Gsk Share Discussion Threads

[ny boy] 28/1/2019 08:50

Usual kiss of death buy rating from HSBC lol

Looking to add on any further weakness before ex div 21 Feb

[montyhedge] 27/1/2019 14:30

The new wonder vaccination for Shingles so successful, now a shortage, that's why they fallen.

[bolador] 27/1/2019 13:24

abdulla,

strong sterling versus dollar last week makes for weak GSK and is bear point also for VOD.

[essentialinvestor] 27/1/2019 12:42

If we stumble in to a no deal, the hit to GBP makes GSK
significantly more attractive on a short term basis. I suppose you
could view it as a no deal hedge in that respect.

Otherwise my take is lower levels may well be available to add.

[tradermichael] 27/1/2019 12:36

GlaxoSmithKline (LON:GSK) has been given a GBX 1,820 price objective by equities researchers at HSBC in a report released on Friday. The brokerage presently has a “buy” rating on the stock. HSBC’s price target points to a potential upside of 26.35% from the company’s previous close.

[solomon] 26/1/2019 16:25

Another story about the demand for Shingrix:

[wbecki] 26/1/2019 11:26

GlaxoSmithKline: Watching Dividend Trends Closely



Interesting snippet.

[badtime] 25/1/2019 18:56

So it's not if but now when ...blimey only 24 hours and you've changed your mind already :)

[abdullla] 25/1/2019 17:22

GSK and Vodafone dropping together like pals .

[essentialinvestor] 25/1/2019 13:08

Unless I've missed it, not seen a great deal of positive pipeline newsflow
of late?.

The chair leaving with arguably a job half done.

[alphorn] 25/1/2019 12:52

TM - it highlights the inherent risk in this sector. Without it there would not be the potential advances in health/wealth. None of these investments are sure winners; that is the name of the game.

[tradermichael] 25/1/2019 12:49

The acquisition of Tesaro(for GBP4.0 billion), which was announced on 3 December 2018, "significantly strengthens GSK's pharmaceutical business, accelerating the build of GSK's pipeline and commercial capability in oncology."


Let's assume that the experts at GSK already know a lot more about the opportunity ahead with this acquisition. Its a massive stake.

[wbecki] 25/1/2019 11:44

HSBC SEES GLAXOSMITHKLINE AS ONE OF THE BEST GLOBAL STOCK IDEAS

[tradermichael] 25/1/2019 11:08

Except that, without humans as hosts, most microbes mentioned would not survive! Its not in their interest to develop total immunity and to wipe us out!

[alphorn] 25/1/2019 10:47

Sir Richard Sykes gave a talk on this subject around 20 years ago when he wanted to restart this research area. He was right.
"Antibiotics are no longer the cure-all for bacterial infections that they once were. Antimicrobial resistance is real. Microbes – both bacteria and viruses – are fighting back, developing resistance to the drugs invented to wipe them out. It’s an evolutionary thing. Bugs were here before we were and are evolving to survive us".

[zicopele] 25/1/2019 10:13

By the way main reason for fall is potential investigation into pricing by US government.

[zicopele] 25/1/2019 10:12

The dividend is a concern...when it decreases....a whole section of shareholders will exit.

Personally, I would prefer lower dividend and more research development as I am of working age.

[wbecki] 25/1/2019 10:05

Inclined to agree with the number 1 trader myself.

GSK and Vod look tempting,as does BAT (MO/PM for US listed tobacco equivalents)

[gbh2] 25/1/2019 08:54

More like Duds of the year atm !

[montyhedge] 25/1/2019 08:33

Good find, Vod and GSK bargains of the year.

[tradermichael] 25/1/2019 08:23

GlaxoSmithKline investors cheered when the company said it would finally spin off its consumer unit after swallowing Pfizer’s. But the company’s other December deal, for Tesaro, didn’t sit quite so well at first.
When GSK first unveiled the $5.1 billion pact—which closed Tuesday—investors weren’t surprised that the company had made a move in pharma, which it’s called its top priority. But “they were initially a little bit surprised that it was Tesaro,” chief strategy officer David Redfern said in an interview at the J.P. Morgan Healthcare Conference.

The PARP drugmaker “was seen as a little bit of a fallen angel,” after phase 1 data on an immuno-oncology combination underwhelmed investors and sent shares tumbling in November. And investors wondered what the company was doing “kind of buying something that wasn’t a big story” and “had its issues”—one of those being a behemoth PARP competitor in AstraZeneca and Merck’s Lynparza.
Since then, though, they’ve come around, Redfern said, in part because Glaxo’s been able to make the case that the buy was “really a bet on the PARP market and the opportunity being much bigger than people currently think.”
The treatment paradigm in ovarian cancer, the first PARP battleground, “has still got a long way to evolve,” Redfern said, and “it’s not really clear” yet what’s best in terms of treatment. And the idea that Tesaro's Zejula could make a bigger splash than anticipated has “definitely started to resonate with investors,” he said.
The other reason investors balked at first? They feared changes to the company's hallowed dividend, but those worries have “subsequently been mitigated by the Pfizer deal,” which followed just a couple of weeks later. And that pickup has faced “very little pushback on any aspects of it,” Redfern said, noting that 2019’s JPM meetings were “the best set of investor meetings I’d had in 10 years.”

While investors have been clamoring for a consumer spinoff for years, they’re now happy to wait for one on GSK’s three-year timeline, particularly because the company knows what it’s doing when it comes to consumer health mergers. After integrating Novartis’ OTC assets, delivering cost savings and upping the business’ margins, Redfern figures GSK has gained credibility in that regard.
“I think if we had tried to argue that having a world-leading group of that scale and value inside GSK, when it isn’t the main priority and we’re saying capital allocation to pharma is the main priority, that would have been a much tougher message,” he said. “The fact that we’re prepared to say up front, ‘We’re going to spin it in three years,' I think, that got a big tick. That’s resonated.”

[tradermichael] 25/1/2019 08:18

Oops …. £1 = $1.31 as well

[gbh2] 25/1/2019 08:12

The last quater's share price drop of 90p completely negates this years dividend payment of 80p!

[montyhedge] 25/1/2019 08:04

Lol, no chance talk of increasing in the future.