GlaxoSmithKline Pharmaceuticals Limited CC-May26.pdf · 2026-05-13
Yes. Thank you so much. This is Ahmed from Unifi Capital. I have a few questions. Firstly, just to reiterate on the point you mentioned regarding CMO supply challenges. Is it fair to assume - - I mean, I had a similar question last quarter and you had mentioned 3% to 4% revenue impact and things normalizing maybe from November, but obviously Q4 we had a similar impact. So is it fair to assume from Q1 things should normalize and there shouldn't be any supply-side challenges?
And you also spoke about vaccines -related supply challenges. What would that be? Will it be importing from the parent entity and delays in that case? If you can expand a bit on that?