GSK plc Q3 2023 Earnings Call Transcript - Thomson StreetEvents

GSK plc Q3 2023 Earnings Call Transcript

GSK plc Q3 2023 Earnings Call Transcript - Thomson StreetEvents
GSK plc Q3 2023 Earnings Call Transcript
Published Nov 01, 2023
22 pages (13812 words) — Published Nov 01, 2023
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Abstract:

Edited Transcript of GSK.L earnings conference call or presentation 1-Nov-23 12:00pm GMT

  
Brief Excerpt:

...Nick Stone Hello everyone, it's Nick Stone, Head of Investor Relations. Welcome to our year-to-date and Q3, 2023 results conference call and webcast for investors and analysts. The presentation was sent out to our distribution list by e-mail, and you can also find this on GSK.com. Please turn to Slide 2. This is the usual safe harbor statements, we'll comment on our performance using constant exchange rates, or CER unless stated otherwise. As a reminder, the following the Consumer Healthcare demerger in 2022 to form Haleon, representing performance and growth of the continuing operations for GSK. Please turn to Slide 3. Today's call will last approximately 1 hour, with the management presentation taking around 30 minutes, and the remaining time for your questions. (Operator Instructions) Our speakers are Emma Walmsley, Tony Wood, Luke Miels, Deborah Waterhouse and Julie Brown, with David Redford joining the rest of the team for the Q&A portion of the call. I'll now hand the call over to...

  
Report Type:

Transcript

Source:
Thomson StreetEvents
Company:
GSK plc
Ticker
GSK.L
Time
12:00pm 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 : I have a couple of questions for Tony, please, within R&D. So firstly, on the (inaudible). So now you've got the full reach of your Phase II data, and you have recently signed that deal with JNJ to look at sequential therapy. Do you still remain confident you can offer [HBV] patients a functional cure, at least a proportion of them? And what do you expect that JNJ, siRNA to add here? And do you stand by your more than GBP 2 billion sales target for that asset? And then secondly, a broader question on R&D budgets. So here, we've seen significant growth in your budget over the past 18 months or so. And based on the pipeline you have ahead of you, and you're broadly happy with the annual budget that you've effectively been given this year. And the run rate looks to be about GBP 5.5 billion, or should we expect that R&D budget to continue to grow in the sort of low double-digit range that

Table Of Contents

GSK plc Q1 2025 Earnings Call Transcript – 2025-04-30 – US$ 106.00 – Edited Transcript of GSK.L earnings conference call or presentation 30-Apr-25 11:00am GMT

GSK plc Q4 2024 Earnings Call Transcript – 2025-02-05 – US$ 54.00 – Edited Transcript of GSK.L earnings conference call or presentation 5-Feb-25 10:45am GMT

GSK plc at JPMorgan Healthcare Conference Transcript – 2025-01-14 – US$ 54.00 – Edited Transcript of GSK.L presentation 14-Jan-25 3:30pm GMT

GSK plc Q3 2024 Earnings Call Transcript – 2024-10-30 – US$ 54.00 – Edited Transcript of GSK.L earnings conference call or presentation 30-Oct-24 12:00pm GMT

GSK plc at Bank of America Global Healthcare Conference Transcript – 2024-09-19 – US$ 54.00 – Edited Transcript of GSK.L presentation 19-Sep-24 8:05am GMT

GSK plc Getting ahead of HIV with ViiV Management Presentation Transcript – 2023-09-28 – US$ 54.00 – Edited Transcript of GSK.L conference call or presentation 28-Sep-23 1:00pm GMT

GSK plc at Bank of America Merrill Lynch Global Healthcare Conference Transcript – 2023-09-14 – US$ 54.00 – Edited Transcript of GSK.L presentation 14-Sep-23 8:05am GMT

GSK plc at Citi BioPharma Conference Transcript – 2023-09-07 – US$ 54.00 – Edited Transcript of GSK.L presentation 7-Sep-23 12:50pm GMT

GSK plc Q2 2023 Earnings Call Transcript – 2023-07-26 – US$ 54.00 – Edited Transcript of GSK.L earnings conference call or presentation 26-Jul-23 11:00am GMT

GSK plc Virtual Management Event: Getting Ahead of Infectious Disease Transcript – 2023-06-27 – US$ 54.00 – Edited Transcript of GSK.L conference call or presentation 27-Jun-23 1:00pm GMT

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Thomson StreetEvents. "GSK plc Q3 2023 Earnings Call Transcript" Nov 01, 2023. Alacra Store. May 02, 2025. <http://www.alacrastore.com/thomson-streetevents-transcripts/Q3-2023-GSK-plc-Earnings-Call-T15773842>
  
APA:
Thomson StreetEvents. (2023). GSK plc Q3 2023 Earnings Call Transcript Nov 01, 2023. New York, NY: Alacra Store. Retrieved May 02, 2025 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Q3-2023-GSK-plc-Earnings-Call-T15773842>
  
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