Gsk Share Discussion Threads

[porsche1945] 08/1/2019 11:50

Market up 65 Gsk down and stuck around 15. Is there any share more dissapointing apart from Imperial. That buyout of an overpriced bio pharma with semi failed research, just dont get it...management seems hell bent on weighing down the share price At least the chairman and major shareholders bounced her into splitting altho time frame glacial, they must have sussed shareholders at end of their tether.

[tradermichael] 08/1/2019 09:58

Because it is important that she establishes herself in the role and demonstrates through achievements/results that there is a foundation to the level of enthusiasm that she exudes, to assure others (investors).


I am optimistic that the company is re-aligning and investing in the right direction, but I take a more outwardly cautious stance, choosing to avoid emotional peaks and troughs in business …. ;0)

[jadeticl3] 08/1/2019 09:44

TM. If you knew her well then you would be qualified to urge caution concerning her enthusiasm, but if you don’t, then how is enthusiasm, of itself. worrying??

[tradermichael] 08/1/2019 08:50

Emma's interviews contain a lot of rhetoric - politicalspeak - and its worrying to witness the amount of high enthusiasm she exudes

[wbecki] 07/1/2019 20:16

GSK chief Walmsley not finished with business shakeup

In an interview with CNBC's Jim Cramer, GlaxoSmithKline (GSK +0.7%) CEO Emma Walmsley says there are "tremendous opportunities" to improve operating performance, adding that the company will get "radical" about reshaping its portfolio.



"More acquisitions given the delevered balance sheet?"

[wbecki] 07/1/2019 20:15

"GSK/Pfizer consumer merger – multiple arbitrage, synergies and focus"
Summary

GlaxoSmithKline and Pfizer are merging their consumer health businesses to form the largest OTC drug maker in the world.

The transaction is expected to create synergies resulting in nearly 30% earnings growth for the new company.

Financial engineering through recapitalized balance sheets and multiple arbitrage will unlock additional value for shareholders.

Both GlaxoSmithKline and Pfizer are coming out ahead. GlaxoSmithKline is effectively splitting into two more focused companies while Pfizer is selling a non-core asset at a premium in a tax-advantaged spin/merge.




Presumably deleveraging the balance sheet of the Pharma company, by ramping the indebtedness of the Consumer health biz demerged into this JV, along with all of its positive cashflow, means Pharma division remaining less able to smooth peaks & troughs of earnings vis the dividend?????

So far more dependent on securing the next drug blockbuster.

Share this posters sentiments myself.


WelshWB
Comments35 | + Follow
@Okapi Research
Thanks for the reply as a pharma business GSK is skating on thin ice it has a very reduced pipeline of drugs compared to companies like ROCHE, Pfizer, Astrazeneca, Merck and Lilly to name a few. Recently GSK agreed to purchase Tesaro to improve its pipeline but not sure how that will pan out. I think I'm going to look further on its pipeline and price on offer.

[montyhedge] 07/1/2019 16:47

GSK adrs up in the US after the Crammer interview.

[montyhedge] 07/1/2019 16:44

Wow Crammer was so excited over GSK.

[montyhedge] 07/1/2019 16:37

Walsmley on CNBC with Crammer now, see is brilliant. These will be over 2000p in a couple of years.

[philanderer] 07/1/2019 11:39

Eli Lilly to buy Loxo Oncology for $8 billion in huge bet on cancer genetics

[ih_116147] 07/1/2019 11:01

GSK should buy Futura Medical (FUM) asap it has the best erectile dysfunction drug which is in Phase 3 with results expected in 2H 2019 ,the drug has $1+billion potential . The company is valued at ridiculous £14 million thats a lifetime opportunity .

[montyhedge] 07/1/2019 08:50

Thought their Buy target would be 1875p. Still 1700p not to bad.

[philanderer] 04/1/2019 12:05

4th jan UBS buy tp 1700p

[gbh2] 04/1/2019 11:20

There's more life in our local cemetery than there is in this share price ;)

[abdullla] 04/1/2019 09:49

Thanks I need that

[billionairepaddy] 04/1/2019 09:42

where have you been the last few weeks adul must filter again

[tradermichael] 04/1/2019 08:40

That's alright - GSK dividend pays out next Thursday - I'll buy some more while its cheap ….. ;0)

[gbh2] 04/1/2019 08:35

General ftse sell off in process !

[abdullla] 04/1/2019 08:14

Will put pressures on GSK and Pfizer

[abdullla] 04/1/2019 08:11

Obviously bad news for pharmas here

[philanderer] 03/1/2019 23:56

US drug maker Bristol-Myers Squibb agrees to buy rival Celgene in £71bn deal

[montyhedge] 03/1/2019 15:57

Forget FANGS buy pharmaceuticals.

[tradermichael] 03/1/2019 08:41

£1 = 1.25595 USD should keep the red dot above the red line ….. ;0)

[montyhedge] 03/1/2019 08:35

Daily Mail and Montyhedge share of 2019 GSK got to be a winner.