Gsk Share Discussion Threads

[tradermichael] 13/2/2019 07:47

I (for one) am optimistic …. that's why I keep buying GSK !!

[grahamite2] 13/2/2019 05:58

Glaxo: reinvigorated pipeline can support bumper divi
The pipeline at GlaxoSmithKline (GSK) has been ‘reinvigorated’ and Jefferies says the model that allows it to pay the highest dividend in the EU large-cap pharmaceutical space is sustainable.
Analyst Peter Welford reiterated his ‘buy’ recommendation and target price of £17.50 on the stock after raising his earnings per share estimate by 7%. The shares were trading at £15.53 yesterday.
‘GSK offers the highest dividend yield of EU large-cap pharma, which our model suggests is sustainable… at least until the proposed split of the consumer healthcare joint venture,’ he said.
‘We see the strategic rationale for a UK demerger within three years as an opportunity to crystallise value, plus consumer standalone can support higher debt levels.’
Welford said the recent £4 billion acquisition of Tesaro did boost the group’s oncology pipeline and the cancer specialism would ‘prove critical’ but even so he was ‘not enamoured by the deal’.



If nothing else it's a change from the ceaseless pessimism here.

[zicopele] 12/2/2019 18:02

Quite right Dr. A lot of the goodness has now gone.

[montyhedge] 12/2/2019 18:02

Good fine, must admit did not think Mylan ready to go and at such a big discount.

[alphorn] 12/2/2019 17:48

Monty - hence the previous comments about generics and the immediate impact on profits. Your replies were puzzling to be polite. ;)

[montyhedge] 12/2/2019 17:43

Wow they must of been all ready to go, 70% discount. GSK surely will have to match. Rather have the original.But the GSK Global President of vaccines selling shares, did not wait for ex div. not that encouraging in y opinion.

[dr biotech] 12/2/2019 17:02

Actually Milan wasted 18 months getting the data right to prove equivalence.

[zicopele] 12/2/2019 16:41

Mylan did not waste any time.

[tradermichael] 12/2/2019 16:36

WB: That's only possible when there is no original research cost

[zicopele] 12/2/2019 16:35

Where is Monty when he is needed, telling us that he would buy Advair rather than the 70% cheaper generic?

Probably on IAG telling everyone that hedging oil and lower oil price can both be beneficial simultaneously for airline stock

[wbecki] 12/2/2019 16:20

”Mylan launches generic version of Glaxo's Advair Diskus at 70% discount”


Mylan N.V. (MYL +1.6%) announces the U.S. commercial launch of Wixela Inhub (fluticasone propionate and salmeterol inhalation powder, USP), its generic version of GlaxoSmithKline's (GSK +0.4%) asthma and COPD med Advair Diskus.
The company says its wholesale cost is 70% less that Glaxo's branded product and 67% less than its authorized generic.

[zicopele] 12/2/2019 15:39

All the oil majors results were remarkable. They are cash generating machines.

Even minnows like premier oil which are highly indebted are reducing debt.

They have all seriously reduced cash cost per barrel equivalent.


As for GSK. I am a buyer sub 1500.

[montyhedge] 12/2/2019 15:35

In a way BP great results with oil down 21% last six months. That must have boosted IAG, I know they hedge so that also helps.

[zicopele] 12/2/2019 15:01

I guess you have traded experian then.

BP and IAG must be negatively correlated.

[montyhedge] 12/2/2019 14:57

Yes BP good. But for traders like me, big bonus no stamp duty.

[tradermichael] 12/2/2019 14:53

So, I now have another 2420 shares in line for a 23p dividend (If I hold!)

[tradermichael] 12/2/2019 14:50

zico - yes, the day's low was 1541.60p and I was able to programme a buy with a limit of 1543.00p and it was 'bettered' at 1542.856 while I was away from the computer ….. ;0)

[zicopele] 12/2/2019 14:49

You reckon Monty? I am long BP.

[montyhedge] 12/2/2019 14:19

When the GSK President of global vaccines sells, even before ex dividend date, not that encouraging.

[dr biotech] 12/2/2019 14:07

Would have been just about the days low so well done on that. TM is one of the more credible posters on here that doesn't have a retrospective broker that others seem to use.

[montyhedge] 12/2/2019 14:05

I sold my GSK at 1560p see what happens, switched into IAG (British Airways) looks cheap to me and no stamp duty to pay, at least the Chancellor does not get it.

[zicopele] 12/2/2019 13:55

I did not think they went that low yesterday. 1542?

[tradermichael] 12/2/2019 08:20

I bought yesterday at 15.57pm, price 1542.856 …… ;0)

[zicopele] 11/2/2019 22:20

Too high above £15