Gsk Share Discussion Threads

[essentialinvestor] 24/1/2017 19:26

The entire sector looks weak stateside atm, the Trump post inaugural bump.

Growing power of the major US insurers looks the main US headwind imv,
GSK have flagged this up numerous times already.

Everyone is focussed on Trump and what may and may not be, but price pressure
from insurers is happening now. GSK's model looks well placed to cope,
however would expect Emma to announce a further round of restructuring this year.

[mj19] 24/1/2017 19:21

Seems cheap but not up in the US

[essentialinvestor] 24/1/2017 16:11

Added a few.

[essentialinvestor] 24/1/2017 15:57

Sector very weak stateside in early trading.

[ny boy] 24/1/2017 10:33

EssI Anyone should only ever buy what they can comfortably afford for one stock. I only bought a few grands worth, it's enough for me. GL with your holding

[philanderer] 24/1/2017 10:33

GlaxoSmithKline : *GOLDMAN RAISES GLAXOSMITHKLINE PRICE TARGET TO 1850 PENCE - 'BUY'


01/24/2017 | 07:10am CET

[essentialinvestor] 24/1/2017 09:02

NY, my BT.A buy is only a few hundred shares, could not bring myself to buy
anymore.

[ny boy] 24/1/2017 08:58

Defensive qualities, too cheap imho

Tks Essential

Bought a few BT.A on the 20% dip this morning, just to tuck away for the pension fund

[tradermichael] 24/1/2017 08:44

A month to go 'til next ex. dividend (23 Feb). Amazing how quickly it comes around ..... ;0)

[essentialinvestor] 24/1/2017 08:15

The webcast from the recent JPM Pharma conference is on the investors site,
for anyone interested.

[philanderer] 23/1/2017 20:50

Bouncy bouncy stateside ;-)

[alphorn] 23/1/2017 16:33

Agree, any new super-antibiotic would have be used sparingly and therefore would have to be sold at a high price. Not easy, let alone find one.

[essentialinvestor] 23/1/2017 16:32

Trump has also made some worrying comments on US vaccination programmes.

He has appointed a well known vaccine sceptic to review this, a member of the Kennedy
family from memory.

[dr biotech] 23/1/2017 16:30

Part of the problem with developing new antibiotics is their commercial appeal. If we have an anitbiotic of last resort, you don't want to use it a lot to allow the bacteria to gain resistance..

Much needed though. Not sure where the market is heading. Trumps easy answers of lowering tax, spending more on infrastructure and imposing trade tarriffs doesn't sound like it is thought through. I am already concerned that this will be a presidency that runs on rhetoric not facts.

[essentialinvestor] 23/1/2017 16:24

Yes that is the case, however many antibiotic compounds are not on M/R.

It tends to be more common on antibiotics used to treat chronic conditions,
acne etc. Minocycline M/R as one example.

[alphorn] 23/1/2017 16:08

There are other ways to extend IP protection - eg, delivery methods, combos, delayed release methods to name three.

[essentialinvestor] 23/1/2017 16:04

Another small amount.


M, you cynic ).

[minerve] 23/1/2017 15:54

"I hoped there would be an agreement to extend patent duration in developed(not developing) markets to help spark extra commercial interest in research."

We wish. I don't think those in power have any intellect to see that far Essential.

[essentialinvestor] 23/1/2017 15:47

Yes valid observation.

I hoped there would be an agreement to extend patent duration in developed(not developing) markets to help spark extra commercial interest in research.

[philanderer] 23/1/2017 15:41

FTSE100 now back where it ended 2016

[alphorn] 23/1/2017 14:36

Richard Sykes talked about the antibiotic problem around 20 years ago. He saw it coming and that is probably why GSK continued with its research.

[essentialinvestor] 23/1/2017 14:30

Gary thanks. taking things a little easy for a few weeks to get my BP
down, will have a look though.


Read a case on antibiotic resistance over the weekend where 28 different antibiotics were tried and everyone failed, the patient died.

GSK one of the few major pharmas still engaged in antibiotic discovery/research,
for all our sakes we badly need breakthroughs in this area.

[garycook] 23/1/2017 14:25

EI,Have a look at CARD,near a 52 week low of 232,and yielding nearly 10% with the Special Dividend.

[essentialinvestor] 23/1/2017 14:18

Nicely done on PHTM, was very tempted at 1.43 but passed.

Under 1524 my next level, also depends on what else is available/interesting.

[ny boy] 23/1/2017 14:13

Added a few more @ 1530p for the pension fund