Gsk Share Discussion Threads

[netcurtains] 16/6/2022 07:51

MU19: the float price should factor in such things as Pfizer - so we might see the price rise not fall (rise to the price where Pfizer feels comfortable selling - just like us, it clearly wants to make a good profit on its shares 😊

[mj19] 16/6/2022 07:25

Surely haleon shares will go down when they float if Pfizer is selling its stake?If you buy shares today in GSK how many do you get In haleon?

[tradermichael] 15/6/2022 13:37

USD 1.21 = £1.00 ..... very good for GSK

[criticalthinker1] 14/6/2022 23:19

Hi trader. You might want to see my comments on Sareum ADVFN. Got a troll called Henry there stalking me but just a few points that might intrigue 10 minutes of your time. 1801 1802 US patent grants world grants part owner of 737 cytokine storms DDR Capsule formulation etc etc .the RNSs are there to be read.
Yes a bit of a cross ramp..but just putting it out there. I appreciated your response. Informed and polite. Effectively I'm in Sareum and GSK and think Sareum re the Sierra Oncology potential tie up had got GSK by the balls given some of our boards links. Food for thought? Who knows. But appreciate your opinion. I suspect Elliott is aware.
Regards CT.

[netcurtains] 14/6/2022 08:06

Market opens up and GSK opens down.
Typical..
LOL

[tradermichael] 14/6/2022 07:13

Yes, its an excellent fit:
Momelotinib complements GSK’s existing expertise in haematology, with Sierra Oncology anticipating US regulatory submission in Q2 this year and EU submission in the second half of 2022.
Sales contribution expected to start in 2023 with significant growth potential thereafter.
Supports development of strong portfolio of new specialty medicines and vaccines, along with the other two assets in Phase 1.

[criticalthinker1] 13/6/2022 16:08

Hi trader. What are your views on the possible impending buyout of Sierra Oncology and apart from their main drug momo...what about SRA737 and AZD5153? Has some high hopes from CRUK and the Sareum BODS.

[spyder] 13/6/2022 09:29

And, as I mentioned before, the Zoetis spinout from Pfizer has also done extremely well, as of course has Pfizer.

[patientcapital] 13/6/2022 09:18

Agreed. A good example to look at is ICI. Even though we switched our clients into Zeneca (AZN today), which was the better switch, those who retained both saw ICI taken over and AZN performing very well.

[anhar] 13/6/2022 09:13

As an income investor, I'm hanging on to GSK, which I've held for many years, into the demerger despite there being a substantial divi cut as a result of the expected new GSK + Haleon payouts for 22 being a lot less than old GSK. In my lengthy experience, demergers are generally beneficial over time for investors who continue to hold. No certainties but having been through a lot of these situations over a lot of years, far more often it has worked out well than not. This is as a long term hold income player, not a trader.

[tradermichael] 13/6/2022 08:39

Jonjon, good point. I also have the concern of holding two companies in different sectors. One, a defensive stock (new GSK), showing the potential for upsurge with new products and the other (HAL) possibly subject to economic downturns in a consumer market, with the carrot of a bid from the likes of Unilever, Nestle etc.

Its a difficult call!

[poikka] 13/6/2022 07:45

"In parallel, the independent COVIBOOST (VAT013) study conducted by the Assistance Publique – Hôpitaux de Paris (AP-HP) demonstrated that, following primary vaccination with two doses of Pfizer-BioNTech̵7;s Comirnaty vaccine, the Sanofi-GSK next-generation booster candidate generated a higherimmune response (as measured by neutralizing antibody titers)than Pfizer-BioNTech̵7;s booster or the Sanofi-GSK first-generation booster, both of which target the original D614 parent strain. The proportion of participants with at least a 10-fold increase in neutralizing antibody titers for the original D614 SARS-CoV-2 strain between day 0 and day 15 was:

76.1% (95% CI 64.5–85.4) for the Sanofi-GSK next-generation booster, vs
63.2% (95% CI 51.3–73.9) for the Pfizer BioNTech D614 booster, and
55.3% (95% CI 43.4–66.7) for the Sanofi-GSK D614 (first-generation parent booster candidate)."

Booster of choice..?

[poikka] 13/6/2022 07:41

"In parallel, the independent COVIBOOST (VAT013) study conducted by the Assistance Publique – Hôpitaux de Paris (AP-HP) demonstrated that, following primary vaccination with two doses of Pfizer-BioNTech̵7;s Comirnaty vaccine, the Sanofi-GSK next-generation booster candidate generated a higherimmune response (as measured by neutralizing antibody titers)than Pfizer-BioNTech̵7;s booster or the Sanofi-GSK first-generation booster, both of which target the original D614 parent strain. The proportion of participants with at least a 10-fold increase in neutralizing antibody titers for the original D614 SARS-CoV-2 strain between day 0 and day 15 was:

76.1% (95% CI 64.5–85.4) for the Sanofi-GSK next-generation booster, vs
63.2% (95% CI 51.3–73.9) for the Pfizer BioNTech D614 booster, and
55.3% (95% CI 43.4–66.7) for the Sanofi-GSK D614 (first-generation parent booster candidate)."

Booster of choice..?

[jonjoneil] 12/6/2022 17:24

Seems like a lot of people are hanging in because they want the promised growth from New GSK. It's possible that consumer healthcare could struggle in a recession. People won't want to pay £4 for Sensodyne toothpaste when they can get virtually the same thing for £1. Similarly Panadol and many other brands.

[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!