Gsk Share Discussion Threads

[philanderer] 12/1/2018 16:26

GSK receives FDA approval for expanded indication for Fluarix Quadrivalent (influenza vaccine) for persons 6 months and older.

[montyhedge] 12/1/2018 15:40

Yes 1425p next week, my forecast.

[supermarky] 12/1/2018 14:51

Nice little rounded bottom

[montyhedge] 12/1/2018 14:36

Another good announcement.

[montyhedge] 12/1/2018 13:42

This is the one for me, I go with Motley.

[woodhawk] 12/1/2018 13:37

That guy's research amounts to the solitary fact that GSK is a pharma. Imbecile.

[ianood] 12/1/2018 13:19

Who is this guy Avinnash Gorakssakar?

"I think this is a stock which does not enjoy much liquidity but considering the fact that the pharma cycle is now slow turning around and hopefully I think the way things should pan out for CY2019 I think GlaxoSmithKline Pharmaceuticals should definitely do reasonably better."

How much liquidity does he want?

[philanderer] 12/1/2018 12:54

Hold GlaxoSmithKline Pharmaceuticals, says Avinnash Gorakssakar

According to Avinnash Gorakssakar, Market Expert, one may hold GlaxoSmithKline Pharmaceuticals

Video

Avinnash Gorakssakar, Market Expert told CNBC-TV18, "One can hold on to GlaxoSmithKline Pharmaceuticals because I would believe that this is one company which definitely could deliver good amount of returns over the next say one to two years. I think this is a stock which does not enjoy much liquidity but considering the fact that the pharma cycle is now slow turning around and hopefully I think the way things should pan out for CY2019 I think GlaxoSmithKline Pharmaceuticals should definitely do reasonably better."

"I think keeping 18-24 month kind of horizon one could definitely expect a decent risk reward. Maybe in the short term the stock may not go anywhere, but longer term definitely good risk reward could be made by the investor," he added.

[montyhedge] 12/1/2018 11:50

Emma knows what she is doing, very impressed with her at Pharma Conference San Francisco last week. But like the Motley Fool says, p.e 12 yield 6%.
The thing is shareprice come down from 1725p to 1350p on CEO mentioning may bid for Pfizer consumer div. She won't pay up if she did bid.

[philanderer] 12/1/2018 11:49

Looking better this morning :-)

[polaris] 12/1/2018 11:43

That has to be one of the most absurd stories i have seen for some time - GSK to take out VEC. It would have absolutely no value to GSK, as VEC makes its money by tie-ups of technology. It also has the old SKP assets of Flutiform delivery and supply chain revenues plus the links to Pacira in the US and a few other royalty bearing assets. GSK currently makes royalty payments of 9M GBP to VEC p.a. (for the ellipta series delivery tech) and is also in a litigation battle over some other royalty rights that were licensed from the original VEC. At best, this is worth 20M GBP in cost savings p.a. GSK would not be able to leverage the VEC technology to competitors. I do think VEC will be in play but much more likely to a generics company looking to leverage delivery technologies across a wide platform.

[montyhedge] 12/1/2018 08:24

Great article. https://www.fool.co.uk/investing/2018/01/06/why-glaxosmithkline-plc-shares-could-be-the-buy-of-the-decade/

[philanderer] 11/1/2018 23:53

Market report: Takeover chatter swirls around inhaler maker Vectura

The City rumour mill moved back into full swing today following the Christmas lull, speculating that asthma inhaler maker Vectura could be in the crosshairs of pharma giant GlaxoSmithKline, looking to capitalise on its recent share price slump.

City chatter mooted that GSK is preparing to deliver a knockout bid in excess of 175p per share, which would value the company at close to £1.2bn.

Vectura has become vulnerable to a swoop after its share price tumbled 14pc last year and traders have speculated that GSK could be the first to launch an opportunistic bid.

One analyst noted that Vectura’s smart inhaler technology could prove alluring for GSK but added that a move would be a step change as new boss Emma Walmsley attempts to put her stamp on the company.

Vectura’s strategy shift towards partnerships elicited a tepid response from shareholders last week and the company was highlighted by City analysts as one of a handful of mid-cap pharma stocks that are sitting ducks for takeover action. Its shares have been put under pressure by its dispute with US regulators over receiving approval to launch a generic copy of GSK’s Advair drug, as generic drugs snap up more market share.

A final decision is expected from the US Food and Drug Administration during the first quarter of this year. Vectura’s shares were still under the cosh from the looming verdict on Thursday, finishing up 0.5p at 113.9p.

[montyhedge] 11/1/2018 22:49

GSK good rise in US tonight, take off tomorrow.

[fangorn2] 11/1/2018 17:23

Mylan believes its generic version of Glaxo's (GSK +0.5%) Advair may reach the U.S. market sooner than the FDA's June action date.

[montyhedge] 11/1/2018 11:56

Like I said couple of weeks ago, I'm expecting a 16% return on GSK.6% from divi and 10% shareprice rise.

[montyhedge] 11/1/2018 11:51

Agree next one 23p (final)

[philanderer] 11/1/2018 11:30

Nice dividend paid into the account this morning :-)

[montyhedge] 11/1/2018 11:25

Dividend every 13 weeks, next one is 23p forecast.

[abdullla] 11/1/2018 10:38

Buy upto 22nd Feb,18 for the next divi !