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Company Analysis: GlaxoSmithKline

The publisher explores GlaxoSmithKline’s prescription pharmaceutical performance and outlook over 2019-29.


  • Overview - GlaxoSmithKline’s sales will grow steadily through to 2026 due to new launches.
  • Key themes - [1] Shingrix’s rapid growth will not be repeated over the coming years as GlaxoSmithKline is capacity-constrained until 2024 [2] Expansion into oncology with Zejula, belantamab mafodotin, dostarlimab, and bintrafusp alfa [3] HIV franchise in transition phase as market moves away from triple products to newer two-drug regimens like Dovato and cabotegravir + rilpivirine [4] Eventual IPO of the GlaxoSmithKline and Pfizer Consumer Healthcare Joint Venture will provide GSK with significant capital to potentially pursue M&A.

Model updates (3 November 2020)

  • Dovato forecast adjusted higher
  • Juluca forecast adjusted lower
  • Triumeq forecast adjusted higher
  • Shingrix forecast adjusted lower due to COVID-19
  • Fostemsavir name changed to Rukobia after approval
  • Belantamab mafodotin name changed to Blenrep after approval.

Model updates (3 August 2020)

  • Cabotegravir forecast added after recent results from Phase III studies in HIV prophylaxis
  • Infanrix/Pediarix forecast adjusted lower due to impact from COVID-19
  • Hepatitis vaccines forecast adjusted lower due to impact from COVID-19
  • Boostrix forecast adjusted lower due to impact from COVID-19.

Model updates (1 June 2020)

  • Juluca forecast adjusted lower.

Model updates (28 February 2020)

  • Shingrix forecast adjusted higher to account for more robust sales and significant capacity increase in 2024
  • Tivicay forecast adjusted lower due to competitive trends in the HIV market
  • Triumeq forecast adjusted lower due to competitive trends in the HIV market
  • Dovato forecast adjusted higher due to launch trend in the US
  • Juluca forecast adjusted higher due to launch trends globally
  • Fostemsavir forecast pushed out to align with filing timeframe.

Table of Contents

Company Background
  • Company Overview
  • Key Metrics
  • SWOT Analysis
  • Key Drug & Company Information
  • Company Comparison

Recent Earnings Review
  • Earnings Overview
  • Pharma Insights Analysis

Company Forecast
  • Prescription Pharmaceuticals Sales Outlook
  • Branded Drug Outlook
  • Launch Profile Outlook
  • Therapy Area Outlook
  • Regional Sales Outlook
  • Lifecycle Analysis

Company Profile
  • Marketed & Pipeline Drugs
  • Recent Events & Analyst Opinions
  • Upcoming Catalysts
  • Recent Insights

Clinical Trial Overview
  • Clinical Trial Snapshot
  • Clinical Trials by Country
  • Clinical Trials by Status and Phase
  • Clinical Trials by Drug