Global Markets Show Varied Reactions Following Announcement of Tariffs on Pharmaceuticals and Trucks
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 26 2025
0mins
Source: WSJ
Global Stock Market Trends: Global stock markets showed mixed results, with Wall Street experiencing a third consecutive day of declines, while European markets opened higher and U.S. stock futures were slightly up.
Impact of New Tariffs: President Trump's announcement of new tariffs on pharmaceutical companies and big-truck manufacturers led to significant selling pressure in those sectors, particularly affecting big pharma stocks in Asia and Europe.
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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: 58.540
Low
20.15
Averages
38.72
High
55.60
Current: 58.540
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.
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- Regulatory Challenges: However, the FDA's refusal of Moderna's flu vaccine application raises concerns about the company's vaccine product line, potentially impacting future sales forecasts.
- Market Reaction: Despite facing regulatory challenges, Moderna's overall performance remains robust, and investors should monitor how the company addresses FDA feedback and the progress of future vaccine development.
See More
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- Sales Performance: Quarterly sales reached $678 million, exceeding expectations of $626 million, with $264 million from the U.S. and $381 million from international markets, although down 30% year-over-year, reflecting ongoing demand for COVID vaccines.
- Future Outlook: Moderna targets up to 10% revenue growth in 2025, with a revenue split of approximately 50% from the U.S. and 50% from international markets in 2026, highlighting the company's focus on international expansion potential.
- FDA Challenge: Moderna faced a setback with the FDA's refusal-to-file letter for its influenza vaccine mRNA-1010, which analysts believe poses a significant threat to the company's vaccine franchise and could hinder its path to breakeven by 2028, reflecting challenges in the regulatory environment.
See More
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- Price Fluctuation Range: FENI's 52-week low is $26.2144 per share, with a high of $40.47, and the last trade at $40.31 indicates the stock is fluctuating near its high, potentially influencing investor buying decisions.
- Technical Analysis Tool: Comparing the latest share price to the 200-day moving average can provide valuable insights for investors, helping to assess market trends and identify potential buy or sell opportunities.
- ETF Unit Trading Mechanism: Exchange-traded funds (ETFs) trade like stocks, where investors are buying and selling 'units' that can be created or destroyed based on investor demand, impacting the liquidity and market performance of the ETF.
- Inflows and Outflows Monitoring: Weekly monitoring of changes in shares outstanding for ETFs helps identify those experiencing notable inflows (new units created) or outflows (old units destroyed), allowing assessment of their impact on underlying assets and market trends.
See More
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- Regulatory Progress: GSK announced that China's Center for Drug Evaluation has accepted its regulatory application for the RSV vaccine Arexvy, marking the official start of the review process, and if approved, it will provide the first RSV vaccine for adults aged 60 and older, significantly enhancing health protection for this demographic.
- Market Demand Potential: The Arexvy vaccine aims to prevent lower respiratory tract disease caused by respiratory syncytial virus, and given the serious impact of RSV on the elderly, its launch will meet the urgent market need for respiratory disease prevention in older adults, potentially leading to substantial market revenue.
- Technological Innovation: The vaccine combines recombinant RSV glycoprotein F with GSK's proprietary AS01E adjuvant to form a stabilized prefusion conformation, showcasing GSK's technological prowess in vaccine development and further solidifying its leadership position in the biopharmaceutical industry.
- Stock Performance: GSK's shares have risen for seven consecutive trading sessions, reflecting positive market sentiment regarding its vaccine development progress, and if Arexvy is approved, it is expected to further drive stock price increases and enhance investor confidence.
See More
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- Drug Approval: GSK announced that its biologic Nucala has been approved by the European Commission as an add-on maintenance treatment for adults with uncontrolled chronic obstructive pulmonary disease (COPD), marking a significant advancement in the company's respiratory disease portfolio.
- Clinical Trial Results: This approval is based on the Phase III MATINEE trial results, where Nucala demonstrated a clinically meaningful and statistically significant reduction in the annualized rate of moderate to severe COPD exacerbations compared to placebo.
- Market Potential: COPD affects over 390 million people globally, including around 40 million in Europe, and the approval of Nucala is expected to provide GSK with substantial revenue growth opportunities in this large market.
- Stock Price Reaction: Following the announcement, GSK shares rose by 3.39% to close at $59.17, reflecting the market's positive expectations regarding the drug's potential commercial value.
See More
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- Stock Performance: GSK shares rose 1.7% to $60.19 on Friday, marking seven consecutive sessions of gains, with a total increase of 16.8% over the previous six sessions, indicating strong market momentum.
- Year-to-Date Gains: The stock has surged 22% so far this year, significantly outperforming the S&P 500 Index, which has declined by 0.7%, reflecting investor confidence in GSK's growth potential.
- Regulatory Approval: GSK recently announced that the European Commission approved its Nucala asthma therapy for chronic obstructive pulmonary disease patients, expanding its label into five disease areas in the region, thereby enhancing its competitive position.
- Earnings Beat: GSK's fourth-quarter results exceeded expectations, and the company reaffirmed its profit growth projections for 2026, with analysts generally rating the stock as a Buy, indicating optimism about its future profitability.
See More
