GSK's Nuvalent Deal Makes Strategic Sense -- Market Talk

Dow Jones

06/09

1349 GMT - GSK's $10.6 billion acquisition of Nuvalent seems to make strategic sense, even if it is bigger than the deals the U.K. drugmaker has targeted in the past, Bernstein analysts say in a research note. The company expects Nuvalent to be different from its last big oncology acquisition, a $5 billion deal for Tesaro back in 2019, the analysts say. The Tesaro deal hasn't created value, but GSK will take measures to mitigate the dilution on profitability from the deal this time around, according to Bernstein. GSK hopes its broad geographic reach and the better tolerability profile of Nuvalent's lung-cancer drugs compared to available therapies can make the deal work, the analysts say. Shares in GSK fall 1.3%. (adria.calatayud@wsj.com)

(END) Dow Jones Newswires

June 09, 2026 09:49 ET (13:49 GMT)

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The company expects Nuvalent to be different from its last big oncology acquisition, a $5 billion deal for Tesaro back in 2019, the analysts say. The Tesaro deal hasn't created value, but GSK will take measures to mitigate the dilution on profitability from the deal this time around, according to Bernstein. GSK hopes its broad geographic reach and the better tolerability profile of Nuvalent's lung-cancer drugs compared to available therapies can make the deal work, the analysts say. Shares in GSK fall 1.3%. 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The company expects Nuvalent to be different from its last big oncology acquisition, a $5 billion deal for Tesaro back in 2019, the analysts say. The Tesaro deal hasn't created value, but GSK will take measures to mitigate the dilution on profitability from the deal this time around, according to Bernstein. GSK hopes its broad geographic reach and the better tolerability profile of Nuvalent's lung-cancer drugs compared to available therapies can make the deal work, the analysts say. Shares in GSK fall 1.3%. (adria.calatayud@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  June 09, 2026 09:49 ET (13:49 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4007","symbol_name":"製藥","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2642493507","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2642493507","pubTimestamp":1781012940,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1349 GMT - GSK's $10.6 billion acquisition of Nuvalent seems to make strategic sense, even if it is bigger than the deals the U.K. drugmaker has targeted in the past, Bernstein analysts say in a research note. 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","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4007":"制药","BK4139":"生物科技","BK4588":"碎股","BK4539":"次新股","BK4585":"ETF&股票定投概念","NUVL":"Nuvalent, Inc.","GSK":"葛兰素史克","GSKH":"GSK plc ADRhedged","BK4532":"文艺复兴科技持仓","GSK.UK":"葛兰素史克","LU1829250122.USD":"高盛欧洲核心股票组合Acc"},"translate_title":"葛兰素史克的Nuvalent交易具有战略意义——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"GSKH":0.6,"NUVL":1.5,"GSK":1.5,"GSK.UK":0.6},"content_text":"1349 GMT - GSK's $10.6 billion acquisition of Nuvalent seems to make strategic sense, even if it is bigger than the deals the U.K. drugmaker has targeted in the past, Bernstein analysts say in a research note. The company expects Nuvalent to be different from its last big oncology acquisition, a $5 billion deal for Tesaro back in 2019, the analysts say. The Tesaro deal hasn't created value, but GSK will take measures to mitigate the dilution on profitability from the deal this time around, according to Bernstein. GSK hopes its broad geographic reach and the better tolerability profile of Nuvalent's lung-cancer drugs compared to available therapies can make the deal work, the analysts say. Shares in GSK fall 1.3%. (adria.calatayud@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  June 09, 2026 09:49 ET (13:49 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"}}}