Gsk Share Discussion Threads

[philanderer] 08/4/2015 23:23

Missed this while I was away..

"GSK to establish global vaccines R&D centre in Rockville, US"

[jadeticl3] 08/4/2015 21:39

Don't forget that D Bank had a buy recommendation for GSK at £19-60 prior to their more recent £13-00, so they show a commendable willingness to admit they are not always right, not in so many words though.

[philanderer] 08/4/2015 12:49

Money for old rope Phil ;-)

[philo124] 08/4/2015 09:00

Well, that was rocket science. What's their target for Greek war reparations?

[philanderer] 08/4/2015 08:50

Deutsche Bank boosted their price target on shares of GlaxoSmithKline plc (LON:GSK) from GBX 1300p to 1600p in a research note issued on Wednesday. The firm currently has a “hold” rating on the stock.

[tradermichael] 06/4/2015 08:28

That looks like creative reporting to me. The article may be confusing revenue lost by erosion of market share (incl. patent expiries) and pressures on price in the US, but that's nothing new, particularly in the respiratory market.

Anyway, I'm happy to re-invest my 23p/share dividend on Thursday.

(next xd is about 19p/share in about a month's time)

[jadeticl3] 05/4/2015 17:07

An interesting article to be sure, but what of the comment that " a slate of new product approvals that failed to live up to revenue expectations".

I know that this article addresses the problem for staff in the rationalisation of the vaccine business, but the quotation given above is news to me. Is it true? Has this been released by GSK?

[tradermichael] 05/4/2015 12:20

GlaxoSmithKline ($GSK) is setting up a global vaccines hub in Rockville, MD, in the wake of its big asset swap with Novartis ($NVS). And the move will force hundreds of staffers in Cambridge, MA, and Philadelphia to either look for a relocation package or exit the company.

Rumors about GlaxoSmithKline's plans for vaccines have been circulating in the Cambridge area for weeks now. In mid-March GSK told FierceBiotech that no final decisions had been made about its vaccines sites, but mid-day today a spokesperson confirmed that the group's future lies in Rockville.

The pharma giant says it will now have three global vaccines R&D centers, "complementing the company's existing global R&D centres in Rixensart, Belgium, and in Siena, Italy, a site which GSK recently acquired from Novartis in March 2015."

[jadeticl3] 02/4/2015 14:36

Tournesol, I'm not sure that I agree with you on this point!

[tournesol] 02/4/2015 10:34

Buywell2

"Passer pour un idiot aux yeux d'un imbécile est une volupté de fin gourmet."
(Georges COURTELINE)

Et c'est meme plus delicieux quand cet imbécile est un enfant qui se plaint contre les adultes plus sages que lui-meme.

[woodhawk] 01/4/2015 11:59

At the moment I'm very glad I bought heavily at the lows yesterday, cyberian.

[cyberian] 01/4/2015 11:10

Maybe a few more tax driven sells today and tomorrow by PI's and then switch into ISA or Sipp, but for other trades the 30 day rule applies, so further sells should be fairly limited. The large Institutions would already have made their move/position, and there could be a squeeze higher next Tuesday. The last week saw some significant good size trades at well above 1600p. I was somewhat surprised by the level of activity and subsequent falls yesterday...if any room with ISA then good to add, or switch from any other holding that may have run its course. However, that assumes one holds GSK as a better longer term hold/return, and of course the reverse could be true!!!. With GSK one has the divi return which is very attractive to many investors and there remains some good upside with possibility of a spin-off of a division, greater efficiencies in production, more balanced/focussed work force, and the net Novartis return to shareholders. Pity we have the uncertainty of the share price next Tuesday if one wants to add more GSK with the extra £15,000 plus ISA allowance for next tax year...maybe best to wait a few days to see how the share price settles down. Any chance of a Labour victory or messy hung parliament may have a severe drag on the Pound£ which would be OK for us, I guess.

[madengland] 01/4/2015 08:33

Yes thanks, I am planning to buy back in Isa and Sipp.

[woodhawk] 01/4/2015 08:04

You need to wait 30 days before you buy back in, if you want to book a capital gain - otherwise doesn't count.

[madengland] 01/4/2015 07:59

Must admit having had some nice gains over the last few weeks I thought it rude not to book in my capital gains limit for the year so I sold. Intending to buy back in. It's miraculously worked well for me, by luck as oppose to judgement.

[woodhawk] 31/3/2015 14:27

Agreed cyberian, so I've been buying today - only 2 trading days left this tax year.

[jadeticl3] 31/3/2015 14:16

Alphorn, it could get worse than that. You may have to produce a book of encyclopaedic proportions to cover all possible side effects depending on which mix of drugs you take. You would need to start reading this a month before you are ill.

[cyberian] 31/3/2015 14:14

jadeticl3..."where would we 57 year old be?" Probably dead! After a single by-pass at 50 I am still here and pretty fit/happy etc., and I have been on the same boring drugs (5) for 23 years. All this talk/comment reaction to potential side effects are well known/flagged. I get monitored with blood tests on liver/kidney, and all the other key measures, and deemed 100% OK/healthy, but I look after my diet/run/climb-trek/play regular tennis/golf. When you have a choice and given good advice on what is suitable why worry? Crossing the road can be very dangerous .....in fact everything one does carries a risk...thank heaven for GSK and their like imho.
So on the fall today, it really does look like some capital gain tax positioning...just have to see how far it falls before buying more for the next tax year unless in an ISA or like. The market may make you pay quite a premium on a turnaround once the tax strategies are finished.

[alphorn] 31/3/2015 13:42

It has probably been pushed by the legal eagles - just imagine the new law suits for drug interactions that had not been tested.

[jadeticl3] 31/3/2015 12:25

Buywell2, I cannot imagine how,, or how long, the process will take to assess all possible drug interactions in a representative section of the public in different countries. When one considers how long the process takes to authorise a new drug under the present terms this new proposal sounds like a good idea that will never be practicable. When SKB had Cimetidine authorised it was known that this interacted with alcohol, so the use of this drug was limited to those prepared to take no alcohol. How was that fact known? Was Cimetidine tested for interaction with Mars Bars and with Garlic and all other substances in common use? Where does this stop? Why would we suppose that Simvastatin is more likely to react with Clopidogrel than with Mars Bars or Grapefruit?

Seems like a minefield to me. Where does the onus rest? It could shut down the whole Pharma industry, and then where would we 57 year old be?

[cyberian] 31/3/2015 11:21

Well...so much for late strength on Wall Street and a good opening auction here this morning...looks as though UK Year-end influences may be rife at the moment. Just have to wait as most trades are smallish AT trades...end quarter positioning by Institutions may already have been taken? Some very big trades were evident recently at 1636p and last week at 1586p.

[cyberian] 30/3/2015 23:30

Equiv. £15.98 in after hours trading on Wall Street..also legal settlement with J&J sub amicably may have helped matters.

[philanderer] 30/3/2015 17:07

GlaxoSmithKline plc (NYSE:GSK) has been given an “A+” credit rating by Morningstar. The investment research firm’s “A+” rating indicates that the company is a low default risk. They also gave their stock a three star rating.

[buywell2] 30/3/2015 08:18

elucidate yourselves mes amis agee



I am sure many here are over 57 .... A new assay called a Transporter Assay has NOT yet been made mandatory by the FDA , at present they are 'Guidance only'


Many elderly folks like you posters , take multiple medications as your posts demonstrate


That is to say you are putting multiple chemical compounds into your various organs via your blood and digestive routes that are mixing together to form NEW UNKNOWN chemical compounds which have NEVER been tested in pre clinical toxicology tests for adverse outcomes for phased clinical trials and hence approval



When such assays are made mandatory .... there will be many more failures and drug withdrawals and black box warnings issued.



From the USA ....


Drug Interactions data below is from 2008 .... so actual numbers of 1 in 25 over 57 year olds being ''at risk '' is now most likely worse and more likely to be around 5% of the USA over 57 year old population

50% of over 57 year olds take AT LEAST 5 medical products

medical product = A prescription drug from the doctor, or An 'over the counter' OTC purchase from local chemist , or a health supplement eg multi vitamin tablet





Drug Interactions
- One Survey
• National survey of 3005 community- residing older adults (>57 YO) in US
• 80% of individuals takes > 1 medical product (prescription, OTC, supplement)
• 50% takes at least 5 medical products
• 30% takes at least 5 prescription drugs

 1/25 at risk of major drug-drug interaction


March 7, 2015

click the 2 links




Drug Interaction Presentations

2015

•When should in vivo transporter-mediated drug-drug interaction studies be conducted? A scientific perspective. (PDF -1.4MB)
Lei Zhang, Ph.D., Office of Clinical Pharmacology, OTS, CDER, FDA
American Society for Clinical Pharmacology (ASCPT) Annual Meeting, New Orleans, LA ; March 7, 2015


•Drug Interactions - An Evolution in Drug Development (PDF - 3.15MB)
Shiew-Mei Huang, Ph.D.; Deputy Director, Office of Clinical Pharmacology, OTS, CDER, FDA
American Society for Clinical Pharmacology (ASCPT) Annual Meeting, New Orleans, LA; March 7, 2015

[cyberian] 30/3/2015 08:15

Novartis held the application up, so HMG could only make break-through with new owner of vaccine...GSK probably able to advance more reasonable cost as they would not have to write-down development costs, unlike Novartis. I truly hope that they can start introducing the vaccine in phases through the year, but sure GSK are working very hard to bring it on line for all very young children asap.
PS. did you see the clip of the Andrew Neil interview on BBC Sunday politics with Labour party shadow minister Powell...frightening and guess she will be dumped by Ed. pretty fast, but how many more are like her...their key people are hopeless, and would lead to total chaos if they form a Government with SNP.