Gsk Share Discussion Threads

[daveboy1] 21/2/2020 10:40

Well, I was holding at average £14.50 last summer, so anything goes in my experience.

[beckers2008] 21/2/2020 09:18

When is this decline gonna stop!
Sold out on the day of poor results and may buy back in again at £16?
Or am i being too optimistic?

[tradermichael] 21/2/2020 08:18

GBP 1.0 = USD 1.29

[tradermichael] 20/2/2020 15:30

This is a slightly more technical press release:

US-German immunooncology specialist Immatics Biotechnologies GmbH has licensed two of its TCR-T programs to GlaxoSmithKline for US$50m upfront.

The companies’ strategic alliance aims to equip patients' own T cells with a natural T cell receptor that recognises antigens on solid tumours. Under the agreement, GlaxoSmithKline plc (GSK) acquires the commercialisation rights for two TCR-T programs from the former cancer vaccine developer paying US$50m. GSK intends to invest heavily in immatics' know-how in the identification of patient-specific tumour neoantigens using its proprietary XPresident platform and the further development of the programmes. The British company plans to spend more than US$550m in milestones for each of the programmes designed to treat various solid tumour iindications. In addition, Immatics is eglible to receive royalties on sales upon market approval.

Under the terms of the agreement, the partners will initially develop autologous T-cell therapies. However, GSK also has the option to licence Immatics' ACTallo® technology, which delivers allogenic TCR-Ts. Allogenic cell production is expected to largely to reduce costs and length of hospital stay because - in contrast to allogenic cell therapies – they can be manufactured centralised and thus promise to reduce production costs compared to autologous T-cell therapies.

The licensed TCRs were identified using Immatics' XCEPTOR® TCR platform and are directed against two proprietary cancer targets on the cancer cell surface. GSK has also acquired an option to add additional cancer targets identified by Immatics' XPresident platform. For these targets, GSK will receive additional option and milestone payments as well as royalties.

While the team led by Immatics CEO Harpreet Singh is primarily responsible for the preclinical development and validation of the TCR-T candidates, GSK will be responsible for their clinical development, approval and worldwide marketing. Immatics also has the possibility to co-develop one or more candidates and conduct first-in-man trials, if GSK agrees.

[bioking] 20/2/2020 12:02

DNL about to explode , Institutional investor added 1 million shares this week . LOTS of BIG NEWS around the corner =10+ BAGGER GEM RALLLYYYYYYYYYYYY

Diurnal (DNL)
Market Cap £27 M
Price: 31p



Upcoming Catalysts:

MAA-Acceptance for Chronocort in February/March 2020

Alkindi approval in Israel expected in 2Q 2020

Alkindi approval in Australien expected in 2Q 2020

US-Partnership for Alkindi & Chronocort expected in 1H 2020

Alkindi & Chronocort Partnership for Asia für Japan und China

US-Approval for Alkindi expected in 4Q 2020

EU Approval for Chronocort expected in 4Q/1Q 2020/21


Investment summary:Alkindi, a cortisol replacement therapy designed for children under 18 years of age, is DNL’s first product on the market. It is expected to be followed by Chronocort for adults – a larger market – which now has a clear pathway for regulatory approval in both Europe and the US. Despite this, the share price is still languishing well below valuations determined by peer group and DCF (202p) analyses

[tradermichael] 20/2/2020 11:41

Agree, but here's two more:

Clinical-stage biotechnology business Immatics said Thursday that GlaxoSmithKline will license two of its T-cell therapy candidates being developed to treat cancer for a $50 million upfront payment.
Under the terms of the agreement, Glaxo will be responsible for developing, manufacturing and commercializing the investigative treatments. Immatics said that, in addition to the award upfront, is eligible for over $550 million in development, regulatory and commercial payments for each product, plus royalties.
The collaboration deal also includes the option for the British pharmaceutical company to license additional candidates. German biotech startup Immatics said that it is developing treatments that uses natural or engineered T-cells, a kind of immune cell, to fight solid tumors.

This latest deal brings Glaxo's cell-therapy pipeline up to six assets, from four previously. In Europe there are currently two approved cell-therapy products, both to treat certain blood cancers, developed by drug makers Gilead Science and Novartis.

[essentialinvestor] 20/2/2020 11:15

2250 you reckon MJ, yes possible. Need some progress on the pipeline
to see that though?.

[tradermichael] 20/2/2020 11:10

That would be very nice. I think the company would like to strengthen free cash flow and build free cash flow cover of the annual dividend to a target range of 1.25-1.50x, before returning the dividend to growth.

[sicker] 20/2/2020 10:48

TM, excluding the special dividend it has been 80p since 2015. Time for a slight increase I would have thought :-)

[tradermichael] 20/2/2020 10:00

I don't look at it as 'dropped', because I have not sold and don't intend to sell at a loss! (Also, I did not buy my shares at the 'top').

This company is going through a massive re-profiling and the new products plus Consumer Health split will bring the equivalent value of 2250p per share. That's a good return with 80p per year dividend for however long it takes …. ;0)

[montedawnster] 20/2/2020 09:54

....So you have dropped 90k in just one month. Going to take 10 dividend payments to recover that.

[tradermichael] 20/2/2020 09:39

23p per share ex dividend today. My £9.8K dividend will buy some more GSK shares come payment on 9th April ….. ;o)

On to Q1 next (19p per share ;0))

[grahamburn] 19/2/2020 13:59

Agree with Woodhawk... CtR isn't adding information which specifically relates to GSK. May be vaguely interesting in a general discussion of disease control but in reality it's very peripheral to enhancing fact-based knowledge.

So, like Woodhawk, filter button is the only option now for Crossing the Rubicon.

[keyno] 19/2/2020 11:49

Nothing wrong with chats on a women's night out, Montedawnster. Beats talking about sport and cars any day. ;)

Agree with your first sentence though. I've had CTR on filter for months now.

[crossing_the_rubicon] 19/2/2020 11:10

"The next two weeks are critical - CoronaVirus pandemic"

Breakdown:

30% deaths in 60's,
30% in 70's,
20% in 80's
20% under 60.

Men & women equally represented amongst confirmed cases, deaths 64% men.

Kids spared.

NYTimes
Covid-19 20x deadlier than FLU. (22mins 50 secs in)

R0 was over 3, maybe as high as 6.7

[tradermichael] 19/2/2020 11:07

Reasons to be cheerful:
1. Ex dividend day tomorrow …. 23p per share

[woodhawk] 19/2/2020 10:40

Crossing_the_Rubicon - idiot. Filtered.

[tradermichael] 19/2/2020 07:51

GlaxoSmithKline (LSE/NYSE: GSK) today announced that the U.S. Food and Drug Administration (FDA) has approved Voltaren Arthritis Pain (diclofenac sodium topical gel, 1% (NSAID)- arthritis pain reliever) as an over-the-counter (OTC) product for the temporary relief of arthritis pain in the hand, wrist, elbow, foot, ankle or knee in adults (18 years and older). With the FDA's approval, Voltaren Arthritis Pain becomes the first and only prescription strength, nonsteroidal anti-inflammatory (NSAID) topical gel for arthritis pain available OTC in the United States.
Voltaren Gel, which GSKCH owns the rights to, is currently only available with a prescription in the US. Today's OTC approval of Voltaren Arthritis Pain will provide the nearly 30 million Americans with osteoarthritisi over-the-counter access to this topical treatment option.

[montedawnster] 18/2/2020 22:23

Perhaps you might all like to stick to the program and discuss GSK share price here. You are chattering like a women's night out.

[crossing_the_rubicon] 18/2/2020 21:17

Coronavirus "Lab Leakage" Rumors Spreading
A Wuhan lab affiliated with the Chinese Academy of Sciences has sought to dispel rumors that it “made and leaked” the highly infectious
pneumonic virus that led to the still-raging global outbreak. The Wuhan Institute of Virology, located in the provincial capital of Hubei, which is the ground zero of the contagion, has been thrust into the media spotlight by the allegation last week
that it leaked “bio-hazardous agents.”

Posts circulating on WeChat and Weibo claim that a researcher at the institute was the first to be infected by the novel coronavirus,
now called Covid-19 by the World Health Organization.

The female virologist and a graduate from the institute, referred to as “patient zero,” had never visited the city’s shambolic wet market
– also known as the “zoo” – where a range of wild animals were sold. The market has been identified by the authorities as the most
probable source of the deadly pathogen.

Richard Ebright, a biology professor at Rutgers University in New Jersey, told the BBC that genomic sequencing of the coronavirus showed no proof that it had been artificially modified, yet he could not rule out the possibility
that the unfolding pandemic could be the result of a “lab incident.”

Also, a paper that appeared in the prestigious medical journal The Lancet at the end of last month has lent credibility to speculation
about the origins of the virus. The paper quoted seven doctors at Wuhan’s Jinyintan Hospital as saying that the first patient admitted
on December 1 had “never been to the wet market,” nor had there been any epidemiological link between the first patient and subsequent
infection cases, based on the data from the first 41 patients treated there.

[crossing_the_rubicon] 18/2/2020 21:16

Covid-19 Pandemic: The Complacent Are Clueless
Here's a sampling of complacent assertions being made about the COVID-19 virus as if they were certitudes:

It's no worse than a bad cold.
It's less deadly than a normal flu.
You can't catch it unless you're in sustained close contact with a carrier.
Carriers are only contagious for 14 days. After that, you're home free.
A vaccine is just around the corner.
The Chinese government has it under control.
Only 2,000 people have died, it's no big deal.
The few cases in other countries are being managed, and it will soon disappear.
The pandemic will fade away by April due to rising temperatures.

[crossing_the_rubicon] 18/2/2020 21:15

Gilead's COVID-19 Drug Trial In Wuhan Is Already Facing Serious Delays
Video footage seen by WSJ shows that the Gilead drug, known as remdesivir, was first administered intravenously on Feb. 6 to
a 68-year-old man who had developed severe symptoms and was treated at Jinyintan Hospital.

Other than remedesivir, the antimalarial drug chloroquine and the influenza drug favipiravir have also been shown to be effective
in the treatment of patients. Meanwhile, Sun Yanrong, another official at the ministry,
said separately on Monday that, based on preliminary clinical trials results, chloroquine has proven effective in treating
the virus with no immediate side-effects.

Chinese state-owned drug giants including China Resources Pharmaceutical and China Medicine Health are ratcheting up production of
drugs like chloroquine that have proven effective at treating patients infected with the virus.

Japan Today reports that Japan is planning a trial to test the efficacy of various HIV medications on patients infected with
COVID-19 as more experts raise the possibility that the virus was bioengineered.