GSK plc (GSK) Q4 2022 Earnings Call Transcript

GSK plc (NYSE:GSK) Q4 2022 Earnings Conference Call February 1, 2023 6:00 AM ET

Company Participants

Nick Stone - Head, Global Investor Relations

Emma Walmsley - CEO & Director

Tony Wood - Chief Scientific Officer

Luke Miels - Chief Commercial Officer

Deborah Waterhouse - Chief Executive Officer, ViiV Healthcare & President, Global Health

Iain Mackay - CFO & Executive Director

Conference Call Participants

Kerry Holford - Berenberg

Peter Welford - Jefferies

Dominic Lunn - Crédit Suisse

Timothy Anderson - Wolfe Research

James Gordon - JPMorgan Chase & Co.

James Quigley - Morgan Stanley

Graham Parry - Bank of America Merrill Lynch

Emily Field - Barclays Bank

Andrew Baum - Citigroup

Simon Baker - Redburn

Operator

Good afternoon, ladies and gentlemen, and welcome to the analyst call of GSK Fourth Quarter 2020 Results.

I will now hand you over to Nick Stone, Head of Global Investor Relations, who will introduce today's session.

Nick Stone

Thank you, operator. Hello, everyone. Welcome to our full year and Q4 2022 conference call and webcast for investors and analysts. The presentation was sent to our distribution list by e-mail earlier today, and you can also find details under gsk.com.

Please turn to Slide 2. This is the usual safe harbor statement. We will comment on our performance using constant exchange rates, or CER, unless stated otherwise. As a reminder, the Consumer Healthcare business was demerged on 18th of July 2022 to form Haleon. But today, we're presenting continuing operations for GSK.

Please turn to Slide 3. Today's management presentation will last approximately 30 minutes with the remaining 30 minutes for your questions, and this is to ensure that we get you to your next call, given it's such a busy day for those on the street.

[Operator Instructions]. Our speakers are Emma Walmsley, Tony Wood, Luke Miels, Deborah Waterhouse, and Iain MacKay with David Redfern joining the rest of the team for Q&A.

Please turn to Slide 4, and I'll now hand the call over to Emma.

Emma Walmsley

Thanks, Nick, and welcome to everyone. Please turn to the next slide. 2022 was a landmark year for GSK. We successfully delivered the most significant corporate change in 20 years and began a new chapter of competitive and profitable growth. GSK is a most global biopharma company with the ambition and purpose to unite science, technology and talent to get ahead of disease together. We are a world leader in the prevention and treatment of infectious diseases with an industry-leading vaccines franchise that continues to strengthen and expertise in HIV that is pioneering in innovation, and we have an exciting emerging pipeline based on the science of the immune system.