Gsk Share Discussion Threads

[alphorn] 03/12/2018 19:42

Pharmas are high risk; it is the nature of the sector. If you don't like risk then it is a not a sector for you.

It is also one of the most exciting sectors with many many brilliant people.

[porsche1945] 03/12/2018 19:27

just the sort of overpriced lunacy Shire got into and look what happened to them, I think Terry Smith is right, you cant invest in pharma, just too dodgy, nonsense like this all the time, expect more falls, bad deal.

[philanderer] 03/12/2018 18:20

FT

"..Liberum said the drug had struggled to carve out a market against competitors such as AstraZeneca and Merck’s Lynparza, saying: “At this point Tesaro looks to be second best in the PARP space and while this can be turned around with expansion in other indications, we have limited evidence thus far that this will be the case.”

[tradermichael] 03/12/2018 18:20

It needs to settle. Tomorrow's another day.

[philanderer] 03/12/2018 18:18

Wall St Journal

Glaxo investors appeared cool on the deal Monday, with its shares falling almost 8%. Analysts expressed surprise at the deal, pointing to the apparent lack of overlap with Glaxo’s existing cancer pipeline and Zejula’s less favorable side-effect profile. Tesaro’s stock soared nearly 59%.

Glaxo’s Chief Scientific Officer Hal Barron said a clinical study that is due to publish results in the first half of next year could expand Zejula’s use to women at an earlier stage of ovarian cancer, boosting sales.

Dr. Barron also pointed to a growing body of research suggesting that PARP inhibitors combined with other cancer drugs could prove powerful in treating a range of cancers that exhibit a particular genetic defect.

“This is just the tip of the iceberg,” he said. “We’ll start learning about cancers with these defects and how to treat them.” He said Glaxo would test out Zejula in combination with drugs in its own cancer-drug pipeline as well as those under development at Tesaro.

full article:

[montyhedge] 03/12/2018 17:45

Market hates the deal, going by the shareprice.

[ianood] 03/12/2018 17:44

I suspect that Hal Baron and Luke Miels had more than a passive involvement in this acquisition and also a better understanding than Monte of what could prove a game changing move for GSK - Emma gets my vote !

[montyhedge] 03/12/2018 17:40

Totally agree, ego-trip to show she can do a large deal. Crazy.

[bend1pa] 03/12/2018 16:36

Most of the gains achieved since early Feb now undone in one huge gamble. This woman Walmsley is beginning to look like a disaster in the making. She seems hell bent on destroying shareholder's value. Another one of these ego-trippers intent on proving she is a deal-maker whatever the cost. Now a rights or div cut will be on the cards.

[rikky72] 03/12/2018 16:30

Romeike - I agree. This is a bold and risky move but is exactly the sort of thing GSK should be doing. Just a shame it has been greeted by a massive negative overreaction

[montyhedge] 03/12/2018 16:30

Even good companies bought at the wrong price is a bad investment.She's overpaid.

[watfordhornet] 03/12/2018 16:25

Anyone can do deals. It is doing deals at right price she should focus on

[redips2] 03/12/2018 16:20

...made me smile too, oh, and I think the markets have over-reacted as usual .

[abdullla] 03/12/2018 16:16

Paper loss of 35000 pounds for some.

[davemac3] 03/12/2018 16:09

zho3 Dec '18 - 15:18 - 18468 of 18477
0 2 0
I sometimes need a PARP inhibitor, especially after a few pints of Guinness.



Sorry, I'll get my coat.


tee hee

[montyhedge] 03/12/2018 15:56

She won't do that, she wants to prove she can do deals. Walmsley would look stupid. But this is way to expensive deal. 1275p my target.

[tim 3] 03/12/2018 15:50

Well what started off as such a promising day has turned into a bit of a disaster, the joys of investing!

[porsche1945] 03/12/2018 15:45

just hope gsk themselves become a takeover target as it seems the only way this ever dissapointing company will ever see a meaningful share price, uk companies making one bad buy after another, reaction similar to Restaurant Group disaster buy. People always say market over reaction....its not really, they are repricing for the risk, most of these big purchases never come off.

[gilesy] 03/12/2018 15:42

the management have paid well over the odds for a poorly regarded company and destroyed shareholder value in one swoop

[watfordhornet] 03/12/2018 15:41

Has there been a interview with her explaining the thinking and how it aligns to her overall strategy.I presume others were bidding hence the ridiculously high price. Who else was interested?

[alphorn] 03/12/2018 15:34

I watch the level of intangibles at year end and the balance sheet structure to see whether any 'costs' are taken off the Income Statement.

[romeike] 03/12/2018 15:31

The drop strikes me as an overreaction from a market that cant make up it's mind what it wants. It slags off GSK for offloading its oncology, now its throwing a fit because they've acquired one of the most promising technologies in oncology. After the dust settles GSK will head back northwards,i wouldn't be surprised to see it hit low 14s first if prior history is any judge.

[zho] 03/12/2018 15:18

I sometimes need a PARP inhibitor, especially after a few pints of Guinness.



Sorry, I'll get my coat.