GlaxoSmithKline: Vaccinate Against Challenges

Transcript:GlaxoSmithKline: Vaccinate Against Challenges:
GlaxoSmithKline: Vaccinate Against Challenges Yanna Inhaber, Imran Basha, Sylvia Wang, Nishtha Baranwal Presented to: Emma Walmsley, CEO December 2021 London, UK Executive Summary Problem: Help GSK regain its position in the pharma industry, including advising on spinning off and communicating to investors. Decision Criteria Recommendation Analysis Imran will explain why this vaccine is effective What competitive positioning do you need to emphasize? Diversified Offerings (Existing and future) Revenue growth & profitbaility Leadership & Resources Global Brand Association Customers Connections Alternatives you need to evaluate Stay focused and capitalize on your existing competitive advantage to expand! Business Strategy Leadership & Resources Product Offerings Spinning off No Spinning off Step down Retain & decentralize (Resource planning & redistribution) Continue Existing products New product offerings Spinning off consumer healthcare is not a good idea Spinning off No spinning off No spinning off Through our recommendations You can still achieve the benefits of Spinning off without Spinning Business Strategy Alternatives assessment from business and growth perspectives Strategic Fit (Values) Maintain revenue & profitability Increase share price Transparency around leadership Shareholder Focused No Spinning off Spinning off Why do you need to recommend leadership success strategy? Retain as a CEO of GSK and decentralize through providing autonomy to divisions and inducting referral from Elliott Leadership & Resources Stepping down Retain & Decentralize Why Retain: Immense and global experiences of leading organization and your vision Decentralization: Allow you to receive support in R&D, science, marketing and lead efficiently Transparency around leadership and growth plans. Why do you need to offer new products? Expand Medical skincare, focus more on respiratory drugs & vaccines Product Offerings Respiratory products: Concerns are growing after covid and Covid impacts are projected to increase. Medical skincare: Leverage existing expertise, new emerging skincare market segment & trends more on skincare Our recommendation to you Stay focused and capitalize on your existing competitive advantage to expand! Business Strategy Leadership & Resources Product Offerings Spinning off No Spinning off Step down Retain as CEO (Resource planning & redistribution) Continue Existing products Expand product offerings Financials Sylvia will take your payment Projected Market Size Respiratory Market and Medical Skincare Market are your go-to-markets. For respiratory concerns For medical skincare Projected Revenue Assumptions: GAGR for Res = 50% CAGR for Emma =200% for three years Respiratory Drugs and Vaccine will be your new standpoint to leverage revenue. $ ↑Status quo Projected Expense Assumptions: Cost of Sales =