Global Pharma Stocks Fluctuate After Trump's New Tariffs
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 26 2025
0mins
Should l Buy GSK?
Source: WSJ
Impact on Pharmaceutical Stocks: Pharmaceutical stocks in Asia experienced a decline following President Trump's announcement of a 100% tariff on drugs from companies not establishing manufacturing plants in the U.S.
Tariff Announcement Details: The tariff is set to take effect on October 1, 2025, as stated by Trump on his social media platform, Truth Social, although no further details were provided.
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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: 58.490
Low
20.15
Averages
38.72
High
55.60
Current: 58.490
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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- Market Potential: This approval allows Nucala to be marketed as an add-on maintenance treatment for adults with COPD characterized by high eosinophil counts, which is anticipated to drive revenue growth for GSK in the respiratory disease sector.
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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
GSK's Nucala Approved by EU for COPD Treatment
- 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
GSK Shares Rise for Seven Consecutive Sessions
- 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
GSK's Nucala Therapy Approved by EU for COPD Expansion
- Indication Expansion: GSK's Nucala asthma therapy has received EU approval for use in chronic obstructive pulmonary disease (COPD) patients, marking an expansion into five disease areas and is expected to significantly enhance market share.
- Clinical Trial Support: The approval is based on data from GSK's Phase 3 MATINEE trial, which demonstrated that Nucala, in combination with standard care, can effectively reduce the annualized rate of moderate/severe exacerbations in COPD patients, enhancing its clinical applicability.
- Market Potential: This approval allows Nucala to be marketed as an add-on maintenance treatment for adults with COPD characterized by high eosinophil counts, which is anticipated to drive revenue growth for GSK in the respiratory disease sector.
- Strategic Significance: Nucala was previously approved in the EU for four inflammatory diseases, and this expansion further solidifies GSK's position in the biopharmaceutical market, showcasing its ongoing commitment to innovative drug development.
See More
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- Money Flow Analysis: Early trading shows positive money flows into Microsoft, NVIDIA, and Tesla, while Amazon, Google, and Meta experience outflows, indicating a divergence in market sentiment that could influence investor decisions and market trends.
- Investment Strategy Recommendations: Investors are advised to hold long-term quality assets while establishing protection bands to mitigate market volatility, especially given the current increase in market uncertainty, which helps balance risk and reward.
- Traditional Portfolio Adjustments: For those adhering to a traditional 60/40 stock-bond allocation, focusing on high-quality bonds and those with five-year durations or less is recommended to address inflation risks, ensuring stability and yield in their portfolios.
- High Beta Stocks Focus: When adjusting hedge levels, it is suggested to adopt wider stop-loss strategies for high beta stocks to maintain flexibility amid market fluctuations, which is particularly crucial for investors seeking high returns.
See More
