Gsk Share Discussion Threads

[zicopele] 31/1/2019 13:58

Dr biotech...don't guess anything.

What I dont want is a chief exec who is lauded for being female.

I want someone who will increase the share price.

Accusations of mysogonism for concerns expressed about Emma's lack of scientific background are a concern.

She must be judged on results but is not beyond criticism simply for being female.

[abdullla] 31/1/2019 13:46

Darwin came from apes?

[dr biotech] 31/1/2019 13:42

Darwin studied medicine, before theology.

Zico -Andrew Witty was an economics graduate. I am guessing that you don't like her because she is a woman.

I have a PhD in analytical biochemistry, but whilst I understand the basics I would be unable to hold deep conversation about (most) areas of medical research. That would apply to just about anyone - its why you become an expert in your field.

What she would need to know is the risk/benefit of any particular project. Unfortunately even having an indepth knowledge about a particular drug doesn't really help in understanding its chances of passing.

[montyhedge] 31/1/2019 13:35

GSk will return to dividend growth 2020.

[jadeticl3] 31/1/2019 13:16

Zico, I don’t know EM personally, but your argument may not always be true. I am told that Charles Darwin’s degree was in Theology, but many scientists worship him!!( I am a scientist but I don’t).I knew Richard Sykes personally, and Andrew Witty slightly, but not Emma, although I am impressed by some of her decisions and arguments. GSK has not done well in the past few years so change was needed. She is definitely different, so let us give her a chance to perform.

[tradermichael] 31/1/2019 13:07

She has surrounded herself with a team of scientific and business experts. That's the art of higher management.

[zicopele] 31/1/2019 13:01

How on earth ca she talk about deep science?

No arts graduate is that clever. You need the background or else you lack credibility.

[dr biotech] 31/1/2019 13:00

The Mylan copy was always coming - only surprise is that it took so long. Assuming that GSK cut their price the sales may hang around a bit longer due to the diskus device - some will want to stay with that rather than switching to something else. Ironically is also what Mylan say about the Epipen which they have jacked the price up on multiple times.

Must say in the rare cases that I take medication I use generics. Same tablet in a different box in some case. I also tend to look to see where they are made and to see if I trust the lab (if I have been in there). Some are better than others.

[wbecki] 31/1/2019 12:58

"She pays close attention to talent development but "can be ruthless with underperformers"."

How long before she is ruthless with herself???

[tradermichael] 31/1/2019 12:49

Emma has removed the old guard and surrounded herself with people who are experts in science. She is an extremely clever person and it has been said that she sets clear objectives and there’s lots of KPIs to measure delivery. She pays close attention to talent development but "can be ruthless with underperformers".

[wbecki] 31/1/2019 12:36

@Zico,

Nailed it.

[zicopele] 31/1/2019 12:18

Emma is a poster child for female empowerment. That is all very well but she does not have a background in science.

[zicopele] 31/1/2019 11:38

Even more pessimistic now. Monty is quoting an article from a young shyster in a smart suit.

Please...please do not quote TMF. It is too much to bear.

[tradermichael] 31/1/2019 11:31

Don't worry, Emma will talk about that with the results (next Wednesday).

[montyhedge] 31/1/2019 11:27

Not what some think, dividend will return to growth.https://www.fool.co.uk/investing/2018/12/13/why-the-gsk-share-price-is-a-ftse-100-dividend-growth-opportunity-id-buy-today/

[zicopele] 31/1/2019 10:57

I was hoping for another six months to bed downTesaro acquisition and get Shingrix production levels up.

Profits will fall this year.

Dividend will be cut next year.

Shame....should be do good.

[tradermichael] 31/1/2019 10:55

But did you know:

Unlike standard paracetamol tablets, GSK's Panadol Advance tablets and Panadol Extra Advance tablets contain Optizorb® Technology which allows the tablets to dissolve rapidly and be absorbed faster than standard paracetamol tablets

[gbh2] 31/1/2019 10:55

Most of the large Pharmas distribute generic versions of products that are no longer protected, the major companies have Generic Licenses listed under a subsidiary name.

[deanowls] 31/1/2019 10:44

I buy Panadol that are a market leader. Who’s brand is that again.

[alphorn] 31/1/2019 10:40

btw to say that generic competition will not harm a franchise is nonsense; it will.

[abdullla] 31/1/2019 10:08

Amoxicillin is a well known antibiotic by GSK,for many years GSK has dominated the market in this field inspite of the presence of many generics,I am sure they will do the same fo Advair.

[tradermichael] 31/1/2019 10:05

But it is good news such that the market can now move on and focus on GSK's other strengths. GSK has had nearly 3 years of borrowed time and that was after a good run with this world-beating drug and delivery system. All big drugs eventually get knocked back by generic competition. GSK has had time to deal with that - having set up extensive discounted contracts that Mylan will find it difficult to compete with and engineered adventurous deals with Novartis, Horlicks, Tesaro etc. Also, been able to launch Shingrix and develop the market ahead of Advair's slow demise.

[zicopele] 31/1/2019 09:40

Glad I dont take these threads too seriously. Some of you guys would have me believe that generic Advair is actually a good news story.

Mr Market thinks otherwise.

GSK down on a good day.

[wbecki] 31/1/2019 09:33

IbuProfen ftw :)

Paracetamol is so old school..