Gsk Share Discussion Threads

[tradermichael] 23/7/2018 14:34

Not all out!

Just the £50K that I bought on Friday … ;0)

[abdullla] 23/7/2018 14:31

All out or part out?

[tradermichael] 23/7/2018 13:58

OUT @ 1567.29 …. ;0)

[fangorn2] 23/7/2018 12:56

Minerve23 Jul '18 - 12:42 - 17733 of 17735 (Filtered)

Minerve23 Jul '18 - 12:43 - 17734 of 17735 (Filtered)


beetle juice23 Jul '18 - 12:51 - 17735 of 17735 (Filtered)


Guess Minerve can't let go...Clearly has a screw loose.

[beetle juice] 23/7/2018 12:51

I invest in BAE and GSK.

Fangorn2 did indeed 'get licked' by ribble on the BAE thread and went off like a little baby. If he is a ex-trader that figures. They are not known for maturity and wisdom. They kick all the toys out of the pram when they lose.

I don't normally agree with Minerve but Fangorn does sometimes act like a troll. He didn't need to respond to Minerve about the FT comment.

[minerve] 23/7/2018 12:43

JP Morgan

"we believe a spin-off of the Consumer division in 2-3 years time could
create some value, unwinding some conglomerate discount. That said, we believe the Pharma business would require significant bolstering of the pipeline ahead of such a spin-off, in order not to see a significant PE de-rating of the ex-Consumer, Pharma/Vaccine stub. As the business currently stands, the GSK ex Consumer stub would have a weak medium-term outlook (1% 2018-21 Core EBIT CAGR), but without the longer-term sustainability provided by the Consumer business post 2021, and hence we believe the stub would be unlikely to maintain the current, almost sector-like PE multiple, at which GSK currently trades (c.13.5x 2019e PE vs. sector on 14.4x 2019e PE). A stub de-rating could therefore offset at least some of the upside to the Consumer business re-rating."

[ken tennis] 23/7/2018 12:42

Fangorn2,
That guy who is abusing you has problems somewhere just ignore him.
I don't buy the ft and have around 500k in stocks and do very well on it.
If you remember we did trade a few messages on th SHP board.
I read a lot of your posts and find them very informative.

ATB Ken

[fangorn2] 23/7/2018 12:09

Back to Glaxo

"FDA OKs Glaxo's malaria drug tafenoquine"

The FDA approves GlaxoSmithKline's (NYSE:GSK) Krintafel (tafenoquine) for the radical cure (prevention or relapse) of Plasmodium vivax malaria in patients at least 16 years old who are receiving appropriate antimalarial therapy for acute P. vivax infection.

[fangorn2] 23/7/2018 12:05

Minerve23 Jul '18 - 11:46 - 17728 of 17729 (Filtered)

Sayonara troll.

[mattboxy] 23/7/2018 11:46

Fangorn2 Use the filter button on Minerve Every thread that he turns up on turns into a farce if people respond. He does nothing but pretend he is richer/ more intelligent/ better investor than anyone who dares to have a different opinion to him. You've seen already that he posts nonsense like the FT statement. Filter ignore and the thread remains informative!

[fangorn2] 23/7/2018 11:37

Minerve23 Jul '18 - 11:21 - 17724 of 17725
Fangorn2 23 Jul '18 - 11:19 - 17723 of 17723 (Filtered)
I followed you on BAE. You're not even fun as a troll. Bye.

Amusingly this is not the first time you've filtered me!

[fangorn2] 23/7/2018 11:32

??

What's trolling got to do with anything.

How is pointing out your pretentious comment trolling exactly

Ever thought about being nice to people who don't , for one reason or another, buy the FT?
Why belittle them for such?

In Internet slang, a troll is a person who starts quarrels or upsets people on the Internet to distract and sow discord by posting inflammatory and digressive, extraneous, or off-topic messages

----->
"Personally I believe if you can't afford the FT, or for some reason don't want to pay, you are not serious enough, or don't have the capital, to be an investor."

The above a perfect example of trolling ironically.

Relevance to GSK? None other than belittling another poster for not buying the FT!
Need to do so - to massage your own insecurities clearly!

[minerve] 23/7/2018 11:21

Fangorn2 23 Jul '18 - 11:19 - 17723 of 17723 (Filtered)

I followed you on BAE. You're not even fun as a troll. Bye.

[minerve] 23/7/2018 10:58

Go to the BAE threads and have a look.

[minerve] 23/7/2018 10:58

That 'investor' wasn't me by-the-way.

[minerve] 23/7/2018 10:19

"How pretentious."

Says the idiot who created his own BAE thread because he was convincingly beaten by a superior investor!

ROFLMAO!

[fangorn2] 23/7/2018 10:08

From GSK board considers break-up of group article.
Chairman weighs spinning off consumer division after pressure from investors


One top 10 shareholder said: “I have had these conversations [with Sir Philip]. The logic of [splitting] the business is pretty clear . . . The financial dynamics of consumer and pharma are pretty different.”


"One could argue the logic of keeping the diversified model outweighs such as it irons out the peaks n troughs of the Pharma business cycle. As usual it's all about just wringing out as much money hedge fund side in short term - prefer GSK kept consumer business myself"

[fangorn2] 23/7/2018 10:05

Analysts at Credit Suisse recently said they saw overall potential “of only £1.2bn of sales by 2022 from [GSK’s] pipeline .R01;. . On all metrics this looks to be poor return on the ongoing £3.4bn annual pharma and vaccines R&D spend.”

Some expect Dr Barron will highlight additional resources for R&D next Wednesday. Analysts at JPMorgan said: “We believe the company could comment on the need for increased R&D investment over the coming years.”

GSK spent $5bn on pharma R&D in 2017, according to data provider EvaluatePharma, making it number seven in the top 10 pharma R&D spenders.

An update on a promising treatment in GSK’s pipeline for the blood cancer myeloma is also expected next week, potentially including information about additional trials to test its use at earlier stages of the disease. Myeloma is the second most common blood cancer and is currently incurable.


The company has signalled its interest in further acquisitions in the blood cancer field, according to one person familiar with discussions. A key question, however, is how much money the company will be able to spend on such acquisitions while continuing to maintain its healthy 80p dividend — which Ms Walmsley this year named as a priority for capital allocation second only to spending on pharma.

Andrew Baum, an analyst at Citi, argued in a recent note that GSK’s “constrained balance sheet makes a minority stake or product centric [joint venture] .R01;. . more likely excluding a [dividend] cut”.

Jo Walton from Credit Suisse said: “The investors are very clear what they would like to see from [Dr Barron’s] update: a clear statement of how Glaxo is going to improve its R&D productivity.”

From Emma Walmsley plots course out of hobbyland for GSK article.....

[fangorn2] 23/7/2018 09:35

" Personally I believe if you can't afford the FT, or for some reason don't want to pay, you are not serious enough, or don't have the capital, to be an investor."

How pretentious.

[garycook] 23/7/2018 09:29

What happened to the predicted 3/4% rise in GSK this morning ?