Gsk Share Discussion Threads

[montyhedge] 17/8/2020 09:01

GSK/Sanofi I think the most experienced in vaccines, hopefully first, because vaccine will be a yearly thing not a one off, the dosh would roll in.

[geckotheglorious] 17/8/2020 08:58

Two of the world’s biggest drugs companies have warned that finding a coronavirus vaccine is a marathon and not a sprint and have claimed that they would be “happy” should one of their rivals launch their version first. The heads of the vaccine businesses at GlaxoSmithKline and Sanofi, which are developing a Covid-19 vaccine together, said that “rapid progress” was being made in the battle to treat the disease, but that collaboration and protecting as many people as possible were more important than being first. – The Times

[tradermichael] 17/8/2020 08:00

GSK has the adjuvant

[abdullla] 16/8/2020 21:31

What has Sanofi and GSK got that the others have not got to be out of the gate first before others ?

[montyhedge] 16/8/2020 13:23

Let's hope GSK/Sanofi first out the gate with a vaccine I think we would go to 2000p,

[montyhedge] 16/8/2020 13:21

Another possible 300m vaccine order.https://www.thenorthernecho.co.uk/news/local/southdurham/18654472.gsk-sanofi-discussions-eu-supply-300-million-doses-covid-vaccine/

[alibizzle] 15/8/2020 23:38

I haven't told my partner yet. Worse case.i will cut my losses and it'll be a smaller wedding .

[ianood] 15/8/2020 16:03

EI - my thoughts exactly, however, whichever option I choose sod's law will apply!

[essentialinvestor] 15/8/2020 15:03

The consumer products business will not stay independent for long.

Unless the pharma side makes some dramatic progress over the next 24 months,
it may be tempting to sell those and double down on consumer products.
Unilever or RB, two of the likely bidders.

Hopefully pharma will make headway, we have all seen the incredible transformation of Astra, so never say never etc.

[williamcooper104] 15/8/2020 14:07

Pray to lose the lot - it'll be much cheaper than the divorce :)

[glasgow13] 15/8/2020 12:52

What does your partner think about this?

[jadeticl3] 15/8/2020 11:43

This sounds to me like a man who is not sure about getting married!!

[rikky72] 15/8/2020 10:28

Sound advice. I'd add that stocks rarely go in the direction you want, by the amount you'd like and in the timeframe that would suit..

[spud] 15/8/2020 09:30

Blimey, punting your wedding money into the world's biggest casino....And asking people on a BB you've never met for advice! Money is soon lost in this game if you're not careful.....spud

[alibizzle] 15/8/2020 09:01

Looking to buy around a thousand shares , will hold out till nearer £15.00 or do you think things will get worse before they get better ? If I buy and they go above £18.00 I can afford my wedding !

[jadeticl3] 15/8/2020 08:29

What were the reasons given by GSK leadership for the split? They must have considered then that it was a beneficial move. If things have changed since then would they not recognise that? Who knows more about the real facts, GSK Management or GtGlorious?

[essentialinvestor] 14/8/2020 23:59

SP may want £14.60/80 type area?. Current yield does provide some support.

[geckotheglorious] 14/8/2020 22:16

Woodford got it badly wrong, on many fronts...

And yet you're listening to him viz GSK?

Seriously?

"The problem with the split (to my mind anyway) is that once the secure income and underpinning of the dividend is gone, the pharma side will be exposed"

Precisely! You echo my earlier thoughts.

[rikky72] 14/8/2020 16:08

Meant to say the security of the income from the consumer side.. doh!

[rikky72] 14/8/2020 16:07

The problem with the split (to my mind anyway) is that once the secure income and underpinning of the dividend is gone the pharma side will be exposed. Where is GSKs track record over the last 20 years to inspire confidence that they can sufficiently up their innovation and pipeline performance to plug this gap? I know the past doesn't necessarily predict the future but I have big concerns.

[montyhedge] 14/8/2020 15:26

Gecko
Its going to be the best thing GSK could do, Woodford was on about this for years, before he sold GSK and then sold Astra at lower levels.

[geckotheglorious] 14/8/2020 12:19

Debatable Monty.
The Consumer side underpins the dividend so the split will mean the Pharma sides divis will be underpinned by nothing bar phase 3 product success.

ICI (Paints) and AZN(Pharma) - naturally not bedfellows.

GSK side one could argue along similar lines but many of the Consumer products are at home in a Pharma company.

Zovirax,Voltaren, Panadol,Nicorette, Theraflu...

[montyhedge] 14/8/2020 12:10

The split will be good, I imagine get new shares in the new company, both companies will have a premium over the share price, ICI split off Astra Zenneca and look what happened, I'm buying has many has I can before the split in two years time.
In the meantime sit back collect a dividend every 13 weeks.

[geckotheglorious] 14/8/2020 12:06

Tad defeatist Abdulla.
There used to be no delivery trucks yet we didn't all die!

Sounds like you're overly "dependent" on others..

Can't beat being independent and self sufficient.

Am a big fan of GSK fyi - not of the proposed split though,nor the muppet in charge currently.

[abdullla] 14/8/2020 12:03

No delivery trucks no problem we will all die,no need for medicines and therefore no need to talk about or worry about GSK shares.