What changed
$GSK — BUY 📊 | 6 MONTHS THESIS
🎯 latest | Rev $1.9B | EPS $1.26 vs $1.16 🟢
💡 Consensus expects gradual EPS growth, but GSK's pipeline and new launches (e.g., RSV vaccine) could drive faster-than-expected revenue and margin expansion. The earnings beat suggests the turnaround is ahead of schedule.
📉 Reward/risk: 2.7:1
🏢 Business Quality: 8/10 - GSK is a leading global pharma with a diversified portfolio, strong vaccines business, and a promising pipeline, though facing patent cliffs and litigation risks.
📊 Valuation: cheap - Current P/E ~10.4x on annualized Q2 EPS, below large-cap pharma peers (12-15x). EV/EBITDA not calculable without debt.
🔮 Catalyst: Analyst day or positive Phase III data readout expected within 3 months
💰 Entry: $52.345, stop $51, target $56
📊 Our read: BUY. Full analysis →
https://stockduty.xyz/s/GSK0615