GlaxoSmithKline posted first‑quarter earnings that beat Street forecasts, driven by its specialty portfolio. Adjusted earnings per share climbed to 46.5 pence ($0.63), outpacing the 43.2‑pence consensus. Revenue from the endometrial‑cancer drug Jemperli and the HIV‑prevention injection Apretude lifted sales, and the company expects low‑double‑digit growth across its specialty segment for the full year. Analysts lifted the stock modestly on the surprise.

Chief executive Luke Miels, installed to revamp a pipeline that has long lagged, has already seen GSK’s share price jump roughly 34% since his appointment. He pledges a more agile, scientifically daring culture while trimming costs through an efficiency program. The company’s recent acquisitions – the $2.2 billion Rapt Therapeutics deal and a pulmonary‑hypertension asset – broaden its immunology and rare‑disease reach and signal a push for fresh patents.

Vaccines contributed a bright spot, with Shingrix delivering record quarterly sales despite uncertainty over U.S. immunisation policy. Analysts warn that ongoing political scrutiny could pressure the unit, but GSK plans to outpace revenue growth with accelerated R&D spending, targeting ten new late‑stage trials slated for launch this year. The firm now leans on specialty drugs to offset waning vaccine margins and sustain earnings momentum.