Added to YB: 2025-08-13
Pitch date: 2025-08-08
GSK [neutral]
GSK plc
+32.86%
current return
Author Info
No bio for this author
Company Info
GSK plc, together with its subsidiaries, engages in the research, development, and manufacture of vaccines, specialty medicines, and general medicines to prevent and treat disease in the United Kingdom, the United States, and internationally.
Market Cap
GBP 72.9B
Pitch Price
GBP 13.73
Price Target
N/A
Dividend
3.36%
EV/EBITDA
8.93
P/E
13.65
EV/Sales
2.70
Sector
Pharmaceuticals
Category
special_situation
Theodosian Capital | Stocks Update 8/8/2025 - GSK – Litigation win
GSK (holding update): Wins CureVac/BioNTech mRNA patent settlement: $370M upfront ($320M cash + royalty reduction), 1% royalty on future PFE/BNTX US mRNA vaccine sales. BioNTech acquisition of CureVac unlocks $130M more + ex-US royalties. GSK will tender 16.6M CureVac shares. Still pursuing own patent case vs PFE/BNTX. Trades at cheap 8.1x fwd P/E.
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