葛蘭素史克股票討論區

Goldman Sachs' Chief Global Equity Strategist Peter Oppenheimer finds the GRANOLAS' outperformance impressive on a risk-adjusted basis. They can benefit from the shift towards passive investment as they outperform when passive funds see more inflows.

Citi analyst Andrew Baum predicts Blenrep will be a standard care for refractory multiple myeloma patients for the next five years, assuming the DREAMM-8 trial meets its primary goal.

GSK's optimistic long-term outlook is driven by the expected launch of at least 12 major products from 2025 in infectious, respiratory disorders and cancer areas. The company's performance and future outlook could suggest a positive trend for the stock.

CEO Emma Walmsley is confident in delivering growth commitments and progressing with innovation in core therapy areas. Strong performance of Arexvy and potential expansion of its approval could be positive for GSK's future.

Deutsche Bank analyst Emmanuel Papadakis suggests that the state litigation overhang explains GSK's continued 20% discount versus value peers. He also sees a significant chance of a similar outcome to the dismissed core federal litigation.

Details:
Pharmaceutical companies, including Novo Nordisk and Eli Lilly, raised prices on 775 brand-name drugs in early 2024.
Median price increase of 4.5%, surpassing December's inflation rate of 3.4%.
Notable hikes: Ozempic up by 3.5% to nearly $970/month; Mounjaro up 4.5% to about $1,070/month.
Drugmakers justify increases due to market conditions, inflation, and drug value.
U.S. government began penalizing price hikes above inflatio...