RSV Seasonal Vaccine Introduction and Growth Strategy
HIV +12% growth in Q2 2023 driven by oral 2DR and
long-acting regimens
Strong commercial execution across HIV
portfolio
Sales £m
40%
30%
1000
60%
900
51%
46%
47%
50%
800
42%
700
39%
36%
600
33%
28%
500
26%
25%
400
300
200
100
0
Q1 Q2 Q3
2021 2021 2021
Q4 Q1 Q2 Q3 Q4 Q1 Q2
2021 2022 2022 2022 2022 2023 2023
20%
10%
0%
HIV Innovation sales as a % of total HIV
Growth driven by oral 2DR and long-acting
regimens
.
.
Sales: £1.6bn in Q2 2023 with all regions driving growth
Total portfolio: oral 2DR and LA regimens now 51%
• Dovato. £430m and #1 HIV product
•
Dolutegravir: granted paediatric exclusivity by US FDA
extending LOE by six months to April 2028
Cabenuva. £176m with SOLAR data driving strong growth
with >70% of sales from competitor regimens
Apretude. £36m; building strongly in US. Positive CHMP
opinion in Europe
Pipeline: three target medicine profiles focused on next-
generation long-acting regimens
2023 outlook upgraded: high-single digit % growth
Dovato
GSK
Juluca
1. Two drug regimen
Cabenuva
Apretude
Oral 2DR & LA
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