Gsk Share Discussion Threads

[geckotheglorious] 26/2/2021 12:20

"Pfizer CEO Bourla sees potential need for annual COVID-19 shot - NBC"

Pfizer (NYSE:PFE) CEO Albert Bourla said in an interview with NBC News' Lester Holt that because additional variants of COVID-19 are likely to crop up, individuals may need a COVID-19 vaccine annually.

Every year, you need to go to get your flu vaccine," Bourla said. "It's going to be the same with COVID. In a year, you will have to go and get your annual shot for COVID to be protected."

Bourla told NBC News that a third COVID-19 vaccine dose "will boost the antibody response 10- to 20-fold."




Are we going to have an annual lockdown as well?

And given vaccination doesn't involve us changing "hands,face,sopace and ventilate" will these be required indefinitely now????

[poikka] 26/2/2021 12:02

Just have to turn that into ££s

[alphorn] 26/2/2021 11:19

#119. They do, for those not aware:

[tradermichael] 26/2/2021 10:48

GSK have had some disappointing attempts at Coronavirus vaccine development, prefering to go with joint venture instead of own innovations. I suppose the market is a little saturated. I consider the 'smart' move would be the '2nd' generation vaccines that would encompass defence against the new/current variants, age specific formulations, and improvements in % protection. Coupling annual boosters with flu/pneumonia would be a good move, too. GSK, with its monoclonal antibody technology could get the edge on stronger therapeutic applications.

[tradermichael] 26/2/2021 10:41

From monty's article (for those that prefer him filtered):

So Curvac could be worth 64 billion euros, GSK working with them on a vaccine, that 9% stake GSK bought would be worth 5.7 billion euros, a nice bonus.

[supermarky] 26/2/2021 10:20

If 1200 sticks and acts as a floor i am very happy. If gsk drops further even to say 1000 i am happy as I will add many more. Just my little strategy. One can think of the permutations and procrastinate until the cows come home. At some point a decision needs to be made. Nobody is ringing the bell today to say this is the support and if you buy now you will be the best stock trader ever as you got in at the bottom. GSK share price and sentiment has obviously taken one hell of a beating but looking ahead sentiment can change quickly.

[alex1621] 26/2/2021 10:17

The fear currently roiling markets is that US stimulus leads to inflation, which leads (or forces) the Fed to raise interest rates. Whatever they say they move along with market forces. Higher interest rates strengthen the US dollar, good for dollar earners, bad for emerging markets.

[netcurtains] 26/2/2021 10:13

All countries pumping money into economies.
The UK per capita probably will bung in more than US
then if factor in brexit on top,
Anything that is not so linked to pound, probably
is a good thing.

PEARSON is another one that is BIG in USA (but its not up today)
so link is not quite as firm as you suggest anyway.

[2liveinhope] 26/2/2021 10:10

I was just about to buy today, thinking a rising share price was a good thing, locking in a 12 gbp share price bottom. Trying to average down not having been too clever previous. Then I started thinking,stronger USD higher GSK share price today. Lower USD lower GSK share price? What will the 1.9 trillion USD stimulus wanted by the democratic by mid March 21 do to the USD value and in turn the GSK share price?And no news from GSK due regarding dividends and splits until June. Is this going lower and today is just a pause or is today just a good excuse for traders to make 12 the bottom?

[poikka] 26/2/2021 09:52

So GSK has a 9% stake in CureVac; maybe GSK should just become a health-focussed Investment Trust.

[netcurtains] 26/2/2021 09:37

Charts plus good NAV (covers 30% of its Market Cap) and good PE ratio (low ) plus good prospects (see monty news article for example).

Its never really been lower since 2008 crash.

[tim 3] 26/2/2021 09:33

Cheers spyder I agree.

Charting is about probabilities and there are no guarantees but after a big move down through previous supports a major support can act like a magnet. Personally would rather it didn't get there as I own a lot of these through funds!

[unastubbs] 26/2/2021 09:30

i have him filtered, what was the article?

[tradermichael] 26/2/2021 09:24

monty - excellent news article, many thanks!

[montyhedge] 26/2/2021 09:06

So Curvac could be worth 64 billion euros, GSK working with them on a vaccine, that 9% stake GSK bought would be worth 5.7 billion euros, a nice bonus.https://www.irishtimes.com/business/health-pharma/how-vaccine-laggard-curevac-hopes-to-come-out-on-top-1.4493799

[spyder] 26/2/2021 09:01

Hi Tim
I agree, unless £12 is the floor, the chart doesn’t look good, but as every day goes by, £12 support looks a bit stronger ...
At £10 the EV/EBITDA multiple is about 7x - you can’t buy much these days for that kind of multiple, let alone one of the world’s biggest pharmas.

[eurofox] 26/2/2021 08:59

looks more like short closing here

[spud] 26/2/2021 08:54

Cheers for that in-depth analysis Tim....spud

[unastubbs] 26/2/2021 08:45

if it goes to £10 there would be a bid. it wd be on a $70b mkt cap, (today merck $189b, j&j $427b, roche $314b etc etc) gsk has comparable earnings to all these. an unloved stock, but it will pay you to wait.

[tim 3] 26/2/2021 08:35

Chart wise can see this hitting £10.Not much support between here and there.

[poikka] 26/2/2021 08:29

£ dipping = "safe haven".

[andyadvfn1] 26/2/2021 08:14

Relative Safe haven here this morning !

[fez77] 25/2/2021 21:16

Maybe it should extend that operation if it is already a player.

[alphorn] 25/2/2021 18:18

Glaxo already had its opiates business in Tasmania. ;)

(GlaxoSmithKline (GSK) and Sun Pharma have successfully completed the transfer of GSK’s Australian Opiates business that was acquired by Sun Pharma, effective 1 September 2015).