Gsk Share Discussion Threads

[montyhedge] 02/11/2017 12:16

Market will come to their senses and GSK should settle down around 1450p.

[montyhedge] 02/11/2017 12:16

Figures were good, but loss £8 billion market cap, because CEO opened her big mouth about Pfizer possible bid for consumer division how naive.

[cyberian] 02/11/2017 12:12

Agree...hopefully another reason for buying back into what is one of the more solid and respected companies in the ftse 100.

[montyhedge] 02/11/2017 12:05

£ to fall against dollar, BOE big mistake. Market see this as a one and done. GSK should be back over 1400p.

[tradermichael] 02/11/2017 11:38

The stock is worth 1950p - the company could not be bought for less .....;0)

[montyhedge] 02/11/2017 11:21

Over reaction, to CEO comments, the figures were good, Dividend 80p for coming year she said.
Shingle vac is a blockbuster anything over $1 Billion is a blockbuster. Another good rns today, should be 1425p minimum.

[essentialinvestor] 02/11/2017 10:39

Traded some at 1373 on Tuesday, bought all back this AM, except 500 shares,
1336.89 lowest purchase price

Looks rather cheap to me, I suppose cheap does not necessarily equate to value.

The extent of the fall has surprised me.

[montyhedge] 02/11/2017 10:38

Sorry ex div 9th Nov next week, even better normally runs up to ex div anyway. Income seekers wanting that near 6% yield.

[cyberian] 02/11/2017 10:35

Personally believe that a few Institutions will climb back on board over the near term as fall well overdone and basic fundamentals look sound....a good yield and most need income revenue within portfolios. The key Institutions will be making their position and condition of support clear to management at GSK. The dividend is assured through 2018 unless unexpected happens, and Board will always want to find the right balance to advance growth and shareholder value. So hopefully the huge correction we have seen has now almost played out...I am really please about the latest drug release news as a close friend is in second phase of this terrible cancer. GSK remains a solid hold for most portfolios with the other uncertainties prevailing in the wider market. I hope that my view is shared by more substantial investors.

[montyhedge] 02/11/2017 10:29

Just bought ex div tomorrow won't drop 19p ex div tomorrow may drop 10p so in effect up.

[philanderer] 02/11/2017 10:16

2nd nov Berenberg buy tp 1760p cut from 1835p

[montyhedge] 02/11/2017 08:33

EssOf course punters jumping in on BT.I look at Ebitda down and net cash flow down. All depends what analysts say later.

[essentialinvestor] 02/11/2017 08:18

Monty, that BT open may be sold off imv, let's see.

TATE has not let me down, over the moon with that update.


GSK, friendless.

[tradermichael] 02/11/2017 08:16

GSK's investigational BCMA antibody-drug conjugate receives Breakthrough Therapy Designation from US FDA for relapsed and refractory multiple myeloma

GlaxoSmithKline plc (LSE/NYSE: GSK) today announced that it has received Breakthrough Therapy Designation from the U.S. Food and Drug Administration (FDA) for GSK2857916 monotherapy in patients with multiple myeloma who have failed at least three prior lines of therapy, including an anti-CD38 antibody and are refractory to a proteasome inhibitor and an immunomodulatory agent. In October, the European Medicines Agency (EMA) granted PRIME designation to GSK2857916 for the treatment of relapsed and refractory multiple myeloma patients whose prior therapy included a proteasome inhibitor, an immunomodulatory agent and an anti-CD38 antibody. GSK2857916 is an anti B-cell maturation agent (BCMA) monoclonal antibody-drug conjugate.

GSK2857916 has also received orphan drug designation from the EMA and FDA for multiple myeloma.

[montyhedge] 02/11/2017 08:05

Strange another good rns just out, shareprice down again.

[essentialinvestor] 02/11/2017 06:40

Struggle to see the upside in CNA Mark, and I don't mind going against consensus.

In fairness many might struggle to see any upside in GSK ATM!.

[supermarky] 01/11/2017 17:23

1300 will do for me. It looks like the market is still negative. Hopefully they won't do a centrica on it!

[essentialinvestor] 01/11/2017 15:22

No according to Emma she was... very clear on the dividend policy ).

It was raised in the July investor event when one analyst
asked for further details, saying he thought some people in the room were
still unsure, it was a little comical, if you like your humour on the dark side!.



Phil, TATE looking very strong, pleased with that.

[fangorn2] 01/11/2017 15:18

GlaxoSmithKline: A Comparative Analysis Of Potential Takeover Targets, Cash Flow And Dividend

Summary

During the press release, the new CEO Emma Walmsley was vague about dividends after 2018.

At the same time, GlaxoSmithKline seems to be interested in the consumer healthcare division of Pfizer.

It is very likely that GSK will cut its dividend in 2019.

A dividend cut will both be necessary if the company wants to do acquisitions and healthy for the business.

Which possible scenarios are there with regard to acquisition and dividend options for the future?

[tradermichael] 01/11/2017 12:52

GlaxoSmithKline PLC (GSK.LN) and Nasdaq-listed Innoviva Inc. (INVA) Wednesday announced they have received positive data from a study for their treatment for patients with chronic obstructive pulmonary disease.

[ianood] 01/11/2017 10:23

Thanks for that philanderer. Its astonishing the arrogance of analysts who reckon they know the business better than the CEO. Personally I could tolerate a cut in the dividend for an enhanced portfolio of consumer products that would feed to the bottom line in due course.

[philanderer] 01/11/2017 09:01

Glaxo bid for Pfizer arm a bad idea, says Jefferies

Speculation that GlaxoSmithKline (GSK) may bid for Pfizer’s consumer business has undermined confidence in the pharma giant’s dividend, says Jefferies.

Analyst Jeffrey Holford retained his ‘buy’ recommendation but lowered the target price from £17.00 to £15.40 on the stock, which fell 1.1% to £13.57 yesterday.

‘Management has undermined confidence in the dividend,’ he said. ‘Investors fear it could be sacrificed to acquire Pfizer’s consumer business. We think the dividend is too important to too many GSK shareholders for management to pursue this strategy.’

He added that recent consumer deals ‘have not been successful’.

‘Despite our reservations on GSK, the stock price has fallen too much in our view and we believe it can rebound to £15.40 on earnings support alone.’

[essentialinvestor] 01/11/2017 08:59

Never heard of those Phil.

[philanderer] 01/11/2017 08:58

1st nov Kepler reduce tp 1340p cut from 1520p

[escapetohome] 01/11/2017 08:19

An unacceptable share price performance by any yardstick.