Gsk Share Discussion Threads

[fangorn2] 09/4/2018 16:12

The EX Goldman extrovert - He say Yes to Glaxo!!!

"Novartis AG (NYSE:NVS): It's a good stock. However, Cramer prefers GlaxoSmithKline (NYSE:GSK) as the stock yields 6% and CEO Emma Walmsley is turning the industry upside down."

[tradermichael] 09/4/2018 15:41

Well that was the potential effect of Sanctions. Trade wars are slightly different .... ;0)

[montyhedge] 09/4/2018 15:02

I think the whole market due for a correction, on trade war fears, the good, bad and ugly all get hit if it happens.
Trump spooked the Russian market today.

[alphorn] 09/4/2018 14:33

There are some very large companies that have grown from what appeared a 'gamble' at the time. That is the essence of pharma; how do you mix the projects with greater certainty (eg line extensions) with those that are into new territories or even further out. That is the excitement of the industry; never risk free.

[philanderer] 09/4/2018 12:14

GlaxoSmithKline Is A Good Buy - Cramer's Lightning Round

[romeike] 09/4/2018 10:15

@tradermichael - I agree. In the Novartis news the word "deal" needs to be replaced with the word "gamble". There are firms out there with proven tech they could have picked up for less.

[tradermichael] 09/4/2018 08:52

The potential for payoff looks speculative to me - and at a massive price. I'm glad GSK didn't do a deal like that.

[montyhedge] 09/4/2018 08:42

Novartis did not waste any time making a acquisition. Looks a good one as well.

[tradermichael] 07/4/2018 10:27

Note: 23p dividend pays out on Thursday ..... ;o)

[tradermichael] 07/4/2018 10:25

UBS predicts that Shingrix and Trelegy will account for half of forecast 2017-22 top-line growth, and combined with the margin improvements in consumer health, will generate the majority of its EBIT growth forecast.

They added: "The good news is that due to the absence of patent expiries the growth trajectory is more sustainable than it has been in a long time."

[montyhedge] 06/4/2018 18:37

No Hammond.

[zho] 06/4/2018 17:39

>>Hammond ... killed the high end property market with stamp duty.>>

Er, wasn't that George Osborne?

[montyhedge] 06/4/2018 17:29

Hammond is Labour really, killed dividend allowance and killed the high end property market with stamp duty.

[losos] 06/4/2018 17:27

montyhedge - "We have had a good run boys and girls" haha

This gender equality thing is getting boring haha

Yes you are right, quite nice run up recently. Can EW kick start the pharma side ???

Need to get these out of normal account and into my ISA 'cos Hammond has again reduced the allowance on divis - bar steward haha.

[montyhedge] 06/4/2018 15:48

We have had a good run boys, up from 1285p just taking a breather today.

[montyhedge] 06/4/2018 11:46

Billiondollarbrain
Everyman and his dog, punting that share, if it disappoints stampede towards the exit door.

[billiondollarbrain] 06/4/2018 11:34

Shares Magazine
Small caps poised for big news in 2018:
We look at 19 stocks primed to deliver major events in their career
21/12/2017



"The pharmaceuticals space in 2018 is jam-packed with potentially game-changing clinical trial results.

Drug developer ImmuPharma (IMM:AIM) is expecting Phase III results in the first quarter of 2018 for lupus treatment Lupuzor. Analysts speculate the drug could hit multi-billion dollar annual sales if the tests are successful and the drug gets approved by the regulators."


This promising small-cap stock could be a millionaire maker in 2018
Paul Summers
26/12/2017



The suggestion that a single stock could lead some investors to become millionaires next year may sound fanciful but I think this is quite possible if events work out for small-cap drug discovery and development firm ImmuPharma (LSE: IMM). Let me explain.

Blockbuster potential

Over the last three months, shares in the AIM-listed company have climbed more than 200% in value as anticipation grows over the outcome of a Phase III clinical trial for Lupuzor — its 100%-owned potential treatment for Lupus.

Approximately five million people are believed to suffer from the chronic and potentially life-threatening autoimmune disease that can be a notoriously difficult to treat. In the last 50 years, only one therapy — GlaxoSmithKline‘s Benlysta — has been approved for use, despite its questionable efficacy and serious side-effects. In 2015, the drug achieved sales of over $400m. By 2020, this figure is expected to rise to $1bn.

Positively, data from Lupozor’s Phase IIb trial indicated that ImmuPharma’s treatment — which modulates rather than blocks the immune system — was both effective and safe. Moreover, the effectiveness of Lupuzor increased even after the three-month trial’s conclusion. Investors will be hoping that the 52-week, randomised and double-blinded study currently in progress (involving patients in the US, Europe and Mauritius) yields similar results.

In its most recent update on 21 December, the company revealed that all 200 participants had now received the full 12-month dosage and that the “robust safety record” shown in earlier trials continues to be seen. According to Chairman Tim McCarthy, the company looks forward “with continued confidence” to reporting on top-line results in Q1 of next year.

In the event of a positive outcome, ImmuPharma will then seek to exploit its Fast Track designation and push for approval from the Food and Drug Administration (FDA). Once received, the company would then be free to seek out a global licensing deal for taking Lupuzor to market or — perhaps more likely — consider takeover bids by deep-pocketed pharmaceutical giants at a price befitting its blockbuster potential. Given the suggestion that it could be used in the treatment of other diseases, the price could easily be in the billions of pounds. Right now, ImmuPharma’s market cap is a little over £200m.

Tempted? If so, it’s vital to consider the flip side of this investment.

Despite the encouraging outcomes of previous trials, the possibility of the drug failing to impress still remains. Plenty of highly promising treatments have disappointed at the last hurdle, resulting in significant capital losses for investors. Unless you’re willing to embrace this level of risk, Immupharma shouldn’t even make it on to your watchlist, let alone into your portfolio.

That’s why — as a holder of its stock — only a small proportion of my capital is invested in the company. This money can be lost. I might grumble and curse but — thanks to a degree of diversification — I won’t lose my shirt.

That said, if — and it remains a sizeable ‘if‘ — Lupuzor proves effective (or at least more efficacious than Benlysta), I’m confident that ImmuPharma could generate huge wealth for investors in a very short time period.

No investment is devoid of risk but only you can decide whether this is one worth taking.

[montyhedge] 06/4/2018 07:41

Yes mixed emotion, of course want GSK to rise, but hopes its down soon to get in my ISA new tax year, as cheap as possible. lol.

[zeppo] 05/4/2018 19:38

imastu pi.....

Agreed! lower prices allow more good shares like GSK to be stuffed into ISAs.

Happy with the holding of GSK already in mine.


z

[montyhedge] 05/4/2018 19:28

Everyone waiting to pile in first thing tomorrow for ISA, pension funds top ups.

[imastu pidgitaswell] 05/4/2018 19:13

Au contraire, I wanted to get in early tomorrow with next year's pension contribution and/or ISA. Didn't want to see everything up today.

[montyhedge] 04/4/2018 15:08

Everyone topping up their Isa's in GSK before tomorrow.

[abdullla] 04/4/2018 11:57

Dow futures down nearly 600,fire works coming this PM !

[haughtonhoney] 04/4/2018 10:04

@anhar - thanks for clarifying

[anhar] 04/4/2018 10:01

anhar - may I ask where you’re getting a trailing dividend yield of 3.1% for the FTSE100 from?

I have it at 4.1% (probably incorrectly)?

I'm using the median yield as reported on one financial database. The reason it's much lower than you mention is that the 4.1% is based on an average of the FTSE which is a cap weighted index. That means the average yield is skewed in favour of the top caps, many of which have very high yields like Shell, BP, HSBC, BHP Billiton, GSK etc.

But my income port. is not cap weighted, it is equally weighted at cost. So I see the median index yield as a more relevant comparison for me than the cap weighted one that you quote.