GSK Vaccines: Injecting Visibility
A broad vaccines portfolio, a blockbuster asset swap with Novartis, and an R&D revamp including significant, long-term investment in technology platforms have cemented GlaxoSmithKline’s leadership in a perennially lucrative business that is core to its corporate ethos. Why hasn’t anyone seemed to notice?
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The world’s most successful pharma companies aren’t winning on the basis of absolute scale; they succeed instead thanks to their leadership in a few clearly defined product categories. That approach delivers outsized returns, while helping firms navigate a changing health care landscape where payers and providers increasingly demand evidence of treatment efficacy.
GlaxoSmithKline’s HIV-focused business unit is growing leaps and bounds, while the company’s other pharmaceutical sales slump. ViiV CEO Dominique Limet talked in an interview about the increased pressure success brings and how ViiV intends to keep delivering.