GlaxoSmithKline PLC and HALEON PLC Consumer Healthcare Capital Markets Day Transcript - Thomson StreetEvents

GlaxoSmithKline PLC and HALEON PLC Consumer Healthcare Capital Markets Day Transcript

GlaxoSmithKline PLC and HALEON PLC Consumer Healthcare Capital Markets Day Transcript - Thomson StreetEvents
GlaxoSmithKline PLC and HALEON PLC Consumer Healthcare Capital Markets Day Transcript
Published Feb 28, 2022
50 pages (38259 words) — Published Feb 28, 2022
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Abstract:

Edited Transcript of GSK.L corporate analyst meeting

  
Brief Excerpt:

...Thank you, Sonya. Hello, everyone, and a very warm welcome to this GSK Capital Markets event. Today marks a significant moment for GSK as we formally introduce you to Haleon, a new company purely dedicated to everyday health. It comes ahead of the most significant corporate change for GSK in 20 years with the demerger of our Consumer Healthcare business planned for July this year. With it, we will create 2 new exceptional companies that will positively impact the health of billions of people around the world. When I took over as CEO of GSK, I set out new priorities and a capital allocation framework to improve our long-term, competitive performance and deliver innovation. We've made substantial progress, significantly improving both our operating performance and our R&D productivity. The steps we've taken with our Consumer Healthcare business, which I joined GSK to shape and build over a decade ago were all designed to accelerate this work. Strong consumer cash flow has supported investments...

  
Report Type:

Transcript

Source:
Thomson StreetEvents
Company:
GSK plc
Ticker
GSK.L
Time
12:30pm GMT
Format:
PDF Adobe Acrobat
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The following is excerpted from the question-and-answer section of the transcript.

(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)

Question: Kerry Ann Holford - Joh. Berenberg, Gossler & Co. KG, Research Division - Analyst : A couple of questions for me, please. Firstly, on geography. Can you tell us what proportion of Haleon sales are generated in Russia and Ukraine, where your exposure is there? And secondly, in the context of your plan to grow consumer R&D spend ahead of sales and you aim to increase in returns on that R&D spend that you've highlighted, can you talk about what your consumer R&D returns have been in recent history? How do you measure that in consumer brands and what your hurdle rate is and perhaps how you compare versus the peer group?

Table Of Contents

GSK plc at Goldman Sachs Global Healthcare Conference Transcript – 2022-06-13 – US$ 54.00 – Edited Transcript of GSK.L presentation 13-Jun-22 9:00pm GMT

GSK plc at UBS Global Healthcare Conference Transcript – 2022-05-24 – US$ 54.00 – Edited Transcript of GSK.L presentation 24-May-22 1:15pm GMT

GlaxoSmithKline PLC Q1 2022 Earnings Call Transcript – 2022-04-27 – US$ 54.00 – Edited Transcript of GSK.L earnings conference call or presentation 27-Apr-22 11:00am GMT

GlaxoSmithKline PLC at UBS Global Consumer & Retail Conference (Virtual) Transcript – 2022-03-09 – US$ 54.00 – Edited Transcript of GSK.L presentation 9-Mar-22 4:00pm GMT

GlaxoSmithKline PLC at Cowen Health Care Conference (Virtual) Transcript – 2022-03-07 – US$ 54.00 – Edited Transcript of GSK.L presentation 7-Mar-22 4:10pm GMT

GlaxoSmithKline PLC to Discuss About Investing in Healthcare Innovations: A Case Study of Multi-stakelholder Capitalism in Practice Call Transcript – 2022-02-10 – US$ 54.00 – Edited Transcript of GSK.L conference call or presentation 10-Feb-22 1:00pm GMT

GlaxoSmithKline PLC Q4 2021 Earnings Call Transcript – 2022-02-09 – US$ 54.00 – Edited Transcript of GSK.L earnings conference call or presentation 9-Feb-22 2:00pm GMT

GlaxoSmithKline PLC at JPMorgan Healthcare Conference (Virtual) Transcript – 2022-01-11 – US$ 54.00 – Edited Transcript of GSK.L presentation 11-Jan-22 12:30pm GMT

GlaxoSmithKline PLC at Goldman Sachs Healthcare CEOs Unscripted Conference: A View from the Top (Virtual) Transcript – 2022-01-06 – US$ 54.00 – Edited Transcript of GSK.L presentation 6-Jan-22 1:00pm GMT

GlaxoSmithKline PLC Meet GSK Management: Getting Ahead of HIV Transcript – 2021-11-29 – US$ 54.00 – Edited Transcript of GSK.L corporate analyst meeting</ 29-Nov-21 3:00pm GMT

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Cite this Report

  
MLA:
Thomson StreetEvents. "GlaxoSmithKline PLC and HALEON PLC Consumer Healthcare Capital Markets Day Transcript" Feb 28, 2022. Alacra Store. May 04, 2025. <http://www.alacrastore.com/thomson-streetevents-transcripts/GlaxoSmithKline-PLC-and-HALEON-PLC-Consumer-Healthcare-Capital-Markets-Day-T15118610>
  
APA:
Thomson StreetEvents. (2022). GlaxoSmithKline PLC and HALEON PLC Consumer Healthcare Capital Markets Day Transcript Feb 28, 2022. New York, NY: Alacra Store. Retrieved May 04, 2025 from <http://www.alacrastore.com/thomson-streetevents-transcripts/GlaxoSmithKline-PLC-and-HALEON-PLC-Consumer-Healthcare-Capital-Markets-Day-T15118610>
  
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