Gsk Share Discussion Threads

[netcurtains] 05/9/2022 16:57

is that a "fake" end-of-day rise or is it real?

[netcurtains] 05/9/2022 09:58

Thanks ACTION. Do you know what the top will be too?

[action] 04/9/2022 21:02

Bottom will be 1100 to1200p just like couple of years ago.

[tradermichael] 04/9/2022 20:32

Una, good research, to find that report. Valisure's credibility seems suspect (even prejudiced)

[dr biotech] 04/9/2022 18:39

What they are probably claiming is that verisure ran a series of experiments with a variety of different conditions (pH, SGF conc) and then highlighted the highest results even though those these conditions are unlikely to occur in a “typical”; human stomach. Changing the conditions appears to lead to a 1000x increase in NDMA levels.

In fairness verisure even say that themselves “ These analyses are not without limitation and encompass a broad range of reactive conditions, some of which exceed the usual gastric milieu”

To look at their results they found the highest concentration at 50mmol of nitrate, then ran it at different pH at this concentration to find the absolute maximum conditions. I’d also suggest the 2hr incubation time is excessive, normal is 30-45 mins (they may have reasons for that)

Their HPLC methodology is sound though.

[unastubbs] 04/9/2022 17:34

GSK, Pfizer and several other pharmaceutical companies are taking aim at the credibility of a small independent lab in Connecticut

[tradermichael] 04/9/2022 16:50

Multitudes of people contract cancer who have never taken Zantac, there being no scientific proof of a direct causal link to this drug which is taken in very small quantities compared to tobacco and certain foods which have proven toxicity.

[paul planet earth] 04/9/2022 13:27

The pharma stakeholders saying how great it is that the first plaintiff has retracted his claim...Only cost them $500k..The individual retains the right to pursue litigation within a year and given that he has had part of his esophagus removed and is in no fit state to attend court hearing no doubt thought I take the money now given my health risks to support my family should I depart..Nice to see GSK saying this is a major triumph should be utterly ashamed given the plaintiff's medical condition and family's worries.Only another 1,999 plaintiffs to pay off...on just the first of many, many waves of Zantac claimants.

[hamid1970] 03/9/2022 12:02

Some people need to research a little more widely. Its a known fact that the more popular a drug becomes the greater the risk of some people reacting adversely ie (the outliers)Pharma knows and accepts the risk.

Me personally GSK represents good value. Once the litigation impact is known and dies down (which it will)+ a few solid Qtrs of growth, I can GSK being ~£18. All investments carry risk, especially when you look at what is happening world today and on many fronts.

IMO GSK is probably one of the safest bets out there

[watfordhornet] 03/9/2022 11:48

Good point and not sure.

[patientcapital] 03/9/2022 10:54

How do/did tobacco companies address this? One imagines that sector has never ending ongoing litigation. Have not looked into it.

[watfordhornet] 03/9/2022 10:51

That is a valid point Monty. That is the worry. Irresponsible to give cash to shareholders when there is an unknown liability

[lamia0231] 03/9/2022 09:57

I totally agree..the previou CEO believed the retail unit should provide the income for the pharma research, totally respected opinion, resisting call for a split. However the results of the last 15 years share price wise were poor. Why then Emma, who did what was asked of her does not deserve a chance? What can go worse? At best a new AZN, at worse not worse than before.. am I missing something?

[netcurtains] 02/9/2022 16:53

down 20% on the month.

[montyhedge] 02/9/2022 12:48

Can they pay a dividend with the class action, if they lost.

[essentialinvestor] 02/9/2022 12:43

There is little clarity atm because of potential litigation and with respect anyone
who does not see this needs to wake up. It may be the current share price represents
fantastic value - far closer to a speculative punt atm than an investment grade company.

[anhar] 02/9/2022 12:39

Amazed people are banging on about dividend with this, you are looking at real capital destruction with gsk...

Some of use, me included, are income investors. Divis are the only reason I invest in shares at all and I tend to hold HY shares very long term with litle interest in price action and hardly any trading. I decades ago gave up trying to score from price movements.

It is essential in a long term income portfolio, where one depends on the divis, to have wide sector diversification so as to minimise the risks. In my case GSK is my druggie share but it is a small part of the port, especially now that HLN has been demerged. Admittedly GSK has been extremely disappointing in capital terms over the several decades I've owned it but it has delivered on the divis which as I say is the only reason I hold.

In a long term port like mine, inevitably there will be winners and losers in capital terms over the years but I'm not smart enough to know in advance which these will be. So my strat is to diversify broadly and, if I was concerned about capital, hope that the winners far outweigh the losers. In fact that is exactly what has happened over the extremely long period I've been investing this way even though that is not my aim.

I'm pretty sure that if I started again now and built an income port based on trying to guess which shares might outperform over say the next 20 years and holding only those, I'd do far worse than my policy of simply holding a wide range of HY shares in many sectors without trying to bias it. Nobody can know the distant future and I have no faith in those claiming to do so.

[anhar] 02/9/2022 12:26

Will consider adding if we hit 5% yield

That would be at 1,125p on their 23 forecast divi.

[spoole5] 02/9/2022 12:19

Emma needs to go, promoted way over her ability

[coxsmn] 02/9/2022 12:15

Will consider adding if we hit 5% yield

[abdullla] 02/9/2022 12:02

Same fall as yesterday next week 13 pounds will Start this show again

[coxsmn] 02/9/2022 12:01

Not sure if splitting the company was worth all the effort and cost, only time will tell i expect.

[coxsmn] 02/9/2022 12:00

Sp here is underperforming versus AZN

[jonjoneil] 02/9/2022 11:52

promised capital growth on so many occasions; but is delivering capital destruction.
How long can she hang on?

[thebutler] 02/9/2022 11:51

Like the look of the divi here. Bought some.