GSK's Nuvalent Deal Makes Strategic Sense -- Market Talk

Dow Jones

Jun 09

1349 GMT - GSK's $10.6 billion acquisition of Nuvalent seems to make strategic sense, even if it is bigger than the deals the U.K. drugmaker has targeted in the past, Bernstein analysts say in a research note. The company expects Nuvalent to be different from its last big oncology acquisition, a $5 billion deal for Tesaro back in 2019, the analysts say. The Tesaro deal hasn't created value, but GSK will take measures to mitigate the dilution on profitability from the deal this time around, according to Bernstein. GSK hopes its broad geographic reach and the better tolerability profile of Nuvalent's lung-cancer drugs compared to available therapies can make the deal work, the analysts say. Shares in GSK fall 1.3%. (adria.calatayud@wsj.com)

(END) Dow Jones Newswires

June 09, 2026 09:49 ET (13:49 GMT)

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The company expects Nuvalent to be different from its last big oncology acquisition, a $5 billion deal for Tesaro back in 2019, the analysts say. The Tesaro deal hasn't created value, but GSK will take measures to mitigate the dilution on profitability from the deal this time around, according to Bernstein. GSK hopes its broad geographic reach and the better tolerability profile of Nuvalent's lung-cancer drugs compared to available therapies can make the deal work, the analysts say. Shares in GSK fall 1.3%. (adria.calatayud@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  June 09, 2026 09:49 ET (13:49 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>GSK's Nuvalent Deal Makes Strategic Sense -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGSK's Nuvalent Deal Makes Strategic Sense -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-06-09 21:49</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1349 GMT - GSK's $10.6 billion acquisition of Nuvalent seems to make strategic sense, even if it is bigger than the deals the U.<a href=\"https://laohu8.com/S/TKKD.SI\">K</a>. drugmaker has targeted in the past, Bernstein analysts say in a research note. The company expects Nuvalent to be different from its last big oncology acquisition, a $5 billion deal for Tesaro back in 2019, the analysts say. The Tesaro deal hasn't created value, but GSK will take measures to mitigate the dilution on profitability from the deal this time around, according to Bernstein. GSK hopes its broad geographic reach and the better tolerability profile of Nuvalent's lung-cancer drugs compared to available therapies can make the deal work, the analysts say. Shares in GSK fall 1.3%. (adria.calatayud@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  June 09, 2026 09:49 ET (13:49 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1829250122.USD","symbol_name":"高盛欧洲核心股票组合Acc","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2642493507","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2642493507","pubTimestamp":1781012940,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1349 GMT - GSK's $10.6 billion acquisition of Nuvalent seems to make strategic sense, even if it is bigger than the deals the U.K. drugmaker has targeted in the past, Bernstein analysts say in a research note. 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","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU1829250122.USD":"高盛欧洲核心股票组合Acc","BK4532":"文艺复兴科技持仓","BK4139":"生物科技","GSK":"葛兰素史克","BK4007":"制药","GSKH":"GSK plc ADRhedged","GSK.UK":"葛兰素史克","BK4588":"碎股","BK4539":"次新股","BK4585":"ETF&股票定投概念","NUVL":"Nuvalent, Inc."},"translate_title":"葛兰素史克的Nuvalent交易具有战略意义——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"GSKH":0.6,"GSK.UK":0.6,"NUVL":1.5,"GSK":1.5},"content_text":"1349 GMT - GSK's $10.6 billion acquisition of Nuvalent seems to make strategic sense, even if it is bigger than the deals the U.K. drugmaker has targeted in the past, Bernstein analysts say in a research note. The company expects Nuvalent to be different from its last big oncology acquisition, a $5 billion deal for Tesaro back in 2019, the analysts say. The Tesaro deal hasn't created value, but GSK will take measures to mitigate the dilution on profitability from the deal this time around, according to Bernstein. GSK hopes its broad geographic reach and the better tolerability profile of Nuvalent's lung-cancer drugs compared to available therapies can make the deal work, the analysts say. Shares in GSK fall 1.3%. (adria.calatayud@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  June 09, 2026 09:49 ET (13:49 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"}}}