GSK: Can Its Blockbuster Shingles Vaccine Win Big in China & Europe?

GSK reported strong results for the third quarter of 2025, with total sales increasing by 8% year-over-year, driven largely by growth in specialty medicines. Core operating profit improved by 11%, while earnings per share (EPS) rose by 14%. These results led GSK to upgrade their full-year guidance for both sales and profits, reflecting ongoing momentum in their core business areas. Positives from the results include a robust performance across GSK’s specialty medicines portfolio, with key contributions from the oncology, respiratory, immunology and inflammation (RI&I), and HIV segments. In oncology, Jemperli and Ojjaara showed strong sales growth, while the recent approvals and launches, such as BLENREP, are expected to drive future revenue. The company’s HIV portfolio also delivered impressive double-digit growth, driven by their long-acting injectables, which are gaining significant traction in key markets like the U.S.