Strong Financial Performance and Upgraded Guidance
GSK reported an 8% increase in total sales for Q3 2025, with core operating profit up 11% and core earnings per share up 14%. The company raised its full-year sales expectations from 3%-5% to 6%-7% and upgraded guidance ranges for operating profit to 9%-11% and EPS to 10%-12%.
Specialty Medicines Drive Growth
Specialty Medicines sales were up 16%, with significant contributions from RI&I, oncology, and HIV. Key products like Nucala and Benlysta showed strong demand, with sales increases of 14% and 17% respectively.
Successful R&D and Pipeline Expansion
GSK secured four FDA approvals so far in the year, with the potential for a fifth before year-end. The company is investing $30 billion in R&D and advanced manufacturing in the U.S. over the next 5 years.
HIV Portfolio Performance
The HIV portfolio grew by 12%, driven by strong demand for long-acting injectables like Cabenuva, which increased by 48%. The company upgraded its 2025 guidance for HIV growth from mid- to high single digits to around 10%.