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3w ago

GSK Taps Luke Miels as Next CEO Starting Jan. 1, 2026

Shares rose about 3% after the announcement, signaling support for GSK’s pharma-first strategy.

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10:10 a.m. ET - GSK’s New Groove (25 minutes) plus After years of waiting, the British drug giant has shed its consumer division and renewed its focus with the launch of a new vaccine for RSV, an infection that causes serious illness in older people. Hear about what's ahead. Emma Walmsley, chief executive officer, GSK Ed Silverman, Pharmalot columnist, senior writer, STAT (moderator)
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Dame Emma Walmsley, CEO of GSK arrives for a business roundtable attended by President Donald Trump and Britain's Prime Minister Keir Starmer at Chequers near Aylesbury, England, Thursday, Sept. 18, 2025. (AP Photo/Evan Vucci)

Overview

  • Emma Walmsley will leave the board on Dec. 31, 2025 and remain with GSK through Sept. 30, 2026 to support the transition.
  • Chief commercial officer since 2017, Luke Miels has been tasked with delivering annual sales of more than £40 billion by 2031.
  • The succession crowns a strategic overhaul under Walmsley that included the 2022 Haleon spin-off and increased R&D to rebuild a late-stage pipeline.
  • GSK’s handover unfolds as the company addresses U.S. policy risk, including threatened 100% tariffs on branded drugs and a pledged $30 billion U.S. investment over five years.
  • Analysts note progress in specialty medicines alongside challenges such as a 2028 U.S. exclusivity loss for HIV drug dolutegravir and prior Zantac settlements totaling about $2.3 billion.