Gsk Share Discussion Threads

[tradermichael] 14/11/2019 15:20

You will, like the rest of us - plenty good news on the way, think slightly longer term!

My £7.7K dividend today will cheer me up over Christmas. Nice gift ….. ;0)

[sicker] 14/11/2019 15:13

But will I :-)

[tradermichael] 14/11/2019 15:00

Will soon recover …… ;0)

[abdullla] 14/11/2019 13:54

35p down you call it a divi drop ?

[tradermichael] 14/11/2019 10:22

Looking good, with 12 drugs at Phase III at present.

[tradermichael] 14/11/2019 10:16

OK, so that's another 19p per share in the bag (Thursday 9 January 2020). Onward to the Q4 xd (20p per share on 20 Feb 2020 ….. ;0)

[tradermichael] 14/11/2019 08:16

And there's more:

Two months after winning approval from the U.S. Food and Drug Administration as an asthma treatment, GlaxoSmithKline is eying another potential regulatory win for Nucala following positive Phase III results in the treatment of patients living with Hypereosinophilic Syndrome (HES).
In the Phase III study, Nucala (mepolizumab) hit its primary endpoint by demonstrating a statistically significant result with 50% fewer patients experiencing a HES flare, defined as a worsening of symptoms or eosinophil threshold requiring an escalation in therapy, when added to standard of care and compared to placebo. GSK said the results mark Nucala as the first treatment to demonstrate a reduction in flares for this rare disease.

[spud] 13/11/2019 10:22

I think it's referred to as a defensive stock... ;-)spud

[lippy4] 13/11/2019 10:21

the market goes down and this stock goes up,well what next?

[thewheeliedealer] 11/11/2019 20:44

Hi all,

My mate Peter @conkers3 and myself recorded a podcast a couple of weeks ago which covers loads of healthcare stocks including GSK which I hold myself. The link below is to the podcast on Soundcloud and if you go to the 'Conkers Corner' channel on Apple and Audioboom you can find it there as well (along with some others). Anyway, I hope you find it useful,

Regards, WD
@wheeliedealer

[badtime] 11/11/2019 14:12

I wouldn't call the current drop as a hammering personally

[essentialinvestor] 11/11/2019 13:14

I got rid of ULVR on the news. The MCX should show some outperformance
re the UKX would expect - all other things being equal.

[arja] 11/11/2019 13:12

with the dam Tories now likely to get a majority after farage move , GSK and AZN have
taken a hammering !

[abdullla] 11/11/2019 11:55

Corbyn is a man who needs a shave

[lovewinshatelosses] 11/11/2019 11:05

No chance.

[abdullla] 10/11/2019 14:02

I mean only....IF....IF.....IF....God forbid :-(

[billionairepaddy] 10/11/2019 13:33

he wont even be elected p m

[tradermichael] 10/11/2019 13:06

Who is Corbyn?

[abdullla] 10/11/2019 10:54

Corbyn will nationalise GSK to stop any takeovers

[tompion] 08/11/2019 12:28

... and the smaller size of the two new companies will leave them open to takeovers....

[abdullla] 08/11/2019 10:37

TM,thanks for that analysis sounds good,meanwhile let us enjoy the dividend :-))

[tradermichael] 08/11/2019 10:08

Its not easy to put an accurate "sum of the parts" value on the 2 businesses that translates to a combined share price. However, rest assured that the shares you will own in GSK (vaccines and pharmaceuticals) and the floated GSK-Pfizer healthcare plc will be worth a great deal more than today's 1727p. I'd be looking substantially higher north of 2000p for sure …. ;0)

[abdullla] 08/11/2019 10:03

But the same old question,whats in it for me.

[tradermichael] 08/11/2019 09:55

Following the merger, non-core GSK and Pfizer healthcare assets are to be divested, worth around £1 billion throughout 2019 and 2020.

Three portfolios have combined revenues of £200 million to £300 million, with the European portfolio representing around 40% of the combined sales.

Private equity funds are likely to bid for the assets – such as Advent following its acquisition of the generics firm Zentiva last year.

Other potential bidders include CVC Capital Partners, backer of Italy’s Recordati, along with a consortium of Bain Capital and Cinven, controller of Germany’s Stada and owner of UK consumer products maker Thornton & Ross.

Stada already announced it would buy a small portfolio of six UK-focused brands from GSK.

Then, be ready for the flotation (within about 2 years or sooner) ….. ;0)

[tradermichael] 07/11/2019 12:52

GBP1.00 = USD1.28