GSK's Specialty Medicines Surge - Still Looks Undervalued In 2025

Jul. 07, 2025 7:45 AM ETGSK plc (GSK) StockGSK
Myriam Alvarez
2.65K Followers

Summary

  • GSK specialty medicines grew YoY in Q1 2025. In fact, it's now their main profit engine, offsetting the weakness in their vaccine segment.
  • Similarly, the company's oncology, HIV, and respiratory biologics, plus the upcoming Blenrep FDA decision, could translate into additional near-term revenue catalysts.
  • In my view, GSK's valuation multiples remain attractive and well below those of its peers—which is surprising, given its potential to generate over $40 billion in specialty medicines revenue by 2031.
  • I concede there are still regulatory and headline risks to consider, like the recent ACIP vaccine guidance and Senate probe over Flovent withdrawal.
  • On balance, the firm's dividend yield compensates investors nicely for waiting to see its potential in specialty medicines unfold.

Farmacéutico masculino que revisa la farmacia de stock utilizando la tecnología de tabletas digitales en farmacia moderna.

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GSK plc (NYSE:GSK) is a well-known biopharmaceutical company that develops specialty and general drugs, as well as vaccines. Their Q1 2025 results showed good momentum, particularly in the specialty medicines segment. GSK's oncology performance was excellent, but other specialty areas, including

This article was written by

2.65K Followers
My name is Myriam Hernandez Alvarez. I received the Electronics and Telecommunication Engineering degree from the Escuela Politecnica Nacional, Quito, Ecuador, the M.Sc. degree in computer science from Ohio University, Athens, OH, USA, a graduate degree in Business Management from Universidad Andina Simon Bolivar, Quito, Ecuador, and the Ph.D. degree in computer applications from the University of Alicante, Spain.Disclosure: I collaborate professionally with Edgar Torres H, who is also an author on Seeking Alpha. Our analyses are conducted independently, and we adhere to Seeking Alpha's Shared Association Guidelines.

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