GSK Reports Strong 2025 Performance with Over $42 Billion in Revenue and 43% Growth in Oncology Portfolio

(Source: Antibody Circle)

GSK's business is mainly divided intoSpecialty Medicines, Vaccines, and General MedicinesThree segments respectively contributed £13.474 billion in 2025.($17.651 billion, +17%)、9.157 billion pounds($11.996 billion, 2%)、£10.036 billion($131.47 billion, -1%)Performance income.

The oncology sector is growing rapidly.

HIV Products Continue to Grow

Specifically, in terms of specialty drugs, GSK has made significant achievements in the fields of HIV, respiratory/immunology, and oncology.£7.687 billion (+11%), £3.810 billion (+18%), £1.977 billion (+43%), among which the oncology sector has seen rapid growth and has become a new growth point for GSK's performance.。

In the field of oncology,Anemia Patients with Myelofibrosis Drug Ojjaara/Omjjara(Moroxini)、PD-1 Monoclonal Antibody Jemperli（Dostarlimab）、PARP InhibitorZejula（Niraparib）Sales of the three products in 2025 are respectively 5.54Billion pounds（+60%）、8.61Billion pounds（+89%）、5.57Billion Pounds（-4%）。

Respiratory/Immunology Field, Nucala(Mepolizumab)And Benlysta(Belimumab)Contributed to GSK respectively£2.08 billion (+15%) and £1.773 billion (+22%)Sales.

In the HIV field, GSK holds long-acting products, with sales continuing to grow.Cabenuva(Cabotegravir + Rilpivirine)In 2025, sales reached £1.402 billion, increasing by 42%, mainly driven by strong growth in patient demand in the United States and Europe.Apretude(Cabotegravir)Increased by 62% to £439 million compared to 2024;Dovato (Dolutegravir + Lamivudine)It is the largest product in the HIV product line, generating £2.678 billion in 2025, a year-on-year increase of 22%.

Vaccines:Recombinant Zoster VaccineShingrix 、RSV VaccineArexvy、Meningitis Vaccine Meningitis(Including Bexsero and Menveo)Achieving year-on-year growth, with sales reaching£3.558 billion (+8%), 5.93GBP billion (+2%),£31.583 billion (+12%)。

BD Transactions Accelerate

Sales expected to exceed £40 billion by 2031

RecentlyTwo Years of Active M&A to Offset Weak Pharmaceutical Business: GSKInsight database shows that since 2025, GSKA total of 15 pharmaceutical deals were reached., including$12.5 billionIntroducing HengruiGlobal Rights to a Core Drug and 11 Early-Stage Projects, $2.2 Billion AcquisitionRAPT AcquiredPrevention of Food AllergiesOzureprubart、Acquisition of a New MASH DrugEfimosfermin alfa, etc.

In 2026, GSK is expected to have2 New ProductsSecuring approvals from regulatory authorities, respectivelyExpected to become the first drug to treat chronic hepatitis BBepirovirsen, andTebipenem, the first oral medication for the treatment of complicated urinary tract infections.

Looking ahead, GSK expects revenue growth of 3% to 5% in 2026; core operating profit growth of 7% to 9%; core earnings per share growth of 7% to 9%; and forecasts sales to reach by 2031.More than 40 billion pounds。