Gsk Share Discussion Threads

[ny boy] 04/1/2017 11:32

Could break through today?

[ny boy] 04/1/2017 10:36

Bit of resistance around 1573p but should break through soon, to have a go at 1590p

[philanderer] 03/1/2017 20:35

JP Morgan cuts target from 1800p to 1600p...'neutral' retained

[ianood] 29/12/2016 15:00

To my mind GSK seems to be a slowly improving situation, have followed closely for two years and now believe that the Witty approach has actually finally added value. The cable move should help too!
Much as I respect him, I don't agree with Woodford's proposal to break the company in to it's components.

[alphorn] 29/12/2016 13:35

Interesting financial engineering, the JV arrangements and the huge creation of intangibles. Often very clever engineering has a habit of unwinding.

I have had both very large long and short positions in GSK over the years. No position for some time but back on my radar as a forex hedge going into 2017.

[fangorn2] 29/12/2016 13:35

Linked article more for general interest.

Am long myself, concur tad "cautious"

Best for New Year all...

[ianood] 29/12/2016 12:57

Such a move by Novartis would probably result in a div reduction but would most likely be perceived by Mr Market as a price worth paying and business positive. A bit like LLOY and the MBNA deal i.e. too good to miss.

[ianood] 29/12/2016 12:39

ViiV looks like a great success therefore unlikely that Novartis will exercise the put, however, if they did it would be a positive for GSK not a negative.

[alphorn] 29/12/2016 12:25

GSK would have to borrow to pay for the JV interest if Novartis exercised it's put option???

[essentialinvestor] 29/12/2016 12:11

Or the Q&A on the conference calls, often where you get the best insight,
however different ways of looking at something, glass half full or empty etc.

[ianood] 29/12/2016 12:06

EI agree, it reads as if written by a generalist with little knowledge of the company's intentions as per their recent presentations?

[essentialinvestor] 29/12/2016 12:00

A tad on the cautious side imv, respiratory is now growing again with new
product launches outpacing Advair revenue declines.
GSK are also pricing Advair very aggressivly in the US so an eventual generic
may have less impact than current consensus, just my take.

[fangorn2] 29/12/2016 10:41

GSK's New CEO Finds All the Low-Hanging Fruit Has Gone

[ny boy] 29/12/2016 09:44

1590p a first target in the NY..steady as she goes

[ny boy] 28/12/2016 12:38

Yes chart resistance is 1590p, so looks like a move there to test this level, support is 1510p

[essentialinvestor] 28/12/2016 12:10

Would be nice.

Trump factor overblown re GSK imv, this is not VRX.

GSK are pricing new US product launches at or below levels of
of their existing medications in the same category- from memory their overall US pricing
is approx. -3% for 2016.


The main GSK strategy outlined by the CEO anticipated this environment.

[woodhawk] 28/12/2016 11:59

Don't see much resistance before £16.

[ny boy] 28/12/2016 11:31

Creeping higher but on low holiday volumes.

[ny boy] 27/12/2016 17:30

Monty the Trump bump will run out of steam soon.

[hosede] 23/12/2016 12:33

Yes but when you think the FTSE has an average PE of 33 (I'm told) this has a HUGE "margin of safety" as Ben Graham would say. Bought another 1000 yestersday - my biggest holding now

[montyhedge] 23/12/2016 11:24

NY BoyPharma's will underperform Trump will kill them on pricing next year.

[tradermichael] 23/12/2016 09:33

Another woman:

GlaxoSmithKline has promoted Deborah Waterhouse to replace ViiV Healthcare's CEO Dominique Limet when he steps down from the HIV-focused firm at the end of March.

Limet has served as ViiV's CEO since its 2009 formation as a partnership between GSK and Pfizer, with Shionogi subsequently joining the venture in 2012.

He said: “Establishing and then leading ViiV Healthcare for the past seven years has been an incredible honour and extremely fulfilling personally. I have had the pleasure to work with an exceptional team and am proud of how the business has grown to its current position as a leader in HIV therapy.

“We have delivered scientific innovation, while listening and better understanding the needs of people living with HIV, allowing us to both do good and do well as a business.”

Waterhouse, who is currently senior VP of primary care within GSK's US pharmaceuticals business will take up a CEO designate role at ViiV in January, when she will be replaced by the company's VP of US primary care sales Cheryl MacDiarmid.

[ny boy] 23/12/2016 09:32

Should perform well as a defensive play, if the markets correct next year.

[ianood] 20/12/2016 14:55

And also helps to take additional market share.

[alphorn] 20/12/2016 13:02

Combos of course cannibalise existing product sales. They do, however, sometimes extend IP protection.