Gsk Share Discussion Threads

[garycook] 12/6/2022 06:39

t4,Just Filter.My view,s are also the same as TM.He got out of VOD at the right time,and will here in good time.

[lippy4] 11/6/2022 19:23

tm

thanks for your opinion..

[tradermichael] 11/6/2022 18:40

For Haleon, I'm not an avid investor in the sector, its was always a legacy business that got interesting when GSK focussed on Consumer Health and linked up with Pfizer consumer health. The extent of Unilever's interest pre-demerger indicates a large potential upside in any other corporate action post-demerger. That could unlock the value that I've been looking for with old GSK.

For 'new' GSK, there are now strong signals of some big new vaccines and therapies mostly centred around monoclonal antibodies and oncology.

I will still hold both entities for a while until I feel I can exit both with good overall returns because its more about capital return/gain now and not strong dividends! It may be a while before the two companies can be comfortably viewed as separate investments since both are overdue to release value.

[tradermichael] 11/6/2022 18:05

Lippy, I'm no fan of demergers and consolidations. In this case I'll play the wait and see game as I'm looking for the 30% upside here! Good luck!

[tradermichael] 11/6/2022 18:02

Gary, we share the same view .... good luck!

[lippy4] 11/6/2022 16:34

tm

you have been a fervent holder of gsk are you still going to be so keen in the future or is it a matter of wait and see.

i am concerned this split will not work us the share holder..

[garycook] 11/6/2022 14:03

TM,Was thinking of selling GSK,but cannot replace it.Also believe there could be 30% upside from here.With Haleon being issued 22/07,should be interesting.

[tradermichael] 11/6/2022 07:40

Still, the company needs to continue producing blockbuster assets, as per recent examples, to succeed ....;o)

[tradermichael] 10/6/2022 15:14

A brand that brings science and tech to life
Today, GSK is a different company from the GlaxoSmithKline that launched in 2000, and the global context around it has shifted radically.

Following the proposed demerger of its consumer healthcare business, GSK will focus purely on biopharma, with a new purpose to unite science, technology and talent to get ahead of disease together.

To signal the biggest corporate change at GSK for 20 years, we helped redesign GSK’s brand, to bring to life its purpose, strategy, voice and culture. These updates reflect a GSK focused on driving innovation in the field of biopharma, with new ambitions for patients, shareholders and GSK people.

A dynamic, flexible and future-ready system
GSK's updated brand identity reflects its new purpose: to unite science, technology and talent to get ahead of disease together.

Inspired by the striking imagery found in biosciences, the identity features numerous curved forms that evoke the highly adaptable nature of the human immune system.

Housed in a redesigned shape, the ‘signal’, the dynamic new GSK logo always points the way ahead. And the identity system flexes, adapts and moves to engage audiences across the many digital, social and physical environments that brands must embrace to thrive in modern times.

A brand identity to get ahead of disease together
The new branding showcases the amazing diversity of GSK’s people and partners. It represents talent from across its influential worldwide network, including tens of thousands of GSK people, suppliers and innovative partners.

In close collaboration with the team at GSK, we developed a branding system that would work for everyone at GSK.

The new branding launched in June 2022, and is being rolled out across the business in the coming months.

When a logo requires such an explanation, it does not stand alone and is not self-evident!

[tradermichael] 10/6/2022 15:00

Usually these corporate design agencies create three versions to present to the client, of which two are often not quite right, leaving the best one to self-select. This one looks like one of the 'not quite right' ones .......

[jonjoneil] 10/6/2022 13:24

Quite probably we'll grow into it. But at the moment the old one is preferable.
Coincidentally, the company paid to design it likes it very much!!

[netcurtains] 10/6/2022 12:54

speaking as a "techie" the new GSK logo looks very AI and as such has the right zeitgeist for the next few years.

[gateside] 10/6/2022 12:47

The old GSK logo was better - clearer to read

The Sanofi logo with its chopped off 'S' makes it look like there has been a printing mistake!

[tradermichael] 10/6/2022 12:39

Jonjoneil - I think the new GSK logo is a fail, I hope it won't fail as a new company.

hxxps://www.fiercepharma.com/marketing/gsk-unveils-new-branding-and-logo-showcase-transformed-business

The Pfizer new logo is better, though the style looks a little tired (American). The Haleon logo works well followed by the new Sanofi logo (would have worked better without chopping the 'S')

[spyder] 10/6/2022 10:53

It is annoying that early gains did not hold, but given that without this news, the shares were likely to open 20p-30p down, we are still doing relatively well.
AZN are down ~2% relatively.
GSK will have the first RSV vaccine to market, and given that the target population (>60) is now primed for the benefit of annual vaccinations (I had my first flu vaccine this year having never bothered before), I think the market opportunity for GSK is huge. For long term holders, today is a VERY GOOD day!

[jonjoneil] 10/6/2022 10:18

Not able to hold on to the gain while the market's having a dump!

Anyone prefer the new GSK logo?

[netcurtains] 10/6/2022 09:38

so if the market is about $2b what percentage of that $2b will the new drug "potentially" take - the whole lot or just a small slice?

Also a vaccine is normally given to people who DONT have the disease, so will this be a whole NEW market?

(eg other products - I guess, are for people who HAVE the disease)

[spoole5] 10/6/2022 09:24

Well that evaporated quickly!

[tradermichael] 10/6/2022 09:11

Key players in the global RSV market include AbbVie, Inc., AstraZeneca PLC, Atea Pharmaceuticals, Bausch Health Companies Inc., Celltrion Inc., Enanta Pharmaceuticals, Inc, F. Hoffmann-La Roche AG, Gilead Sciences, Inc., GlaxoSmithKline PLC, Johnson & Johnson’s, mAbxience, Medivir AB, Merck Co., Inc., Pfizer Inc., ReViral Ltd., Sanofi and Teva Pharmaceutical Industries Ltd.

The global respiratory syncytial virus market held a market size of USD 1,669.5 Million in 2020 and is expected to reach USD 4,202.6 Million by 2030. The market is anticipated to grow at a healthy CAGR of 14.9% over the assessment period (2017-2030).

[netcurtains] 10/6/2022 08:58

Do I understand this correctly?
Does GSK have the ONLY vaccine for this VERY COMMON aliment?
How much is this product potentially worth?

[waldron] 10/6/2022 08:51

GSK PLC said Friday that its respiratory syncytial virus, or RSV, vaccine candidate showed a statistically significant and clinically meaningful efficacy in adults aged 60 and over.

The London-listed pharmaceutical company said an efficacy analysis of the AReSVi 006 Phase 3 trial showed it offered exceptional protection for older adults from the serious consequences of RSV infection.

The company said it would start to engage with regulators immediately and that it expected regulatory submissions in the second half of the year.

"The AReSVi 006 trial will continue to evaluate both an annual revaccination schedule and longer-term protection over multiple seasons following one dose of the RSV older adult vaccine candidate," the company said.



Write to Anthony O. Goriainoff at [e-mail]



(END) Dow Jones Newswires

June 10, 2022 02:29 ET (06:29 GMT)