LitigationThe US Delaware District Court judge overseeing approximately 73,000 GSK Zantac cancer claims ruled that the claims can move to trial, increasing the risk of unpredictable jury trials awarding substantial damages.
Product CompetitionIncreasing competition, particularly from Moderna, poses a risk to Arexvy's sales estimates, adding pressure on GSK's market position.
Sales ForecastThere are concerns about competitive threats and uncertain repeat dosing schedule for Arexvy, which could impact future sales and lead to downside risks to FY24E forecasts.