Gsk Share Discussion Threads

[bracke] 22/11/2017 15:44

From a charting perspective there is nothing to suggest that the fall is complete and a rise is about to begin. Maybe one of the dashed line below will give support.

GSK DAILY

[mj19] 22/11/2017 15:36

And that was the end of that...

[philanderer] 22/11/2017 13:50

Guardian newspaper

"Is the NHS being taken for a ride on drug prices? We need to know"

The competition watchdog is investigating, but we need a wider inquiry into pharmaceutical firms’ practices

[mj19] 22/11/2017 13:41

I said don't look...

[woodhawk] 22/11/2017 11:48

About time - this share is ridiculously oversold. A few weeks and holders will be kicking themselves they didn't top up down here.

[mj19] 22/11/2017 11:45

Don't look now but we might have rise on our hands... can we hold

[mj19] 22/11/2017 11:27

True they must be fair value now I bought 3000 this morning and I have held 2500 shares for years...So now I have 5500 shares hope we push up from here...I guess if the shares drop £1 from here I would be down £5500 for example and if the dividend remains for a year I would get £4400 back

[1fox1] 22/11/2017 11:23

Bought into these yesterday. Hope I'm not making the same mistake as CNA when I recently bought into them. These "value" shares seem to be taking a bit of a caning

[top tips] 22/11/2017 11:07

IMMUPHARMA (IMM)

Potential blockbuster Lupuzor Phase III results due Q1 2018.

Only other similar drug Benlysta was bought out from HGSi by GSK in 2012 for $3.6 billion for 50% stake valuing Benlysta around $7 billion (and IMM's Lupuzor appears to be safer and more efficaceous than Benlysta).

$7 billion buyout of IMM gives £39.70 share price against current 97p, or 40+ bagger !!!

Actual return could be even higher (£100+) because Lupuzor likely to be used in multiple block buster indications. IMM suggest - autoimmune diseases (e.g. rheumatoid arthritis, Sjogren's Syndrome, Crohn's Disease + Ulcerative Colitis, and Chronic Inflammatory Demyelinating Polyneuropathy [CIDP]), plus non-autoimmune diseases. It could therefore be several blockbusters in one. (An analyst note states they, "understand that a majority of Phase IIb patients showed resolution of the arthritis measure (four point score...)".

Potential blockbuster Lupuzor has 'Fast Track' (guaranteed approval within 6 months) and 'SPA' status from US FDA, so could market launched in 2018.

Tim McCarthy (IMM's Chairman) 14/3/2017:

"There's going to be a fantastic return on investment for anybody who invests in ImmuPharma...This (Lupuzor) is going to be a multi-billion dollar drug, its as simple as that...This will absolutely be a multi-billion dollar drug."

4 min 40 sec.

[tradermichael] 22/11/2017 10:38

Any chartists here?

[mj19] 22/11/2017 10:36

Support at 1294Resistance at 1311

[mj19] 22/11/2017 10:20

I bought 300 shares more ... good luck to all

[spcecks] 22/11/2017 10:14

MJ19 Have added to my holding this morning for the long term.

[alphorn] 22/11/2017 10:02

"Thousands of medicines are part manufactured in UK, part in EU".

Need to understand the manufacturing process before any conclusion. The active (high margin/IP protection etc.) is often produced off-shore; the bulking up (tablet making etc.) is at various sites as is the packaging.


Not sure what her reference to testing facilities means? Animal testing?
We must presume that post Brexit all testing and UK based clinical trials will be accepted by the EU so not sure what she is on about?

[peterbill] 22/11/2017 10:00

There won’t be a Hard Brexit ... it’s all about getting the best deal, so used as a threat ... share prices react

[romeike] 22/11/2017 09:53

@MJ19 Your post is misinformed. Emma W is on record as saying that they have contingencies for Brexit (there is no such thing as "hard" Brexit we either leave or we don't leave) and that the associated costs are NOT MATERIAL.

[woodhawk] 22/11/2017 09:39

I'm stashing these away in my ISA, average cost an easy one-day rise from here. Nice 6+% divi too.. probably.

[peterbill] 22/11/2017 09:33

Yes, I’ve been tempted at these prices ... bought this morning for my HYP

[tradermichael] 22/11/2017 09:33

Where does that figure come from?

[mj19] 22/11/2017 09:30

Adding to the drama is the brexit costs I guess.For sure a Hard Brexit is going to cost GSK a lot more than one where at least UK remains in Free Trade Zone / customs Union. Thousands of medicines are part manufactured in UK, part in EU. Also important that mutual recognition of medicine approvals continues." Emma Walmsley, chief executive of GlaxoSmithKline, warned last month that Britain's departure from the EU was now involving "real costs", as she said the company was now constructing new testing facilities across Europe." [Contingency preps. for Hard Brexit]Looks to be the thin end of a duplication wedge; possibly >£100-mn cost tag.

[mj19] 22/11/2017 09:10

Might be worth a top up anyone? Drop is slowing?

[philanderer] 22/11/2017 09:05

Nope ;-)


22nd nov HSBC buy tp 1925p

reiterates

[mj19] 22/11/2017 09:04

Anyone buying at this price?

[montyhedge] 22/11/2017 09:01

UnaShares go up and down for a reason, CEO she has spooked investors talking about possible bid. Investors have put 2 and 2 together thinking bid means dividend cut. Traders like volatility, investors like stable. I personally think dividend is safe. But what do I know, only No.1 trader, only joking.