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Competition record

GSK

Deep profile · 0 linked library matters

GSK's distinctive franchise is vaccines, led by Shingrix for shingles and Arexvy for RSV in older adults. Its HIV business sits in ViiV Healthcare, where the rival regimen is Gilead's Biktarvy.

Overview

GSK is the London company left after the Haleon consumer-health spin, so Sensodyne and Centrum are no longer the core story. Shingrix is the shingles vaccine physicians recommend for older adults, and Arexvy competes with Pfizer's Abrysvo for the same RSV season.

ViiV Healthcare, which GSK controls alongside Pfizer and Shionogi, sells dolutegravir regimens such as Dovato and the long-acting injection Cabenuva. Gilead's single-tablet Biktarvy is the regimen most HIV clinics compare against those products.

Respiratory brands such as Trelegy still matter in primary care inhaler formularies, next to products from AstraZeneca and Boehringer Ingelheim. Vaccine volume, though, is set by pharmacy chains, public immunization programs, and how strongly a guideline prefers one brand.

Competition footprint

Shingrix has few direct substitutes, so manufacturing yield and pharmacy stocking decide access.

Arexvy and Pfizer's Abrysvo split a seasonal adult RSV market that reopens with each guideline.

HIV treatment guidelines and clinic purchasing decide whether a patient starts on ViiV or on Gilead.

Consumer & business angle

Older adults usually receive Shingrix at a pharmacy, where the fridge inventory is the practical limit.

HIV clinics that start patients on a single-tablet regimen rarely switch without a medical reason.

What to watch

  • Adult immunization recommendations that add, narrow, or split the RSV and shingles cohorts.
  • Long-acting HIV injectables versus daily pills, and any manufacturing constraint on Shingrix supply.

Markets

adult vaccines · HIV medicines · respiratory drugs

Also known as: glaxosmithkline, shingrix, arexvy, viiv

Conduct themes

exclusivitymarket access

Linked cases in the library

No linked matters in the current library yet. The narrative above is still a market-power primer — check primary sources for live disputes.