葛兰素史克Glaxosmithkline（GSK）2025年第一季度财报电话会议纪要「LSE」（英文版）（29页）.pdf

1、Investor Relations Q1 2025 results presentation 1 Introduction|Constantin Fest Slide 1|Q1 2025 Results Slide 2|Agenda Ladies and gentlemen,a very warm welcome to this GSK Q1 2025 results call.My name is Constantin Fest,new Head of IR at GSK and I am delighted to be joined today by Emma Walmsley,Luke

2、 Miels and Julie Brown.I am pleased to say Deborah Waterhouse,CEO of ViiV,returned this week full time but David Redfern-Chairman of ViiV,will be covering HIV today.Tony Wood,our CSO,will also be joining us for Q&A.Todays call will last approximately one hour with the presentation taking around 30 m

3、inutes and the remaining time for your questions.Please ask only 1-2 questions so that everyone has a chance to participate.Before we start,please turn to slide 3 Slide 3|Cautionary statement regarding forward-looking statements This is the usual safe-harbour statement.We will comment on our perform

4、ance using constant exchange rates or CER unless otherwise stated.I will now hand over to Emma on slide 4 Q1 2025 performance on track|Emma Walmsley Slide 4|Q1 2025 performance on track Thank you,Constantin,and its great to have you on board.And welcome to everybody joining us today.Please turn to t

5、he next slide.Slide 5|2025 performance on track GSK continues to make strong progress.Group sales were up 4%this quarter,core operating profit grew 5%,and core earnings per share rose 5%to 44.9 pence.This performance was in line Investor Relations Q1 2025 results presentation 2 with our expectations

6、 and again demonstrates the quality,strength and resilience of GSKs portfolio.Sales growth was driven by Specialty Medicines,our largest business,up 17%,with strong contributions from Respiratory Immunology&Inflammation,Oncology,and HIV.As expected,Vaccine sales were down 6%and General Medicines sal