Gsk Share Discussion Threads

[ny boy] 12/1/2017 00:17

Trump is a fool, what press conference, a complete shambles, one has to be worried but if these get cheaper I will add more, a takeover from overseas will be even more likely, whilst £ is in a rocky place.

[alphorn] 11/1/2017 20:55

DT is rattling the cages of various industries, auto, pharma etc. He could, of course turn his attention to all the Delaware company shelters - but then he may have some there too!

[minerve] 11/1/2017 20:51

It is difficult to ascertain what affect Trump will have on pharmaceutical companies but I am convinced it is going to be nothing matching his rhetoric. Even with a republican majority there will be strong support for pharmaceutical companies within the party and legislation moving forward will need agreement with the democrats because significantly more(%) than a majority vote is needed to pass some legislation through. Obamacare introduces millions into the healthcare services umbrella and democrats will want to see this remains the case.

Additionally, use of hospital beds is extremely expensive and if they want to reduce - probably one of the greatest single costs to hospitals - then choosing the best drug for efficacy most likely saves the most; this leads to not much choice of suppliers where bidding then becomes pointless or impossible. If you want the drug - the sad fact is - you are going to have to pay for it. If you want more choice you need to encourage investment which, in turn, is only attracted if pharma can make money.

The buffoon hasn't really thought this one out just like arresting Hillary or building the Mexican fence.

[alphorn] 11/1/2017 20:49

Moving manufacture is a bit of a nonsense; much of the high value (margin) actives will be produced in low tax areas. Pharma manufacture takes a long time to set up with all the approvals - not like producing a pair of socks.
DT will have to hit pricing or taxes to achieve anything in the short term.

[essentialinvestor] 11/1/2017 20:49

By no means a sector meltdown atm, PFE and NVS down under 2%.
Would expect some continued volatility.

[philanderer] 11/1/2017 20:27

Back up to 1602p stateside now.

[philo124] 11/1/2017 18:59

Pretty rich bozo.

[woodhawk] 11/1/2017 18:46

Despite the rash of doom-mongering here, doesn't look like Trump's rhetoric is having much effect thus far. Can't see the moron lasting too long anyway - probably be lynched by his own supporters when they realise they've elected bozo the clown.

[philo124] 11/1/2017 18:40

And increase costs by moving manufacture of drugs back to US from abroad- missed that out.

[philanderer] 11/1/2017 18:08

US biotech sector to be 'very volatile' in coming days after Trump's comments
Naeem Aslam, of Think Markets, has weighed in on Trump's comments on the pharma sector:

"We expect the US biotech and pharmaceutical sector to be very volatile in the coming days and any mergers and acquisition will not be that easy. Pharmaceutical firms can no longer will be able to go abroad and avoid taxes and this is going to change.

"Trump is going to create more competition among drug makers which is great for consumers as the price will become more competitive but not so much good if you are the shareholder of the firm."

Pharma stocks end the day lower after Trump's comments
Pharma stocks slipped before the closing bell after Donald Trump attacked the industry during his press conference.

Trump said he’d force the industry to bid for government business in order to save the government billions of dollars.

“They are getting away with murder. Pharma has a lot of lobbyists and a lot of power and there is very little bidding,” Trump said at a press conference in New York. “We’re the largest buyer of drugs in the world and yet we don’t bid properly and we’re going to save billions of dollars.”

[hectorp] 11/1/2017 17:28

He does, and also get after Pharma, to cheapen drugs! a very popular idea among his poorer supporters no doubt. Pharma will open lower tomorrow.

[zho] 11/1/2017 16:25

Donald Trump pledges to save "billions" on USA's drugs bill

[ny boy] 11/1/2017 15:51

For sure Overseas players will be looking at GSK to launch a bid with a fantastic opportunity with sterling so weak. Fireworks coming up I feel, expect a bid well over 2500

[essentialinvestor] 10/1/2017 11:44

The last year I will ever skip the flu jab, chest infection in December,
if I had flu on top with my asthma would have been in big trouble,
my local A&E is also very poor. First in the queue come September, supplied by GSK of course!.

[ny boy] 09/1/2017 16:32

Support is now 1590p, resistance comes in at 1715p

[tradermichael] 09/1/2017 15:52

I'll settle for a 1600p end today for a start ..... ;0)

Add: I'm not sure I'll be spending my divi in the 1600 to 1700p range, though

[ny boy] 09/1/2017 15:42

Move to 1700p is possible but not all today 😀

[nimbo1] 09/1/2017 13:03

Im not sure I see the point in them anyway. Writing lengthy analysis which takes too much time to read and is wrong c. 50% of the time.

[toffeeman] 09/1/2017 11:44

I say yet again - what would be the point of more than one broker if they all agreed?!

[garycook] 09/1/2017 11:30

Sums up analysis.How can 2 of them be that far apart ?

[tradermichael] 08/1/2017 13:38

Dividend pays out again on Thursday. I will be looking to buy back in with it..... ;0)

[ny boy] 07/1/2017 09:02

Buyers coming in as a defensive play, once the General market enters a correction

[philo124] 05/1/2017 07:26

Thanks for posting multiple research phil.

[philanderer] 04/1/2017 14:11

JP Morgan for 2017 drug stocks (SHP top pick)

GSK is our second choice, we see the dividend secure, and consensus forecasts well underpinned even with timely generic Advair approval; however, there are limited catalysts, and the valuation look fair rather than compelling

FT Alphaville