Gsk Share Discussion Threads

[alphorn] 24/1/2018 12:56

Thx. Don't follow it.

edit: They can not have opened the study data otherwise there must be a risk of insider trading??? Very close timing.

"key data still on track to be announced before the end of Q1 2018". Thick Chinese walls.

[darias] 24/1/2018 12:55

>>Monty

Credit where its due Monty the MMs certainly played that one well.

[montyhedge] 24/1/2018 12:54

Alphorn
They had a placing at 144p. These small bio companies, always seem to be raising money.

[alphorn] 24/1/2018 12:50

gbh - 11% down. Someone read my questions. ;)


(Probably just profit taking)?

[montyhedge] 24/1/2018 12:44

WOW that some punt, did you see the 600,000 trade at 1358p.

[montyhedge] 24/1/2018 12:42

Fall seems overdone, Dow looking good for 2.30pm open, GSK should go better later today.

[montyhedge] 24/1/2018 11:33

I must admit boys, I think this is the most on investors minds, this possible Pfizer consumer bid, although CEO she said won't overpay if they did bid. Could this possibly be holding back the shareprice.

[abdullla] 24/1/2018 11:30

Over the last year the Dow gained more than 5000 points,is it likely to crash now?

[montyhedge] 24/1/2018 10:58

When the FTSE 100 falls, the good, bad and ugly get hit.

[gbh2] 24/1/2018 10:37

Moving with the market, 1% sod all on a share of this price imo.

IMM showing its colours this morning Alp :))

[tradermichael] 24/1/2018 08:40

Its just fluctuations - serious future profits will fuel a banquet.

"Look at market fluctuations as your friend rather than your enemy; profit from folly rather than participate in it." ~ Warren Buffett

[montyhedge] 24/1/2018 08:32

Profit taking, no one went hungry taking a profit, lol.

[alphorn] 24/1/2018 07:16

Good results from Novartis this morning.

[romeike] 23/1/2018 14:48

Good point jrphoenixw2, always a good idea to compare performance to the wider ftse and to its peers, GSK doing well today - an interesting divergence in direction between GSK/AZN/SHP and the wider market at around 14:15, hopefully this sort of thing might develop as an ongoing trend this year as punters take profits in overvalued stocks elsewhere and move back to quality in healthcare.

[philanderer] 23/1/2018 13:55

Northeastern University has partnered with global pharmaceutical company GlaxoSmithKline to launch a first-of-its-kind, joint experiential PhD program. Employees of GSK who enroll in the program will conduct pharmaceutical research projects co-developed by the company and Northeastern while they complete their PhD studies at the university in the areas of chemistry and chemical biology.

[jrphoenixw2] 23/1/2018 13:52

Abdullah/11.30am 'SP has lost half its gains of this morning!'
At the time you wrote that the FTSE-100 had given up all it's morning's gain, bar +1.4pts. In context GSK held up relatively well.

[alphorn] 23/1/2018 13:39

Thank you. Great job.

[gbh2] 23/1/2018 13:36

Head of production then Production/QA Consultant,

[alphorn] 23/1/2018 13:33

gbh - which discipline if I may ask?

[alphorn] 23/1/2018 13:32

gbh - yes, the smaller companies can be much more nimble around their target.

[alphorn] 23/1/2018 13:30

Dr B - this link is pretty concise around IP/exclusivity as a reference. Lupuzor would not be an Orphan drug.

It is not clear to me why there is such an apparent hole before the start of PIII.

[gbh2] 23/1/2018 13:26

When I was working GSK & Novartis had their fingers in most of what was going on, they also used many of the smaller companies to carry out contract work.
a) Rather than paying their own (more expensive) staff to do jobs.
b) We could drop in and see what else they were up to, without much fuss.

[dr biotech] 23/1/2018 13:22

The answer is here

Licensing history
Lupuzor™ was successfully licensed to Cephalon Inc., in February 2009, in which ImmuPharma received upfront payments totalling US$45 million, with a US$500 million cash milestone payment structure plus high royalties on future sales. In late 2011, following the acquisition of Cephalon by Teva Pharmaceuticals, ImmuPharma regained all product rights to the drug and owns 100% of the Lupuzor™ asset.

Essentially Teva didn't think it was worth pursuing, and returned the licence to IMM, who then had to find another way to finance the trial.

I don't know when Lupuzor was first patented. Typically patent life is 25 years. Most drugs take 10years or longer to get to market - I think there is a rule that you get a minimum of 10 years after approval too. So if successful IMM will get 10 years - could be a winner but earnings would be limited to this timescale - I wouldn't value it at a PE of 16 when the earnings would only last for 10 etc.

[badtime] 23/1/2018 13:21

Abdulla you talked about not just this morning not the decline on another period ..and if you are referring to more recent times I make that over £4 not over £5