Gsk Share Discussion Threads

[alphorn] 04/12/2017 15:14

There are strict rules concerning the bio-equivalence, quality and sale of generics.

[romeike] 04/12/2017 14:28

Only if patients don't mind being treated with twenty year old medicines probably made in sweat shop conditions using poor quality equipment in a country with a notoriously lax approach to proper governance and controls on quality and safety.

[montyhedge] 04/12/2017 14:24

Guys just wondering does this hit GSK ?

[alphorn] 04/12/2017 12:39

The approval process and the supply chain issues will need to be resolved but that article IMO is a bit of scare mongering.

On the other side that government announcement about MSD and Qiagen is not at all what it appears as I posted on (Lloyds?).

Plenty of hot air in all directions.

[chiragmahe] 04/12/2017 12:35

The pound has pushed through $1.35,

[fangorn2] 04/12/2017 12:33

."Brexit impact on UK pharma industry to be investigated"



apparently it's going to cost JnJ £1m - yes £1m extra every year!

[philanderer] 04/12/2017 09:24

GlaxoSmithKline among firms expected to announce billions of pounds of investment in UK

[philanderer] 04/12/2017 00:18

"Brexit impact on UK pharma industry to be investigated"

[atlantic57] 03/12/2017 08:32

Surely the fall in price is over done.A Dividend cut appears to be a given,however even if it fell to 4 % it would be a decent return. The fall in price has been like a penny share not a global leader.

I would have thought that post Brexit whether is hard exit or soft Brexit the uk authorities will want a low exchange rate .At this price on a three year view gsk looks good.

[essentialinvestor] 01/12/2017 15:50

Tim, I don't think we have seen the low here, just my best guess.

[tim 3] 01/12/2017 15:47

Could be me posting a bearish chart lol!

[essentialinvestor] 01/12/2017 14:30

UBS Buy note helped, it was due some sort of mini bounce.

[atlantic57] 01/12/2017 13:45

Can anyone comment on the sudden spike up for 48 hours, was this shorters closing their
positions.

[tradermichael] 01/12/2017 13:28

1st dec TraderMichael overweight tp 1950p hold

[philanderer] 01/12/2017 12:48

1st dec Morgan Stanley underweight tp 1400p cut from 1450p

[rogerrail] 01/12/2017 12:38

From Shares magazine 30/11/2017:

......
MARKET IS ‘UNDERVALUING’ HIV BUSINESS
Juluca is the first treatment for HIV-1 that contains just two drugs, dolutegravir and rilpivirine, instead of three to help reduce toxicity in patients.
HSBC analyst Steve McGarry values the ViiV division at $16bn today and forecasts sales of approximately $8.1bn in 2023. He believes the market is undervaluing the business. Based on the analyst’s 2020 forecasts, the ViiV business could be
worth closer to $30bn. Glaxo’s total market cap in dollars is currently around $86bn.
McGarry says operating margins will ‘comfortably
exceed 50%’ once several large clinical studies are completed.
This is despite potential competition from US-listed Gilead’s HIV drug bictegravir,
commercialisation of which could be delayed if GlaxoSmithKline takes legal action. McGarry believes this is a possibility due to the ‘striking
similarity of both drugs and how they act’.

[woodhawk] 01/12/2017 10:00

I've been in and out of GSK for about 3 years and it's my second most profitable investment, after GVC.

[romeike] 01/12/2017 09:42

I think the hysteria over the dividend has been addressed by multiple posters. I personally would be happy to see a smaller dividend if they divert the money to fund growth, but I actually think it will be maintained at the current level for the next few years.

[reimomo] 01/12/2017 09:35

That's relevant if someone has been holding for the last 20 years,
at a guess it does not apply to many who post here.

Correct - it could be far worse!

Over 20 yrs price has been above £13 a lot longer than below it.

[woodhawk] 01/12/2017 09:32

If you look at the chart it's been very profitable to buy at this time of the year for the past couple of years. About 33% of my current stake is profit from doing exactly that. This dip may be the best buying opportunity of all, imo.

[stewart64] 01/12/2017 09:05

Damn right Corbyn is a threat
Who needs the private sector anyway when you can earn a good living in the public sector and sell houses to each other. The Oxbridge set don't really care what happens to the Wealth extractors so long as final salary pensions and Islington houses are protected.

[essentialinvestor] 01/12/2017 08:44

That's relevant if someone has been holding for the last 20 years,
at a guess it does not apply to many who post here.

[reimomo] 01/12/2017 08:39

It almost doesn't matter. Hilarious. What happens when div is chopped, as it will be end of next year? Still be as nonchalant about zero 20 yr share price growth then?

[essentialinvestor] 30/11/2017 23:41

Was just about to list that on the Lloyd's board ).