Gsk Share Discussion Threads

[quepassa] 20/9/2016 09:41

Doc,

Do you really think that's a possibility?

Thank you.

QP

[dr biotech] 20/9/2016 09:07

might be whats required if you are going to split the pharma from the consumer healthcare.

[gbh2] 20/9/2016 08:55

I was being ironic.

[tradermichael] 20/9/2016 08:41

The right person for the job is the key criterion, not 'PC'

[gbh2] 20/9/2016 08:39

Looks good for international companies to be PC aware.

[tradermichael] 20/9/2016 08:34

A degree in Modern Languages and Classics .... a career in cosmetics ...... just what you need to head up a world-leading pharmaceuticals, vaccines and healthcare company.

[fangorn2] 15/9/2016 11:34

GlaxoSmithKline's shingles vaccine proves highly effective

GlaxoSmithKline late Wednesday reported positive results from its phase III study of its investigational shingles vaccine Shingrix, showing it has high efficacy in adults aged 70 years and over. The results were published in the New England Journal of Medicine, following headline results which were reported last October. The data showed that the two-dose candidate shingles vaccine had 90% efficacy compared to placebo in people over 70.

In a note earlier in the week, HSBC forecast that, once approved in late 2017 or early 2018, Shingrix will lead to a rapid erosion of rival Merck's Zostavax franchise and an expansion of the overall treated population, forecasting peak sales of £1.3bn.GSK is the global number-one in vaccines by sales, with HSBC saying this segment of the pharmaceutical sector is "effectively an oligopoly", although a large part of the sales of vaccines are low cost/high volume as part of paediatric immunisation programmes.

[speedsgh] 14/9/2016 11:19

Analyst hits ‘reset’ on unloved Glaxo -

Pharmaceutical giant GlaxoSmithKline (GSK) has been ‘unloved’ by the market for a long time but it’s now time to hit the ‘reset button’, says Liberum Capital.

Liberum analyst Roger Franklin picked up coverage of the stock with a ‘buy’ recommendation and target price of £19.00.

‘Glaxo has long been one of the least loved stocks in the sector owing to repeated guidance misses, downgraded, high profile R&D failures and questions on the strategy,’ he said.

‘We think it’s time to hit the reset button. In contrast to the past we think long-range guidance will be meaningfully exceeded as a result of underappreciated pharma margin expansion…profitability from currently loss-making respiratory launches and no repeat of the emerging market drag. Unprecedented top-line sustainability gives time to turnaround the pipeline and higher profitability means no need to cut the dividend.’

The shares added 10p, or 0.7%, to close at £16.02 yesterday.

[dr biotech] 09/9/2016 14:14

Any specific co's you have in mind EI?

As with you over recent years my holding in funds has gone up quite a lot and my individual holdings have decreased - its less than 50% now. I hold twice as much in woodford than I do in any single company. His record is unsurprisingly better than mine and its less hassle.

[essentialinvestor] 09/9/2016 13:37

Most of my equity holding are through IT's.
I trade usually small amounts in the way of direct holdings.

[essentialinvestor] 09/9/2016 13:28

A few more.

[spcecks] 09/9/2016 12:37

anhar Agree if you are in for the dividend the up and down of the share price should not matter....switched most of my savings to Gsk and a couple of others for good dividend return.

[essentialinvestor] 09/9/2016 10:46

Dr, some of the large overseas earners that had sizeable
post referendum re-ratings are coming back a little.

Switch back to some UK cyclicals this week.

[essentialinvestor] 09/9/2016 10:00

Soc Gen bearish )


Added a few.

[jadeticl3] 09/9/2016 09:56

Have you looked at SG's record for forecasting such events? Makes Michael Fish's weather forecasts look great!!

[dr biotech] 09/9/2016 09:55

This does seem to be getting down as a matter of course everyday. Other than the one recent large rise I think its gone every day for nearly a month. I know its better to look at the longer term performance, but short term is a bit depressing.

[garycook] 09/9/2016 09:47

I hope SG are correct.At 1320,and a 6% Yield.I will buying a boat load !!!

[mj19] 09/9/2016 08:43

Societe Generale Indicates Potential -19.32% Decrease In Shares Of GlaxosmithklineSeptember 8, 2016 12:14 pm Writer: Camille Ainsworth Posted In: European Broker RatingsOn Thursday Societe Generale downgraded its broker consensus on shares of Glaxosmithkline (LON:GSK) giving the company a 'Sell' rating.Societe Generale gave shares of Glaxosmithkline a price target of 1320 indicating a potential decrease of -19.32% from Glaxosmithkline's current price of 1636.

[jadeticl3] 07/9/2016 13:55

My data showed GSK to close at about 16.30 but to have a day-high of about 16.90. Is this "high" a fact as I looked a few times during the day and saw nothing near to this?