Gsk Share Discussion Threads

[tradermichael] 11/1/2019 08:26

monty, the company is testing the med, now called GSK2857916, in the fourth-, second- and first-line settings, and in a recent report, life science intelligence firm EvaluatePharma projected the drug could generate blockbuster-level sales by 2024.

[montyhedge] 11/1/2019 08:21

Shingles vac we know turned into a blockbuster, wonder what else in the pipeline. Blockbuster is $1 billion dollars. Surely 1650p, another 100p on shareprice plus 80p dividend on top would be nice.

[montyhedge] 10/1/2019 16:33

Next dividend 13 weeks time nice.

[tradermichael] 10/1/2019 15:25

Yes, and my dividend is re-invested now!

[philanderer] 10/1/2019 10:32

Nice dividend into the account this morning :-)

[tradermichael] 10/1/2019 09:43

From Emma at the San Francisco meeting:

GSK is advancing a BCMA antibody-drug conjugate in multiple myeloma, aiming to reach the market in 2020. The company is testing the med, now called GSK2857916, in the fourth-, second- and first-line settings, and in a recent report, life science intelligence firm EvaluatePharma projected the drug could generate blockbuster-level sales by 2024.

“Overall, with three pivotal stage assets which have potential to launch within the next few years, and 12 other assets in the clinic, GSK’s oncology pipeline is gaining strength, and will start to impact our revenue growth outlook from next year," Walmsley said.

[montyhedge] 10/1/2019 08:21

The one good thing about GSK reliable dividend cheque on the doormat every 13 weeks. 80p a year great.

[jadeticl3] 10/1/2019 08:17

An increase of 1% on a day with no new news is a 1% increase. How can this be said to be unconvincing?

[montyhedge] 10/1/2019 08:05

One thing investors hate uncertainty, even the Prime Minister does not know what will happen in 78 days time.Investors sleepwalking into Brexit. Very sanguine about things.

[gbh2] 09/1/2019 19:01

Today's increase looked most unconvincing. imo there's not much enthusiasm for GSK atm.

[montyhedge] 09/1/2019 18:53

Brown stuff will hit the markets as Brexit no deal gets nearer. Like I said the good, bad and ugly will all get hit together, that's my view. Taken my GSK profit today.

[abdullla] 09/1/2019 16:40

But bad and the ugly go first.

[montyhedge] 09/1/2019 16:18

Just taken my profit, only because don't trust this market, investors sleep walking in no deal Brexit 29th March.

I think below 1475p again, but I do like GSK, don't trust this market, good, bad and ugly all get hit in a sell off.

[montyhedge] 09/1/2019 15:36

Like GSK, don't trust this market, up 400 points since 3rd January. May take a profit on a few shares.

[tradermichael] 09/1/2019 14:34

- thanks. I found Emma's slide presentation in an abstract from the Conference:

[philanderer] 09/1/2019 13:46

Afternoon TM , he certainly does ;-)


Good read re GSK at JPM's Healthcare Conference ( towards bottom of page )

[nimbo1] 09/1/2019 11:50

It’s actually an important shift - if the world starts to perceive gsk as a forward looking innovation hub we’ll see the PE expand along with the growth outlook. Whether this means higher div’s and revenue growth in the future I don’t mind. I would sell at 20.

[tradermichael] 09/1/2019 08:46

Phil - I'm no chartist (to say the least with that article), but he seems pretty bullish ….. ;0)

[philanderer] 09/1/2019 00:22

'Get Ready to Buy the Big Upside Breakout on GlaxoSmithKline'

[montyhedge] 08/1/2019 16:02

It's a dog. Buy blue chip, GSK yield over 5% dividend on the doormat every 13 weeks.

[bioking] 08/1/2019 14:54

OT) Please look at Futura Medical (FUM) has a dirt low market cap of 19 Million and has 3 Drugs including a potential MEGA Blockbuster in Phase 3 for the treatment of erectile dysfunction which works way faster than market leaders like Viarga and Cialis . If you look for a potential 10+ Bagger then load up FUM stock alreay jumping higher check it out guys


Research Confirms MED2002's US$1 Billion Potential
hxxps://futuramedical.com/content/news/archive17/060317b.asp

The latest market research further endorses Futura's strategy of developing MED2002 as a prescription product in standard and increased strength dose forms, with the objective of switching the standard dose form to an OTC product at an appropriate time.

Ipsos's validated healthcare forecasting model was used to predict peak OTC annual sales for MED2002 in key countries worldwide in excess of US$650 million. This forecast follows earlier market research commissioned into the potential of MED2002 as a prescription product, which indicated a prescription market size of up to US$600 million in key countries worldwide.

Ipsos forecasts that 70% of OTC product sales will be incremental to the prescription ED category. As a result, the estimated peak annual sales of MED2002 in prescription and OTC versions is predicted to be more than US$1 billion prior to the expiry of the product's expected patent life.

The Ipsos valuation was based on the outcomes from primary market research carried out amongst 400 men with ED or suspected ED in the USA. The respondents were in four groups: satisfied users of PDE5 inhibitors (the class of drugs such as Viagra and Cialis); dissatisfied users of PDE5 inhibitors; diagnosed but untreated ED sufferers; and suspected though undiagnosed ED sufferers. The respondents were shown a concept about MED2002 as part of the market research though they did not use the product as it is currently in clinical development.

The key findings of the market research showed that the respondents believed that the product, once approved, is highly differentiated from existing products and that its claims would meet their needs. MED2002's rapid onset of action, an average of less than five minutes, was the key feature that attracted respondents to the product and could command a price premium compared with existing ED treatments, which have a substantially slower onset of action.

The Ipsos healthcare forecasting model has been demonstrated by Ipsos to be within 20% of actual sales volumes in 9 out of 10 of its forecasts.


Pipeline
hxxps://www.futuramedical.com/media/144144/Pipeline-2018.jpg

MED2002 (topical treatment for erectile dysfunction) hxxps://futuramedical.com/content/products/med_2002.asp

first patient dosed: in Q3/Q4 2018
Last patient dosed: by end of June 2019
Headline efficacy results: by end of December 2019

CSD500: Erectogenic condom
hxxps://futuramedical.com/content/products/csd_500.asp

Significant milestone achieved with approval of 2-year shelf life approved for CSD500, the erectogenic condom in September 2018. Development now complete. Discussions are ongoing with current and potential further distribution partners on next steps with the product in a number of markets.

Pain relief products: TPR100 (diclofenac) and TIB200 (ibuprofen) hxxps://futuramedical.com/content/products/tpr_100.asp

TPR100 commercial partner Thornton & Ross filed for UK regulatory submission in July 2018.
Out-licensing discussions for TPR100 outside of the UK are ongoing.

[gbh2] 08/1/2019 13:13

Not much enthusiasm for this one atm, brokers well off the mark.

[tradermichael] 08/1/2019 12:17

lol …… ;0)

[abdullla] 08/1/2019 12:15

GSK is following in the footsteps of Vodafone,people who sold Vodafone to buy GSK are being punished as revenge.

[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.