Gsk Share Discussion Threads

[gbh2] 19/12/2018 16:35

I suspect someone may have twigged that the majority of the cost of the Merger may fall on GSK's shoulders.

[wbecki] 19/12/2018 16:33

WOW in space of 7 minutes GSK share price worth 75p less!!!!

What changed? Or was it a typo?



montyhedge
19 Dec '18 - 11:23 - 18655 of 18691
Looked more into it, GSK great deal 1750p here we come. Walsmley on CNBC 30 minutes time, first interview. 80p dividend at least for 2019, then looks like could be increased, yippee. This deal is the transforming deal GSK been looking for.

montyhedge
19 Dec '18 - 11:30 - 18656 of 18691
1675p here we come, I reckon, Walsmley CNBC 12pm London time, 7am New York time, first interview. Should create a lot of buying interest.

[abdullla] 19/12/2018 16:07

Pfizer up .2% ,needs double dose of the blue tablet .

[tradermichael] 19/12/2018 15:44

Because it is not a marriage of equals. GSK (British) gets 68% Pfizer (American) get the rest.

[gbh2] 19/12/2018 15:41

Yanks not overly impressed if share price is anything to go by.

[montyhedge] 19/12/2018 15:07

City been calling for this deal for years. Witty never entertained the idea. But this CEO gets things done. I thought shares would be a lot higher on this deal. Over 1600p at least.

[solomon] 19/12/2018 15:06

I was impressed by Emma Walmsley's interview. She seems to me to have less ego than the usual big bosses. I thought she did well in the face of cliche'd questioning. I can't say that I am a good judge of CEO character, though. I have had the wool gently eased over my eyes by several bosses at AGM's

[montyhedge] 19/12/2018 15:04

It's a great deal, but short term profit taking. Broker upgrades must be on they way.

[tradermichael] 19/12/2018 14:56

Still up 4.5%, and early days yet

[porsche1945] 19/12/2018 14:54

heading lower now, normal gsk service resumed, market hates tesaro deal, like a millstone, shame

[tradermichael] 19/12/2018 14:40

GSK call the shots in this deal, with a 68% stake and twice as many directors on the board. Also,

GSK will have the sole right to decide whether and when to initiate a separation and listing of the joint venture for five years after the deal closes. After five years, both GSK and Pfizer will have that right. However, if Pfizer calls on that right, GSK can acquire all of Pfizer’s equity in the venture at fair market value. In addition, after 15 years, GSK will have the right to acquire Pfizer’s equity interest at fair market value.

[villarich] 19/12/2018 14:34

What are your fesrs based on? Covefe?

[montyhedge] 19/12/2018 13:46

Why GSK vacc is selling like hotcakes over its rival 90% effective on virus.

[tradermichael] 19/12/2018 13:44

$1.6 bn sales by 2022

[montyhedge] 19/12/2018 13:43

Forget this superb deal for a moment, just read Shringrix sales blows pass analyst forecast, GSK looking for sale 750m pounds, blockbuster status is 1 billion dollars, so Shringrix will be a blockbuster shortly. The problem is supplying the demand in US, they have stopped TV ads on Shringrix until they catch up, what a problem to have lol.

[alphorn] 19/12/2018 13:34

I was just out of interest trying to find the IP life of shingrix without success. The Merck vaccine must run from early 2000's. Shringrix must start later.
Anybody know the answer?

[montyhedge] 19/12/2018 13:33

Trader
Blockbuster status coming, 1 billion dollars, classed as blockbuster. I had it, private cost me 1130 pounds. Well worth it, 1 in 3 will get it in their lifetime and its horrible.

This deal today is excellent, seen the margins for 2022 up from 11% to 20% plus.

[porsche1945] 19/12/2018 13:31

back to 14.50 by xmas i fesr

[tradermichael] 19/12/2018 13:24

Trouble is, monty, they cannot make enough of it as 'unprecedented' demand has far outstripped ability to supply. It takes 6-9 months to manufacture this type of vaccine. Those that have had the first shot need to return for their second shot within 2 months.

[montyhedge] 19/12/2018 13:22

Witty was told to do a deal like this for years, now new CEO superb.
One thing guys Shringlex shingles vac, demand is massive, they have shipped more in the first quarter than in the whole of half year. Yanks gone mad for the Vac. 1 in 3 people will get Shingles in their lifetime. 1650p before year end.

[porsche1945] 19/12/2018 13:18

god knows this company needs something, share price generally did much better under previous ceo, no one really believes in gsk hence abysmal share price performance, once they claw their way up over 16 im out, can get the same or better yield from an income fund with less risk.

[rikky72] 19/12/2018 12:57

This board is hilarious sometimes. There are those who were very recently saying the CEO is useless; now they are saying she's the best thing since sliced bread. No wonder we see such volatility with that kind of thinking!

[montyhedge] 19/12/2018 12:48

Should be 1650p at least, shares below what there were 25 years ago, so perhaps this is the deal thats pushes us over 2000p next year.

[montyhedge] 19/12/2018 12:41

Very impressed with the CEO, on CNBC, great deal for GSK shareholders, $500m savings margins in 2022 go from 11% to 20% - 29% wow. Dividend 80p for 2019 80p then it looks like a growing dividend.

[montyhedge] 19/12/2018 12:31

CEO was on CNBC 11am London time, superb very impressed. $500m savings, margins in 2022 20-29% up from 11%, I think GSK has got the better deal.