NUVLNuvalent Inc. Class A Common Stock

1038 ET – GSK’s newly launched drugs will be key to reduce risk on the U.K. pharmaceutical company’s outlook for next year, analysts at J.P. Morgan say. GSK recently launched blood-cancer drug Blenrep and asthma treatment Exdensur, while lung-cancer medicine Jideytro—which the company bought through its acquisition of Nuvalent—received U.S. approval last month. The trajectory of these products and others that are expected to reach the market next year like hepatitis B drug bepirovirsen and neladalkib—another lung-cancer drug from Nuvalent—will be increasingly focus for investors, the analysts say.

GSK PLC (GSK) reports Q2 sales up 5% to over GBP8.4 billion and launches a GBP1.9 billion cost-saving program, but lowers 2026 EPS guidance due to Nuvalent acquisition costs.

GSK (NYSE:GSK) reported second-quarter sales growth of 5% at constant exchange rates to more than £8.4 billion, supported by Specialty Medicines and Vaccines, while outlining a new cost-savings and investment program intended to accelerate its late-stage pipeline and support growth beyond 2031. Luk

Jideytro will now enter a lung cancer niche dominated by Pfizer’s Lorbrena.

The clearance is GSK’s first for a lung cancer medicine and the latest step forward in a yearslong push by the British drugmaker into oncology.

Jefferies has resumed coverage of GSK PLC (LSE:GSK, NYSE:GSK) with a buy rating and a 2,500p price target, implying roughly 30% upside from the 1,916.50p close. The broker argues a run of business development deals has brought the drugmaker's £40 billion 2031 revenue target within reach...