Gsk Share Discussion Threads

[cyberian] 03/11/2017 11:43

Agree Luke Miels was a big gain, and needed to sharpen-up on improved commercial and faster application in the pharma sector. Quite a productive and positive development for GSK, and the changes should be seen as constructive and welcome by the Institutions...certainly not a negative.

[essentialinvestor] 03/11/2017 11:34

Cyberian, I would much prefer Mr Miles in the top R&D job.
He played a major role in the rejuvenation of AZN and their oncology pipeline,
so little wonder Emma poached him.

The AZN CEO was reportedly furious at Lukes departure.

[gbh2] 03/11/2017 11:29

Just as easy for the government to pay Two People for doing the same Job as One, it's only taxpayer cash after all!

[cyberian] 03/11/2017 11:27

EI...agree pretty clear that he is going to take up a senior role with the UK Government, and EM appears to have recruited his replacement by her recent poaching of AZ. pharma expert. Maybe I am wrong but probably a reasonable move all round, and one that should not spook the market at all.

[essentialinvestor] 03/11/2017 10:50

FT reporting Vallance may be on his way out, GSK refusing to comment.

[che7win] 03/11/2017 09:12

3m buy looking at chart before 9am?

[essentialinvestor] 03/11/2017 08:46

FAB, if you are about, what price are you looking for here?. Many thanks.

[marine boy] 03/11/2017 08:03

NHS to fast track drugs

[essentialinvestor] 03/11/2017 07:08

Yesterday's much weaker GBP/USD and wider UKX strength were both supportive,
so would imagine without those GSK would have traded lower as per Thursday's early
price action.

[jadeticl3] 03/11/2017 07:00

You may be right Fab, but why?

[fabius1] 03/11/2017 00:58

Bit further to go for me.

[ny boy] 03/11/2017 00:25

These shares are a bloody nice gift, along with a lovely divi, more than happy to scoop up more. GLA

[cyberian] 03/11/2017 00:18

posts 15480/1 are both excellent, and hit the spot, especially over the comment as to where we were on the share price on 24/10. WS close was equiv. to 1377p, but the variance of 20p is almost always the case.

[romeike] 02/11/2017 23:16

@unastubbs

All big consumer healthcare companies will of course "consider" the Pfizer, and Merck for that matter, assets. Finance only comes into play if things get serious. Companies like GSK and RB will always look for synergies and potential opportunities. My point is that analysts on the recent call simply got her to state the obvious, went away and wrote up notes saying the dividend was under threat and the share price fell 10%.

I feel analysts are over concerning themselves with EW consumer background when her actions to date say she is very much focused on the pharma business.

What would I know anyway, only been doing this twenty years.

[jadeticl3] 02/11/2017 22:37

I think this current price is stupid! It is far too low without real justification.
Analysts are not forecasting they are merely like meteorologists who look out of the window and “forecast̶1; rain because they see it is raining.
Compare the market price on 24th October with now. What real data has been released since then? Does any of this justify such a fall? I think not. So, despite having far too many of these, I keep adding because I cannot believe there is justification for such a drop. Not to mention almost 6% dividend!

[hubshank] 02/11/2017 15:58

I thought about it but luckily thought better of it. Happy with GSK - I hope! :-)

[badtime] 02/11/2017 15:56

I agree with you there Monty ..although I did do a bit of a gamble ..bought yesterday 260 out straightaway this morning at 267 ..in hindsight it was a bit daft of me to have tried the trade

[montyhedge] 02/11/2017 15:31

BT I would touch with a 20 foot barge pole.

[hubshank] 02/11/2017 15:23

Looks like I made the right choice! BT not for me - GSK all the way!

[montyhedge] 02/11/2017 15:13

Oh ok, getting excited, lol

[badtime] 02/11/2017 15:01

Monty u r repeating yourself now re price .. see your post a few hours ago :)))

[montyhedge] 02/11/2017 14:46

Should recover some of that market cap so 1450p possible. Ex div 9th Nov 19p in the bag.

[montyhedge] 02/11/2017 13:24

Loso
Yes she was naive, but cost £8 billion in market cap value. In 3 days, lol.