2023 Guidance and Q3 Earnings
HIV: 15% growth in Q3 primarily driven by oral 2DR and long-acting
regimens
Strong execution across HIV oral 2DR and
long-acting regimens portfolio
Sales £m
1000
60%
53%
51%
46% 47%
50%
42%
39%
36%
33%
600
28%
25% 26%
800
400
200
0
ΟΙ
2021
Dovato
Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3
2021 2021 2021 2022 2022 2022 2022 2023 2023 2023
Cabenuva
Juluca
Apretude
40%
30%
20%
10%
0%
Oral 2DR & LA
Oral 2DR & LA sales as a % of total HIV sales
Growth driven by oral 2DR and long-acting
regimens
.
•
•
•
•
Sales: £1.6bn in Q3 with all regions driving growth
FY 2023: Growth outlook upgraded to circa 10%
Dovato: £477m - leading oral 2-drug regimen
Dolutegravir: Paediatric exclusivity confirmed in US
Cabenuva: £182m - increasing HCP confidence, new
SOLAR data. Regimen approved in China
Apretude: £37m - EU approval granted in September
2023
Pipeline: target dosing intervals for LA regimens
extended to every four months in treatment and
prevention with roadmap to reach every six months by
end of decade
GSK
1. Two drug regimen
19View entire presentation