Gsk Share Discussion Threads

[woodhawk] 08/12/2017 09:28

ianood,

Perhaps I having more of a trading mentality?

[gbh2] 08/12/2017 09:27

I did that yesterday woodhawk, because I cannot see how VOD can keep on funding their current dividend.

[ianood] 08/12/2017 09:05

Or hold both in a balanced portfolio

[woodhawk] 08/12/2017 08:59

If I was currently in VOD, I'd be selling them and getting into GSK.

[abdullla] 08/12/2017 08:33

I think the doubts over GSK divi is pushing its investors into Vodafone where the divi is higher and more secure!

[abdullla] 08/12/2017 08:16

The question is will you sell Vodafone to buy GSK?

[abdullla] 08/12/2017 08:08

Now GSK going down! Vodafone up 4p,again!

[gbh2] 08/12/2017 07:31

The five year cycle is beginning again :)

[woodhawk] 08/12/2017 00:04

Interesting....

06-12-2016 low 1447p
10-01-2017 high 1606p
(11% rise)

Will history repeat itself?
1415p by 10-01-2018?

[stewart64] 07/12/2017 08:11

Bought in today at 12.79....Toss up between here and Shire. Tbh despite Shires lowly price to book, the balance sheet is bigged up by what it has paid to expand in intangibles and looks even more precarious than GSK.

[greyscale] 06/12/2017 20:05

Bound to bounce back surely - at least the CEO has learnt her lesson!

[spoole5] 06/12/2017 18:42

Something will happen here soon similar to what happened at WTB today. Ripe for activist involvement.

[montyhedge] 06/12/2017 18:13

CEO naive where we get her from, talking about Pfizer consumer div bid.

[ttg100] 06/12/2017 15:14

mmmm helpful hosede but still can't quite decide
many thanks but think will wait a couple of days

[hosede] 06/12/2017 15:00

From today's Times (Questor)
Glaxosmithkline: yield 6 per cent
Back in late October Glaxo took a tumble when Emma Walmsley, its new chief executive, promised to give Pfizer’s consumer health products portfolio a look over. The market duly wondered where a spare $15 billion might come from and sold the shares just in case the divi was at risk. The risk seems overstated. After all, the huge asset swap with Novartis that forged Glaxo’s consumer health division was completed only a couple of years ago and not all investors are keen. The dividend, otherwise, is comfortably covered by next year’s forecast earnings.

The market is also downbeat on Advair, Glaxo’s blockbuster lung disease treatment, which is coming to the end of its patent protection. But this impact ought to have been long reflected in the guidance.

Yet since their Pfizer-inspired blip, the shares have not recovered any of the ground lost against either the FTSE 100 or Astrazeneca and ended yesterday at £12.79, off 18 per cent this year. Pfizer’s consumer healthcare business, which includes Advil and Chapstick, has other suitors and a resolution of that situation will boost Glaxo stock and instantly cut the dividend yield. Lock it down while you can.

[ttg100] 06/12/2017 13:51

getting tempted

[philanderer] 06/12/2017 12:34

Glaxo invests £40m in UK's life sciences sector

[spcecks] 06/12/2017 11:19

amt Agree I don't see them cutting the dividend either.

[tradermichael] 06/12/2017 10:26

There's nothng new in that "news", and its certainly not contributed to their share price ......

[top tips] 06/12/2017 09:18

IMMUPHARMA (IMM)

Small cap stock ImmuPharma finish Phase 3 for their potential blockbuster lupus drug Lupuzor in Q1 2018.

Based on the Phase 2b data and ongoing good safety in Phase 3, Lupuzor should easily beat the only competition GSK's lupus drug Benlysta, which has poor efficacy and adverse side effects.

Lupuzor is expected to achieve multi-billion dollar sales in lupus and could treat several other high value indications, adding to the value.

IMM currently 130p, estimated value £80+


Tim McCarthy (IMM Chairman) Presentation, 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.



Resetting the Autoreactive Immune System with a Therapeutic Peptide in Lupus
Prof. Sylvian Muller
Lupus (2015) 24, pg 412–418

"The phase IIb trial showed that after three months of therapy (three subcutaneous injections of 200 ug peptide/patient in addition to standard of care), Lupuzor improved Systemic Lupus Erythematosus Disease Activity Index score of lupus patients under active treatment by 67.6% versus 41.5% in the placebo group (p<0.025). After three additional months of follow-up, the improvement rate was 84.2% versus 45.8% (p<0.025). The side effect profile was unproblematic and the drug was well tolerated as evidenced by a very low drop-out rate."

www.lupuzor.com/Documents/Schall%20Muller%20Lupus%202015.pdf

[billionaire1] 06/12/2017 09:12

this is turning into a real dog of a share

[fangorn2] 06/12/2017 08:59

When it rains, it pours ......

The Australian Competition and Consumer Commission (ACCC)
on Wednesday said it is taking local units of GlaxoSmithKline and Swiss healthcare company Novartis to court over false or misleading representations in the marketing of pain relief products.

[amt] 06/12/2017 08:45

I wonder when a bid will be made for the company. Not long from now at this rate.

[llef] 06/12/2017 08:33

maybe it makes more sense to look at GLaxo in terms of dollars (to get rid of Brexit & pound noise).

so looking at the ADRs, I see that the share price made a double bottom at 3720 in sep 2015, and dec 2016, it broke that support in Oct 2017, and is now trading at around 3500. (its not making new lows in dollars right now, just bounicng along the bottom)

next support I can see is the 2010 low at 3200

[tradermichael] 06/12/2017 08:16

More good news released today:

ZOE-HSCT was a Phase III clinical study to evaluate the efficacy, safety and immunogenicity of a two-dose course of Shingrix for prevention of shingles (herpes zoster) when given to adults 18 years and above with the first dose administered 50-70 days after they had undergone autologous haematopoietic stem cell transplant (auHSCT). Study participants were randomized 1:1 to receive either Shingrix or placebo.

The study started in July 2012 and enrolled 1846 subjects in 28 countries worldwide spanning the North and South America, Europe, Africa, Asia and Oceania.

The safety profile of the vaccine was found to be clinically acceptable in this study. Overall, the proportion of severe adverse events (SAEs), fatal SAEs, potential immune-mediated diseases (pIMDs) and relapses (of the underlying disease) was similar between groups. Observations regarding reactogenicity were in line with the observations in previous studies.

This is the first time that Shingrix efficacy has been evaluated in immune-compromised patients such as those who have received auHSCT and who are at higher risk of developing shingles and its complications. These data complement the available efficacy results from ZOE-50 and ZOE-70 generated in adults aged 50 years and older.

Previously the only available shingles vaccine was live attenuated and therefore contra-indicated for those with weakened immunity. Developing an effective vaccine for these patients was an area of unmet medical need.