Gsk Share Discussion Threads

[abdullla] 24/1/2020 10:04

Hands up!who is selling?on a second thought Maybe we better wait for the results .

[tim 3] 24/1/2020 10:03

Come on break out you know you want too!

[grahamburn] 24/1/2020 09:40

Nothing of any use will be available for at least a year, though that's not for the want of trying.

As two experts (not from GSK) discussed on the Today programme this morning, though work has been underway for a couple of weeks, any viable and approved vaccine is unlikely to be available for at least a year.

That re-emphasises how long it takes for pharmaceutical research to bear fruit.

[billionairepaddy] 23/1/2020 18:58

any chance that G S K will come up with a quick concoction to treat coronavirus

[crossing_the_rubicon] 21/1/2020 16:57

"All things being equal and well, roughly how long might the process now take to gain a licence?"

How long is a piece of string?

Your guess is as good as mine - unless you're in the drugs business!

4 months sooner than under a standard review.


As to whether a licence is granted, depends on the efficacy surely.

[tradermichael] 21/1/2020 15:11

C_t_R, so the US Food and Drug Administration (FDA) granted a priority review for the company's Biologics License Application (BLA) seeking approval of belantamab mafodotin.

All things being equal and well, roughly how long might the process now take to gain a licence?

[crossing_the_rubicon] 21/1/2020 14:48

Glaxo's balantamab mafodotin nabs accelerated review in U.S. for MM
The FDA grants Priority Review status to GlaxoSmithKline's (NYSE:GSK) marketing application for belantamab mafodotin for the treatment of relapsed/refractory multiple myeloma (MM) in patients whose prior therapies included an immunomodulatory agent, a proteasome inhibitor and an anti-CD38 antibody.

[crossing_the_rubicon] 21/1/2020 12:57

Lunar New Year in China this coming weekend/week
Cases found in Korea, Thailand.

This could spread fast given international travel.

[montyhedge] 21/1/2020 12:46

118 cases in HK, big travel season in China coming, this could spread easily.

[alphorn] 20/1/2020 11:33

- #522. That can be a very two edged sword that we have discussed before - ie targeting those patients where there is a greater likelihood of efficacy.

- China reports sharp rise in cases of Sars-like virus. There was a lot of work carried out from the 2003 outbreak; can't find much recently???
edit: China has confirmed the new SARS-like virus that has killed three people has spread between humans. The country's National Health Commission team said 14 healthcare workers had caught the respiratory virus while treating patients.

[tradermichael] 20/1/2020 08:26

GlaxoSmithKline expects its partnership with consumer genetics testing company 23andMe to have selected its first drug target and launched a clinical trial by the end of the year. Emma Walmsley, chief executive of the UK drugmaker, said the unusual $300m deal was set to improve the productivity of research and development, with 23andMe providing genetic information and a way to eventually reach potential trial participants. GSK and 23andMe, which are exploring many potential drug candidates together, have not yet revealed the disease the first drug will be designed to treat.

[sogoesit] 17/1/2020 13:26

On daily closes now topping current trend channel.
Next trend channel tops at around 1950 by end January roughly.

[abdullla] 17/1/2020 13:02

Thanks,AZN up 3% wow!

[tradermichael] 17/1/2020 12:49

Its broken through the top edge of the thin end of the wedge - over 4 million shares traded so far today.

[tradermichael] 17/1/2020 12:45

I've been holding from 1742p since 4 Nov 2019 ….. ;0)

[abdullla] 17/1/2020 12:33

Anybody selling?

[sogoesit] 17/1/2020 11:50

5 February Q4 Results.

[abdullla] 17/1/2020 09:46

I see the results are round the corner I am sure in the web cast GSK will be questioned about this lapse in communications so it will then become crystal clear .

[tradermichael] 17/1/2020 09:17

And the market doesn't really like the poor communication.

GSK expects to 'demerge' the JV within 3 years of closing the deal.

GSK (as majority stake holder i.e. 68%) has the say on the timing of a float up to 5 years, and after the fifth anniversary of the closing, both GSK and Pfizer will have the right to decide whether and when to initiate a separation and public listing of the joint venture.

I believe that this arrangement and the way it has been represented by the two companies this week did not impress at least one broker.

[alphorn] 17/1/2020 08:58

TM - yes, thought that was strange. It is a joint venture - they should therefore speak to each other.

[tradermichael] 17/1/2020 07:59

GlaxoSmithKline and Pfizer seem to have contradictory plans for their consumer health joint venture.
During a Tuesday presentation at the J.P. Morgan Healthcare Conference, Pfizer chief Albert Bourla said he believes the JV is heading toward an IPO within three to four years in a move that provides the New York pharma a “clear exit strategy.”
Maybe not, GSK’s chief strategy officer David Redfern said in an interview with Bloomberg the following day.
“Actually we haven’t decided anything,” Redfern was quoted as saying. “When we announced the deal, we said we expect it to separate within three years, but actually up to five years. And it’s entirely our decision.”

[toffeeman] 16/1/2020 20:39

So far so good limit at 1760 so we will see!

[tim 3] 16/1/2020 18:12

Good call so far Toffeeman

[sogoesit] 16/1/2020 12:01

"We haven't really thought about it"
But:
"We expect to separate within three years".

So, they have "thought about it".

Oh well, more time to accumulate on the ramp and probably stop accumulating round the 3.5% yield mark.