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Oct 28, 2026

GSK shares fall after vaccine sales disappoint in Q3 results

GSK reported a drop in vaccine sales in its third quarter, sending shares down despite beating overall sales and profit expectations, as the UK drugmaker works to accelerate growth and prepare for patent expirations.

Oct 28, 2026·4 sources
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Top claims

  • ▪GSK Chief Executive Officer Luke Miels stated on October 28, 2026, that Arexvy sales were impacted by seasonality because RSV shots are typically administered alongside flu shots before flu season begins
  • ▪GSK Chief Executive Officer Luke Miels noted a broader background of softer enthusiasm and political uncertainty surrounding immunizations in the United States under Health Secretary Robert F. Kennedy Jr.
  • ▪GSK is shifting operational focus toward specialty medicines and oncology to offset projected revenue losses when four key HIV drugs containing dolutegravir lose patent protection starting in 2028

People involved

Robert F. Kennedy Jr.

Subtopics

Corporate restructuring1Corporate strategy1Pharmaceutical earnings1Pharmaceutical Industry1Pharmaceutical patents1Stock market performance1Vaccines and Immunization Policy1

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