GSK plc: $10.6bn NUVL aqn strengthens late stage Onco portfolio, assuming timely approvals, could help offset HIV cliff, drive EPS accretion from '29, albeit BD optionality now lower

Research evidence excerpt

GSK plc: $10.6bn NUVL aqn strengthens late stage Onco portfolio, assuming timely approvals, could help offset HIV cliff, drive EPS accretion from '29, albeit BD optionality now lower

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Primary Stocks (Ticker, Date, Price)

GSK plc (GSK.L, 08-Jun-2026, GBP 19.13), Underweight/Neutral, D/E/J/K/L/M/N

Materially Mentioned Stocks (Ticker, Date, Price)

Nuvalent (NUVL, 08-Jun-2026, USD 88.49), Overweight/Positive, J

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