Gsk Share Discussion Threads

[montyhedge] 05/2/2019 08:42

If some said generic version 10 pounds or original version 10 pounds, what would you buy.

[montyhedge] 04/2/2019 19:04

Everyone acting has if that's it, no more Advair sales, they will compete with the sales team they have, that surely will dampen the generic version. I would want the real thing if it was me.

[essentialinvestor] 04/2/2019 17:51

The point I'm trying to make is a shingles vaccine will not transform prospects
for GSK, as Advair did, as Zantac did before that. It does help.

[montyhedge] 04/2/2019 17:47

No point speculating until Wednesday all will be revealed. There will still be sales of Advair in the future, just match generic prices. I know I would have the real thing, rather than a generic version for the sesame money. 23p dividend will be in the bag though.

[zicopele] 04/2/2019 17:42

Essential...we are comparing 2018 go 2019. Advair fell off a cliff in terms of sales last year and it's demise will be almost complete this year.

[essentialinvestor] 04/2/2019 17:33

In 2017 Advair was still earning 4 Billion USD in annual revenue, annual revenue!.
There is no comparison between the 2 for multiple reasons.

[zicopele] 04/2/2019 16:27

We need more turnover. Shingrix will be significantly bigger than last year but cost of production will be higher than Advair.

[montyhedge] 04/2/2019 16:15

Wednesday will reveal all.

[zicopele] 04/2/2019 13:07

Haha Monty.. sure you do.

All of this is in the price.

I only hope they cut the dividend guidance and pump drug discovery.

£2bn per annum would buy a lot of research.

[montyhedge] 04/2/2019 11:10

I think on Wednesday after figures GSK will break out to the upside, looking for 1560p.
Results should be good with a quarterly dividend of 23p.

[tim 3] 04/2/2019 08:58

This feels like its been rangebound for ever and shows little sign of changing.Still better than constantly going down like some of my others (vod) !

[essentialinvestor] 03/2/2019 11:52

Guessestimate the pre tax, apply a 20/22 multiple.
That will take you somewhere near the figure, adjust for % ownership.

[tradermichael] 03/2/2019 10:38

Here's a project for someone good at numbers:

GSK said it will hold a majority controlling interest in the new CH venture at 68 per cent, while Pfizer will retain an equity interest of the remaining 32 per cent.
Within three years of closing the deal, GSK will break up the company into two separate businesses: one to be focused on consumer healthcare, and the other for pharmaceuticals and vaccines. It may also list the new venture in the UK.


Once the value has been 'unlocked', can anyone speculate what the equivalent value would be to today's existing shareholders?

[montyhedge] 02/2/2019 09:30

Great tip for GSK today by Questor Daily Telegraph.

[zicopele] 01/2/2019 17:19

My only hope is that we may unleash the animal instincts by demerging the company.

Something akin to the old British Gas would be a success which I believe split three ways and all did prosper in time.

BT also demerged into fixed line and mobile services.

Maybe just maybe we have a giant that is finally awakening.

[tradermichael] 01/2/2019 16:39

Yes, including dividends !

[abdullla] 01/2/2019 16:24

patience has its rewards.

[zicopele] 01/2/2019 14:54

GSK has done nothing and gone nowhere for the last twenty years.

The company is sclerotic.

Even with the Pfizer deal and possible demerger, it has not budged.

Very frustrating.....oh but we get the dividend...the gift which keeps giving blah blah but which is a noose around our necks.

[montyhedge] 01/2/2019 11:31

Next quarterly dividend 23p.

[tradermichael] 01/2/2019 11:25

Erm ….. what year?

Jan 2018 ~1300p
Jan 2019 1400p = UP ~100p

Jan 2019 ~1496p
1 Feb 2019 1486p = DOWN ~10p (INTRA DAY)


ANNUAL DIVIDEND = 80P

[zicopele] 01/2/2019 10:32

Oh dear....the dreaded dividend which is consuming shareholder value and promoting an approach of risk aversion to drug discovery.

It will be cut and the share will fall.

Already down by more than the annual dividend this year.

[montyhedge] 01/2/2019 10:16

Yes steady income payers, dividend on the doormat every 13 weeks, that will do.

[fuji99] 01/2/2019 09:58

Defensive stocks will be the key for making money in times of slowdown. GSK and AZN are the best and the safest on offer.

[montyhedge] 31/1/2019 15:43

I know shareprice been disappointing, but out of all my shares, GSK and a small one S4 Capital are the best two, I'm excited about for the future.

[tradermichael] 31/1/2019 15:40

Results next week.

Sales of Shingrix for 2018 are expected to be about $772 million in 2018 and peak at $4 billion. Another drug that is expected to do well is COPD drug Trelegy Ellipta. Sales are expected to hit about $2.2 billion.