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▶ 8:40 · $MSFT · GSK CEO leverages Microsoft board seat to import AI into pharma R&D
episode briefing
In Good Company with Nicolai Tangen

Emma Walmsley - CEO of GSK | Podcast | In Good Company | Norges Bank Investment Management

2025-04-02 · 3 company · 7 thematic
sentiment
2 bull0 bear1 neu
speakers
nicolai tangen

Nicolai Tangen is the CEO of Norges Bank Investment Management, which manages the Norwegian Sovereign Wealth Fund, one of the world's largest sovereign wealth funds. He hosts the podcast 'In Good Company' where he interviews leaders across various fields.

emma walmsley

CEO of GSK since 2017; previously led GSK Consumer Healthcare and held roles at L'Oréal and Diageo; serves on Microsoft board since 2018; Dame Commander of the Order of the British Empire.

quote
“But I mean I mean, normally I I'm a bit skeptical when people are on on boards, right? This is hugely useful... first of all uh it's very interesting the uh crossovers what are what are just let's just before you get into the obvious relev…”
—emma walmsley
now playing · $MSFT
$GSK···neutral· high· posnicolai tangen
Norges Bank owns 1.7% of GSK worth $1.3B
The Norwegian Sovereign Wealth Fund holds a 1.7% stake in GSK valued at $1.3 billion, reflecting confidence in the pharma giant's pipeline and strategy.
$GSK···bullish· highemma walmsley
GSK targets 14 blockbuster launches this decade with AI-driven R&D overhaul
GSK expects 14 medicines and vaccines each with >£2B sales potential this decade, powered by doubled R&D spend, ADC and oligonucleotide platforms, and AI across the discovery valu…
$MSFT···bullish· mediumemma walmsley
GSK CEO leverages Microsoft board seat to import AI into pharma R&D
Emma Walmsley's six-year tenure on Microsoft's board provides GSK direct exposure to cutting-edge AI and cloud technology, which she is applying across GSK's R&D value chain from…