RE: GSK Update yesterday19 Oct 2021 19:52
GSK will split into 2 entities Lipstick & slap and New GSK . It's the new GSK that is of interest. It's touted to be a focused pharmaceuticals business with three core disciplines: general medicines, vaccines and speciality drugs. The speciality drugs is the high growth area and where SAR would be of interest. They want to align New GSK more closely with its largest global competitors ... so the pressure is on ... Guess which bit Walmsley will be left in charge of.