Gsk Share Discussion Threads

[alphorn] 25/11/2016 09:08

Article in the FT about Witty speaking out over May's plans to control executive pay.

[essentialinvestor] 24/11/2016 11:59

GSK operate from 17 sites in the UK, not including the global HQ
in Brentford.

On one of the recent conference calls Andrew was asked about the significant
number of very small satellite sites remaining, about 50 of those approx,
including my local GSK in Weybridge.

Cut cut snip snip for some of those on the way imv.

[tradermichael] 24/11/2016 11:37

GlaxoSmithKline plc (LSE/NYSE: GSK) today announced the start of a phase III development programme investigating daprodustat, an oral hypoxia-inducible factor prolyl hydroxylase inhibitor (HIF-PHI), as a treatment for anaemia associated with chronic kidney disease (CKD).

[tradermichael] 24/11/2016 11:37

More late stage successes on the way .....

[essentialinvestor] 24/11/2016 10:47

Dr, sector has been weak of late.

We also have an imminent CEO transition and a possible dividend
adjustment from 2017.
GSK may look to come in to line with many in the sector with a rate of dividend
about 60% of FCF.
With a fair wind the current dividend may just about be covered next year
by FCF, that ratio is untenable imv, particularly with the put options looming.

[dr biotech] 23/11/2016 14:03

Sometimes wonder what it would take to make these go up. About 15% down from the peak for no great reason - not as if the anti-pharma clinton got in.

[essentialinvestor] 23/11/2016 10:59

So a possible label expansion for Nucala.

[tradermichael] 23/11/2016 08:40

And here's another:

LONDON--Pharmaceutical giant GlaxoSmithKline PLC (GSK.LN) said Wednesday a phase III study of mepolizumab has met all major targets in patients with eosinophilic granulomatosis with polyangiitis, a rare disease characterized by inflammation in the walls of small blood vessels.

The key goal of treatment is to induce and maintain remission while reducing the use of corticosteroids and other immunosuppressive therapies, Glaxo said.

It plans to use the results to support regulatory applications, which are expected in 2017.

[essentialinvestor] 22/11/2016 09:42

Hoped for a share price dip under around 14.80, looks a bit optimistic atm.

[tradermichael] 22/11/2016 08:45

Its the start of a steady stream of new product successes .....;0)

[essentialinvestor] 22/11/2016 08:43

Looks positive news on their COPD treatment, hopefully a green light on
the way from the FDA.

I used one of the dry powdered inhalers last night as my asthma was bad,
for people who may be in poor health or frail it is an easier delivery system.

[tradermichael] 21/11/2016 13:38

PHILADELPHIA, Nov. 21, 2016 /PRNewswire/ -- GSK [LSE/NYSE: GSK] announced today it has received approval from the US Food and Drug Administration's (FDA) Center for Biologics Evaluation and Research expanding the indication for FluLaval® Quadrivalent (Influenza Vaccine) to include use in children 6 months and older. Prior to this, the vaccine was only approved for active immunization against influenza A subtype viruses and type B viruses, in persons 3 years of age and older.

[solooiler] 21/11/2016 12:46

Adding again into the weakness. Fab long term hold :)

[ny boy] 18/11/2016 10:47

On my radar for another long term buy, nice divi 5%+ too

[essentialinvestor] 17/11/2016 12:43

Pretty sure Emma will initiate a further cost reduction programme next year.

Andrew was asked in a recent conference call about the large number
of remaining GSK satellite offices and he brushed off the question.

Have a local example, GSK maintains a small facility off St Georges
Avenue Weybridge, it's been there for the 30 years plus I have lived in the
area, cannot be as efficient as the newer modern research centres.

Fat left to trim imv, many of these smaller sites still remain.

[essentialinvestor] 17/11/2016 09:28

Added a few more, the ADR's were very weak stateside so a lower opening today
was odds on.

[salpara111] 17/11/2016 09:19

Starting to look more attractive again.
I sold out at 1650 and have set a limit order to buy at 1475.

[alphorn] 16/11/2016 20:31

Interesting to see studies with IL's and TNF. Goes back to early Biogen days.

[essentialinvestor] 16/11/2016 20:14

Positive longer term data for Benlysta also today, approval for SELZENTRY
in use for children and adolescents living with HIV yesterday, a ViiV Healthcare medication.

[essentialinvestor] 16/11/2016 12:39

Had another small amount, just adding very slowly.
Have IT exposure to GSK besides my direct holding.

[essentialinvestor] 16/11/2016 08:42

AZN getting crushed.

[minerve] 15/11/2016 16:46

Came across this in my book search and decided to just have a read. Quite short but good for the basics even if a little dated. For less than £4, you can't go wrong.

[essentialinvestor] 15/11/2016 13:06

Novartis rumoured to be considering a bid of up to $8 Billion for a generics
business, hopefully that increases the prospecs of ultimately exiting the JV with GSK.

[minerve] 15/11/2016 12:40

anhar

Sorry, that is a ridiculous comment. Politicians have policy influence that affects economies and business and therefore investor sentiment. You are not married to Mystic Meg are you?