GSK PLC-SPON ADR.

GSK shares lift after upbeat Q2 and guidance nudges investors toward 2025’s upside

GSK reported a stronger-than-expected quarter driven by Specialty Medicines and vaccines, and management said results point toward the top end of 2025 guidance—a signal markets read as momentum for growth and R&D execution.[1] The update also highlighted higher core profit, renewed buybacks and a sustained dividend, which together tighten the case that cash generation will fund both pipeline investment and returns to shareholders.[1]

• Earnings beat and guidance tilt: Q2 sales of £8.0bn and double-digit operating metrics in key franchises left management confident they’re heading toward the top end of 2025 guidance, implying underlying demand and margin leverage are improving across the portfolio.[1]
• R&D and approvals drive conviction: Management flagged three major FDA approvals this year and 16 late-stage assets, with four additional programs expected to enter Phase III or pivotal development by year-end—signaling a meaningful near-term pipeline catalyst runway.[1]
• Capital returns and balance-sheet signal: GSK declared a 16p quarterly dividend, has spent £822m of a £2bn buyback plan in H1, and reported rising core EPS, which together suggest the company is prioritizing shareholder returns while continuing disciplined R&D investment.[1]