GlaxoSmithKline Shares Rise as CEO Emma Walmsley Resigns, Luke Miels Takes Over
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 29 2025
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Should l Buy GSK?
Source: TipRanks
Leadership Change at GSK: GlaxoSmithKline's CEO Emma Walmsley is stepping down, with Luke Miels, the current chief commercial officer, set to take over in January 2024, leading to a 2.25% rise in GSK's stock.
Focus on Drug Pipeline and Investment: Miels aims to enhance GSK's drug pipeline and R&D efforts, supported by a $30 billion investment in U.S. manufacturing and research, amidst challenges from U.S. tariffs and competition from rivals like Pfizer and Merck.
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Analyst Views on GSK
Wall Street analysts forecast GSK stock price to fall
6 Analyst Rating
1 Buy
2 Hold
3 Sell
Moderate Sell
Current: 55.510
Low
20.15
Averages
38.72
High
55.60
Current: 55.510
Low
20.15
Averages
38.72
High
55.60
About GSK
GSK plc is a biopharma company. The Company’s segments include Commercial Operations and Research and Development. Its portfolio and pipeline are focused on developing medicines and vaccines in four core therapeutic areas, which are the areas of human health it focuses on to prevent and treat disease: respiratory, immunology and inflammation; oncology; human immunodeficiency virus (HIV), and infectious diseases. Its specialty medicines prevent and treat diseases, from HIV to respiratory diseases, immune-mediated conditions like lupus, and cancer. Its vaccine portfolio includes over 20 vaccines to protect people from diseases and infections throughout their lives. General medicines include inhaled medicines for asthma and COPD to antibiotics. It develops and commercializes preclinical antibody-drug conjugate for Metastatic castration-resistant prostate cancer. Its portfolio also includes Efimosfermin, a fibroblast growth factor 21 (FGF21) analog therapeutic in clinical development.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
- First Treatment Approval: GSK's Wellcovorin (leucovorin) has received FDA approval as the first treatment for cerebral folate deficiency, marking a significant advancement in addressing severe developmental delays, movement disorders, and seizures associated with the condition.
- Genetic Variant Indication: The approval is specifically for individuals with a confirmed variant in the folate receptor 1 gene, showcasing GSK's innovative capabilities in precision medicine and its focus on specific patient populations.
- Market Potential: With FDA approval, GSK is poised to lead the treatment market for cerebral folate deficiency, addressing the growing patient demand and potentially driving future revenue growth for the company.
- Policy Context Impact: The Trump administration's interest in exploring leucovorin as a potential treatment for autism has further heightened the drug's visibility and market prospects, potentially providing GSK with additional policy support and market opportunities.
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- Drug Indication Expansion: The FDA has approved Wellcovorin (leucovorin calcium) for treating cerebral folate deficiency in both adult and pediatric patients with confirmed FOLR1 gene variants, marking a significant advancement in the treatment of rare neurological diseases.
- First Treatment Option: Wellcovorin becomes the first drug specifically indicated for cerebral folate deficiency, addressing common autism-like symptoms and severe developmental delays in patients, thereby offering new hope for improving their quality of life.
- Scientific Basis for Approval: The FDA's approval was based on a systematic review of the literature, including patient-level information and mechanistic data, demonstrating the drug's efficacy and safety in clinical applications, which enhances confidence in its use.
- Market Impact: Although GSK no longer manufactures Wellcovorin, the expanded approval allows generic versions to carry the new indication, which is expected to drive demand in the market and enhance treatment options for patients with cerebral folate deficiency.
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- License Agreement: GSK has signed a licensing agreement with Alfasigma, granting Alfasigma worldwide exclusive rights to develop, manufacture, and commercialize linerixibat, an investigational ileal bile acid transporter inhibitor targeting cholestatic pruritus in primary biliary cholangitis, showcasing potential in the rare disease sector.
- Upfront and Milestone Payments: GSK will receive an upfront payment of $300 million, with an additional $100 million upon FDA approval, and $20 million upon EU and UK approval, along with up to $270 million in sales-based milestone payments, significantly enhancing GSK's cash flow.
- Royalty Earnings: GSK will earn tiered double-digit royalties on net sales worldwide from linerixibat, providing a stable revenue stream that supports the company's future financial performance.
- Drug Development Context: Linerixibat has received Orphan Drug Designation in the US, EU, and Japan, and priority review in China, indicating its significance in treating patients with primary biliary cholangitis and potentially opening new market opportunities for GSK.
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- Prescription Decline: A study published in The Lancet reveals that after Trump linked Tylenol to autism, prescriptions for acetaminophen among pregnant women dropped by 10%, indicating a significant impact on public trust in medication safety.
- Maximum Decline: The study noted a peak decline of 20% in prescriptions during the third week post-September 22, suggesting that Trump's comments directly influenced pregnant women's medication choices, potentially leaving thousands without necessary pain or fever treatment.
- Emergency Visit Data: The findings are based on nearly 90,000 emergency department visits by pregnant women and approximately 853,000 by non-pregnant women, highlighting how fear stemming from public statements can adversely affect health management decisions.
- Medication Usage Shift: Concurrently, the study found a 71% increase in prescriptions for leucovorin among children, reflecting a possible over-reliance on alternative medications due to misconceptions stemming from Trump's remarks.
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- Importance of Vaccination: Jay Bhattacharya, the director of the NIH, emphasized that there is no cure for measles, making prevention critical, and that the MMR vaccine is the most reliable method to protect individuals and entire communities.
- Current Outbreak Status: South Carolina is experiencing a measles outbreak with 985 reported cases, accounting for a majority of U.S. cases, while the CDC has recorded over 1,000 cases nationwide as of February 26, indicating the severity of the situation.
- Vaccine Market Dynamics: Merck and GSK market MMR vaccines in the U.S., and with the escalating outbreak, the demand for vaccines is likely to rise significantly, potentially impacting the sales performance of both companies.
- Public Health Advocacy: Bhattacharya released a video on social media urging the public to get vaccinated, highlighting that vaccination is not only crucial for individual health but also a key measure to protect communities from the outbreak.
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- Stock Surge: Toymaker Funko's shares jumped approximately 25% following Pleasant Lake Partners' urging for the company to explore strategic alternatives, indicating strong market optimism and potential for new growth avenues.
- Strategic Restructuring: Werewolf Therapeutics has hired Piper Sandler to manage a sale process, highlighting the company's proactive approach to cut operating costs by 64% through layoffs, aiming to enhance financial stability amid restructuring efforts.
- Market Dynamics: The surge in Funko's stock price, coupled with strategic recommendations from its investors, may attract further investor interest, potentially boosting its market performance and overall valuation.
- Private Equity Opportunities: In the private equity space, David Altshuler from Cresta Fund Management discussed opportunities in the energy transition market, reflecting investor interest in the potential value of Funko and similar companies.
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