'GSK itself acknowledges that it will limit its bets in a competitive field. On the company’s first-quarter earnings call this week, Walmsley said oncology was a “small but emerging” part of the business, and stressed the company’s leadership in infectious diseases, which account for two-thirds of the drugs in its pipeline target.'

https://www.ft.com/content/a0bd6cba-fef4-4186-9a48-cc5dc6a322f4