Gsk Share Discussion Threads

[bioking] 21/1/2019 15:29

RALLYYYYYYYYYY on this undiscovered stock ....
Futura Medical (FUM)= Market cap 20 million /Cash 10.5 million / Potency Drug with 2 BILLION Market potential close to Phase 3 readout /CSD500 Condom approved in Europe and many Countries outside of Europa + more Approvals & Licensing deals coming / TPR100 (Topical Gel for Pain ) first approval expected next Quarter = POTENTIAL 10++ BAGGER GEM

Futura Medical featured in Growth Company Investor recommendations 08 January 2019

CEO James Barder describes Futura as a medtech
rather than biotech business. Its proprietary technology is
DermaSys which delivers drugs rapidly through the skin and
into the blood system. The lead product is MED2005 which
is a topical gel for erectile dysfunction. The main advantage
over Viagra is that it takes effect within five minutes, compared
with over an hour for the famous blue pills. Which ensures key
ingredients of spontaneity and mood can be retained while
the treatment works. Research suggests a 20% market share
could be possible, equating to sales of $560m in major western
markets. In time an OTC version could more than double this.

[jadeticl3] 21/1/2019 15:14

I agree with TM, but Porsche is correct in saying that this share price is very disappointing. We talk about £16 or more but it is proving very difficult to stay above £15 just now. I believe EW has a fresh outlook, which is exciting and adventurous, but as yet with no evidence to give us real confidence. But I am sticking with GSK for now.

[tradermichael] 21/1/2019 15:06

Not forgetting the value to be unlocked by Consumer Healthcare

[tradermichael] 21/1/2019 15:03

I'm happy with it. Risk is limited and potential upside is good (e.g. Shingrix, immuno-oncology). The dividend will increase with the turnaround as well. Has global market, protected by US $ earnings.

[porsche1945] 21/1/2019 14:37

what a dissapointing share to own this is, zero capital growth, people bang on about yield but you can pick up 30 pc higher yields from some income funds without the stock specific risk....Asta Z really shown these up.

[philanderer] 21/1/2019 11:51

Quiet day today , US markets closed for Martin Luther King holiday.

[montyhedge] 21/1/2019 11:03

Analyst on CNBC said pharma's place to be, thats good, I'm already there, lol.
Should have a run after the figures. 23p dividend in the bag coming.

[wbecki] 21/1/2019 09:42

Suspected as much TM.
GSK certainly is taking a significant change in direction.

[tradermichael] 21/1/2019 09:21

Focus on this: next ex-div date: Thursday 21 February 2019

[tradermichael] 21/1/2019 09:21

He's part of the 'old guard' - should think the new culture is leaving him behind

[wbecki] 21/1/2019 09:13

Hmmm was this Chairman move expected? Muted response I see share price side.

[tradermichael] 20/1/2019 18:40

Full year and fourth quarter 2018 results at 12:00 GMT, 07:00 EST on Wednesday 06 February. Webcast will be available, plus pre-announcemnt Aide memoire available now (see GSK Investors website

[abdullla] 18/1/2019 15:48

Day trading with fast profits keeps the share price from exploding.

[montyhedge] 18/1/2019 13:24

Should be over 1600p for fair value. Just my view undervalued around 1500p.

[dr biotech] 17/1/2019 15:33

I can’t really much that’s not in the public domain. They were working in some extra data last time I was there(Oct). As you can I imagine they don’t share a lot with third parties such as myself who aren’t directly involved. They have made a lot of people redundant though I think that’s just part of their normal business. Their top management are probably the most overpaid in the pharma industry - there are also pictures of the CEO everywhere, bit of a cult of personality that I haven’t seen at other places.

[wbecki] 17/1/2019 14:53

It's going to be interesting to see how GSK plays out.

Suspect selling out not a good call myself either..but time will tell.

[tradermichael] 17/1/2019 14:10

Yes, monty, I also read that Seeking alpha report - the guy made the best case for buying in my opinion!

[zicopele] 17/1/2019 14:08

GSK reckon they bought Tesero on the cheap.

[montyhedge] 17/1/2019 13:57

WBecki
What a idiot that guy selling, Walmsley about to put GSK on a great growth path.
Dividend cheque on the doormat every 13 weeks, thats all you need to know, now with growth coming as well.

[wbecki] 17/1/2019 13:53

Why I've Sold Glaxo Despite Its Attractive 5% Dividend Yield

[essentialinvestor] 17/1/2019 12:39

For anyone interested, detailed article by John Kingham on Seeking Alpha -
Why I sold GSK. Published today.

[essentialinvestor] 17/1/2019 12:24

There has been little in the cast of pipeline advances of late?,
fair comment ...

[alphorn] 17/1/2019 10:23

DrB - do you know the issues with the Mylan product? Which version are they targeting?

[dr biotech] 16/1/2019 17:30

Vaccines don’t really have generic copies in the way that other medicines do either, so the patent cliffs aren’t so crucial. Just google generic vaccines for some decent articles. They are lower margin though.

Surprised Mylan haven’t updated the market on their generic advair yet. That’s a few months later than planned already. I know the people working on that in the uk..

[essentialinvestor] 16/1/2019 17:25

The estimated peak revenue may be in £ rather than USD, we are already
near £700-750 million.