Breakingviews - GSK revenue hole raises chances of risky M&A move
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jul 25 2025
0mins
Source: Reuters
GSK's Revenue Goals: Emma Walmsley, CEO of GSK, aims to generate over 40 billion pounds in revenue by 2031, but current forecasts suggest the company may only reach 34 billion pounds, prompting potential mergers and acquisitions (M&A) as a strategy to bridge the gap.
Challenges and M&A Potential: GSK faces challenges with declining earnings multiples and patent expirations on key products, leading to interest in acquiring companies like Wave Life Sciences and Viking Therapeutics; however, there are concerns about overpaying and the impact on shareholder value.
Analyst Views on WVE
Wall Street analysts forecast WVE stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for WVE is 33.00 USD with a low forecast of 21.00 USD and a high forecast of 50.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
14 Analyst Rating
14 Buy
0 Hold
0 Sell
Strong Buy
Current: 13.820
Low
21.00
Averages
33.00
High
50.00
Current: 13.820
Low
21.00
Averages
33.00
High
50.00
About WVE
Wave Life Sciences Ltd. is a biotechnology company focused on unlocking the broad potential of ribonucleic acid (RNA) medicines to transform human health. The Company’s RNA medicines platform, PRISM, combines multiple modalities, chemistry innovation and deep insights in human genetics to deliver scientific breakthroughs that treat both rare and common disorders. Its toolkit of RNA-targeting modalities includes editing, splicing, RNA interference and antisense silencing, providing Wave with unmatched capabilities for designing and sustainably delivering candidates that optimally address disease biology. The Company’s diversified pipeline includes clinical programs in alpha-1 antitrypsin deficiency, obesity, Duchenne muscular dystrophy, and Huntington’s disease, as well as several preclinical programs utilizing the Company’s broad RNA therapeutics toolkit. Its programs include WVE-006, SERPINA1 (AATD); WVE-007 (GalNAc), INHBE (Obesity); WVE-N531, Exon 53 (DMD), and WVE-003, mHTT (HD).
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.
