Gsk Share Discussion Threads

[mj19] 01/12/2016 21:21

Every time the £ gets a bit strong GSK plummets. It's crazy

[hosede] 01/12/2016 18:00

Bought some more on the basis that it's come down to the bottom of its trend line. Will buy more if it goes to 1400

free stock charts from uk.advfn.com

[spcecks] 01/12/2016 17:34

Also added more today.

[philanderer] 01/12/2016 17:06

In for a few just before the close.

[mj19] 01/12/2016 13:11

Key statsMarket capitalisation £73,203mNo. of shares out 4,876mNo. of shares floating 4,827mNo. of common shareholders not statedNo. of employees 101192Trading volume (10 day avg.) 8mTurnover £23,923mProfit before tax £8,422mEarnings per share 172.30pCashflow per share 210.21pCash per share 121.26pJefferies impressed by GSK vaccine potentialJefferies is impressed by the longer-term growth expectations at pharmaceutical giant GlaxoSmithKline (GSK) following a tour of its vaccines facility.Analyst Jeffrey Holford retained his 'buy' recommendation and share price target of £18.50 as the stock slipped 0.8% and 12p to £14.99.'GlaxoSmithKline hosted a tour of its vaccines facility in Wavre, Belgium,' he said. 'Innovation, limited competition, high barriers to entry and a lack of generics means vaccines can deliver durable revenue growth in the longer term.'New products such as (meningitis vaccine) Bexero and recently filed (shingles vaccine) Shingrix, along with increasing focus on the US, help support confidence in GSK vaccines' 2016-2020 mid-high single digit revenue guidance, with operating margins of at least 30% in 2020.'1,495.37-12.63 (-0.84%)

[philo124] 01/12/2016 12:44

Thanks a ot for posts.

[essentialinvestor] 01/12/2016 12:05

If you want a bearish take on the sector, the FT had a write up two
days ago on lower pharma profitability going forward, pretty standard analysis
that has been previously discussed elsewhere.

The diversfied GSK model insulates them to an extent, however there is certainly
more sector cost cutting to come over the next couple of years.

Would not surprise me to see the new CEO replace Simon Dingemans next year,
just IMV.

Increasingly the sector will need to show a value/cost benefit,
the cost/benefit does not look great on some of the new oncology treatments
on my rudimentary take.

Andrew's comments at this weeks London pharma conference are worth reading,
reiterating his previous sector outlook.

His sector view which was deeply unfashionable and widely criticised just 2 years ago,
now looks increasingly astute.

[anhar] 01/12/2016 10:48

Why does this keep falling?

Share prices in the short term, in nearly every case, have no reason for their direction. So it is pointless to ask the question. It's just noise as it is sometimes described.

I think this is paragraph 101 in the small investor fallacies encyclopedia.

Paragraph 102 explains why people always feel they have to provide a meaningless answer, no matter how unlikely, to this pointless question.

Beginners frequently pose this question and from them it is entirely understandable. I probably thought too that there must always be a reason for every little price move when I started out.

What is so puzzling is when investors who appear to be experienced ask this question, and worse, come up with contrived answers. It used to surprise me, though I've long become inured to it, that investors whom one might think are knowledgeable continue to believe that prices move for a reason. This belief, and especially trying to trade upon it, will probably lose money.

[philanderer] 01/12/2016 10:33

Jefferies impressed by GSK vaccine potential

Jefferies is impressed by the longer-term growth expectations at pharmaceutical giant GlaxoSmithKline (GSK) following a tour of its vaccines facility.

Analyst Jeffrey Holford retained his ‘buy’ recommendation and share price target of £18.50 as the stock slipped 0.8% and 12p to £14.99.

‘GlaxoSmithKline hosted a tour of its vaccines facility in Wavre, Belgium,’ he said. ‘Innovation, limited competition, high barriers to entry and a lack of generics means vaccines can deliver durable revenue growth in the longer term.

‘New products such as (meningitis vaccine) Bexero and recently filed (shingles vaccine) Shingrix, along with increasing focus on the US, help support confidence in GSK vaccines’ 2016-2020 mid-high single digit revenue guidance, with operating margins of at least 30% in 2020.’1,495.37-12.63 (-0.84%)

[hosede] 01/12/2016 10:32

EI
But AZN is on a historical PE of 23 - around 3 X GSK's. Even if it does badly this looks a good investment. I shall certainly be buying another chunk

[minerve] 01/12/2016 09:50

Yes, very depressing and frustrating - just have to stick with it. Anyone would think oil was back at $100/barrel! Of course, traders and speculators are amplifying the swing but people forget that the shale brigade - now with the help of Trump - will just ramp-up and oil majors will need to use more working capital to replace their inventory. The swing to cyclicals isn't buying me at the moment.

[salpara111] 01/12/2016 09:50

Didn't think I would get the chance to buy back in again at 1400 but it looks like it is on the cards

[essentialinvestor] 01/12/2016 08:08

Sector very weak atm, just look at AZN over the last few weeks.

[uapatel] 01/12/2016 05:23

MJ19, don't know why such a big drop recently, as news on new drugs has surely been positive. I did see something about GSK dropping out of some of the MSCI indexes, so may be ETF and portfolio adjustments contributing to the recent fall.

Hopefully, the fall is seen as overdone! Still as long as the divi stays I'll be happy staying in.

[mj19] 30/11/2016 21:39

Why does this keep falling?

[essentialinvestor] 28/11/2016 16:35

Forget the yield, there is no way a new CEO will allocate about 100%
of FCF to paying a dividend when they can expand consumer healthcare if
the put option is exercised, same goes for the ViiV option.


Added another few before the close.

GSK now better viewed as an emerging growth company rather than income play, all just IMV only.

[dr biotech] 28/11/2016 16:24

Price of the ADRs over the year - started 41, currently 38.5 - down about 8.5%

FTSE approx 6400-6800 gain about 5%
Dow about 1800-1900 up about 5%

Decent yield of course, but hard to see what value Witty has added if any.

[essentialinvestor] 25/11/2016 14:31

Michael, read a report highlighting comparative date on the GSK vaccine v the
regularly used current option, and to say there is no comparison is a big
understatement, GSK may come to dominate this area.

[essentialinvestor] 25/11/2016 14:27

bt, was in Guildford yesterday lunchtime and harshly cold walking in to the wind,
lovely around here today.

[badtime] 25/11/2016 14:25

EI..just as windy as yesterday..but not quite so cold :)

[essentialinvestor] 25/11/2016 14:03

Will certainly have that when available, need to be 50 plus.

Going to be a significant revenue generator in the US, beats the current
vaccine option hands down.

[tradermichael] 25/11/2016 14:01

And they're still developing them:

GlaxoSmithKline plc (LSE/NYSE: GSK) today announced the regulatory submission of a Marketing Authorisation Application (MAA) to the European Medicines Agency (EMA) seeking approval for its candidate shingles vaccine, Shingrix(TM) , for the prevention of herpes zoster (shingles) in people aged 50 years or over.

The candidate vaccine is a non-live, recombinant vaccine to help prevent shingles and its complications. The phase III clinical trial programme showed that by reducing the incidence of shingles, the candidate vaccine also reduced the overall incidence of postherpetic neuralgia (PHN), a form of chronic pain associated with shingles. Regulatory approval is being sought for the vaccine to be given intramuscularly in two doses, with a two-to-six month interval between doses.

[essentialinvestor] 25/11/2016 10:18

Have 5 different GSK products in the house atm, clearly I'm in excellent
health!, I wish.

Two additional ones which are now generic but were original GSK
patents.

At least the sun is shining today ).