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GSK plc (GSK) Presents at Jefferies Global Healthcare Con...
SA Transcripts · 2026-06-04 · via All Articles on Seeking Alpha

GSK plc (GSK) Jefferies Global Healthcare Conference 2026 June 3, 2026 11:40 AM EDT

Company Participants

Hesham Abdullah - Senior VP and Global Head Oncology of R&D

Conference Call Participants

Michael Leuchten - Jefferies LLC, Research Division

Presentation

Michael Leuchten
Jefferies LLC, Research Division

It's my pleasure to introduce GSK. We've got Hesham, he's the Head of Oncology R&D at GSK. Exciting times just coming out of ASCO. I guess, Hesham, thank you for joining.

Hesham Abdullah
Senior VP and Global Head Oncology of R&D

Thank you, Michael.

Question-and-Answer Session

Michael Leuchten
Jefferies LLC, Research Division

I guess to start, if you sort of think about GSK's Oncology R&D, what are the 2 or 3 decisions you're most proud of that shaped current portfolio? And is there anything you deliberately stopped doing to focus resources?

Hesham Abdullah
Senior VP and Global Head Oncology of R&D

Yes. It's interesting because I think one of the first things that I think about just in terms of the journey that GSK has had coming back into oncology is really how the field continues to evolve. During one period of time, probably early on, there was a lot of interest in immuno-oncology and checkpoints as well too. And I think in many ways, if you look across the industry, at times, we may have actually over-indexed on checkpoints.

And I think it's one of the areas that probably as I took on my role, I tried to really strike the right balance of thinking about precision oncology, a focus on what are probably much more well-validated platforms and molecules and a move more towards precision oncology and a bit away from checkpoint exploration. And I think probably, if anything, that was probably the first decision that I think is really important and helping shape at least the oncology portfolio