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▶ 3:00 · Vaccines · Vaccines offer highest ROI in healthcare; adult and combo vaccines expanding
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
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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.

now playing · Vaccines
Oncologytailwindscore 8/10emma walmsley
ADCs and oligonucleotides unlock new cancer modalities with curative intent
Antibody-drug conjugates (biological missiles) and oligonucleotides (RNA spell-check) represent platform technologies enabling precision oncology; GSK's pipeline includes a multiple myeloma…
Vaccinestailwindscore 8/10emma walmsley
Vaccines offer highest ROI in healthcare; adult and combo vaccines expanding
Vaccines provide the best return on investment in healthcare after clean water; GSK is expanding into older adult vaccines (shingles, RSV, flu), developing combination vaccines using mRNA a…
AI in Healthcaretailwindscore 8/10emma walmsley
Healthcare data (1/3 of world's data) makes it the killer app for AI
A third of global data is healthcare-related, making the sector the premier use case for AI; tech companies view healthcare as the best case study for AI's societal impact, driving massive…
AI Drug Discoverytailwindscore 9/10emma walmsley
AI transforms pharma R&D from linear to loop, boosting hit rates
GSK is deploying AI and generative AI across the entire R&D value chain — target selection, molecule design, manufacturing, clinical trials — moving from a linear 90% failure model to a 'la…
GLP-1 & Metabolic Drugsmixedscore 7/10emma walmsley
Obesity drugs will reduce metabolic burden but neurodegeneration triples in 20 years
GLP-1 agonists will significantly reduce metabolic disease burden, but aging populations will triple the over-80 cohort in 20 years, making neurodegeneration (Alzheimer's, dementia) the nex…
Geopolitics & Trademixedscore 7/10emma walmsley
China accelerating first-in-class innovation; Europe risks regulatory drag
China's share of first-in-class drugs, clinical development speed, and approval pace are rising rapidly; GSK is actively in-licensing Chinese assets. Europe's strong regulators (EMA, MHRA)…
Antimicrobial Resistanceriskscore 7/10emma walmsley
AMR could kill 38M by 2050; new antibiotic models needed
Antimicrobial resistance is a 'slow pandemic' projected to kill 38 million by 2050; GSK has a large antibiotic pipeline including a first new UTI antibiotic in 20 years, and partners with t…