Gsk Share Discussion Threads

[unastubbs] 22/11/2017 08:47

dr - with me i always admire people who do their own thing regardless of the herd and i thought monty might be such a one as that. but i've reviewed my decision! no i did not take his words too seriously but who knows how others view these boards. i just come here for r&r and to enjoy the occasional spat between the inmates!

this share has of late, though wherefore i know not, lost all its worth...

[dr biotech] 22/11/2017 08:31

If you had any admiration for montys posts Una then you probably shouldnt be reading these boards. There are some posters that I respect (monty is not one of them) - they have some insights or make some proper points/discussion. Those that just post frequently and empty (ie 1400p next week) should just be ignored or filtered.

Unfortunately Montyfool posts on a few threads that I am also on - but it does have comedy moments - such as saying if companies sales are down 2% Q on Q they will be down 8% Y on Y etc.

Not sure how much further this will go. We are down 23% from the peak - bear market is normally defined as 20%. The jury is out on the CEO but as far as I can see she hasn't done anything fundamental to destroy the companies value (note there is a difference between value and the SP). It does hurt though, its my biggest loser that I currently hold.

[mj19] 22/11/2017 08:00

I am not sure GSK is looking at buying Novartis or Pfizer consumer units completely. I am sure it would like to cherry pick and I am not sure it can. Short term the focus is to boost R&D's pipeline...Right?If GSK saw a great deal a small divi cut would make sense anyway. I don't mind that, as I am in this for the long term.

[unastubbs] 22/11/2017 05:16

Monty - you were saying this two weeks ago abt GSK and the beaten down share price: "Every now and then the stock market gods give you a gift." Who knows, but if one person took you seriously and were persuaded to buy then you've done them a huge disservice. I did admire your posts once upon a time but on mature reflection I've changed my mind. You're like a compass at the north pole. Filtered.

[romeike] 22/11/2017 00:57

Juluca approved by FDA, very positive feedback and looks like doctors very keen for the two drug regimen. If this doesn't make GSK go up nothing will.

[montyhedge] 21/11/2017 23:42

MJIs that a dividend cut then?

[mattboxy] 21/11/2017 22:06

Thanks for that I'll have a read and see if it all makes sense!

[mj19] 21/11/2017 20:45

The rest is in here https://www.gsk.com/media/3347/gsk-and-novartis-transaction-presentation-slides.pdf

[mj19] 21/11/2017 20:42

GlaxoSmithKline PLC and Novartis AG formed a consumer health joint venture. Ownership will be split 63.5% GSK/36.5% Novartis, with the JV operating under GSK's GlaxoSmithKline Consumer Healthcare division. Next March, GlaxoSmithKline will have the option to buy out Novartis' stake in the pair's industry-leading consumer health JV. And it may already be getting prepared.The British drugmaker is getting its ducks in a row for an £8 billion ($10.3 billion) offer.

[mattboxy] 21/11/2017 20:00

Hi I'm new to this board so apologies if this is a basic question but here goesCan someone please explain the Novartis option to me. I know that gsk have a chance to buy our Novartis but can it be enforced by Novartis is the choice up to gsk. Which part of the business is this for how much and what level of profit does it generate. Ie if they do buy it will it ultimately be shrewd business given time. Many thanks for any helpM

[mj19] 21/11/2017 19:59

ViiV Healthcare says FDA has approved its two-drug HIV regimen, in first such instanceBy Emma CourtPublished: Nov 21, 2017 2:25 p.m. ETSHARE ViiV Healthcare, which is majority-owned by GlaxoSmithKline GSK, -0.80% and has Pfizer Inc. PFE, +0.66% and Shionogi as shareholders, said on Tuesday that the Food and Drug Administration has approved its two-drug HIV regimen. The therapy, Juluca, is the first such HIV drug composed of just two drugs -- dolutegravir and rilpivirine, both of which have been previously approved -- while other HIV regimens are typically composed of at least three drugs. This advancement could make the regimen more tolerable for the patient, according to Dr. Debra Birnkrant, director of the Division of Antiviral Products in the FDA's Center for Drug Evaluation and Research. Juluca is approved for individuals with HIV-1 who have been stable on a regimen for at least half a year, have no history of treatment failure and no known resistance to Juluca's individual components, ViiV said. GlaxoSmithKline shares declined 0.8% in Tuesday trade; shares have dropped nearly 10% over the last three months, compared with a 7% rise in the S&P 500 SPX, +0.67% and a nearly 8% rise in the Dow Jones Industrial Average DJX, +0.71%

[tim 3] 21/11/2017 19:54

Indeed EI and many others particularly in the US that are at sky high valuations have a very long way to fall before they are supported by fundamentals.

The s&p is at historically overvalued levels and at some point it will correct but no idea when.

When it does investors will start looking at what counts again like profits,dividends and valuations this should ultimately help stocks like gsk although no doubt they will still be affected by a market correction.

All part of the cycle.

[essentialinvestor] 21/11/2017 19:12

No one can call market events, or share prices with precision consistently,
does not happen in the real world.

There will ultimately be another bear market and recession, that's not relevatory.

Multiple UKX stocks, like GSK, are already deep in bear markets
with falls well in excess of 20% from their highs.

[atlantic57] 21/11/2017 18:40

Una I have been following various gurus for years it has been a complete waste of time and money.A Broken clock is correct twice in a 24 hour period.

People have been predicting that gold will
Rocket for the last 5 years they have been
Wrong.

We are told and have been told that markets will crash for months now.

When these people are wrong they never show up. It is best to follow your own instincts no one has Any idea,

[warranty] 21/11/2017 17:29

As far as I can see, not much has changed other than some less than convincing comments but since I'm holding these long term for the divi, the ups and downs of the share price don't overly concern me. I would be surprised if there were a cut so for me this looks to be getting better all the time to add more.

[montyhedge] 21/11/2017 17:19

CEO as made a complete balls up, bid equals divi cut in fund managers eyes.

[essentialinvestor] 21/11/2017 17:15

Also has to be said the GSK BOD are not exactly falling over themselves to buy
shares, even at these levels.

Silence is golden, or in this case perhaps not.

[essentialinvestor] 21/11/2017 17:08

That's Pfizer!, Who were reportedly rebuffed by GSK on a preliminary approach at £18 a share,
a large % of that was in PFE shares according to the FT, even so that's hell of a long
way from here.

[abdullla] 21/11/2017 16:25

Maybe the share price will perform better with some viagra!

[mj19] 21/11/2017 15:54

Oh well it's cheap now if anyone wants in?

[eastbourne1982] 21/11/2017 15:17

Interesting that Glaxo dropped 15% between October 16 and December 16 before recovering, same again ??

[montyhedge] 21/11/2017 15:09

To long, she opened her mouth about possible bid for Pzifer consumer division, shares have fallen since. Naive to say the least. Bring back Witty.

[1fox1] 21/11/2017 15:07

How long has the current CEO been in place?