GSK plc (GSK) M&A Call June 9, 2026 4:00 AM EDT
Company Participants
Constantin Fest – Senior VP & Head of Investor Relations
Luke Miels – CEO & Director
Nina Mojas – President of Global Product Strategy
Tony Wood – Chief Scientific Officer and Head of R&D
Julie Brown – CFO & Executive Director
Mondher Mahjoubi – Chief Patient Officer
Conference Call Participants
Matthew Weston – UBS Investment Bank, Research Division
Sarita Kapila – Morgan Stanley, Research Division
Kerry Holford – Joh. Berenberg, Gossler & Co. KG, Research Division
Emmanuel Papadakis – Deutsche Bank AG, Research Division
Sachin Jain – BofA Securities, Research Division
Zain Ebrahim – JPMorgan Chase & Co, Research Division
Presentation
Constantin Fest
Senior VP & Head of Investor Relations
A warm welcome to this GSK call on our agreement to acquire Nuvalent. My name is Constantin Fest, Investor Relations. I’m delighted to have here today with me Luke Miels, CEO; Nina Mojas, President, Global Product Strategy; Tony Wood, Chief Scientific Officer; Julie Brown, our CFO. Also for the Q&A part of this call, we’ll be joined by David Redfern, President, Corporate Development; as well as Mondher Mahjoubi, our Chief Patient Officer. Please go with me to the next Slide 3, for our disclosure statement. Also note our cautionary statement on Slide 4. With this, please turn to Slide 5, and I will hand over to Luke to start this presentation.
Luke Miels
CEO & Director
Thanks, Constantin. Good morning, and thanks for joining the call at short notice. Look, I’ll start here first. As a reminder, this is the framework that we’re using to drive value for patients and shareholders. It’s got 3 components, so driving top line growth, accelerating late-stage assets and combining this with simplification. And this deal is a disciplined continuation and acceleration of that strategy. Next slide, please. Now we’ve been following Jim and the team at Nuvalent and their impressive medicinal chemistry work for
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