Gsk Share Discussion Threads

[anhar] 20/6/2025 21:30:51

Dope: "...Never change someone doing a good job because of short term stock undervaluation"

Short term? I've owned this crock for decades and it has been a serial bad performer. The only reason I'm showing a modest profit at all on my combined GSK/HLN holding is because the HLN allocation in the demerger has ben a star performer, up 54%. The new GSK element is up a mighty 0.2%!

I'm a long term hold income investor with a diversified port and GSK is in as my pharma sector rep. I don't concern myself much with share prices but mention the poor capital performance just out of interest, to dispel any beliefs that it is a good capital investment, at least on a lengthy hindsight view.

As for the future, who knows?

[dope007] 20/6/2025 17:48:03

Looks like I can add again in the 13s on what is a very high yield for a pharma stock

[tradermichael] 20/6/2025 16:36:15

Until the upside happens, keep taking dividends and buy more!

[indyavsukh] 20/6/2025 15:29:42

Great post dope007!

[dope007] 20/6/2025 13:34:30

She's doing a great job. Market will work it out eventually and these have 100% upside potential when they do. Never change someone doing a good job because of short term stock undervaluation

[cumnor] 20/6/2025 12:45:24

Problem is, despite the good news updates of late, investors have no confidence in Emma-she lacks clout. What's she done on the US, for eg, to promote GSK.

[tradermichael] 20/6/2025 10:32:57

GSK announced that Japan’s Ministry of Health, Labour and Welfare has accepted its application to expand the use of its RSV vaccine, Arexvy, to adults aged 18-49 at increased risk of severe RSV disease. This expansion, if approved, would make Arexvy the first vaccine available in Japan for this demographic, supported by positive Phase IIIb trial data. The move positions GSK as a leader in RSV prevention, with ongoing regulatory submissions in the US and Europe, potentially impacting its market presence and providing broader protection against RSV globally.

[geckotheglorious] 20/6/2025 09:51:50

If YOU'RE OVER-65...Some Alarming Stats (STAY WELL!)




In USA:


9/10 over 65 in US on 1 prescription at least.

40 - 45% of over 65 are on 5 or More

But let's not change the US health system but keep on doing what clearly hasnt been working for decades!!!

[geckotheglorious] 20/6/2025 09:21:15

Dooby
"FWIW I don't think this generalises to all vaccines"

Agreed.

This is why I have had all my vaccines over the years EXCEPT the Covid19 one.

For doing that I am a vax denier!!!

Which is clearly ridiculous.

[geckotheglorious] 19/6/2025 10:49:56

Japan Releases Bombshell Vax vs. Unvax Data on 18 Million People
The data speaks for itself—and the 3 to 4 month spike is impossible to ignore.

Japan Releases Bombshell Vax vs. Unvax Data on 18m people. Dr. Murakami’s conclusion was blunt: “the more doses you get, the sooner you’re likely to die, within a shorter period” Dr Murakami is the deputy director of RNA research at Tokyo University.

Dr. Yasufumi Murakami isn’t just some fringe voice. He’s a respected professor at the Tokyo University of Science, where he serves as vice director at the Research Center for RNA Science.

He holds a Doctor of Pharmaceutical Science from the University of Tokyo and has authored over 100 scientific publications.

Dr. Murakami’s conclusion was blunt: “…the more doses you get, the sooner you’re likely to die, within a shorter period…”

[tradermichael] 19/6/2025 09:16:43

GSK’s current expenditure in US manufacturing capabilities is close to $1.3bn.

I hope that Emma is focussing on publicity not just for new drugs and vaccines but also on investment for current and future manufacturing in the US.

[paulstills] 19/6/2025 09:09:33

Just topped up again averaging down. Becoming a common theme here !

[dope007] 19/6/2025 09:01:58

All this tarrif stuff and Trump saying they will move production here.From Google AI Glaxo already produce in the USA for the USA AI OverviewGlaxoSmithKline (GSK) has several manufacturing sites across the US, including locations in Pennsylvania, North Carolina, Maryland, and Montana. Specifically, they have facilities in Zebulon, North Carolina, and Upper Merion and Marietta, Pennsylvania. There is also a site in Hamilton, Montana, focused on vaccine production. Here's a more detailed breakdown:Pennsylvania: GSK has facilities in Upper Merion and Marietta, Pennsylvania. The Marietta site is undergoing a $800 million expansion to become a major vaccines and R&D hub. North Carolina: GSK has a significant presence in Zebulon, North Carolina, including a manufacturing and packaging plant. Maryland: GSK has a manufacturing site in Rockville, Maryland. Montana: The Hamilton, Montana, site is dedicated to vaccine manufacturing. Other Locations: GSK also has facilities in other locations, such as Rockville, Maryland.

[tuftymatt] 18/6/2025 08:20:50

Back in here this morning.

Risky I know based on what Mr T is up to right now but it's a small start and I have no other direct sector exposure either.

Good luck all 👍🏻

[tradermichael] 18/6/2025 08:15:22

The FDA currently lists 88 drugs as actively being in short supply in the US. Increasing tariffs on imported pharmaceuticals would critically impact access to medicines for millions of Americans.

[alibizzle] 16/6/2025 19:04:50

Yeah me too , been up and down more than bonnie blues knickers recently

[paulstills] 16/6/2025 08:51:33

Hope so TM but just bought at 14.90 so apologies in advance to everyone

[tradermichael] 16/6/2025 07:40:04

How long before 1550p is breached again with all the US madness?

[bountyhunter] 13/6/2025 17:52:59

Yes short term you're right following with the wider market, except for oil and defence, but I'm looking at the longer term chart..

[dplewis1] 13/6/2025 15:25:28

hTTps://www.independent.co.uk/bulletin/news/blenrep-myeloma-blood-cancer-treatment-nhs-b2769340.html

[geckotheglorious] 13/6/2025 15:02:25

TraderMichael
Post 34477

The future is here – and scientists at GSK are already using digital biological twins and organoids to create personalised solutions for patients with cancer.



Crispr the better bet surely for personalised solutions?