GSK Could Still Face U.S. Drug Pricing Headwind -- Market Talk
Dow Jones
Feb 04
1312 GMT - GSK's significant investment in the U.S. will limit its exposure to White House drug pricing cuts, but discounts to treatments covered by Medicaid could still be a headwind, Interactive Investor analyst Richard Hunter writes in a research note. The U.K. drugmaker's pipeline health is encouraging, Hunter says. The group's reiterated 2031 target for sales to exceed 40 billion pounds looks more and more likely as time and investors march on from substantial early skepticism, he adds. GSK has been successful at harnessing the potential of AI for the sector, though in that sense it trails AstraZeneca, he says. Shares are up 4.3% at 20.29 pounds. (william.gray@wsj.com)
(END) Dow Jones Newswires
February 04, 2026 08:12 ET (13:12 GMT)
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