GSK plc

GSKleader

GSK is a global biopharma company focused on infectious diseases, HIV, respiratory, and immunology, with the world's leading shingles vaccine Shingrix and majority-owned ViiV Healthcare.

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產品與營收

產品營收佔比

營收結構 ($37.5B)

靜態數據（加載即時財務…）

Commercial (Specialty) (50%)

Vaccines (28%)

General Medicines (22%)

業務部門構成與主要客戶

產品詳情

HIV (ViiV Healthcare)28%

Dolutegravir-based regimens — world's most prescribed HIV treatments

Shingrix & Vaccines25%

#1 shingles vaccine and broad vaccine portfolio

Respiratory22%

Trelegy Ellipta and Nucala for asthma/COPD

Oncology & Other25%

Zejula (PARP inhibitor) and general medicines

供應鏈關係

競爭對手

Pfizer Inc.

Vaccines and respiratory

影響: High — overlapping vaccine portfolios

Sanofi

Vaccines

影響: Medium — vaccine market competition

Merck & Co.

Vaccines (Gardasil vs Shingrix market)

影響: Medium — different vaccine segments

宏觀與市場背景

제약 / 바이오行業新聞

GLP-1 메가트렌드 + AI 신약개발 + 저평가 바이오 기관 매집

GLP-1 시장 규모 (2030E)

$150B

mRNA 암백신 임상 성공률

+49% 재발 위험 감소

AI 신약개발 단계

임상 2상 진입

PFE/MRNA 52주 변화

-30% ~ -45%

近期催化劑

◆LLY Orforglipron(경구용 GLP-1) 3상 결과 (2026.Q2)◆MRNA 암백신 FDA BLA 제출 예정◆REGN EYLEA HD 유럽 허가 결과

AI 分析

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企業資訊

總部

London, United Kingdom

成立時間

2000

員工人數

70,000+

官網

gsk.com

行業概況 — 제약 / 바이오

行業新聞