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
Linked cases in the library
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