Added to YB: 2026-06-16
Pitch date: 2026-06-12
GSK [neutral]
GSK plc
-1.31%
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 79.2B
Pitch Price
GBP 19.84
Price Target
N/A
Dividend
3.63%
EV/EBITDA
8.12
P/E
13.97
EV/Sales
2.88
Sector
Pharmaceuticals
Category
special_situation
Theodosian Capital | Stocks Update 12/6/2026 - GSK – Transformative acquisition
GSK (update): $10.6bn Nuvalent acquisition (biggest in 10+ yrs) adds multi-product oncology, two late-stage best-in-class lung cancer assets w/ multi-blockbuster potential (FDA decisions Sep/Nov). Accretive to sales/op profit 2027, EPS 2029; LSD dilutive til then. Helps bridge dolutegravir LOE 2028-30. No change to 70p DPS or IG rating. Trades 10.8x fwd EPS - cheap.
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