Gsk Share Discussion Threads

[philanderer] 14/9/2018 09:42

FDA Never Saw Birth-Defect Tests On GSK Drug, Families Say

Law360, Boston (September 13, 2018, 6:04 PM EDT)

-- Families suing GlaxoSmithKline who claim the anti-nausea medication Zofran led to birth defects argued Thursday in Massachusetts federal court that crucial tests were not shown to the U.S. Food and Drug Administration when it rejected a correlation between the drug and defects as the families tried to beat the company's motion for summary judgment.

[tradermichael] 13/9/2018 15:01

monty - 'old' news? (30/08)

[alphorn] 13/9/2018 14:58

#083. Looking at drug launches the second half of the 1990's ran at a high level and declined into the 2000's with some exceptions. For recent years, coming off a 2016 that saw just over 20 new drugs (low) approved for launch by the FDA, 2017 was a marked improvement - and 2018 looks to be no different. Several of the launches this year could become household names.

Launches without the $ values is of course only half the picture plus the analysis needs to have the impact of patent expiries for existing drugs.

Not a 5 minute subject.

[romeike] 13/9/2018 14:58

The currency thing can be overstated, over the longer term it tends to net out.

[montyhedge] 13/9/2018 14:44

GSK down graded today by Liberum.

[tradermichael] 13/9/2018 14:36

$1.31 = £1, not good for GSK ….. ;0)

[alphorn] 13/9/2018 13:34

The days of the target of the famous three 'Zu's p.a.' (Zofran units) are long gone. Novel drugs are more expensive and difficult to find today.

I don't have time now but it will be interesting to see the annual launch rate of new drugs over the past 20 years by the industry.

[romeike] 12/9/2018 13:39

The days of Whitty - like obsession with the dividend are over. GSK is also about innovation and growth now. I'd far prefer to see GSK trading at over 2000p as it should be, than get an extra few pence on the dividend that risks being seen as a retrograde step from EW's focus on growth.

It's been a unimpressive week on the FTSE and I am thinking we will get a Friday wobble.

[sicker] 12/9/2018 10:13

I would like to see some progression in the dividend, it's been 80p for a long time now :-)

[tradermichael] 12/9/2018 09:22

I believe that we have seen the bottom.

Movements in the £/$ will create a disturbance.

Could get a big boost from a strong Horlicks deal, which is imminent.

[romeike] 11/9/2018 16:09

I see that! :P

I am being greedy and holding out for lower.

[sicker] 11/9/2018 10:56

just bought more at £14.895253 :-)

[romeike] 11/9/2018 10:36

Looks like I might be able to pick up those 1480p shares after all! This September is looking pretty tedious for shares and cryptos across the board :S

[romeike] 11/9/2018 10:35

AZN share price movements are impacted by the "bid hopefuls", long term holders clinging to the belief that Pfizer will eventually come back with a bid. Not seeing it myself, I think Pfizer have moved on to new things. AZN could see a slide down to low 50s at any time given poor execution of the strategy they hyped up to see off Pfizer. They were mad not to accept Pfizer's offer.

[bracke] 11/9/2018 10:23

£/$

Approx 36% of earnings come from US.

[jadeticl3] 11/9/2018 10:13

How many consecutive days have we seen this fall? Market up or down, GSK falls. AZN up and down but GSK falls. Does not appear to be reasonable but it is happening. Why?

[ny boy] 11/9/2018 08:20

Sp, seems to be reacting to the strengthening £/US$

[philanderer] 10/9/2018 18:00

GlaxoSmithKline slipped as it said the US Food and Drug Administration said it needs more clinical data to support the approval of mepolizumab as an add-on treatment for exacerbations in patients with chronic obstructive pulmonary disease.

[romeike] 10/9/2018 14:41

I thought it was going to 1480p for sure, but seems to have bounced. Might have to wait a bit longer to add more.

[tradermichael] 10/9/2018 08:47

Watch out for 31 October Q3 2018 results, Shingrix is set to hit 2018 sales of £600-650 million and growing fast (so long as production can keep up).

Eventual sales likely to exceed the latest forecast of $2 billion per year.

[ny boy] 10/9/2018 08:24

Still a tad unloved, waiting to see if I can pick some more up cheaper 1485p was the last low before the move to 1600p + maybe 1485/1500p area could come into play, any good news and straight back over 1540p for sure

[philanderer] 09/9/2018 18:18

Coca-Cola Plans to Bid for GSK's Horlicks: Sunday Telegraph

[fangorn2] 09/9/2018 17:00

"FDA rejects Glaxo's Nucala in COPD"
GlaxoSmithKline (NYSE:GSK) has received a Complete Response Letter (CRL) from the FDA related to its marketing application seeking approval for NUCALA (mepolizumab) as add-on therapy to inhaled corticosteroid-based maintenance treatment for reducing exacerbations in patients with chronic obstructive pulmonary disease (COPD). The CRL cited the need for additional clinical data.

NUCALA was approved in the U.S. in November 2015 for severe asthma and in December 2017 for eosinophilic granulomatosis with polyangiitis (Churg-Strauss syndrome).

[tradermichael] 07/9/2018 16:11

Nice move! Good luck, must be support above 1500p .... ,0)