GSK is finally settling Zantac litigation with manageable terms, removing a major overhang. Arexvy RSV vaccine is being squeezed by Pfizer and Moderna competition in the same season. HIV franchise (Tivicay, Dovato) faces increasing GLP-1 prescriber competition for primary care attention. Shingrix remains a steady performer. Pipeline lacks a clear blockbuster catalyst.
| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| TAK | Takeda Pharmaceutical Company Limited | 37 | +10% | ↓0% | NEUTRAL |
| NVO | Novo Nordisk A/S | 37 | 0% | ↓0% | NEUTRAL |
| GSK | GSK plc | 37 | +8% | ↓0% | NEUTRAL |
| LLY | Eli Lilly and Company | 37 | +24% | ↓0% | EARLY |
| SNY | Sanofi | 34 | +14% | ↓0% | EARLY |
| REGN | Regeneron Pharmaceuticals Inc. | 34 | -16% | ↓0% | AVOID |
| AZN | AstraZeneca PLC | 25 | +11% | ↓0% | EARLY |
GSK reaches $2.2B Zantac global settlement framework
Arexvy season-2 uptake softer than Pfizer Abrysvo
HIV pipeline candidate misses on Phase 2 durability
Estimates · Yahoo Finance · Not audited figures