Recent Developments Are Changing the Narrative for GSK
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 29 2025
0mins
Should l Buy GSK?
Source: Yahoo Finance
GSK's Fair Value Estimate: Analysts have slightly increased GSK's fair value estimate from £18.07 to £18.27, reflecting cautious optimism amid ongoing valuation adjustments and market conditions.
Analyst Insights: JPMorgan raised GSK's price target to 1,500 GBp while maintaining an Underweight rating, indicating concerns about potential risks despite positive valuation changes.
Regulatory and Operational Developments: GSK is investing over $350 billion in U.S. manufacturing to adapt to trade policies, and has received FDA approval for a new cancer treatment, enhancing its market position.
Legal Challenges: AnaptysBio has initiated legal action against GSK, alleging breach of a collaboration agreement, which could affect future partnerships and innovation in the oncology sector.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy GSK?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
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: 58.070
Low
20.15
Averages
38.72
High
55.60
Current: 58.070
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.
Funko Shares Surge 25% as Investor Urges Strategic Alternatives
- 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.
See More
ViiV's VH184 Phase 1 Data Shows Promising Long-Acting Potential
- Dosing Frequency: ViiV Healthcare's third-generation integrase strand transfer inhibitor VH184 shows potential for dosing as infrequently as twice a year, which could significantly improve patient adherence and reduce treatment burden.
- Drug Stability: One formulation of VH184 demonstrated steady drug levels through month seven, indicating its effectiveness and safety in long-term treatment, potentially offering better options for chronic disease patients.
- Resistance Profile Advantage: VH184 exhibited an enhanced resistance profile in vitro compared to Gilead's bictegravir, suggesting a competitive edge in antiviral therapy that may attract more clinical applications.
- Clinical Trial Results: ViiV's phase 2b trial revealed that 94% of individuals receiving intravenous lotivibart maintained viral suppression, showcasing the efficacy of this combination therapy and potentially advancing its application in HIV treatment.
See More
GSK Acquires 35Pharma for $950 Million
- Acquisition Deal: GSK plc has agreed to acquire Canada-based clinical-stage biopharmaceutical company 35Pharma for $950 million, aiming to enhance its competitive edge in novel protein therapeutics, particularly in treating pulmonary arterial hypertension (PAH) and pulmonary hypertension due to heart failure (PH-HFpEF).
- Clinical Advancement: The acquisition includes HS235, an investigational drug that has completed phase 1 trials in healthy volunteers, with studies set to commence imminently for PAH, indicating significant market potential as the global pulmonary hypertension therapy market is projected to reach $18 billion by 2032.
- Market Outlook: HS235 targets the activin receptor signaling pathway, expected to capture 50% of the pulmonary hypertension treatment market, and its design enhances selectivity, reducing binding to ligands associated with adverse events, showcasing its differentiated clinical application.
- Licensing Agreement: GSK has also entered into a deal with Frontier Biotechnologies, which will receive $40 million upfront and up to $963 million in milestone payments, responsible for advancing two investigational assets, while GSK will handle subsequent global clinical development and commercialization activities.
See More
GSK Acquires 35Pharma for $950 Million
- Acquisition Agreement: GSK plc has announced the acquisition of Canada-based 35Pharma for $950 million in cash, which will enhance its product pipeline in the respiratory, immunology, and inflammation sectors.
- New Drug Development: The acquisition includes HS235, a potential investigational medicine that has completed Phase I clinical trials in healthy volunteers, with studies set to commence imminently in pulmonary arterial hypertension and heart failure-related pulmonary hypertension.
- Market Potential: HS235's profile strengthens GSK's pipeline by providing scalable opportunities in metabolic and vascular function protection, further solidifying its position in the Respiratory, Immunology, and Inflammation (RI&I) portfolio.
- Strategic Implications: This acquisition not only expands GSK's R&D capabilities but also lays the groundwork for future market demands and product diversification, demonstrating its ongoing commitment to investment in the biopharmaceutical sector.
See More
Overview of FDA Regulatory Developments
- BHA Safety Reassessment: On February 10, 2026, the FDA initiated a comprehensive reassessment of Butylated Hydroxyanisole (BHA) to evaluate its safety in food and food contact substances based on the latest scientific data, despite its classification as a potential human carcinogen in animal studies, which could affect consumer confidence in food safety.
- Hormone Therapy Labeling Updates: On February 12, 2026, the FDA approved labeling updates for six menopausal hormone therapy products, including Prometrium and Divigel, clarifying risk considerations and removing boxed warnings related to cardiovascular disease, breast cancer, and probable dementia, which may enhance market acceptance of these therapies.
- Innovative Device Approval: On the same day, the FDA approved Novocure's Optune Pax, a first-of-its-kind device for treating locally advanced pancreatic cancer, marking a significant technological advancement in cancer treatment and potentially providing new options for patients.
- Biotech Stocks Under Scrutiny: With upcoming FDA decisions in March 2026, biotech stocks are under market scrutiny, and investors should closely monitor the potential impacts of these decisions on related companies, which could trigger market volatility.
See More
GSK Acquires 35Pharma for $950 Million
- Acquisition Agreement: GSK plc has announced the acquisition of 35Pharma, a Canadian clinical-stage biopharmaceutical company, for $950 million in cash, which will enhance GSK's portfolio in protein-based therapeutics upon completion.
- Research Focus: The acquisition includes HS235, an investigational drug that has completed Phase I clinical trials in healthy volunteers, with studies set to commence imminently in pulmonary arterial hypertension and heart failure with preserved ejection fraction, indicating GSK's strategic expansion in cardiovascular diseases.
- Market Reaction: At the time of the acquisition announcement, GSK shares were trading at 2,201.00 pence, down 0.23%, reflecting a cautious market sentiment that may impact investor confidence in the short term.
- Long-term Strategy: This acquisition not only enriches GSK's product pipeline but also strengthens its market position in the biopharmaceutical sector, expected to provide new momentum for future revenue growth.
See More
Funko Shares Surge 25% as Investor Urges Strategic Alternatives
- 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.
See More
ViiV's VH184 Phase 1 Data Shows Promising Long-Acting Potential
- Dosing Frequency: ViiV Healthcare's third-generation integrase strand transfer inhibitor VH184 shows potential for dosing as infrequently as twice a year, which could significantly improve patient adherence and reduce treatment burden.
- Drug Stability: One formulation of VH184 demonstrated steady drug levels through month seven, indicating its effectiveness and safety in long-term treatment, potentially offering better options for chronic disease patients.
- Resistance Profile Advantage: VH184 exhibited an enhanced resistance profile in vitro compared to Gilead's bictegravir, suggesting a competitive edge in antiviral therapy that may attract more clinical applications.
- Clinical Trial Results: ViiV's phase 2b trial revealed that 94% of individuals receiving intravenous lotivibart maintained viral suppression, showcasing the efficacy of this combination therapy and potentially advancing its application in HIV treatment.
See More
GSK Acquires 35Pharma for $950 Million
- Acquisition Deal: GSK plc has agreed to acquire Canada-based clinical-stage biopharmaceutical company 35Pharma for $950 million, aiming to enhance its competitive edge in novel protein therapeutics, particularly in treating pulmonary arterial hypertension (PAH) and pulmonary hypertension due to heart failure (PH-HFpEF).
- Clinical Advancement: The acquisition includes HS235, an investigational drug that has completed phase 1 trials in healthy volunteers, with studies set to commence imminently for PAH, indicating significant market potential as the global pulmonary hypertension therapy market is projected to reach $18 billion by 2032.
- Market Outlook: HS235 targets the activin receptor signaling pathway, expected to capture 50% of the pulmonary hypertension treatment market, and its design enhances selectivity, reducing binding to ligands associated with adverse events, showcasing its differentiated clinical application.
- Licensing Agreement: GSK has also entered into a deal with Frontier Biotechnologies, which will receive $40 million upfront and up to $963 million in milestone payments, responsible for advancing two investigational assets, while GSK will handle subsequent global clinical development and commercialization activities.
See More
GSK Acquires 35Pharma for $950 Million
- Acquisition Agreement: GSK plc has announced the acquisition of Canada-based 35Pharma for $950 million in cash, which will enhance its product pipeline in the respiratory, immunology, and inflammation sectors.
- New Drug Development: The acquisition includes HS235, a potential investigational medicine that has completed Phase I clinical trials in healthy volunteers, with studies set to commence imminently in pulmonary arterial hypertension and heart failure-related pulmonary hypertension.
- Market Potential: HS235's profile strengthens GSK's pipeline by providing scalable opportunities in metabolic and vascular function protection, further solidifying its position in the Respiratory, Immunology, and Inflammation (RI&I) portfolio.
- Strategic Implications: This acquisition not only expands GSK's R&D capabilities but also lays the groundwork for future market demands and product diversification, demonstrating its ongoing commitment to investment in the biopharmaceutical sector.
See More
Overview of FDA Regulatory Developments
- BHA Safety Reassessment: On February 10, 2026, the FDA initiated a comprehensive reassessment of Butylated Hydroxyanisole (BHA) to evaluate its safety in food and food contact substances based on the latest scientific data, despite its classification as a potential human carcinogen in animal studies, which could affect consumer confidence in food safety.
- Hormone Therapy Labeling Updates: On February 12, 2026, the FDA approved labeling updates for six menopausal hormone therapy products, including Prometrium and Divigel, clarifying risk considerations and removing boxed warnings related to cardiovascular disease, breast cancer, and probable dementia, which may enhance market acceptance of these therapies.
- Innovative Device Approval: On the same day, the FDA approved Novocure's Optune Pax, a first-of-its-kind device for treating locally advanced pancreatic cancer, marking a significant technological advancement in cancer treatment and potentially providing new options for patients.
- Biotech Stocks Under Scrutiny: With upcoming FDA decisions in March 2026, biotech stocks are under market scrutiny, and investors should closely monitor the potential impacts of these decisions on related companies, which could trigger market volatility.
See More
GSK Acquires 35Pharma for $950 Million
- Acquisition Agreement: GSK plc has announced the acquisition of 35Pharma, a Canadian clinical-stage biopharmaceutical company, for $950 million in cash, which will enhance GSK's portfolio in protein-based therapeutics upon completion.
- Research Focus: The acquisition includes HS235, an investigational drug that has completed Phase I clinical trials in healthy volunteers, with studies set to commence imminently in pulmonary arterial hypertension and heart failure with preserved ejection fraction, indicating GSK's strategic expansion in cardiovascular diseases.
- Market Reaction: At the time of the acquisition announcement, GSK shares were trading at 2,201.00 pence, down 0.23%, reflecting a cautious market sentiment that may impact investor confidence in the short term.
- Long-term Strategy: This acquisition not only enriches GSK's product pipeline but also strengthens its market position in the biopharmaceutical sector, expected to provide new momentum for future revenue growth.
See More
