Gsk Share Discussion Threads

[notbitcoin] 16/7/2021 17:47

I Like steak and kidney pie and chips
Friday nights is Chippy night

[netcurtains] 16/7/2021 16:24

Looks good - Kidney drug trials are hot news at present.

[spud] 16/7/2021 16:02

GlaxoSmithKline's Anemia Drug Met Primary Endpoint in Five Phase 3 Studies

16/07/2021 12:50pm
Dow Jones News

Friday 16 July 2021

GlaxoSmithKline PLC said Friday that five Phase 3 studies of a drug used to treat patients with anemia due to chronic kidney disease have met their primary efficacy endpoint.

The British pharmaceutical major said the studies evaluated the efficacy and safety of the drug, named daprodustat, as part of a Phase 3 program named Ascend. As a primary endpoint, the drug demonstrated an improvement in hemoglobin levels both in patients who weren't receiving other treatments and in patients treated with another standard treatment option, the company said.

GSK said daprodustat is currently only approved in Japan for patients with renal anemia and that it isn't approved in any other country.

spud

[alex1621] 16/7/2021 12:14

Some good news for CKD sufferers ... no idea if it's good news for the share price I don't think EW has communicated well with the City or moved fast enough. Elliot criticism in this regard was spot on. The strategy outlined seems fairly sensible, although I wonder if more value could be released by splitting in 3, vaccines, pharma and consumer. I don't think the consumer business will survive long as a stand alone, and will have many suitors.

[netcurtains] 16/7/2021 12:13

lovewinshatelosses: Well said. But this is a message board not a textbook. If I want to make the case for abolishing toff schools I would probably need about 1000 pages.
As many of you might know I'm pretty much in favour of abolishing all bricks and mortar schools - I'm a home school fan for - See my first post of WEY Education - (a clue it was years before the last thread was created).
Earliest I can find is Feb 2017 - Well before Covid:

[lovewinshatelosses] 16/7/2021 12:04

I am sorry netcurtains, but I am going to have to highlight that EW did not pull herself up from a sink estate in 'da ends'. A background as posh as they come and could not be more public school as far as I can see, which some basic internet searches will outline.
Which is absolutely fine as far as I am concerned, but your post has a dig at the public school culture in the UK...but seems to overlook this fairly significant fact :)
Anyway, the only way to silence the doubters is to deliver company performance that leads to a share price well north of here. We are not talking about someone who is new to the job either. I want to see this happen and do not care who is in charge to achieve this end.

[pierre oreilly] 16/7/2021 11:43

Ecoglaxo would be better.

Or even better still, just Glaxo, but being led by an experienced pharma professional and not one with a career in lipstick.

[beergut] 16/7/2021 10:28

They should put an i in front of its name or and X at the end. The market goes crazy for that sort of stuffi-glaxoGlaxo-xAlready looks a £ more expensive

[charlie9038] 16/7/2021 09:14

Undervalued atm, Biotech is the future, wondering who the developer will be ( Tommy Clarkes?) fill your boots
gla

[netcurtains] 16/7/2021 08:58

What I dont understand is
GSK has double the NAV of AZN and miles bigger profits and turnover.
But the market does not like it.

What does GSK need to do to be liked?
It has the profits, it has the turnover, it has the exciting possibilities thrown up by the demerger.

I just dont understand why the city is so thick?

I suspect its all these public school Rodneys who dont like girls.
I suspect if every public school in the UK was closed down we'd be a far
more successful and dynamic country.

A bit like Scandinavia or Germany or one of the other non-public school
powerhouses.

GSK is a great company dont let the Rodneys tell you otherwise.

[spud] 16/7/2021 08:25

I suspect new strong management would transform the Company. However, EW still has support.Baffling....spud

[chillpill] 16/7/2021 08:11

I remember when they reached £20 in 1996. The company has had terrible leadership over the years. The culture is all wrong.

[netcurtains] 16/7/2021 08:04

Its opened really low. Blimy.

[charlie9038] 16/7/2021 07:58

Big project, good for the UK.
GLA

[ayl30] 16/7/2021 06:27

GlaxoSmithKline seeks developer to create giant biotech research centrehttps://www.thetimes.co.uk/article/82c6569c-e5a0-11eb-a821-58982b1c936d?shareToken=67ae1ee4cb471ed151797b72d081be1d

[netcurtains] 15/7/2021 17:17

LOL....
Keep eye on ball.
More old people every year needing more and more pills.
GLAXO is the right company at the right time.
With added bonus of being split up and possible take-overs

Glaxo is 30% cheaper than AZN but has NAV TWICE that of AZN (£20b v £10b).
AZN 2020 after tax profit: £2.4b
GSK 2020 after tax profit £6.1b

I dont want to see Glaxo getting taken over for a pittance. Dont sell out on first bid that comes.

[essentialinvestor] 15/7/2021 16:06

alex - creasing!!

[spoole5] 15/7/2021 15:33

Emma opened her mouth today?

[montyhedge] 15/7/2021 15:32

Chris Chillingworth great analyst work, says it how it is.

[montyhedge] 15/7/2021 14:34

Why dividend being cut 30% next year then again in 2023.What's the attraction a gamble on new drugs.At least we did not complain getting a nice dividend, now cut.

[netcurtains] 15/7/2021 14:31

Come on this is going to 1800.(that clean trader, judging by the music, is for teenagers)

[montyhedge] 15/7/2021 14:29

Have a look at YouTube search The Clean Trader GSK. Very interesting.

[alex1621] 15/7/2021 14:16

Of course they have Monty. They've been taking your advice and dumping the lot. So you might be able to get back in after selling rashly?

[montyhedge] 15/7/2021 14:10

Still waiting for Elliott management 13F filing, to see how many shares in GSK they own, or have they quietly been selling.