GlaxoSmithKline

GlaxoSmithKline

  • April 2018 •
  • 47 pages •
  • Report ID: 5780019 •
  • Format: PDF
PharmaVitae explores GlaxoSmithKline’s prescription pharmaceutical performance and outlook, encompassing corporate strategy, marketed portfolio, pipeline potential, and financial performance over 2017–27.

Snapshot
Overview – GlaxoSmithKline will report modest growth as it enters a challenging period with Advair generics and HIV competition.
Main themes – [1] HIV strategy is evolving due to competition [2] The company has placed its hopes on new launches Shingrix and Trelegy Ellipta.
Out to 2022 – Will add $5.4bn out to 2022 as the company successfully weathers Advair generics.
Out to 2027 – Topline revenue will grow by $9.3bn.
Pipeline – Highly dependent on successful uptake of two-drug regimens in HIV to drive growth.
Lifecycle – Aside from Advair generic entry, GlaxoSmithKline’s portfolio is largely insulated from further erosion.
Events – Approval of Gilead’s Biktarvy in Q1 2018; critical Phase III data for two-drug regimens Tivicay/Epivir and cabotegravir/rilpivirine.

Highlights
Q4 2017 earnings review: GlaxoSmithKline set for gloomy 2018 as Advair generics loom.
Q3 2017 earnings review: GlaxoSmithKline reports solid sales as it enters a challenging and uncertain period.
Infectious diseases will remain a key cornerstone of GlaxoSmithKline’s pharmaceutical and vaccines business.
Respiratory franchise value will show marginal growth over the forecast period.

Analysis structure
Strategy analysis

How has GlaxoSmithKline positioned itself within the market?
How is GlaxoSmithKline strategically poised out to 2027?
What are GlaxoSmithKline’s key strengths, weaknesses, opportunities, and threats?
What are GlaxoSmithKline’s key catalysts over the next four quarters?

Portfolio analysis

Why will specific therapy areas experience the largest growth and decline?
What are the detailed competitive dynamics at play in GlaxoSmithKline’s important therapeutic markets?
How is GlaxoSmithKline adapting strategically to internal and external headwinds?

Facts and figures
What is GlaxoSmithKline’s forecasted sales performance out to 2027?
What is the revenue trajectory of GlaxoSmithKline’s current top 10 products out to 2027?
Which therapy areas will experience the largest growth and decline?
What are the portfolio weightings of GlaxoSmithKline based on the lifecycle of products?