GSK

What GSK does

GSK plc is a UK-headquartered (London, 79 New Oxford Street) global biopharmaceutical company operating in 70 markets with approximately 66,800 employees and 33 manufacturing sites. Following the 2022 demerger of its consumer healthcare business as Haleon, GSK operates as a focused biopharma company organized around three reporting segments: Specialty Medicines (£13.5 billion in 2025, up 17% year-on-year and over 40% of revenue), Vaccines (including Arexvy for RSV and Shingrix for shingles, with 389 million doses delivered in 2025), and General Medicines (inhalers for asthma/COPD and antibiotics, reaching 100+ countries).

The company combines human genetics, functional genomics, and AI/ML for drug discovery, supported by proprietary platforms including MAPS vaccine technology, in-house functional genomics, and the MiMeC digital organ models developed with Imperial College London and the University of Oxford. GSK's 2025 product launches span five FDA approvals: Exdensur (depemokimab, an ultra-long-acting IL-5 biologic for severe asthma), Blujepa (gepotidacin, the first new gonorrhea antibiotic class in 30 years), Lynavoy (linerixibat for cholestatic pruritus), Wellcovorin (for cerebral folate deficiency), and an expanded Arexvy label. Pipeline depth includes 58 assets, £6.6 billion in R&D investment, and seven positive Phase III read-outs.

GSK monetizes through a sales-led pharmaceutical model: specialty medicines and vaccines are sold via physician prescriptions, specialty pharmacies, hospital networks, and government immunization programs, supplemented by licensing and royalty income (e.g., the Alfasigma deal worth up to $690M with double-digit royalties). Customers include national health systems, specialty healthcare providers, and patients with serious respiratory, oncology, HIV, and infectious-disease conditions. Following the February 2026 CEO transition to Luke Miels, the company has signaled a more product-focused, biologics-led strategy with a stated £40 billion revenue target by 2031, supported by active M&A (RAPT, 35Pharma) and licensing (Frontier Biotechnologies).

Name

GSK

Legal name

GSK plc

Website

https://gsk.com

Company type

Public

Founded year

1715

Operating status

Operating

Headcount range

5,001–10,000 employees

Short description

GSK plc is a UK-headquartered global biopharmaceutical company that develops and sells specialty medicines, vaccines, and general medicines across 70 markets, serving patients with respiratory, oncology, HIV, and infectious diseases.

Ownership category

akta.pro rank

Headquarters

HQ city

Brentford

HQ country

United Kingdom

HQ region

Europe

Offices5 records

Markets served

GTM type

B2B

Offering type

Hardware or Manufacturing

Cost components

Personnel, Technology or R&D, Operations, Supply Chain, Marketing or Sales, Infrastructure

Revenue model

1. Specialty Medicines: Sales of specialty medicines including respiratory, immunology, inflammation treatments, cancer drugs, and HIV medications. Specialty medicines generated £13.5 billion in 2025, up 17% year-on-year, accounting for over 40% of revenue with oncology growing 43% and HIV sales reaching £7.7 billion.
2. Vaccines: Sales of vaccine products including RSV vaccine Arexvy, Shingrix for shingles, and pediatric vaccines. GSK delivered 389 million vaccine doses in 2025 and over 1 million doses on average every day.
3. General Medicines: Sales of general medicines including inhalers for asthma and COPD, and antibiotics. General medicines reach people in more than 100 countries and generated approximately one-third of 2025 sales.
4. Licensing and Royalty Revenue: GSK receives royalties and milestone payments from licensed products including linerixibat (Alfasigma deal worth up to $690 million with double-digit royalties), and various partnership arrangements.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels4 records

Core offering

GSK is a focused biopharmaceutical company that discovers, develops, manufactures, and commercializes specialty medicines, vaccines, and general medicines. Its portfolio spans respiratory, immunology and inflammation, oncology, HIV, and infectious diseases, with specialty medicines generating £13.5 billion in 2025 sales and the vaccine franchise delivering 389 million doses during the year.

Product overview

GSK is a focused biopharma company that discovers, develops, and delivers medicines and vaccines. The portfolio consists of specialty medicines (biologics and targeted therapies for respiratory, immunology, oncology, and HIV conditions), vaccines (including RSV, shingles, and childhood vaccines), and general medicines (inhalers, antibiotics). Key products include AREXVY (RSV vaccine), Exdensur (depemokimab, an ultra-long-acting IL-5 inhibitor biologic), Blujepa (gepotidacin, a novel oral antibiotic), Lynavoy (linerixibat, an IBAT inhibitor), and Nucala (for COPD/asthma). The pipeline includes acquired assets like HS235 (pulmonary hypertension from 35Pharma), ozaneprubart (food allergy treatment from RAPT Therapeutics), and licensed siRNA candidates for kidney diseases from Frontier Biotechnologies. GSK also manufactures and distributes general medicines globally.

Differentiator

Problem solved

Functional benefit

Brands

• ViiV Healthcare: Joint venture with Pfizer and Shionogi, exclusively dedicated to HIV treatments and prevention with 16 HIV medicines in portfolio.

Products and services

• AREXVY (RSV Vaccine)

Quantifiable outcome

• Positively impact health of 2.5 billion people by end of decade
• +4 more outcomes

Named customers2 records

Segments3 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability5 records

Feature4 records

Partnerships

15 partnerships are on record, tiered minor and core.

• Imperial College London and University of OxfordminorStrategic or Co-development Partner · 13 March 2026Established the Modelling-Informed Medicine Centre (MiMeC) in the UK with £11 million funding to develop digital organ models for lungs, liver, and kidneys to improve disease understanding and drug development.
• AlfasigmacoreOEM/ Whitelabel/ Licensing Partner · 10 March 2026Licensing agreement granting Italian pharmaceutical company Alfasigma worldwide exclusive rights to develop, manufacture and commercialize linerixibat for cholestatic pruritus in primary biliary cholangitis. GSK receives $300 million upfront, up to $120 million regulatory milestones, up to $270 million sales milestones, and tiered double-digit royalties.
• 35Pharma Inc.coreStrategic or Co-development Partner · 25 February 2026GSK acquired 35Pharma for $950 million cash, gaining HS235, a potentially best-in-class investigational medicine for pulmonary hypertension that targets the activin receptor signalling pathway with potential metabolic benefits.
• Frontier Biotechnologies Inc.coreStrategic or Co-development Partner · 24 February 2026Global exclusive licensing deal granting GSK rights to develop, manufacture, and commercialize two siRNA drug candidates for kidney diseases. Frontier received $40 million upfront, $13 million in near-term milestones, and potential additional payments up to $950 million plus tiered royalties.
• Bora PharmaceuticalscoreImplementation/ SI/ Consulting Partner · 23 February 2026$250 million five-year strategic manufacturing agreement extending through 2030. Bora continues manufacturing over 20 commercial products for GSK at its Mississauga facility, providing medicines for HIV, malaria, pneumonia, depression, migraine, and dermatological conditions.
• Jackson LaboratoryminorStrategic or Co-development Partner · 20 February 2026Five-year research partnership to study Alzheimer's disease using stem cells, focusing on developing models to test therapies and identify patient groups that may benefit.
• BioVersys AGminorStrategic or Co-development Partner · 19 February 2026Collaboration through UNITE4TB project for Phase 2 studies of alpibectir (AlpE) tuberculosis drug candidate. Trial results published in New England Journal of Medicine demonstrating promising safety and efficacy signals.
• Basque Health ClusterminorStrategic or Co-development Partner · 17 February 2026Strategic partnership to create an open collaboration platform strengthening healthcare innovation in the Basque Country, Spain, connecting industry actors, care providers, research institutions, and public administration.
• RAPT TherapeuticscoreStrategic or Co-development Partner · 20 January 2026GSK acquired RAPT Therapeutics for $2.2 billion to gain rights to ozureprubart, an anti-IgE antibody in Phase 2 trials for food allergies, offering potential dosing advantage of every 12 weeks versus Xolair's biweekly or monthly injections.
• Hengrui PharmacoreStrategic or Co-development Partner · 31 December 2025Strategic collaboration with China's Hengrui Pharma, which completed a HK$11.4 billion Hong Kong IPO - the largest pharmaceutical IPO in Hong Kong in the past five years. Hengrui also completed five overseas business development transactions.
• CAMP4 TherapeuticsminorStrategic or Co-development Partner · 19 December 2025Strategic alliance to develop antisense oligonucleotide (ASO) drug candidates for neurodegenerative and kidney diseases. $17.5 million upfront payment with potential milestones up to $440 million. GSK leads further development and commercialization.
• Muna TherapeuticsminorStrategic or Co-development Partner · 17 December 2025Early-stage partnership for target identification in neurodegeneration as part of GSK's broad sourcing strategy.
• Rgenta TherapeuticsminorStrategic or Co-development Partner · 17 December 2025Early-stage partnership for target identification in RNA biology as part of GSK's pipeline expansion strategy.
• Oxford BioTherapeuticscoreStrategic or Co-development Partner · 10 December 2025Multi-year collaboration to discover novel oncology targets for antibody-based therapeutics utilizing OBT's OGAP-Verify platform. OBT receives upfront payments, milestone payments, and royalties based on product sales.
• Relation TherapeuticsminorStrategic or Co-development Partner · 10 December 2025Collaboration with Relation Therapeutics for target identification across fibrosis and other diseases, utilizing Relation's 'lab-in-the-loop' platform combining machine learning with multi-omic data.

Scale indicators15 records

Recent moves9 records

Expansion highlights6 records

Direct peers

• Novartis: Novartis is a focused biopharma peer after its Sandoz spin-off, with strong overlap in specialty medicines, oncology, and respiratory. Both companies emphasize genetically validated drug discovery and have similar post-demerger pipeline-driven strategies.
• AstraZeneca: AstraZeneca is a UK-headquartered biopharma peer overlapping heavily with GSK in oncology, respiratory (Symbicort/Fasenra vs. Trelegy/Nucala), and vaccines. Similar pipeline-driven growth strategy and similar exposure to UK and US government pricing pressure.
• Roche: Roche is a Swiss biopharma peer with substantial overlap in oncology, immunology, and infectious disease. Both operate biologics manufacturing at scale, invest heavily in AI-driven R&D, and have deep respiratory/immunology franchises (Roche's Actemra/Xolair vs. GSK's Nucala/Exdensur).
• AbbVie: AbbVie is a specialty biopharma peer with Humira/Skyrizi/Rinvoq immunology franchise competing with GSK's Nucala/Exdensur in severe asthma and inflammatory disease. Similar mix-shift strategy toward biologics post-major-LOE and comparable M&A appetite for mid-stage biotech.
• Sanofi: Sanofi is a European biopharma peer with direct overlap in respiratory (Dupixent competes with Nucala/Exdensur), vaccines (Sanofi flu vs. GSK shingles/RSV), and specialty immunology. Both are pursuing biologics mix-shifts and have undergone strategic refocusing in recent years.
• Pfizer: Pfizer is a global biopharmaceutical peer developing vaccines, oncology, and specialty medicines. Direct overlap with GSK in vaccines (Pfizer/BioNTech shingles vs. Shingrix, RSV), oncology, and HIV (via ViiV partnership). Both companies participate in the same TrumpRx/MFN US pricing program and pursue similar M&A strategies in mid-stage biotech.
• Merck & Co. Merck is a leading oncology and vaccines peer with Keytruda dominating immuno-oncology. Directly comparable as a large-cap R&D-driven pharma competing with GSK in oncology pipelines, vaccines, and specialty medicines, with similar specialty/biologic mix-shift strategies.
• Bristol-Myers Squibb: BMS is a specialty biopharma peer with strong oncology (Opdivo) and immunology overlap with GSK. Both face similar patent-cliff dynamics, post-LOE margin pressure, and reliance on biologics pipeline replenishment.
• Johnson & Johnson Innovative Medicine: J&J's Innovative Medicine segment is a direct peer in oncology, immunology, and pulmonary hypertension (acquired via Actelion). Competes with GSK in oncology (multiple myeloma, lung cancer), immunology, and now in pulmonary hypertension where GSK acquired HS235 from 35Pharma.

Emerging players

• Moderna: Moderna is an emerging mRNA vaccines peer directly competing with GSK's Shingrix in shingles and AREXVY in RSV via mRNA-based candidates. Represents the disruptive technological threat to GSK's adjuvanted subunit vaccine franchise despite being significantly smaller and narrower in scope.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/GSK
• YouTubeyoutube.com/user/GSK
• Facebookfacebook.com/GSK
• LinkedInlinkedin.com/company/glaxosmithkline
• Instagraminstagram.com/gsk

Revenue estimate

Valuation estimate

Number of profiles

Profiles22 records

Subsidiaries4 records

Funding overview

Funding rounds1 record

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A4 records

Investments1 record

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about GSK