Gsk Share Discussion Threads

[tradermichael] 30/5/2022 11:33

Asmita Dubey

Asmita has over 25 years of experience working in consumer businesses. She has worked at L'Oréal Group (L'Oréal) since 2013 and is currently Chief Digital and Marketing Officer and a member of the L'Oréal Executive Committee. Asmita brings extensive expertise of marketing in the digital age and is leading L'Ore al on a digital transformation journey to evolve the marketing models, adopt new data-driven solutions, and accelerate emerging business models for the largest beauty company in the world. Asmita also brings strong experience working in China where she strengthened L'Ore al's digital footprint in the region, built L'Ore al's first joint-business partnerships with Alibaba Group and Tencent Holdings Ltd and established a broader start-up ecosystem. In addition to her executive career, Asmita served on the GSK Consumer Healthcare Digital Advisory Board.

Marie-Anne Aymerich

Marie-Anne has had a successful 30+ year international career spanning the consumer and luxury sectors, growing businesses, and shaping brands through innovation and creativity. Most recently, Marie-Anne led the worldwide Oral Care category at Unilever PLC where she developed a portfolio of new premium brands. Prior to that Marie-Anne was Brand General Manager of LVMH Group's (LVMH) Dior Perfume and Beauty business where she was responsible for strategy, brand equity, innovation, advertising, and digital. Before joining LVMH, Marie-Anne was Managing Director for Unilever's Home and Personal Care business in France. Marie-Anne is a non-executive director of Pierre Fabre Group and is a Trustee of The Academy of Saint Martin in the Fields.

Bryan Supran

Bryan brings considerable corporate, strategic and business development experience from over 25 years as a leading corporate and transactional attorney across consumer healthcare, pharmaceutical and life sciences. Since 2015, Bryan has served as Senior Vice President & Deputy General Counsel of Pfizer, a role that includes counselling management and the Board of Directors on strategic initiatives and business development transactions, such as Pfizer's COVID-19 vaccine collaboration with BioNTech SE, the successful split-off of its animal health business as Zoetis Inc., and the joint venture with GSK (of which he is a director) to create the premier global consumer healthcare business that will become Haleon. Bryan's role also has included leadership of Pfizer's intellectual property and international legal teams, as well as legal support for Pfizer's R&D and manufacturing organizations. Previously, Bryan practiced law at Ropes & Gray LLP in Boston and New York, where he helped establish the firm's life sciences practice.

[netcurtains] 30/5/2022 11:30

do we know the CVs of: Asmita Dubey, Marie-Anne Aymerich and Bryan Supran?

[tradermichael] 30/5/2022 11:00

GSK announces further appointments to Designate Haleon Board

Demerger and listing of Haleon expected in July 2022

GSK plc (LSE/NYSE: GSK) has today announced the appointments of Asmita Dubey, Marie-Anne Aymerich and Bryan Supran to the Designate Haleon Board, the new independent company to be formed following the demerger of the GSK Consumer Healthcare business, expected in July 2022.

These appointments follow the appointment of Sir Dave Lewis as Non-Executive Chair Designate in December 2021 and the appointment of six directors in March 2022 and complete the formation of the Designate Haleon Board. This Board will benefit from an appropriate mix of skills, experience, and diversity to support Haleon as a listed company.

Sir Dave Lewis, Non-Executive Chair Designate, Haleon, said: "We are delighted to be welcoming Asmita, Marie-Anne, and Bryan as Non-Executive Directors to the future Haleon Board. Together they bring a strong understanding of the global consumer sector, as well as relevant innovation and Asia experience. These appointments now complete the Designate Board ahead of the demerger of Haleon from GSK in July 2022. I look forward to working with our new board colleagues."

[spyder] 29/5/2022 11:28

Thanks for that TM. The next couple of months promise to be very eventful and hopefully in a good way with the RSV trial results and GSK/Haleon demerger.
Interestingly, Pfizer have previous excellent form with demergers. In 2013 they split out Zoetis, the veterinary drugs part of the business, and floated it at ~$30, the shares currently trade at >$170.
A similar performance with Haleon would do nicely! But, in all seriousness, the strategic logic behind the two transactions is very similar - two market leading businesses that need freedom to forge their own paths away from the conflicts and bureaucracy of a larger parent company.
A brilliant plan, originally conceived in 2018 is finally coming together.

[tradermichael] 29/5/2022 09:11

1730p is a mere springboard if Societe Generale are correct. They value the two businesses (new GSK and Haleon) at £115 billion, up from £90 billion today (+28%).

This values the pharmaceuticals business at 1812p on its own!

[spyder] 27/5/2022 16:19

So … GSK is now at risk of dropping through the lower limits of the funnel - will 1730p become the floor or the ceiling of a new trading range? You pay your money and make your choice!!

[gateside] 27/5/2022 07:04

GSK plc (LSE/NYSE: GSK) announced today that a two-dose schedule for its HPV vaccine Cervarix [Human Papillomavirus bivalent (types 16, 18) Vaccine, Recombinant)] has been approved by China's NMPA for girls aged 9 to 14. With this approval, Cervarix is the first imported two-dose HPV vaccine for this age group in mainland China.

[geckotheglorious] 26/5/2022 19:41

What will happen is Unilever,Nestle and Reckitt still maintain their interest and will merely wait until Haleon has successfully been spun off into its own independent listing just as the market turns down significantly.

Then they'll pick it up on the cheap - far cheaper than the $50bn GSK could have sold it for.

[spyder] 26/5/2022 18:26

Very interesting TM, good find!
Whatever this means, Haleon certainly seems to be an attractive asset.
The very recent chart for GSK looks interesting too, which way will it break out of the funnel I wonder?

[gateside] 26/5/2022 18:00

From GSK's website we will get equal amount of shares in GSK & Haleon.
Anyone know which will have the larger Market Cap?

[grahamburn] 26/5/2022 17:47

Ah - yes. But Unilever is old news and Nestle's/Reckitt's interest was brief and isn't active.

Your post was slightly misleading with respect to the CURRENT state of play as it is extremely unlikely that anyone would gatecrash the planned separation at this late stage. That is made absolutely clear by both the links which you posted.

[tradermichael] 26/5/2022 15:35

hxxps://www.fiercepharma.com/pharma/glaxosmithkline-rejects-68b-consumer-health-buyout-offer-but-unilever-intent-bigger-bid

[tradermichael] 26/5/2022 15:31

Its all in the public domain ... ;0)

[grahamburn] 26/5/2022 15:24

Where does that information come from Trader?

Independent or in your own view?

[tradermichael] 26/5/2022 14:57

Predators are starting to gather ahead of mid July's demerger of Haleon. First Unilever, then Nestle (with Reckitt in the wings), as GSK pursues one of the largest corporate spinoffs ever attempted in the UK.

The potential bid at £50bn is over half GSK's current market capitalisation.

[alphorn] 26/5/2022 12:41

New inhaler types would have to be approved - eg are they consistent in delivering the correct doses?

edit: here is a fascinating article on the history of inhalers. Worth a scan.

[jonjoneil] 26/5/2022 12:14

would the fact that the FDA have to fully investigate and licence these new versions be a defense for GSK?

[alphorn] 26/5/2022 11:43

Why doesn't the guy stay with the previous generic version? My Ventolin is still a similar inhaler from years back. The change of the propellant was a major project but that was early 90's so out of IP protection.

The new propellant which was required by law would have restarted IP btw, but that was not due to the inhaler itself.

[jonjoneil] 26/5/2022 11:38

hope this doesn't put a damper on things:-

[lippy4] 26/5/2022 09:37

its gone a bit quiet on here these days has every one gone on holiday??

[tradermichael] 26/5/2022 07:46

Pfizer has said it will no longer make a profit from selling its patented medicines to 45 of the world's low-income countries.

Pfizer said the plan includes 23 patented medicines and vaccines which treat infectious and rare inflammatory diseases and certain cancers.

It said new medicines and vaccines will also be sold at cost. Pfizer said its vaccine and anti-viral treatment for coronavirus would be included in the plan.

The firm has previously been criticised for making profits from its coronavirus-related vaccines.

[brian3777] 23/5/2022 10:24

You would think so Trader M.

Also, how will being a non executive with a electricity distribution company help
G.S.K.

Also, as a shareholder of National Grid plc, I wonder how much time and interest
will take his responsibilities to the non executive roll there.

Brian3777

[tradermichael] 19/5/2022 14:29

One would have thought that Iain Mackay, Executive Director and Chief Financial Officer, who has been appointed as a Non-executive Director of National Grid plc, would have his work cut out handling GSK's financial affairs?