GSK PLC
GSK: XLON (GBR)
Morningstar Rating for Stocks | Fair Value | Economic Moat | Capital Allocation |
---|---|---|---|
GBX 7,931.00 | Bqlt | Qmgwmccj |
GSK: HIV Presentation Highlights Long-Duration Dosing Options to Help Mitigate 2028 Patent Losses
GSK hosted an analyst presentation on its HIV segment (close to 20% of total sales) signaling increased focus on developing longer-duration therapies. While the updates don’t have an impact on our fair value estimate, the development of longer-duration treatments should help mitigate the 2028-29 patent losses on GSK’s key HIV drugs Tivicay, Triumeq, and Dovato (collectively representing close to 15% of total sales), which should reinforce the firm’s wide moat.