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Emma Walmsley steadied GSK – but doubts linger over growth targets
['Nils Pratley']
The Guardian
The consumer health division has gone – it was demerged as Haleon in 2023, which ended the debate about whether GSK required a bigger break-up.
The cost was a trim for shareholders’ dividends but Walmsley plainly had to deploy the scissors.
But the current suspicion around GSK lies in doubts about whether Walmsley’s targets – intended to signal “a step change in performance versus our history”, as she put it in 2021 – can be achieved.
Luke Miels, the chief commercial officer, has looked the likely successor ever since Walmsley hired him from AstraZeneca.
Yes, as she says, she’s leaving GSK as a stronger business – few doubt that a corner has been turned.