Gsk Share Discussion Threads

[philanderer] 06/2/2019 12:44

Yes , that was a quick buy from a non-exec director :-)

2,926.421 @ 14.95p

[tradermichael] 06/2/2019 12:36

Well, Sir Philip Hampton just bought.

[abdullla] 06/2/2019 12:26

Who advised to sell after the results,hahaha!

[nimbo1] 06/2/2019 12:12

nice to see a positive reaction

[essentialinvestor] 06/2/2019 12:09

Free cash flow looks strong on a first look.

[tradermichael] 06/2/2019 12:06

Pipeline update and newsflow

-- Rebuild of Pharmaceuticals pipeline continues with 33* of the 46*
new medicines now in development targeting modulation of the immune
system
-- Major progress made in immuno-oncology pipeline with 16* assets
now in clinical development, reflecting organic progression, the
Tesaro acquisition and the alliance with Merck KGaA, Darmstadt,
Germany*
-- Major data readouts and other significant newsflow expected on
multiple new medicines in HIV, Oncology, Immuno-inflammation and
Respiratory in 2019:
- FDA approval decision expected for dolutegravir + lamivudine
in H1
- FDA filings planned for long-acting injectable cabotegravir +
rilpivirine in H1 and fostemsavir for highly treatment-experienced
patients in H2
- Pivotal stage data readouts expected for BCMA for 4L multiple
myeloma, Zejula for 1L maintenance ovarian cancer and PD1 dostarlimab
for endometrial cancer
- Updated phase I PFS data from DREAMM-1 study for BCMA to be published
in leading journal in H1
- Phase III start planned for anti-GMCSF for treatment of rheumatoid
arthritis in H2
- Results of pivotal CAPTAIN study to support filing of Trelegy
for use in asthma expected in H1

[philanderer] 06/2/2019 10:14

Market report

GlaxoSmithKline shares were 1.3% lower ahead of the release of the pharmaceutical giant's annual results at 1200 GMT.

Analysts are expecting GlaxoSmithKline's profit to more than double in 2018, the final year before its consumer healthcare division begins to break away.

According to company-compiled consensus, analysts expect Glaxo's pretax profit to be GBP7.90 billion, over twice the GBP3.53 billion profit generated the year before. Revenue is forecast at GBP30.56 billion, a modest rise from GBP30.19 billion in 2017.


Alliance News

[nimbo1] 06/2/2019 10:11

GSK are stepping into the unknown with all this deal making and investment. It may be good or it may not. Either way risk to the upside and downside is increasing. If I was given an opportunity to offload my entire stake at anywhere close to £17 Id take it. Thats where I last sold a chunk...

[gbh2] 06/2/2019 10:05

Hold & Equal weigh doesn't exactly generate enthusiasm for this company's shares!

[pugugly] 06/2/2019 09:59

nimbo1 - Agreed but their analysts are not in the business of committing hari-kari

[nimbo1] 06/2/2019 09:55

Deutsche should be worrying about forecasting their own share price. They look to be going down the drain.

[pugugly] 06/2/2019 09:55

Agreed Management seem to have lost their brains and spending cash like water to buy into unprovened but "hope" developments - Warmsley - You are not longer looking after healthcare where unsuccessful purchases cost far less - Message received "betting the farm"

[anhar] 06/2/2019 09:43

Deutsche Bank Hold 1,520.00 - Reiterates

I don't know why people repeatedly quote broker comment here when most of us know it's less than worthless. You'd soon be skint following their advice constantly.

What I can tell you is that in the language of brokerspeak, "Hold" means Sell, they just don't have the guts to spell it out because of the bad feeling it would create with the target company, GSK here. So if anyone believes in this, you know Deutsche Bank's real opinion.

[nik rosa] 06/2/2019 09:39

Zico, now I know your SOH I will interpret your postings in a different light.
Nice one! N.R.

[warranty] 06/2/2019 09:13

Wasn't expecting this much of a pull back this morning and we may now do well just to finish flat even if results are decent.

[maywillow] 06/2/2019 08:58

Deutsche Bank Hold 1,520.00 - Reiterates

[zicopele] 06/2/2019 08:18

Bad news last night. Trump mentioned cheap drugs. We want high drug prices in a captive market.

This could get messy.

Pity he did not get his wall. He might have left us alone.

[montyhedge] 06/2/2019 08:09

It's another great deal, figures midday let's see if decent.

[tradermichael] 06/2/2019 08:01

GSK has agreed to pay Merck an upfront fee of €300m to begin testing the treatment, which is in clinical trials. The German company is eligible for another €500m payment if the treatment reaches a development milestone and another €2.9bn if it is commercialised. Profits from the tie-up will be shared jointly, the companies said in a statement on Tuesday.

What's in this for Merck? Can they not afford to invest in their new drugs?

[ayl30] 06/2/2019 07:16

Times todayGlaxo agrees £3.2bn cancer therapy deal https://www.thetimes.co.uk/article/glaxo-agrees-3-2bn-cancer-therapy-deal-xzz960kgx?shareToken=41fcc01569b4a2e9acb5b25db9e10c4a

[alphorn] 06/2/2019 07:11

An area to watch is where all this spend is going - my guess will be the balance sheet as intangibles/deferred costs. If so, at some point that will have to come out and hit revenue.

[montyhedge] 06/2/2019 07:08

Figures midday, should be decent, with a quarterly dividend of 23p.In my opinion.

[zicopele] 05/2/2019 22:49

What we have is hope

[zicopele] 05/2/2019 22:49

Dr Biotech...why do you doubt this?

Nobody knows where it will be in two weeks....even the insiders.