GSK plc (GSK) Q2 2026 Earnings Call Transcript

GSK plc ( GSK ) Q2 2026 Earnings Call July 28, 2026 9:00 AM EDT Company Participants Luke Miels - CEO & Director Nina Mojas - President of Global Product Strategy Deborah Waterhouse - CEO of ViiV Healthcare & President of Global Health Julie Brown - CFO & Executive Director Tony Wood - Chief Scientific Officer and Head of R&D Hesham Abdullah - Senior VP and Global Head Oncology of R&D Regis Simard - President of Global Supply Chain Kaivan Khavandi - Senior VP, Global Head of Respiratory, Immunology, Inflammation and Research & Development Sanjay Gurunathan Charlotte Allerton Conference Call Participants Matthew Weston - UBS Investment Bank, Research Division Luisa Hector - Joh. Berenberg, Gossler & Co. KG, Research Division Graham Glyn Parry - Citigroup Inc., Research Division Steve Scala - TD Cowen, Research Division Peter Verdult - BNP Paribas, Research Division Simon Baker - Rothschild & Co Redburn, Research Division Zain Ebrahim - JPMorgan Chase & Co, Research Division Naresh Chouhan - Intron Health Advisors Ltd James Gordon - Barclays Bank PLC, Research Division Sean Conroy - Shore Capital Group Ltd., Research Division Sachin Jain - BofA Securities, Research Division Michael Leuchten - Jefferies LLC, Research Division Seamus Fernandez - Guggenheim Securities, LLC, Research Division Kerry Holford - Joh. Berenberg, Gossler & Co. KG, Research Division Conversation Operator Good afternoon, and welcome to this GSK Q2 Results and Accelerate Growth event. Today, we look forward to having a good event. And if we could have the agenda slide on the screen, please. Just a few words on logistics before I hand over to Luke. The first thing is that we have a Q&A session for you planned at 2:45 and another one then at 4:20. After the first Q&A, you will have a short break, and the event is planned to end around 5:00 p.m. Next slide, please. Also note the legal disclaimer on our cautionary statement regarding forward-looking statements. And I would like