GSK PLC

GSK: XLON (GBR)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
	GBX 7,775.00	Fqvy	Wxnrwsp

GSK: HIV Presentation Highlights Long-Duration Dosing Options to Help Mitigate 2028 Patent Losses

Damien Conover

Sep 28, 2023

GSK hosted an analyst presentation on its HIV segment (close to 20% of total sales) signaling increased focus on developing longer-duration therapies. While the updates don’t have an impact on our fair value estimate, the development of longer-duration treatments should help mitigate the 2028-29 patent losses on GSK’s key HIV drugs Tivicay, Triumeq, and Dovato (collectively representing close to 15% of total sales), which should reinforce the firm’s wide moat.

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