GlaxoSmithKline PLC at Citi BioPharma Conference (Virtual) Transcript

Sep 09, 2021 / 05:25PM GMT
Andrew Simon Baum - Citigroup Inc., Research Division - Global Head of Healthcare Research and MD

Very good afternoon. Delighted that you could join the GSK ViiV session. My name is Andrew Baum. I'm delighted to be joined by Dr. Kimberly Smith, the Head of R&D at ViiV. Thank you so much for joining us today. We've also got Frannie DeFranco from GSK's IR on the call with us. So look, we've got about 45 minutes to talk to what is really a critical part of GSK's business, not just in the fact it's serving an important unmet need but from a contribution economically. Because of the very high contribution margin, it punches well above the weight of the just near revenue contribution. So it's one that merits a lot of focus.

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Andrew Simon Baum - Citigroup Inc., Research Division - Global Head of Healthcare Research and MD

Now perhaps to kick off, if I was to set out a devil's advocate view of the landscape that this is a field where previous dominant franchises have been eclipsed by competitors and have ceded control of the space, and
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