The publisher explores GlaxoSmithKline’s prescription pharmaceutical performance and outlook over 2019-29.
Snapshot
Model updates (3 November 2020)
Model updates (3 August 2020)
Model updates (1 June 2020)
Model updates (28 February 2020)
Snapshot
- 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
Recent Earnings Review
Company Forecast
Company Profile
Clinical Trial Overview
