Report
Damien Choplain ...
  • Martial Descoutures

GSK : HIV expert feedback - The cabotegravir franchise is well positioned

>Validation of GSK’s long-acting strategy - It was our pleasure to welcome on Wednesday Professor Christine Katlama, doctor specialising in infectious and tropical diseases, as part of our Expert Access event on HIV. Professor Katlama’s presentation confirmed our positive view of the HIV market (treatment and PrEP) and GSK’s position and strategy in this area, with the launch of its long-acting products. As such, we model 2021-26e CAGR of 8.2% for the HIV division (21...
Underlying
Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Damien Choplain

Martial Descoutures

Other Reports on these Companies
Other Reports from Oddo BHF
Ghada Ben Sedrine ... (+2)
  • Ghada Ben Sedrine
  • Nicolas David
Benoit Valleaux ... (+5)
  • Benoit Valleaux
  • Roland Pfaender
  • MBA
  • CFA
  • CCRA
Ghada Ben Sedrine ... (+2)
  • Ghada Ben Sedrine
  • Nicolas David

ResearchPool Subscriptions

Get the most out of your insights

Get in touch