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葛兰素史克Glaxosmithkline(GSK)2025年第二季度投资者和分析师财报电话会议PPT「LSE」(英文版)(49页).pdf

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1、Q2 2025 ResultsQ2 2025 ResultsConference call and webcast for investors and analystsConference call and webcast for investors and analysts30 Jul 202530 Jul 20251AgendaAgendaQ2 2025 performance momentumQ2 2025 performance momentumEmma WalmsleyPositive pipeline progressPositive pipeline progressTony W

2、oodPerformance:growth driversPerformance:growth driversLuke Miels and Deborah WaterhouseQ2 2025 financial performanceQ2 2025 financial performanceJulie BrownSummary and Q&ASummary and Q&AEmma Walmsley,Tony Wood,Luke Miels,Deborah Waterhouse,Julie Brown and David Redfern2This presentation may contain

3、 forward-looking statements.Forward-looking statements give the Groups current expectations or forecasts of future events.An investor can identify these statements by the fact that they do not relate strictly to historical or current facts.They use words such as anticipate,estimate,expect,intend,wil

4、l,project,plan,believe,target and other words and terms of similar meaning in connection with any discussion of future operating or financial performance.In particular,these include statements relating to future actions,prospective products or product approvals,future performance or results of curre

5、nt and anticipated products,sales efforts,expenses,the outcome of contingencies such as legal proceedings,dividend payments and financial results.Other than in accordance with its legal or regulatory obligations(including under the Market Abuse Regulations,UK Listing Rules and the Disclosure Guidanc

6、e and Transparency Rules of the Financial Conduct Authority),the Group undertakes no obligation to update any forward-looking statements,whether as a result of new information,future events or otherwise.Investors should,however,consult any additional disclosures that the Group may make in any docume

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- **Q2 2025业绩强劲**:销售额增长6%,核心运营利润增长12%,核心每股收益增长15%。 - **增长动力**:专科药物销售额增长15%,特别是Nucala、Benlysta和Jemperli等产品的强劲增长。 - **研发管线进展**:多个新药和疫苗处于研发阶段,包括针对呼吸、免疫和炎症、肿瘤、HIV和传染病的产品。 - **2031年展望**:预计到2031年销售额超过400亿英镑,核心运营利润增长6-8%,核心每股收益增长6-8%。 - **财务表现**:自由现金流增长12亿英镑,达到37.4亿英镑。 - **投资增长**:继续投资于研发和业务发展,包括14个具有潜在收益超过20亿英镑的项目。
GSK 2025年二季度业绩如何? GSK的研发管线进展如何? GSK对未来业绩的展望如何?
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