에 대한 최신 뉴스 GSK (NYSE:GSK) 주식

In the pharmaceutical industry, GSK ranks as one of the largest firms by total sales. The company wields its might across several therapeutic classes, including respiratory, antiviral, and vaccines, and has been growing its presence in oncology and immunology, as well. GSK uses joint ventures to gain additional scale in certain markets like HIV.

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도널드 트럼프 대통령은 화요일(8일) 외국 의약품에 대한 &#34;주요 관세&#34; 계획을 공개했다.트럼프 대통령은 전국공화당의회위원회(NRCC) 만찬에서 이렇게 말했다. &#34;우리는 곧 의약품에 대한 주요 관세를 발표할 것이다...관세 소식을 들으면 회사들은 중국을 떠날 것이다...대부분 제품이 미국에서 판매되기 때문이다.&#34;

트럼프의 의약품 관세 계획...뱅크오브아메리카에서 제시한 타임라인은?

Toronto,,Ontario,,Canada,-,February,14,,2021,:,Gsk,Glaxosmithkline

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켄 그리핀의 헤지펀드 시타델(Citadel)이 GSK PLC(NYSE:GSK)에 3억 5,000만 파운드(3억 9,000만 달러)의 공매도 베팅을 걸었다. 이는 영국 제약 대기업 GSK에 대한 10년래 가장 큰 베팅이라고 파이낸셜타임스가 보도했다.

켄 그리핀의 헤지펀드 시타델, 제약사 GSK에 대규모 공매도 베팅

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네바다의 한 낙농업자가 1월에 루이지애나 남자의 사망과 관련된 조류 독감 D1.1 변종에 양성 반응을 보였다고 CNN이 보도했다. 미국 질병통제예방센터(CDC)는 월요일에 초기 양성 반응을 확인하기 위해 작업 중이다.

네바다 남성에서 발견된 치명적인 조류 독감 변종: 주목해야 할 4가지 주식

GSK plc American Depositary Shares (Each representing two Ordinary Shares)

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GLISTEN met the primary endpoint of change from baseline in monthly itch score and showed linerixibat (n=119) significantly improved itch versus placebo (n=119) over 24-weeks, as measured on a 0-10 numerical rating scale (NRS) for the worst itch (WI-NRS) (least squares [LS] mean difference [95% CI]: -0.72 [-1.15, -0.28], p=0.001). Monthly itch score evaluated the worst weekly itch of each month over the 24-week treatment period. This finding supports linerixibat's potential to address a major symptom of PBC, relentless itch.
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The trial also met key secondary endpoints including itch score at week 2 and itch-related sleep interference NRS over 24 weeks demonstrating:
·&nbsp;&nbsp;&nbsp;&nbsp; &nbsp;Improvement in itch was rapid with a significant improvement over placebo at week 2 (LS mean difference [95% CI]: -0.71 [-1.07, -0.34], p&lt;0.001) and sustained throughout the trial.
·&nbsp;&nbsp;&nbsp;&nbsp; &nbsp;Significant improvement in itch-related sleep interference, which impacts patient quality of life, over 24 weeks of treatment with linerixibat compared with placebo (LS mean difference [95% CI]: -0.53 [-0.98, -0.07], p=0.024).
·&nbsp;&nbsp;&nbsp;&nbsp; &nbsp;More patients in the linerixibat group had clinically meaningful itch improvement (WI-NRS ≥3-point reduction) with 56% versus 43% in the placebo group at week 24 (treatment difference 13% [95% CI 0%-27%], nominal p=0.043).
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Kaivan Khavandi, SVP, Global Head, Respiratory, Immunology &amp; Inflammation R&amp;D, GSK, said: "Relentless itch is present in the majority of patients with PBC and is a symptom that affects sleep, mental health, and quality of life. With linerixibat, we are one step closer to addressing the high unmet need of itch and its related sleep interference that are critically important to patients but historically under-treated."
&nbsp;
The safety profile of linerixibat was consistent with previous studies and the mechanism of IBAT inhibition, with gastrointestinal side-effects more common in the active treatment group. The most common adverse event, diarrhoea, was mostly mild in intensity; discontinuation due to diarrhoea was 4% in the linerixibat group versus &lt;1% in the placebo group.
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Gideon Hirschfield, Lily and Terry Horner Chair in Autoimmune Liver Disease Research, Director of the Autoimmune and Rare Liver Disease Programme at University Health Network, Toronto and lead author of the GLISTEN study, said: "Currently there are very limited therapies for pruritus in PBC and previous attempts to develop new therapies have been unsuccessful. As an investigator who also sees many patients with PBC, and who has worked with this molecule from the early phase II studies, the clear improvements in itch and its related sleep interference seen in GLISTEN are meaningful and clinically important."
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Linerixibat is currently not approved anywhere in the world.

GSK Announced Results From GLISTEN Phase 3 Trial Of Linerixibat In Adults With Cholestatic Pruritus And PBC, A Rare Autoimmune Liver Disease. The Full Data Were Presented In A Late-breaker Oral Presentation At The EASL Congress 2025

On Wednesday, British multinational pharmaceutical GSK Plc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GSK#NYSE">GSK</a>) reported first-quarter sales of $9.46 billion (7.52 billion Sterling Pounds), up 2% year-over-year and 4% on constant currency. Analysts had <a href="https://www.benzinga.com/calendars/earnings" target="_blank" rel="noreferrer noopener">estimated sales of $7.46 billion</a>.
Vaccine sales fell 8% (-6% at constant currency) to 2.09 billion pounds, primarily impacted by lower demand for Arexvy related to a more limited ACIP recommendation and lower demand for Shingrix in the U.S. and International. Meningitis vaccines continued to show strong demand with double-digit sales growth.
Arexvy sales reached 78&nbsp;<a target="_blank" href="https://www.benzinga.com/general/biotech/25/04/44876132/us-advisory-panel-votes-to-expand-recommendation-for-pfizer-gsks-rsv-vaccines-for-older-adults-below-60-years" rel="noreferrer noopener">million pounds, down 57%</a>. Meningitis vaccine <a target="_blank" href="https://www.gsk.com/en-gb/media/press-releases/gsk-makes-strong-start-to-2025-with-growth-in-sales-profits-and-earnings/" rel="noreferrer noopener">sales</a> increased 17% (+20%) to 350 million, while established vaccine sales of 799 million fell 5% (-3%).
<a target="_blank" href="https://www.benzinga.com/25/04/44634572/gsk-stock-is-trading-higher-as-new-study-shows-shingles-vaccine-linked-to-20-lower-dementia-risk" rel="noreferrer noopener">Shingrix sales</a> reached 867 million pounds, down 8% (-7% at constant currency).
Also Read: <a target="_blank" href="https://www.benzinga.com/25/03/44496482/fda-approves-gsks-oral-antibiotic-for-urinary-tract-infections-for-females-aged-12-years-and-older" rel="noreferrer noopener">FDA Approves GSK&#8217;s Oral Antibiotic For Urinary Tract Infections For Females Aged 12 Years And Older</a>
Specialty Medicines sales grew by double-digit percentages (+16% and 17% on constant currency) in the quarter to 2.93 billion pounds, reflecting continued growth across disease areas, with strong performances in HIV, Respiratory, Immunology and Inflammation, and oncology.
General Medicines sales fell by 3% to&nbsp;2.49 billion pounds.
The company reported a core EPS of $1.13 (44.9 pence), beating the consensus of $1.04.
GSK plans to market five new specialty medicines this year, including the return of the previously withdrawn multiple <a target="_blank" href="https://www.benzinga.com/general/biotech/25/04/44873982/uk-becomes-first-country-to-authorize-blenrep-in-two-combo-regimens" rel="noreferrer noopener">myeloma treatment Blenrep</a>.
Tariffs: GSK notes that the U.S. Administration has initiated an investigation under Section 232 of the Trade Expansion Act to determine the effects of <a target="_blank" href="https://www.benzinga.com/25/04/44724763/pharma-industry-faces-jitters-as-trump-hints-at-historic-tariffs-bofa-outlines-probable-timeline" rel="noreferrer noopener">pharmaceutical product imports</a> on national security.
The company is well positioned to respond to the potential financial impact of sector-specific tariffs, should they be implemented, with mitigation options identified in the supply chain and productivity initiatives.
Guidance:&nbsp;GSK reaffirms 2025 guidance and expects sales to grow between 3% and 5%, with core earnings per share and operating profit growing between 6% and 8%.
Specialty Medicine sales are expected to increase by a low double-digit percent, Vaccine revenue is expected to decline by a low single-digit percent, and general medicine sales are expected to be broadly stable.
Price Action:&nbsp;At last check on Wednesday, GSK stock was up 3.57% to $40.37 during the premarket session.
Read Next:
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<li><a href="https://www.benzinga.com/general/biotech/25/04/45080457/abeona-therapeutics-wins-fda-approval-for-first-of-its-kind-gene-therapy" target="_blank" rel="noreferrer noopener">Abeona Therapeutics Wins FDA Approval For First-of-Its-Kind Gene Therapy</a></li>
</ul>
Photo by HJBC via Shutterstock

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Britain's GSK Asserts It Is 'Well Positioned' To Mitigate Potential Tariffs After Strong Q1 Cancer And HIV Drug Sales

WIIM

GSK shares are trading higher after the company reported better-than-expected Q1 financial results and raised its FY25 adjusted EPS guidance. Also, the company raised its FY25 sales guidance above estimates.

GSK (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GSK#NYSE">GSK</a>) raises FY2025 Adj EPS guidance from $4.18-$4.26 to $4.25-$4.59 vs $4.36 analyst estimate. Raises FY2025 sales outlook from $40.07 billion-$40.85 billion to $40.68 billion-$42.71 billion vs $32.61 billion estimate.

GSK Raises FY2025 Adj EPS Guidance from $4.18-$4.26 to $4.25-$4.59 vs $4.36 Est; Raises FY2025 Sales Guidance from $40.07B-$40.85B to $40.68B-$42.71B vs $32.61B Est

The Core earnings per share guidance includes the implementation of the £2 billion share buyback program to the end of Q2 2026.
The Group has made planning assumptions that we expect turnover for Specialty Medicines to increase by a low double-digit per cent, Vaccines to decrease by a low-single digit per cent, and General Medicines to be broadly stable.

GSK Affirms Its FY25 Guidance And Expects Its Turnover To Increase Between 3%-5% And Core Operating Profit To Increase Between 6%-8%. Core EPS Is Expected To Increase Between 6%-8%

GSK (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GSK#NYSE">GSK</a>) reported quarterly earnings of $1.13 per share which beat the analyst consensus estimate of $1.04 by 8.65 percent. This is a 3.39 percent increase over earnings of $1.09 per share from the same period last year. The company reported quarterly sales of $9.46 billion which beat the analyst consensus estimate of $7.46 billion by 26.82 percent. This is a 1.32 percent increase over sales of $9.34 billion the same period last year.

Earnings Beats

GSK Q1 Adj. EPS $1.13 Beats $1.04 Estimate, Sales $9.46B Beat $7.46B Estimate

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Earnings Scheduled For April 30, 2025

On Wednesday, the Advisory Committee on Immunization Practices (ACIP) voted to expand its recommendation for the use of respiratory syncytial virus (RSV) vaccines approved for adults 50-59 years of age at increased risk of RSV-associated lower <a target="_blank" href="https://www.benzinga.com/general/health-care" rel="noreferrer noopener">respiratory tract disease (LRTD)</a>.
In June 2024, ACIP postponed a vote on a recommendation for adults aged 50-59 at increased risk for RSV-LRTD until additional <a target="_blank" href="https://www.benzinga.com/general/biotech/24/06/39522040/cdc-advisor-panel-recommends-rsv-shots-in-us-for-people-above-75-years-analyst-says-decision-nega" rel="noreferrer noopener">data becomes available</a>.
The update includes Pfizer Inc.&#8217;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PFE#NYSE">PFE</a>) Abrysvo (Respiratory Syncytial Virus Vaccine), which the U.S. Food and Drug Administration approved in October 2024 for the prevention of RSV-associated LRTD in adults aged 18 to 59 at increased <a target="_blank" href="https://www.benzinga.com/general/biotech/24/10/41493556/fda-approves-pfizers-respiratory-syncytial-virus-vaccine-abrysvo-for-adults-below-60-years" rel="noreferrer noopener">risk of severe disease</a>.
Also Read: <a target="_blank" href="https://www.benzinga.com/government/regulations/25/04/44851905/trumps-new-order-targets-drug-pricing-transparency-and-medicare-cost-reduction" rel="noreferrer noopener">Trump&#8217;s New Order Targets Drug Pricing Transparency And Medicare Cost Reduction</a>
The recommendation also includes GSK plc&#8217;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GSK#NYSE">GSK</a>) Arexvy in adults aged 50-59 who are at increased risk <a target="_blank" href="https://www.benzinga.com/pressreleases/25/04/b44853850/arexvy-recommended-for-adults-aged-50-59-at-increased-risk-for-severe-respiratory-syncytial-virus-" rel="noreferrer noopener">for severe RSV disease</a>.
This expands on ACIP&#8217;s previous vote in June 2024 to recommend RSV vaccines for adults aged 60-74 who are at increased risk and all adults aged 75 and older.
Arexvy is indicated for the prevention of LRTD caused by RSV in individuals 60 years of age and older and individuals 50 through 59 years of age who are at increased risk for LRTD caused by RSV.
According to the CDC, between 15,000 &#8211; 20,000 RSV-associated hospitalizations occur annually in U.S. adults <a target="_blank" href="https://www.benzinga.com/pressreleases/25/04/b44852139/acip-votes-to-expand-recommendation-for-pfizers-rsv-vaccine-abrysvo-to-include-adults-aged-50-to-5" rel="noreferrer noopener">aged 50 &#8211; 59 years</a>.
A systematic review of studies in the U.S. shows that RSV is estimated to cause 42,000 hospitalizations each year in adults aged 50-64 years old.
GSK said the ACIP considered results from a phase 3 trial evaluating the immune response and safety of GSK&#8217;s RSV vaccine in adults aged 50-59, including those at increased risk for RSV-LRTD due to certain underlying medical conditions compared to older adults aged 60 years and older where efficacy has been demonstrated after a single dose of GSK&#8217;s RSV vaccine.
The updated recommendation does not benefit Moderna Inc&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRNA#NASDAQ">MRNA</a>) mRNA-based RSV vaccine mRESVIA (mRNA-1345), which is currently approved for adults over 60 years.
William Blair notes Moderna shared Phase 3 data for mRNA-1345 in high-risk adults aged 18-59 at its 2024 R&amp;D Day event and has since submitted an application to the FDA for regulatory approval using a priority review voucher.&nbsp;The FDA <a target="_blank" href="https://investors.modernatx.com/news/news-details/2025/Moderna-Reports-Fourth-Quarter-and-Fiscal-Year-2024-Financial-Results-and-Provides-Business-Updates/default.aspx" rel="noreferrer noopener">has</a> accepted Moderna&#8217;s application and has assigned a PDUFA goal date of June 12, 2025.
Analyst Myles R. Minter highlights the Phase 3 trial of mRNA-1345 in over 1,000 high-risk individuals between ages 18 and 59. mRNA-1345 demonstrated non-inferior immunogenicity compared to adults age 60 or older for neutralizing antibodies against both RSV-A and RSV-B and a tolerable safety profile.
&#8220;If approved on time, we believe mRESVIA could be added to the updated age group recommendation during the scheduled June 25-26, 2025, ACIP meeting,&#8221; Minter said.
Price Action: PFE stock is up 1.07% 22.28, MRNA stock is down 2.30% at $24.62, and GSK stock is up 1.74% at $35.98 at the last check on Thursday.
Read Next:
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<li><a href="https://www.benzinga.com/25/04/44860903/eli-lillys-oral-glp-1-drug-orforglipron-hits-phase-3-goals-in-diabetes-trial-stock-shoots-higher" target="_blank" rel="noreferrer noopener">Eli Lilly&#8217;s Oral GLP-1 Drug Orforglipron Hits Phase 3 Goals In Diabetes Trial, Stock Soars</a></li>
</ul>
Photo by pedro7merino via Shutterstock

US Advisory Panel Votes To Expand Recommendation For Pfizer, GSK's RSV Vaccines For Older Adults Below 60 Years

The U.K.&#8217;s Medicines and Healthcare products Regulatory Agency (MHRA) on Thursday authorized GSK plc&#8217;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GSK#NYSE">GSK</a>) Blenrep.
Blenrep&nbsp;is approved for the treatment of adults with multiple myeloma in combination with bortezomib plus dexamethasone (BVd) in patients who have received at least one prior therapy, and in combination with pomalidomide plus dexamethasone (BPd) in patients who have received at least one prior therapy including lenalidomide.&nbsp;
This&nbsp;U.K.&nbsp;regulatory authorization <a target="_blank" href="https://otp.tools.investis.com/generic/regulatory-story.aspx?cid=410&amp;newsid=1931677" rel="noreferrer noopener">marks</a> the first in the world for&nbsp;Blenrep&nbsp;in this treatment setting.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/03/44496482/fda-approves-gsks-oral-antibiotic-for-urinary-tract-infections-for-females-aged-12-years-and-older" rel="noreferrer noopener">FDA Approves GSK&#8217;s Oral Antibiotic For Urinary Tract Infections For Females Aged 12 Years And Older</a>
Efficacy results from the pivotal DREAMM-7 and DREAMM-8 phase 3 trials in relapsed or refractory multiple myeloma support MHRA authorization of&nbsp;Blenrep&nbsp;combinations.
These include statistically significant and clinically meaningful progression-free survival (PFS) results for&nbsp;Blenrep&nbsp;combinations versus standards of care in both trials and overall survival (OS) in DREAMM-7.
DREAMM-7 and DREAMM-8 showed statistically significant and clinically meaningful PFS improvements for the Blenrep combinations compared to standard of care triplet combinations in the second line or later treatment of multiple myeloma.
In DREAMM-7, the&nbsp;Blenrep&nbsp;combination nearly tripled median PFS versus the daratumumab-based comparator (36.6 months versus 13.4 months, respectively.
<ul>
<li>DREAMM-7 also met the key secondary endpoint of OS, showing a statistically significant and clinically meaningful 42% reduction in the risk of death at a median follow-up of 39.4 months, favoring the Blenrep combination (n=243) versus the daratumumab-based <a href="https://www.benzinga.com/general/biotech/24/12/42420807/gsks-blood-cancer-drug-shows-improved-survival-compared-to-johnson-johnsons-darzalex" target="_blank" rel="noreferrer noopener">comparator (n=251)</a>.</li>
<li>The three-year OS rate was 74% in the Blenrep combination arm and 60% in the daratumumab combination arm. </li>
</ul>
In DREAMM-8, at a median follow-up of 21.8 months, the median PFS was not yet reached with the&nbsp;Blenrep&nbsp;combination compared to 12.7 months in the bortezomib combination.
Blenrep&nbsp;combinations are currently under review in 14 countries, including the&nbsp;U.S., with a Prescription Drug User Fee Act (PDUFA) date of 23 July 2025.
In 2022,&nbsp;GSK withdrew&nbsp;the U.S. marketing authorization for Blenrep following the FDA request, based on the previously announced outcome of the DREAMM-3 Phase 3 confirmatory trial,&nbsp;which did not meet the requirements of the FDA&nbsp;<a target="_blank" href="https://www.benzinga.com/general/biotech/24/11/41986367/gsk-raises-prospects-for-withdrawn-blood-cancer-drug-blenrep-to-return-to-us-market-heres-why" rel="noreferrer noopener">Accelerated Approval regulations</a>.&nbsp;
Price Action: GSK stock is up 1.74% at $35.99 at the last check Thursday.
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Photo by HJBC via Shutterstock

UK Becomes First Country To Authorize Blenrep In Two Combo Regimens

<ul>
<li>Building on the last approval of Jemperli offering PFS benefit in dMMR/MSI-HC endometrial cancer, the expanded indication now offers survival benefit across the overall study population (dMMR/MSI-H and MMRp/MSS tumours)</li>
<li>Approval based on RUBY Part 1 trial, where Jemperli plus chemotherapy demonstrated a statistically significant and clinically meaningful 31% reduction in risk of death versus chemotherapy alone</li>
</ul>
MISSISSAUGA, ON, April 17, 2025 /CNW/ - GSK today announced that Health Canada has approved Jemperli (dostarlimab for injection) in combination with chemotherapy (carboplatin and paclitaxel) for the treatment of adult patients with primary advanced or first recurrent endometrial cancer who are candidates for systemic therapy.[1]&nbsp;This approval broadens the previous indication for Jemperli in combination with carboplatin and paclitaxel to include patients with mismatch repair proficient (MMRp)/microsatellite stable (MSS) tumours, which represents approximately 75% [2]&nbsp;of patients diagnosed with endometrial cancer and who have limited treatment options.

Global

GSK Announces Health Canada Expands Jemperli Plus Chemotherapy Approval To All Adult Patients With Primary Advanced Or First Recurrent Endometrial Cancer, As The First And Only Immuno-Oncology-Based Treatment To Show An Overall Survival Benefit For These Patients

GSK Plc Reveals That  CDC Advisory Panel Recommends PENMENVY for Inclusion in Adolescent Meningococcal Vaccination Schedule

Watching GSK; Shares Move Higher, Goldman Sachs Suggesting Arexvy To Be Expanded By CDC; "Our Read Of The Slides Suggests The ACIP Voting To Expand Its Recommended Population For Arexvy To Those Aged 50-59 'At-Risk' Is Likely"

U.S.&nbsp;President Donald Trump, on Tuesday, disclosed plans for a "major tariff" on <a target="_blank" href="https://www.benzinga.com/topic/tariffs" rel="noreferrer noopener">foreign pharmaceuticals</a>.
"We're&nbsp;going to be announcing very&nbsp;shortly a major tariff on&nbsp;pharmaceuticals… when they hear that&nbsp;they will leave China, they&nbsp;will leave other places because… most of their product&nbsp;is sold here," Trump expressed at&nbsp;a National Republican <a target="_blank" href="https://www.benzinga.com/25/04/44708204/trump-hints-at-major-tariff-on-imported-pharmaceuticals-us-pharma-stocks-tumble-in-wednesday-pre-market" rel="noreferrer noopener">Congressional Committee&nbsp;dinner</a>.
He also told reporters on board his Air Force One plane that "pharma" tariffs would arrive "at a level that you haven't really seen before," saying these would be announced "in the near future," BBC <a target="_blank" href="https://www.bbc.com/news/articles/cedyylj1v32o" rel="noreferrer noopener">report</a> added.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/04/44698325/trump-tariff-strategy-self-inflicted-market-debacle-says-wedbush-analyst" rel="noreferrer noopener">Trump Tariff Strategy Creates ‘Self-Inflicted Market Debacle': Analyst</a>
When President Trump announced tariffs last week, he excluded pharmaceuticals from the new tariffs, likely a relief for the industry under pressure following his prior comments suggesting a 25% tariff&nbsp;<a target="_blank" href="https://www.benzinga.com/general/biotech/25/04/44652075/us-tariffs-spare-drugmakers-but-threaten-diabetes-device-industry" rel="noreferrer noopener">on pharmaceutical imports</a>.&nbsp;
On Wednesday, in a surprise announcement from President Donald Trump, a 90-day pause on tariffs for countries that have not retaliated <a target="_blank" href="https://www.benzinga.com/topic/tariffs" rel="noreferrer noopener">against U.S. trade measures.</a>
The news ignited a broad risk-on rally, catapulting major indices to multi-month highs and sending volatility plunging.
Trump's latest Truth Social post slammed China for showing "a lack of respect" and declared an immediate 125% tariff hike on Chinese goods.
"At some point, hopefully in the near future, China will realize that the days of ripping off the U.S.A. and other Countries is no longer sustainable or acceptable," he said.
He praised the over 75 countries that, in his words, "have not, at my strong suggestion, retaliated in any way, shape, or form."
As a reward, those countries would benefit from a temporary 10% reciprocal tariff and a 90-day pause on additional duties.
The biopharma industry has historically been shielded from tariffs, including during Trump's first term.
Although Trump didn't provide many details, his remarks have unsettled buyers, especially those who depend on medicines from India. India provides nearly half of all generic drugs used in the U.S., helping cut billions from healthcare costs.
The U.S. is a major market, buying about a third of India's $13 billion in yearly drug exports.
Indian drug companies warn that if tariffs are added, they'd have to raise prices—which could increase healthcare costs in the U.S.
Even though some companies like Cipla and Dr. Reddy's Laboratories Ltd (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RDY#NYSE">RDY</a>) have factories in the U.S., most say it's too expensive to move production for low-profit generic drugs.
BofA Securities analyst says if the Trump administration plans to impose tariffs on the pharmaceutical industry, it would likely do so through a "Section 232 investigation" under the Trade Expansion Act of 1962 to determine whether importing certain goods threatens national security.
The typical timeline for a Section 232 investigation is about a year. If the same timeline applied here, tariffs on drug imports likely wouldn't take effect until late in the year—at the earliest.
It's unclear whether the Section 232 investigation into the drug industry is about to start, but based on recent comments from the administration, it seems possible. However, launching an investigation doesn't guarantee that tariffs will follow.
As the first quarter 2025 earnings season starts soon, analyst Tim Anderson says it will be worth watching whether companies discuss potential tariffs during earnings calls.
That said, any actual earnings impact likely wouldn't show up until sometime after 2025, which could leave investors with more questions than answers.
Wedbush analyst Daniel Ives <a target="_blank" href="https://www.benzinga.com/25/04/44698325/trump-tariff-strategy-self-inflicted-market-debacle-says-wedbush-analyst" rel="noreferrer noopener">on Tuesday wrote</a> that "saying we can just make this in the USA" understates how complex the supply chain in Asia really is—and how electronics, chips, semiconductors, hardware, and smartphones have been built for U.S. consumers over the past 30 years."
Shares of major drugmakers such as Gilead Sciences&nbsp;Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GILD#NASDAQ">GILD</a>), Merck&nbsp;&amp; Co Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MRK#NYSE">MRK</a>), Eli Lilly&nbsp;And Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LLY#NYSE">LLY</a>), AstraZeneca&nbsp;Plc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AZN#NASDAQ">AZN</a>), Roche&nbsp;Holdings AG (OTC:<a class="ticker" href="https://www.benzinga.com/stock/RHHBY#OTC">RHHBY</a>), Sanofi&nbsp;SA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SNY#NASDAQ">SNY</a>), Novartis&nbsp;AG (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NVS#NYSE">NVS</a>), Argenx&nbsp;SE (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARGX#NASDAQ">ARGX</a>), UCB&nbsp;SA (OTC:<a class="ticker" href="https://www.benzinga.com/stock/UCBJY#OTC">UCBJY</a>) (OTC:<a class="ticker" href="https://www.benzinga.com/stock/UCBJF#OTC">UCBJF</a>), Novo Nordisk&nbsp;A/S (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NVO#NYSE">NVO</a>), Regeneron Pharmaceuticals Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/REGN#NASDAQ">REGN</a>) GSK Plc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GSK#NYSE">GSK</a>) and Pfizer Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PFE#NYSE">PFE</a>) fell on Wednesday, only reverse course later after the 90-day tariff pause.
Read Next:
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<li><a href="https://www.benzinga.com/government/regulations/25/04/44723376/goldman-sachs-scraps-recession-call-after-trumps-surprise-tariff-pause-as-wall-street-marks-strongest-day-since-2008" target="_blank" rel="noreferrer noopener">Goldman Sachs Scraps Recession Call After Trump's Surprise Tariff Pause As Wall Street Marks Strongest Day Since 2008</a></li>
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Photo by MargJohnsonVA via Shutterstock

Pharma Industry Faces Jitters As Trump Hints At Historic Tariffs, BofA Outlines Probable Timeline

Under the terms of the agreement, ABL Bio will receive up to £77.1 million in upfront and near-term payments, including an immediate upfront payment of £38.5 million, research milestones and potential program expansion. In total, ABL Bio is eligible to receive up to £2.075 billion in research, development, regulatory and commercialization milestone payments&nbsp;across multiple potential programs. ABL Bio will receive tiered royalties on net sales if products are successfully commercialized. As part of the agreement, ABL Bio will transfer Grabody-B-related technology and know-how to GSK, while GSK will assume responsibility for preclinical and clinical development, manufacturing, and commercialization.

Contracts

ABL Bio Announced A Worldwide Licensing Agreement With GSK To Develop Medicines For Neurodegenerative Diseases By Utilizing ABL Bio's Blood-brain Barrier Shuttle Platform, Grabody-B, ABL Bio Will Receive Up To £2.075B Including £77.1M In Upfront And Near-term Payments

In the current session, GSK Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GSK#NYSE">GSK</a>) is trading at $37.71, after a 3.33% decrease. Over the past month, the stock fell by 8.79%, and in the past year, by 10.58%. With performance like this, long-term shareholders are more likely to start looking into the company's price-to-earnings ratio. 

<img src="https://www.benzinga.com/files/images/story/2025/1743800417_0.png" alt="Past Year Chart" />

<h3>GSK P/E Ratio Analysis in Relation to Industry Peers</h3>
The P/E ratio measures the current share price to the company's EPS. It is used by long-term investors to analyze the company's current performance against it's past earnings, historical data and aggregate market data for the industry or the indices, such as S&amp;P 500. A higher P/E indicates that investors expect the company to perform better in the future, and the stock is probably overvalued, but not necessarily. It also could indicate that investors are willing to pay a higher share price currently, because they expect the company to perform better in the upcoming quarters. This leads investors to also remain optimistic about rising dividends in the future. 
Compared to the aggregate P/E ratio of the 28.33 in the Pharmaceuticals industry, GSK Inc. has a lower P/E ratio of 24.27. Shareholders might be inclined to think that the stock might perform worse than it's industry peers. It's also possible that the stock is undervalued. 

<img src="https://www.benzinga.com/files/images/story/2025/1743800417_1.png" alt="Guage" />

In conclusion, the price-to-earnings ratio is a useful metric for analyzing a company's market performance, but it has its limitations. While a lower P/E can indicate that a company is undervalued, it can also suggest that shareholders do not expect future growth. Additionally, the P/E ratio should not be used in isolation, as other factors such as industry trends and business cycles can also impact a company's stock price. Therefore, investors should use the P/E ratio in conjunction with other financial metrics and qualitative analysis to make informed investment decisions.

Intraday Update

Markets

A Look Into GSK Inc's Price Over Earnings

Researchers investigated whether the shingles (herpes zoster) vaccine can help prevent dementia. Previous studies suggest that certain herpes viruses may contribute to dementia, and vaccines might have <a target="_blank" href="https://www.benzinga.com/general/health-care" rel="noreferrer noopener">immune benefits</a>.
The new research, published on Wednesday, Nature analyzed data from 282,541 older adults in Wales and found that people who received the original shingles live virus vaccine were 20% less likely to develop dementia than non-vaccinated participants.
Also Read: <a target="_blank" href="https://www.benzinga.com/general/biotech/25/03/44395415/trump-administration-weighs-deep-cuts-to-domestic-hiv-prevention-programs-gilead-stock-slides" rel="noreferrer noopener">Trump Administration Weighs Deep Cuts To Domestic HIV Prevention Programs, Gilead Stock Slides</a>
Shingles, also known as herpes zoster, is&nbsp;a painful rash illness caused by the varicella-zoster virus, the same virus that causes chickenpox, which reactivates in the body after a person has had chickenpox.
The <a target="_blank" href="https://www.nature.com/articles/s41586-025-08800-x#Sec4" rel="noreferrer noopener">study</a> found that getting the zoster vaccine lowered the chance of being diagnosed with dementia over seven years by 3.5 percentage points, or about 20% relative risk reduction.
The protective effect was stronger in women than men. The findings were confirmed in another population (England and Wales) using death certificate data, showing fewer dementia-related deaths among vaccinated individuals.
Previous research in July 2024 <a target="_blank" href="https://www.nature.com/articles/s41591-024-03201-5" rel="noreferrer noopener">hinted</a> that the older live shingles vaccine might offer some protection, but that vaccine has been discontinued in favor of the recombinant version.
Researchers found that people who received the recombinant vaccine had a 17% longer period without a dementia diagnosis—equal to about 164 extra days dementia-free for those who eventually developed the condition.
The recombinant vaccine also appeared to reduce dementia risk more than flu and tetanus–diphtheria–pertussis vaccines. The effect was seen in both men and women but was stronger in women.
Last year, GSK plc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GSK#NYSE">GSK</a>) revealed data from the ZOSTER-049 long-term follow-up phase 3 trial, which followed participants for up to approximately 11 years following initial vaccination with Shingrix <a target="_blank" href="https://www.benzinga.com/general/biotech/24/04/38289827/gsk-says-its-blockbuster-shingles-vaccine-shows-high-efficacy-even-after-10-years" rel="noreferrer noopener">(Recombinant Zoster Vaccine or RZV)</a>.&nbsp;
The final trial data demonstrate that RZV has maintained efficacy against shingles in adults over 50 for over a decade.&nbsp;
Shingrix sales for 2024 reached 3.36 billion pounds, down 2% (+1% at <a target="_blank" href="https://www.benzinga.com/25/02/43492835/gsk-launches-share-buyback-of-around-25-billion-after-better-than-expected-q4-earnings-raises-long-term-annual-sales-forecast-to-over-50-billion" rel="noreferrer noopener">constant currency)</a>.
Price Action: GSK stock is up 3.71% at $39.04 at the last check Thursday.
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Photo by HJBC via Shutterstock

New Study Shows Shingles Vaccine Linked To 20% Lower Dementia Risk, GSK Stock Pops

Politics

Trump Administration Health Agency Firings Include Staff Overseeing Bird Flu Response

GSK's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GSK#NYSE">GSK</a>) short percent of float has fallen 5.49% since its last report. The company recently reported that it has 17.47 million shares sold short, which is 0.86% of all regular shares that are available for trading. Based on its trading volume, it would take traders 3.16 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">List of the most shorted stocks</a>
<h3>GSK Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1743017414_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for GSK has declined since its last report. This does not mean that the stock is going to rise in the near-term but traders should be aware that less shares are being shorted.
<h3>Comparing GSK's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>, GSK's peer group average for short interest as a percentage of float is 4.22%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Short Sellers

Looking Into GSK's Recent Short Interest

<a href="https://www.wsj.com/health/pharma/pfizer-covid-vaccine-2020-election-probe-2f3ec247" title="https://www.wsj.com/health/pharma/pfizer-covid-vaccine-2020-election-probe-2f3ec247">https://www.wsj.com/health/pharma/pfizer-covid-vaccine-2020-election-probe-2f3ec247</a>

Legal

'U.S. Prosecutors Probe Tip About Timing Of Pfizer Vaccine; Claim Came To The U.S. Attorney's Office In Manhattan Via Pfizer Rival GSK' - WSJ

The US Food and Drug Administration (FDA) approved GSK plc&#8217;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GSK#NYSE">GSK</a>) Blujepa&nbsp;(gepotidacin) for the treatment of female adults (≥40 kg) and pediatric patients (≥12 years, ≥40 kg) with uncomplicated urinary <a target="_blank" href="https://www.benzinga.com/general/health-care" rel="noreferrer noopener">tract infections (uUTIs)</a>.
In a press release on Tuesday, the company said the U.S. commercial <a target="_blank" href="https://www.benzinga.com/pressreleases/25/03/b44484272/blujepa-gepotidacin-approved-by-us-fda-for-treatment-of-uncomplicated-urinary-tract-infections-uut" rel="noreferrer noopener">launch is planned in 2H 2025</a>.
UTIs are the most common infection in women, impacting up to 16 million women in the US annually.
The approval is based on results from the pivotal phase 3 EAGLE-2 and EAGLE-3 trials, which demonstrated non-inferiority to nitrofurantoin, one of the leading current standard of care options for uUTI, in female adults and pediatric patients with a confirmed uUTI.
Also Read: <a target="_blank" href="https://www.benzinga.com/general/biotech/25/03/44121869/gsks-once-daily-inhalers-for-smokers-lung-has-potential-benefits-independent-organization-report" rel="noreferrer noopener">GSK&#8217;s Once-Daily Inhalers For Smoker&#8217;s Lung Has Potential Benefits: Independent Organization Report</a>
In EAGLE-2, Blujepa demonstrated non-inferiority in therapeutic success, which occurred in 50.6% (162/320) of participants, compared to 47.0% (135/287) for nitrofurantoin.
In EAGLE-3,&nbsp;Blujepa&nbsp;demonstrated statistically significant superiority versus nitrofurantoin.
Therapeutic success occurred in 58.5% (162/277) of participants compared to 43.6% (115/264) for nitrofurantoin.
The development of&nbsp;Blujepa&nbsp;has been partially funded by federal funds from the US Department of Health and Human Services, the Administration for Strategic Preparedness and Response, the Biomedical Advanced Research and Development Authority, and federal funds awarded by the Defense Threat Reduction Agency.
Price Action: GSK stock is down 1.63% at $37.95&nbsp;at the last check Wednesday.
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</ul>
Photo: Shutterstock

FDA Approves GSK's Oral Antibiotic For Urinary Tract Infections For Females Aged 12 Years And Older

Press Releases

GSK Investors Have Opportunity to Lead GSK plc Securities Fraud Lawsuit with the Schall Law Firm

Investors in GSK plc Should Contact Levi & Korsinsky Before April 7, 2025 to Discuss Your Rights – GSK

GSK plc Investors: Please contact the Portnoy Law Firm to recover your losses. April 7, 2025 Deadline to file Lead Plaintiff Motion.

Barbara Weber, M.D., Elected to ITM Supervisory Board

GSK Awards $2M in Grant Funding for Programs Supporting Adult Vaccination, Commits Additional $2M for 2025

Investing in the $532B Oncology Boom: Key Stocks Shaping the Future of Cancer Treatment

GSK's 5-in-1 Meningococcal Vaccine PENMENVY Receives Positive Recommendation from US Advisory Committee on Immunization Practices

AREXVY recommended for adults aged 50-59 at increased risk for severe respiratory syncytial virus (RSV) disease by US Advisory Committee on Immunization Practices

Alector Announces Completion of Enrollment in the PROGRESS-AD Phase 2 Clinical Trial of AL101/GSK4527226 in Individuals with Early Alzheimer's Disease

GSK and Lifetime® launch original movie to raise awareness about the impact of meningitis

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Bristol-Myers Squibb Company Common Stock

Bristol-Myers Squibb

Corcept Therapeutics Incorporated - Common Stock

Corcept Therapeutics

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Merck & Co

Novo Nordisk

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Prestige Consumer Healthcare Inc. Common Stock

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Pfizer

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Regencell Bioscience Holdings Limited - Ordinary Shares

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Royalty Pharma plc - Class A Ordinary Shares

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Takeda Pharmaceutical Company Limited American Depositary Shares (each representing 1/2 of a share of Common Stock)

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Teva Pharmaceutical Industries Limited American Depositary Shares

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Verona Pharma plc - American Depositary Shares

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도널드 트럼프 대통령은 화요일(8일) <a href="https://www.benzinga.com/topic/tariffs" target="_blank" rel="noopener">외국 의약품</a>에 대한 "주요 관세" 계획을 공개했다.
트럼프 대통령은 <a href="https://www.benzinga.com/25/04/44708204/trump-hints-at-major-tariff-on-imported-pharmaceuticals-us-pharma-stocks-tumble-in-wednesday-pre-market" target="_blank" rel="noopener">전국공화당의회위원회(NRCC) 만찬</a>에서 이렇게 말했다. "우리는 곧 의약품에 대한 주요 관세를 발표할 것이다&#8230;관세 소식을 들으면 회사들은 중국을 떠날 것이다&#8230;대부분 제품이 미국에서 판매되기 때문이다.&#8221;
또한 트럼프는 에어포스원 기내에서 기자들에게 "제약" 관세가 "이전에는 실제로 보지 못했던 수준"에 도달할 것이라며 "가까운 장래에 발표될 것"이라고 말했다고 <a href="https://www.bbc.com/news/articles/cedyylj1v32o" target="_blank" rel="noopener">BBC는 덧붙였다.</a>
트럼프 대통령은 지난주 관세를 발표하면서 의약품을 새로운 관세 대상에서 제외했는데, 이는 <a href="https://www.benzinga.com/general/biotech/25/04/44652075/us-tariffs-spare-drugmakers-but-threaten-diabetes-device-industry" target="_blank" rel="noopener">의약품 수입</a>에 25% 관세를 부과하겠다는 이전 발언 이후 압박을 받던 업계에 안도감을 안겨준 것으로 보인다.
수요일(9일) 트럼프 대통령은 깜짝 발표를 통해 <a href="https://www.benzinga.com/topic/tariffs" target="_blank" rel="noopener">미국의 무역 조치</a>에 보복하지 않은 국가에 대해 90일 동안 관세를 유예한다고 발표했다. 이 소식은 광범위한 리스크온 랠리에 불을 붙였고, 주요 지수는 수개월 만에 최고치를 기록하고 변동성이 급락했다.
트럼프는 최근 트루스 소셜에 올린 글에서 중국이 "존중이 부족하다"고 비난하며 중국산 제품에 대한 즉각적인 125% 관세 인상을 선언했다.
그는 "가까운 시일 내에 중국이 미국과 다른 국가를 상대로 폭리를 취하는 것이 더 이상 지속 가능하지도, 용납될 수도 없다는 것을 깨닫게 되기를 바란다"고 말했다. 그리고 "나의 강력한 제안에도 불구하고 어떤 방식, 형태, 형태로든 보복을 하지 않은" 75개 이상의 국가들을 칭찬했다.
이에 대한 보상으로 이들 국가는 일시적 10% 상호관세와 90일간 추가 관세 유예로부터 혜택을 받게 될 것이다.
바이오제약 산업은 트럼프 대통령의 첫 임기 동안을 포함하여 역사적으로 관세로부터 보호받아왔다.
트럼프 대통령은 자세한 내용을 밝히지 않았지만, 그의 발언은 특히 인도산 의약품에 의존하는 구매자들을 불안하게 만들었다. 인도는 미국에서 사용되는 모든 제네릭 의약품의 거의 절반을 공급하여 수십억 달러의 의료 비용을 절감하는 데 기여하고 있다.
미국은 인도의 연간 의약품 수출액 130억 달러 중 약 3분의 1을 구매하는 주요 시장이다. 인도 제약 회사들은 관세가 추가되면 가격을 인상해야 하며, 이로 인해 미국 내 의료 비용이 증가할 수 있다고 경고한다.
시플라(Cipla)와 닥터 레디스 래버러토리스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RDY#NYSE">RDY</a>) 같은 일부 회사는 미국에 공장을 가지고 있지만, 대부분은 수익성이 낮은 제네릭 의약품을 생산하기에는 비용이 너무 많이 든다고 말한다.
뱅크오브아메리카 증권 애널리스트는 트럼프 행정부가 제약 산업에 관세를 부과할 계획이라면 1962년 무역확장법에 따른 &#8216;섹션 232조 조사&#8217;를 통해 특정 상품 수입이 국가 안보를 위협하는지 여부를 결정할 가능성이 높다고 말했다.
232조 조사의 일반적인 일정은 약 1년이다. 여기에 동일한 일정이 적용된다면 의약품 수입에 대한 관세는 빠르면 올해 말에나 발효될 가능성이 높다. 제약 산업에 대한 232조 조사가 곧 시작될지는 확실하지 않지만, 최근 행정부의 발언을 보면 가능성이 있는 것으로 보인다. 하지만 조사를 시작한다고 해서 반드시 관세가 부과된다는 보장은 없다.
애널리스트 팀 앤더슨(Tim Anderson)은 2025년 1분기 실적 시즌이 곧 시작되므로 기업들이 실적 발표에서 잠재적 관세에 대해 논의할지 여부를 지켜볼 필요가 있다고 말한다.
즉, 실제 수익에 미치는 영향은 2025년 이후가 되어야 나타날 가능성이 높기 때문에 투자자들은 답변보다 더 많은 질문을 남길 수 있다.
웨드부시 애널리스트 댄 아이브스는 화요일에 "미국에서 그냥 만들 수 있다고 말하는 것은 아시아의 공급망이 실제로 얼마나 복잡한지, 그리고 지난 30년 동안 미국 소비자를 위해 전자, 칩, 반도체, 하드웨어 및 스마트폰이 어떻게 구축되어 왔는지를 과소평가하는 것"이라고 <a href="https://www.benzinga.com/25/04/44698325/trump-tariff-strategy-self-inflicted-market-debacle-says-wedbush-analyst">썼다</a>.
주요 제약 회사의 주가, 예를 들어 길리어드 사이언스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GILD#NASDAQ">GILD</a>), 머크 앤 컴퍼니(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MRK#NYSE">MRK</a>), 일라이 릴리(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LLY#NYSE">LLY</a>), 아스트라제네카(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AZN#NASDAQ">AZN</a>), 로슈 홀딩스(OTC:<a class="ticker" href="https://www.benzinga.com/stock/RHHBY#OTC">RHHBY</a>), 사노피(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SNY#NASDAQ">SNY</a>), 노바티스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NVS#NYSE">NVS</a>), 아겐스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARGX#NASDAQ">ARGX</a>), UCB SA(OTC:<a class="ticker" href="https://www.benzinga.com/stock/UCBJY#OTC">UCBJY</a>) (OTC:<a class="ticker" href="https://www.benzinga.com/stock/UCBJF#OTC">UCBJF</a>), 노보 노디스크(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NVO#NYSE">NVO</a>), 리제네론(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/REGN#NASDAQ">REGN</a>), GSK(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GSK#NYSE">GSK</a>) 및 화이자(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PFE#NYSE">PFE</a>)는 수요일에 하락했다가 90일 관세 유예 발표 후 반등했다.
이 기사도 읽어보세요: <a href="https://kr.benzinga.com/news/usa/stocks/%ED%8A%B8%EB%9F%BC%ED%94%84%EC%9D%98-%EA%B9%9C%EC%A7%9D-%EA%B4%80%EC%84%B8-%EC%9C%A0%EC%98%88-%EA%B3%A8%EB%93%9C%EB%A7%8C%EC%82%AD%EC%8A%A4%EB%8A%94-%EA%B2%BD%EA%B8%B0%EC%B9%A8%EC%B2%B4-%EC%A0%84/">트럼프의 깜짝 관세 유예, 골드만삭스는 경기침체 전망 철회…美 증시 2008년 이후 일일 최대 상승</a>
사진 출처: MargJohnsonVA via Shutterstock
다른 트레이더들보다 30분 일찍 시장 움직임에 대한 독점 뉴스를 받아보세요.
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<a href="https://www.benzinga.com/topic/ken-griffin" target="_blank" rel="noopener">켄 그리핀</a>의 <a href="https://www.benzinga.com/topic/citadel-securities" target="_blank" rel="noopener">헤지펀드 시타델(Citadel)</a>이 GSK PLC(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GSK#NYSE">GSK</a>)에 3억 5,000만 파운드(3억 9,000만 달러)의 공매도 베팅을 걸었다. 이는 영국 제약 대기업 GSK에 대한 10년래 가장 큰 베팅이라고 파이낸셜타임스가 <a href="https://www.ft.com/content/6520c6eb-4a30-4909-9c86-1b6b2e471743" target="_blank" rel="noopener">보도했다</a>.
영국 금융감독청(Financial Conduct Authority)이 공개한 이 포지션은 GSK 발행 주식의 0.51%에 해당한다.
<h3>GSK의 랠리, 현실 검증에 직면</h3>
GSK 주가는 지난 한 달 동안 20억 파운드(약 25억 달러)의 자사주 매입과 HIV 및 암 치료제 판매 호조에 힘입어 8.20% 상승했다. 하지만 여전히 동종 업계에 뒤처져 있다.
지난 5년 동안 GSK 주가는 17.53% 하락한 반면 S&amp;P 500 제약 지수는 45% 급등했다. 시타델의 공매도는 특히 HIV 약물이 특허 절벽에 가까워지면서 GSK의 장기적인 파이프라인에 대한 회의적인 신호를 보낸다.
<h3>헤지펀드, 애널리스트들의 의견 엇갈려</h3>
헤지펀드가 GSK를 두고 움직인 것은 이번이 처음은 아니다. 2021년에는 행동주의 투자자 엘리엇 매니지먼트가 경영진 교체를 추진했다.
한편 JP모건 애널리스트들은 GSK의 최근 실적과 가이던스를 "긍정적"으로 보고 있지만 자사주매입 시점에 대해서는 의문을 제기하고 있다. 바클레이즈는 "예상치 못한 일"이라고 말했고, 제프리스는 "잘한 일"이라고 평가했다.
<h3>투자자를 위한 시사점</h3>
시타델의 GSK 베팅으로 인해 주가 변동성이 커질 수 있음으로 주목해야 할 것이다.
GSK의 도전 과제는 엇갈린 베팅으로 이어졌지만, GSK의 위험 없이 대형 제약사에 노출되기를 원하는 투자자는 일라이 릴리(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LLY#NYSE">LLY</a>)와 화이자(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PFE#NYSE">PFE</a>) 같은 제약업계 선두 주식에 주목할 수 있다.
대안으로는 iShares U.S. Pharmaceuticals ETF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IHE#NYSE">IHE</a>)와 SPDR S&amp;P Pharmaceuticals ETF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XPH#NYSE">XPH</a>)를 통해 분산된 노출을 제공받을 수 있다.
이미지: Shutterstock
다른 트레이더들보다 30분 일찍 시장 움직임에 대한 독점 뉴스를 받아보세요.
Benzinga Pro의 독점 뉴스를 통해 수백만 명의 다른 트레이더보다 더 빠르게 유용한 투자 뉴스를 확인할 수 있습니다. <a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

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GSK

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에 대한 최신 뉴스 GSK (NYSE:GSK) 주식

목요일, 4월 10, 2025

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