Gsk Share Discussion Threads

[alphorn] 25/7/2018 13:20

23andMe is one interesting company. It seems to be the pioneer in this type of data base. It will have IP protection over its systems and output but probably does not preclude anyone else building a similar data base. They are first though and have this lead and speed is always of the essence in pharma.

[fangorn2] 25/7/2018 12:52

GlaxoSmithKline Achieves Successful 2-Drug Regimen Studies For HIV, Gilead Might Have Met Its Match

Summary
GlaxoSmithKline obtains positive results in treating patients with HIV from two duplicate phase 3 studies.

The two-drug HIV regimen from GlaxoSmithKline's dolutegravir and lamivudine achieved closely similar virological suppression compared to a three-drug regimen.

Dolutegravir and lamivudine have a good shot at competing well in the HIV space against Biktarvy.

Virological suppression of 91% with dolutegravir and lamivudine was observed in 48-weeks, but the next step is to see if this can carry on for 2 or 3 years.

GlaxoSmithKline is expecting to release results from other late-stage studies for HIV in 2018/2019, which hold the potential to show that patients can be treated in monthly or bi-monthly dosing instead of daily pills.

Positive results from the two phase 3 HIV studies of GEMINI 1 and GEMINI 2 prove that GlaxoSmithKline's two-drug regimen is closely similar in virological suppression with Biktarvy.

I believe that the two-drug regimen from GlaxoSmithKline will like result in fewer side effects, and will likely end up costing a lot less compared to Biktarvy.

The good news for GlaxoSmithKline is that it has two readouts in HIV before the end of 2018, and another in 2019. These results are important in that they could possibly change the landscape of HIV treatment. For that reason, I believe that GlaxoSmithKline is a strong buy.




In case anyone interested.

[losos] 25/7/2018 12:44

mattboxy - "Fangorn2
Use the filter button on Minerve
Every thread that he turns up on turns into a farce if people respond."

You are dead right there haha. People just joining ADVFN might not know him, and most are probably going to be polite, but everyone eventually finds out the truth and as you rightly say filtering him is the one thing he can't abide haha.

[fangorn2] 25/7/2018 12:26

"Glaxo upgraded its guidance, expecting annual adjusted earnings per share growth between 7% to 10% at constant exchange rates if there is no generic competitor to Advair introduced to the US.

If a generic is introduced, EPS is expected to grow in a range of 4% to 7%"

Great news

See Indivior for reaction to Generic version of key drug being launched.

"Drugs developer Indivior saw its share price crash 15.2% to 282.8p after suffering from a rival launching a generic version of its opioid addiction treatment. The company posted its second straight drop in quarterly profit and said the adverse impact on its full year net revenue could be $25m or significantly more."

Stay of execution Advair side has been a boon.

Interesting investment in 23andme.

[romeike] 25/7/2018 12:12

Double figure EPS growth - excellent. Dividend confirmed. Hoping for 1600+ today. Very pleased.

[pugugly] 25/7/2018 11:29

Wrong presentation Sorry.

[ny boy] 25/7/2018 11:05

Impressive!

[tradermichael] 25/7/2018 07:15

GlaxoSmithKline's quest to trounce three-drug HIV therapies with its own two-drug regimens just got a boost. In detailed data from two trials, a combination of Tivicay (dolutegravir) and Epivir (lamivudine) squashed viral loads just as well as standard triple therapy did.
The two studies, from GSK's Gemini program, encompassed 1,400 previously untreated patients and pitted the Tivicay/Epivir combo against Tivicay plus Gilead Sciences' Truvada (tenofovir and emtricitabine). Both combos pushed HIV viral load below 50 copies/mL at week 48, with 91% of the GSK duo's patients reaching that level compared 93% of those taking Tivicay along with Gilead’s Truvada (tenofovir and emtricitabine), ViiV revealed at the International AIDS Conference in Amsterdam.

The new data add to GSK's case for a new HIV treatment paradigm based on cheaper two-drug regimens that carry less side effects—and that can challenge Gilead’s market-leading position in HIV.

[ny boy] 24/7/2018 23:11

See you all at High Noon!

[warranty] 24/7/2018 22:58

Well hopefully we'll find out a little more about the company's thoughts on it with Q2 results tomorrow, or then again, maybe they won't even mention it.

[minerve] 24/7/2018 08:59

"Is now the time for the GlaxoSmithKline consumer spinoff investors have been waiting for"

No. Because of the reasons JP Morgan gave. Pharma needs to be stronger.

It will be a mistake to do it now. Just appeasing the morons.

[fangorn2] 24/7/2018 08:58

Snippet from Zaks.com on GSL

What's in the Cards for Glaxo (GSK) This Earnings Season?

[fangorn2] 24/7/2018 08:56

Is now the time for the GlaxoSmithKline consumer spinoff investors have been waiting for?

[minerve] 24/7/2018 08:53

How do you know I was in dialogue with you? LOL

What a numpty! I know you are reading what I post. LOL

[fangorn2] 24/7/2018 08:50

Oh the patronising delusional crackpot still around I see....

Minerve23 Jul '18 - 20:56 - 17744 of 17745 (Filtered)

0 0 0
Minerve23 Jul '18 - 20:57 - 17745 of 17745 (Filtered)


FYI Minerve.

Ask Ribble - I don't unfilter once I've filtered someone (not even out of curiosity)so you're wasting your time continuing any dialogue.

[minerve] 23/7/2018 20:57

Do keep up.

[minerve] 23/7/2018 20:56

"slips on average volume"

Yesterday's news?

[fangorn2] 23/7/2018 17:15

Glaxo down 2% ahead of Ad Com review of mepolizumab for COPD

GlaxoSmithKline (GSK -1.9%) slips on average volume in apparent reaction to the release of briefing materials ahead of Wednesday's meeting of the FDA's Pulmonary-Allergy Drugs Advisory Committee during which it will review and discuss the company's marketing application seeking approval to use NUCALA (mepolizumab) as add-on treatment to inhaled corticosteroids in patients with chronic obstructive pulmonary disease (COPD).

[romeike] 23/7/2018 15:34

I can't be the only investor slightly miffed that our US friends got a tasty 3% jump on Friday and we get less than 1% on LSE. Typical.

I still think this is going to 1800p+ this year. EW is doing a good job.