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GSK Acquisition of Nuvalent Could Redefine Its Growth Story!

GSK plc has moved deeper into oncology with an agreement to acquire Nuvalent (NASDAQ:NUVL) for an estimated $10.6 billion equity value, adding two late-stage lung cancer assets, zidesamtinib and neladalkib, plus earlier HER2 and discovery programs. The timing is notable because GSK is already trying to sharpen its growth profile after a strong Q1 2026, when sales rose 5% to more than £7.6 billion, Specialty Medicines grew 14%, core operating profit increased 10%, and management reiterated its focus on accelerating high-potential pipeline assets through both internal R&D and business development. Nuvalent fits that stated playbook: validated targets, differentiated profiles, and potential 2026 FDA decisions for two NSCLC drugs. The acquisition is also positioned to support GSK’s lung cancer platform, including its B7-H3 ADC Ris-Rez, while contributing to revenue growth from 2027 and core EPS accretion from 2029.