SWP63, Illustration mit AI erstellt.

GSK enters a week of investor meetings with its research pipeline and portfolio mix in focus. According to GSK's investor calendar, Kaivan Khavandi, senior vice president and head of Respiratory, Immunology and Inflammation research and development, is scheduled to attend the Guggenheim Healthcare Conference in Boston on Monday, November 9. David Redfern, president of Corporate Development, is scheduled to represent GSK at the UBS European Conference in London on Tuesday, November 10.

Specialty Medicines Set The Backdrop

The conferences follow GSK's third-quarter results released on October 28. GSK's results announcement reported third-quarter turnover of GBP 8.887 billion, up 5 percent at constant exchange rates. Specialty Medicines turnover rose 15 percent to GBP 3.877 billion, supported by HIV, Respiratory, Immunology and Inflammation, and Oncology.

The performance was uneven across the portfolio. Vaccine turnover fell 2 percent at constant exchange rates to GBP 2.583 billion, with Shingrix down 5 percent and Arexvy down 24 percent. General Medicines turnover was broadly stable at GBP 2.427 billion, while Trelegy sales increased 8 percent.

Reported operating profit declined 16 percent at constant exchange rates, and total earnings per share fell 21 percent. GSK said the comparison reflected GBP 328 million of major restructuring charges linked to its Accelerate Growth programme, as well as lower other net operating income. On the core measure used for guidance, operating profit increased 5 percent and core earnings per share rose 1 percent.

Guidance And Pipeline Remain Central

GSK reaffirmed its 2026 outlook at constant exchange rates. Turnover is expected to grow 3 to 5 percent, core operating profit 7 to 9 percent and core earnings per share 7 to 9 percent. The company said turnover and core operating profit were tracking in the upper half of their ranges, while core earnings per share was tracking in the lower half.

The company also said it remained on track to start 22 Phase III trials in 2026, with 18 starts completed when the third-quarter results were released. GSK continues to target sales above GBP 40 billion by 2031 and expects Specialty Medicines to remain the main growth engine. Investors may therefore use the conferences to assess execution around new launches, late-stage research and the planned increase in research and development investment.

GSK stock traded at 22.85 euros on Lang & Schwarz at 11:39 CET on Monday, November 9, 2026. Investors can follow the real-time quote of GSK stock for the latest trading indication.