GSK plc (NYSE: GSK; LSE: GSK) generated several headlines today: a fresh research tie‑up in tuberculosis drug discovery, confirmation of ongoing share repurchases via a new U.K. regulatory filing, and a U.S.‑listed share price that pushed to a new 12‑month high intraday. 1
1) New research collaboration targets TB
AN2 Therapeutics announced a collaboration with GSK to advance boron‑based leucyl‑tRNA synthetase (LeuRS) inhibitors for tuberculosis. The effort is supported by a third year of Gates Foundation funding and builds on prior work between AN2 scientists and GSK’s Global Health R&D team, according to the release. Thomas Breuer, GSK’s Chief Global Health Officer, framed the partnership as aligning with the company’s goal to “get ahead” of TB in lower‑income countries. 1
Why it matters: TB remains the world’s deadliest infectious disease; novel oral agents with new mechanisms could meaningfully change the treatment landscape if they progress successfully through development. (The AN2 note emphasizes the validated LeuRS target—also engaged by epetraborole/ganfeborole—while underscoring GSK’s long‑running TB focus.) 1
2) Buyback: “Transaction in own shares” filed this morning
Before the London market opened, GSK posted its latest RNS buyback disclosure. Acting through BNP Paribas, the company purchased 170,000 ordinary shares on Nov 10 at prices ranging from 1,753.5p to 1,779.0p (VWAP 1,768.72p). The filing indicates the shares will be held in treasury and details venue‑level aggregates (XLON/CHIX/BATE). 2
Context: The purchases form part of GSK’s previously announced buyback programme initiated on Sept 30, 2025, with cumulative treasury and voting‑rights figures also updated in today’s notice. 2
3) Shares test a 12‑month high
As of mid‑afternoon (15:45 UTC), GSK’s U.S. ADRs traded around $48.18, after touching an intraday high of $48.245. Separately, MarketBeat flagged the move as a new 12‑month high for the ADRs. Price action follows a steady run since late October’s Q3 update and continued buyback prints. 3
4) This week’s scientific backdrop: AASLD 2025 concludes
While not a same‑day announcement, investors are still digesting GSK’s AASLD 2025 liver‑disease data drop (Nov 7). The company highlighted 21 abstracts, including a Phase II B‑Sure sub‑analysis on bepirovirsen (CHB) and progress on efimosfermin (MASH/SLD)—assets aligned with GSK’s inflammation and fibrosis strategy. The meeting runs Nov 7–11 in Washington, D.C., concluding today. 4
5) Street and sector chatter today
- Stock Watch (Citeline Scrip): A roundup this morning contrasted GSK’s recent outlook with U.S. vaccine softness, noting how upbeat guidance helped GSK “outshine” Merck on sentiment despite category pressures. 5
- Jemperli (dostarlimab) watch: Last week, AnaptysBio reiterated royalty dynamics and reported Q3 demand trends for GSK’s PD‑1 inhibitor, a datapoint some traders continue to track as the stock tests new highs. 6
6) Other GSK items crossing today
- U.S. community programs: GSK’s U.S. arm announced the 2025 GSK IMPACT Awards winners, with ceremonies scheduled in Philadelphia (today) and Durham (Nov 18). While philanthropic, these events do contribute to the brand’s stateside visibility. 7
What to watch next
- Near‑term regulatory catalyst: The FDA priority review decision for gepotidacin in gonorrhoea is expected by December 2025, a potential first‑in‑class oral option that complements GSK’s infectious‑disease footprint. 8
- Oncology execution: Following the U.S. approval limited to one Blenrep combination (Oct 24), investors will parse launch pace and label‑expansion efforts against competitive multiple myeloma regimens. 9
- Liver pipeline: Any further readouts or partnership moves tied to efimosfermin and bepirovirsen in the wake of AASLD. 4
Key takeaways for Nov 11, 2025
- R&D momentum: New AN2–GSK TB collaboration adds to GSK’s infectious‑disease bench and underscores external‑innovation strategy. 1
- Capital returns:Buyback execution continues with a fresh RNS this morning. 2
- Market tone: ADRs pressed to a 12‑month high intraday amid a strong multi‑week trend. 3
This article is for informational purposes only and does not constitute investment advice.
