GSK stock rises as pipeline talk hits JPM conference, with Feb. 4 earnings in focus

GSK stock rises as pipeline talk hits JPM conference, with Feb. 4 earnings in focus

New York, January 15, 2026, 02:30 EST — The market has closed.

  • On Wednesday, GSK’s U.S.-listed shares jumped 1.8% to close at $50.79
  • At a JPMorgan conference session, R&D chief Tony Wood highlighted momentum building in the late-stage pipeline
  • Investors are gearing up for GSK’s full-year results and guidance, expected in early February

GSK plc’s shares traded in the U.S. climbed 1.8% on Wednesday, closing at $50.79. The stock remains in the spotlight heading into Thursday’s session.

U.S. markets were closed overnight, leaving investors to watch for follow-through in premarket trading and in London after a week packed with conference headlines and positioning.

The scene is set: investors are eager for clues on how major drugmakers intend to protect sales amid growing competition and aging products. For GSK, the coming weeks will focus on whether management can highlight new launches and late-stage results, rather than just the stock’s daily fluctuations.

GSK reported that its Chief Scientific Officer, Tony Wood, took part in a fireside chat at the J.P. Morgan 2026 Healthcare Conference on Jan. 13. 1

Wood told the audience his “first priority” was pipeline execution, highlighting the company’s “13 positive Phase III readouts in 2024” and a perfect “5 out of 5” approval rate in 2025. Phase III trials usually represent the last step before regulatory approval. 2

GSK shares in London ended Wednesday at 1,880.50 pence, rising from the previous session’s close, according to data from Yahoo Finance. 3

A routine filing revealed that CEO Luke Miels and other executives picked up small amounts of ordinary shares via dividend reinvestment and company share plans, covering transactions dated Jan. 8-9. The recorded share prices hovered around £18.94, with some holdings noted as notional interests under a deferred bonus plan. 4

Analyst opinions are mixed. JPMorgan reiterated its sell rating on GSK, setting a target price at 1,700 pence, MarketScreener reported Wednesday. 5

That said, the stock could reverse sharply if investors find the conference lacking in concrete details. Any hint of a cautious outlook, slower adoption of new products, or delays in key trial milestones would put the “pipeline momentum” story under pressure once more.

Traders are now focused on one thing: any new updates as the conference schedule winds down, followed by GSK’s full-year and Q4 earnings due Feb. 4. 6

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