Litigation RisksThe persistence of Zantac overhang poses a significant risk until the outcome of the appeal, with potential for unpredictable jury trials awarding substantial damages unless a successful appeal or settlement occurs.
Market CompetitionGSK's market share in the US for RSV is expected to continue declining due to contracting dynamics, which signifies increased competition and pressure on their market positioning.
Product PerformanceArexvy's sales performance has shown significant weakness, with actual figures falling well below consensus estimates, raising concerns about its future growth potential.