London, February 10, 2026, 07:48 GMT — Premarket
GSK plc shares are set to trade with new vaccine developments on the radar. The company reported that China’s Center for Drug Evaluation has taken up its application for Arexvy, the RSV shot designed for people 60 and up. GSK noted that, should approval come through, Arexvy would mark the first vaccine in China targeting RSV-linked lower respiratory tract disease in that demographic.
This is significant. For investors, vaccine scale has been a rare, straightforward growth story in big pharma. China remains an untapped RSV market for older adults. Now, while acceptance for review isn’t the same as a green light, it does set a timeline — and, crucially, hands the market a clear milestone to price in.
GSK’s submission relies on late-stage Phase III trial results out of China, with the company reporting the study hit all its primary goals and found the safety profile acceptable. “Immunogenicity,” in this context, means how robustly the vaccine spurs the immune system. The company also flagged China’s annual RSV toll—over six million cases among adults 60 and up, leading to more than 350,000 hospitalisations each year.
GSK (GSK.L) slipped 1.77% to close at 2,159 pence on Monday, lagging a stronger FTSE 100 and settling just beneath its 52-week high, according to MarketWatch data. Volume came in above the stock’s usual pace.
GSK’s U.S. ADR (GSK) dipped 2.03% Monday in New York, ending the session at $59.01. Shares ranged from $58.61 up to $59.94, Yahoo Finance data show.
Broker commentary made the rounds as well. Citi’s Graham Parry bumped up his price target on GSK, moving it to 2,250 pence from the prior 1,900, but maintained a neutral rating, a TheFly note shared by TipRanks showed.
BofA bumped its price target up to 2,350 pence from 2,100, while sticking with its neutral rating. The bank cited physician feedback backing up its peak sales expectations for GSK’s blood cancer drug Blenrep, according to the same note.
TD Cowen bumped its U.S. price target to $70 from $55, sticking with a hold rating, according to a TheFly note via TipRanks. The firm pointed to anticipated product launches and pipeline milestones in the coming year.
In a regulatory disclosure, non-executive director Dr Hal Barron offloaded 67,601.825 notional American depositary shares at $59.17 apiece on Feb. 5, tied to a shift within his executive supplemental savings plan. The insider dealing was detailed in the filing.
The U.S. RSV vaccine market has quickly turned competitive, with Pfizer’s Abrysvo, Moderna’s mResvia, and GSK’s Arexvy all approved. Current U.S. public-health recommendations target mostly older adults and high-risk groups.
The China process stretches out, with a decision not expected until 2027, according to the company. Regulators could still demand extra data or take issue with safety and labeling. Elsewhere, post-marketing surveillance hasn’t let up on rare neurological side effects like Guillain-Barré syndrome (GBS), as agencies continue to weigh risks and benefits.
Income-focused traders are eyeing GSK’s upcoming dividend deadlines. Ordinary shares go ex-dividend Feb. 19, while the ADR follows on Feb. 20. Investors picking up shares after those dates miss out on the payout. Looking further ahead, GSK is set to report first-quarter earnings on April 29.
