Gsk Share Discussion Threads

[ny boy] 16/2/2017 08:05

Breakout coming?

[philanderer] 15/2/2017 13:20

Beaufort Securities note:

Our view: Positive progress for ViiV Healthcare. The announcement follows positive headline results announced on 20 December 2016. The details study results are being presented at the annual Conference on Retroviruses and Opportunistic Infections in Seattle.

Although share price moved marginally adverse yesterday, possibly due to investors wished to see Virologic suppression rates for two-drug regimen superior against the CAR arms, the result itself came no surprise since the December.

The Group said for over 20 years, the industry believed that three or more drugs were required to maintain virologic suppression, but the study of dolutegravir and rilpivirine provide data showing suppression may be maintained with a two-drug regimen. The studies are ongoing for 148 weeks, and the Group is planning regulatory submissions for this two-drug regimen as a single tablet during 2017.

GSK was entitled to approximately 80% of the core earnings of ViiV Healthcare for 2016 (allocation of the overall earnings of ViiV Healthcare to each shareholder will change based on the relative performance of the products), meaning that, if progress continues along the same lines as in 2016, this should be slightly earnings enhancing for GSK going forward.

In light of the on-going developments, Beaufort maintain a Buy rating on GlaxoSmithKline with a target price of 1,750p per share.


proactiveinvestors.co.uk

[essentialinvestor] 15/2/2017 11:34

No, XD Thursday week.

[avidacre] 15/2/2017 11:26

Will a special dividend be paid this year, in additional to the final dividend, as per the last two years ?

[essentialinvestor] 15/2/2017 10:33

Would not like to be in my teens again, but would kill for those energy levels )

[ny boy] 15/2/2017 09:10

I'm still in my teens..😀

[essentialinvestor] 14/2/2017 13:58

lol!!, believe me I take quite a bit of medication so very unlikely
to make old bones, so 40's are the new 60's for me.

[sicker] 14/2/2017 13:44

Wish I were still middle aged ES :-)

[essentialinvestor] 14/2/2017 13:33

Nope, you are not, tend to be a middle aged cynic these days but AW can be proud
of his efforts in access to medicines for poorer countries, GSK do more
than about any other pharma company in this area.

[sicker] 14/2/2017 13:29

Pity more directors would not replicate Andrew Witty's gift of shares in the aid of science. (hope I'm not spouting rubbish :-))

[tradermichael] 14/2/2017 10:51

Yes, that's much needed.

(Today ViiV Healthcare announced detailed positive phase III results for investigational two-drug regimen of dolutegravir and rilpivirine for HIV treatment)

[essentialinvestor] 14/2/2017 10:39

Michael, Gilead announced some positive data on their new HIV compound
yesterday, it's Phase 11, so needs to clear the larger phase 111 hurdle before they file.

Would expect ViiV will file for approval asap on today's news.

[philanderer] 14/2/2017 10:36

updated:

14th feb Liberum buy tp 1900p
14th feb Shore Cap hold -
13th feb Jefferies buy tp 1780p
10th feb Berenberg buy tp 1850p
10th feb JP Morgan neutral tp 1670p
10th feb Beaufort buy tp 1750p
10th feb Deutsche hold tp 1720p


8th feb ++++ Q4 results ++++

[tradermichael] 14/2/2017 09:51

I'll be buying some more when the next dividend comes in ..... ;0)

[philanderer] 14/2/2017 09:50

Just out of bed :-)


... good update

[tradermichael] 14/2/2017 09:44

x div next week, 23 February ..... ;0)

[ny boy] 14/2/2017 09:00

Must be going ex divi soon

Happy with my holding from 1510p

[essentialinvestor] 14/2/2017 08:15

Added a few under 15.65, the news was not unexpected as mentioned.

[woodhawk] 14/2/2017 07:36

Great news - glad I've been topping up at the lows.

[essentialinvestor] 14/2/2017 07:24

It is fantastic news, although not unexpected.

Have mentioned the two drug regime potential a number of times,
what it will hopefully do is take further share in this market.

There will be a cost saving benefit and a side effect profile benefit for
patients

With growing pressures on healthcare budgets it is a very welcome development.

[ny boy] 14/2/2017 07:21

Yep, all good here, sitting on the throne reading the rns.

John C Pottage, Jr, MD, Chief Scientific and Medical Officer, ViiV Healthcare, commented, "The results from these studies may change our understanding of how HIV can be managed. For more than 20 years we thought that three or more drugs were required to maintain virologic suppression, but the SWORD studies provide compelling data that suppression may be maintained with a two drug regimen of dolutegravir and rilpivirine. These data mark an exciting first step towards making two drug regimens a reality in HIV treatment. We are planning regulatory submissions for this two-drug regimen as a single tablet in 2017."

[phatprofit] 14/2/2017 07:18

Anybody alive???ViiV results in.

[philanderer] 13/2/2017 09:02

13th feb Jefferies buy tp 1780p
10th feb JP Morgan neutral tp 1670p up from 1600p

[philo124] 11/2/2017 09:46

Great. Thanks for posts.