Daily Stock Market Report (Tue 6th Jan 2026) - GSK, SEE
Good morning! As noted in The Week Ahead, the post-Christmas updates from retailers are expected to kick off today. Update: Next (LON:NXT) came through with an update, we'll have to wait a little longer for the others.
Today's Agenda is complete.
Spreadsheet accompanying this report: link (updated to 16th December).
Companies Reporting
Name (Mkt Cap)RNSSummaryOur View (Author)GSK (LON:GSK) (£74bn | SR92)Exdensur approved in JapanExdensur approved by Japan’s Ministry of Health for severe asthma and chronic rhinosinusitis with nasal polyps.AMBER/GREEN = (Roland - I hold) [no section below]Exdensur (depemokimab) is reportedly one of the top new biologic drugs in GSK’s pipeline, with peak sales potential of up to £3bn. This new treatment has the potential to provide long-acting treatment for severe asthma and certain other respiratory conditions through twice-yearly injections – an industry first. Today’s approval in Japan follows recent approvals in the US, UK and EU, suggesting this could be a new blockbuster product for the company. As I commented yesterday, I believe GSK is in good shape currently, with a promising portfolio and reasonable valuation. My moderately positive view remains unchanged today.Next (LON:NXT) (£16.6bn...