Gsk Share Discussion Threads

[lovewinshatelosses] 21/7/2020 18:08

Yep, I agree TM. I would rather GSK focus on other areas and leave the covid bubble to others (and I say that as a holder of a couple of small caps who are in that fairly niche area). I hope Emma has made the right call here, or its an expensive mistake IMO...

[essentialinvestor] 21/7/2020 17:04

Michael, sucking up resourses. One of these vaccine candidates has to work given
the law of averages!, hopefully.

[abdullla] 21/7/2020 17:00

But TM I think some countries have paid in Billions to pharmas towards the corona research funds.

[tradermichael] 21/7/2020 16:12

Anyone think that there will be a point when the results of the pharmas working on covid-19 will be impacted by the 'no profit' resources that they are pouring into research into this area to the extent that their eyes come off the ball with their core business. After all, this wasn't a 'planned' activity was it?

[tradermichael] 21/7/2020 10:26

We'll see next Wednesday 29 July .... Q2 results for GSK

[toffeeman] 20/7/2020 17:10

james - yes along with AZN, Merck, Pfizer, Gilead and others.

[rikky72] 20/7/2020 14:50

With the best will in the world, if the pipeline were that good we would be seeing £18-20 here. I do hope they come good though.

[jamesretlaw] 20/7/2020 14:46

Would glaxo be interested in Synairgen

[ayl30] 20/7/2020 14:22

GSK will catch up sometime. It has a superb pipeline of new drugs coming through,. I hold both this an AZN, think pharma worldwide is a place to be in for next decade

[montyhedge] 20/7/2020 13:20

Astra flying, thought it would have brought GSK up on sentiment for the pharma sector.

[alphorn] 20/7/2020 10:12

I need to get back up to speed with these types of deals - capital transactions into the balance sheet whilst project funding an expense.
When I have a moment - if ever it rains here - I will compare 'capitalised' R&D between AZN & GSK as a starter.

[tradermichael] 20/7/2020 07:56

Is GSK late in the day with this move or is this an investment into this technology seen by GSK as a placeholder for vaccines for Covid-20, 21 etc and other (as yet) unknown exotic viruses?


GlaxoSmithKline PLC said Monday that it will invest 130 million pounds ($163.4 million) in German biotechnology company CureVac under a strategic collaboration to develop messenger RNA, or mRNA, technology.

Under the agreement, the companies will research, develop, manufacture and commercialize up to five mRNA-based vaccines and monoclonal antibodies targeting infectious disease pathogens, GSK said. CureVac's existing Covid-19 mRNA and rabies vaccines research programs aren't included in the collaboration, the British pharmaceutical giant said.

GSK said it will fund R&D activities at CureVac for the development projects covered by the collaboration, and Tubingen, Germany-based CureVac will be responsible for the preclinical- and clinical-development through phase 1 trials of these projects. After phase 1, GSK will be responsible for further development and commercialization, it said.

GSK's equity investment of GBP130 million will give it close to a 10% stake in CureVac, and the German company will be eligible to receive development and regulatory milestone payments of up to GBP277 million, commercial milestone payments of up to GBP329 million and tiered royalties on product sales, GSK said.

[montyhedge] 17/7/2020 16:53

Announcement on Monday from Astra regarding vaccine, I reckon sentiment will be good for the whole pharma sector.

[montyhedge] 16/7/2020 07:27

Astra and especially GSK the place to be.

[delboy45] 15/7/2020 19:58

Better day today!

[montyhedge] 15/7/2020 15:44

1755p on its way.

[tradermichael] 15/7/2020 15:41

Orchard Therapeutics said it is in license agreements with GlaxoSmithKline PLC.

The agreements are for use of Glaxo's lentiviral stable cell line technology for Orchard's investigational hematopoietic stem cell gene therapies for Wiskott Aldrich syndrome and transfusion-dependent beta thalassemia.

Orchard said it plans to submit a biologics license application and marketing authorization application for OTL-103 for the Wiskott Aldrich syndrome in the U.S. and EU, respectively, in 2021.

[rikky72] 15/7/2020 13:09

On a day where this is (currently) 2.7% up, AZN has to rub my nose in it with a 4.7% rise. That's just bad manners really.

[montyhedge] 15/7/2020 10:38

Seems everything Astra and GSK putting forward getting approval.All good news.

[spud] 15/7/2020 08:04

GlaxoSmithKline PLC said Wednesday that a U.S. Food and Drug Administration committee has voted in favor of its belantamab mafodotin antibody drug as therapy for the treatment of relapsed or refractory multiple myeloma.The FDA's oncologic drugs advisory committee voted in favor of a positive benefit-risk profile for the drug to help patients with relapsed or refractory multiple myeloma who have received at least four prior therapies, the British pharmaceutical company said. The FDA will consider the recommendation of the committee but isn't obligated to follow it, GSK said.Belantamab mafodotin isn't currently approved for use anywhere in the world, the company said.spud

[essentialinvestor] 11/7/2020 15:14

Sepsis already kills around 40,000 people in the UK each year.
Does not tend to hit the headlines as it's a constant.

In Europe nearly 700,000 people die from Sepsis every year.


I got a nick from shaving two years ago which became infected. It took two different antibiotics (Flucloxacillin did not work). Had to stay on Augmentin for a month, one week at a full dose, 3 weeks at a reduced level, to clear it.

[grahamburn] 11/7/2020 14:39

The chief executive of Glaxosmithkline has warned that drug companies must overcome a systemic industry issue to combat the rising threat of antibiotic-resistant infections.

Emma Walmsley, one of the pharmaceuticals industry’s most senior leaders, said that the coronavirus pandemic had shown “the world needs to be better prepared for global health threats”, but antimicrobial resistance was another such threat that “left untackled risks taking us back to a time when a simple cut could become lethal”.

She said that there was limited funding for research “because the market doesn’t reflect the value antibiotics deliver to society and therefore doesn’t incentivise investment”.



for full report (but behind a paywall).

[montyhedge] 11/7/2020 12:18

Getting a dividend on the doormat every 13 weeks while we wait for 2250p, not to bad.

[spud] 11/7/2020 10:27

One of the most undervalued listed Pharmaceutical companies imo. Either we're all wrong to be invested here or the Market has got this upside down and adding at this level will be shown to be genius 3 years down the track. Either way, it ain't going pop so I'll back my judgement and keep taking the dividend. spud