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Investor discussions surrounding GSK (GSK plc) from February 4 to February 11, 2025, indicated a positive shift in sentiment following a better-than-expected fourth-quarter report and an optimistic revenue forecast. The company guided for revenue growth of up to 5% in 2025 and projected core operating profit growth of 6-8%. This performance increased investor confidence, with some members noting a significant upward trend in share prices despite concerns about ongoing litigation issues. One user highlighted that "the chart is certainly heading in the right direction," reflecting optimism in the stock's recent momentum.
However, discussions were tempered by concerns over a new class-action lawsuit alleging securities fraud, which was perceived as potential short-term volatility for GSK shares. Investors speculated on the motivations behind the lawsuit, with one remarking that the actions appeared to be "common in the US and usually come to nothing." Nevertheless, multiple analysts raised their target prices for GSK, with Bernstein setting a target of 2355p and Deutsche Bank increasing theirs to 1450p, indicating robust analyst support for the stock's future valuation. Overall, there was a blend of cautious optimism among investors about GSK’s growth prospects, driven by clinical advancements and improving financial performance, along with ongoing apprehension toward external legal pressures.
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GSK PLC reported a strong financial performance for 2024, with total sales reaching £31.4 billion, reflecting a 3% increase at actual exchange rates (AER) and a 7% increase at constant exchange rates (CER). The company experienced robust growth in its Specialty Medicines division, which saw sales surge by 19%, including significant increases in oncology (98%) and HIV (13%). Despite these positives, the Vaccines division faced challenges, with a 4% decline in sales, notably driven by a steep 51% decrease in sales for Arexvy. Overall, while GSK's core operating profit and earnings per share (EPS) showed promising gains of 11% and 10% respectively, total operating profit and EPS were negatively impacted by a substantial £1.8 billion charge related to Zantac litigation.
In a notable move, GSK raised its long-term sales guidance and announced a £2 billion share buyback, indicating confidence in its future growth trajectory. The positive outlook was further supported by a substantial cash generation from operations amounting to £8 billion and free cash flow of £3 billion. However, concerns linger regarding the performance of GSK's Vaccines division, particularly in the U.S. market, where geopolitical factors could impact revenue growth. Overall, GSK's strategic focus on Specialty Medicines and its commitment to investing in research and development appear to position the company favorably for sustained growth despite the challenges ahead.
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This is GSK; he only has coal for us.. |
Supermarky |
I bought a few more a few hours ago at 12.98.Major support here Let's see how this rolls. |
Good news today re. successful Phase lll Linerixibat results. |
Gecko |
Are you trying to initiate a war here Gecko ?? |
Yawn, your TDS is boring Jubber. |
The general market has got a new strain of Trump/Kennedy induced diarrhoea |
Yes good news followed by bad news, daily. |
Linerixibat shows positive Phase III results in cholestatic pruritus (relentless itch) in primary biliary cholangitis (PBC) |
I'll add my two pennyworth |
Interesting points made here. I'm assuming by individuals who hold significant amounts.?..the fact it has become more noteably political is intriguing. |
#743. What has that post got to do with GSK? |
Dr Biotech |
That's ok - they'll raise it again after the shareprice reaches 1500p, 1700p etc. |
Wow, I know analysts are useless but that's a big cut. |
These brokers are good for nothing at all. |
These brokers are so clever cutting price targets after the event...10yrs old could that... |
Deutsche Bank cuts target price to 1350p from 1700p |
Further falls as Tariffs hit. |
is RFK jnr's appointment likely to be acceptable to and confirmed by congress? It seems even some Republican members are extremely sceptical of the anti-vax and FDA rhetoric, believing that vaccination is probably the biggest medical advance of all time after clean drinking water. |
I had this sell off attributed to the legal difficulties currently being experienced by AZN big wigs in China,this was then followed by the appointment of a Health Secretly in the USA who is as deluded as trump. |
Type | Ordinary Share |
Share ISIN | GB00BN7SWP63 |
Sector | Pharmaceutical Preparations |
Bid Price | 1,462.50 |
Offer Price | 1,463.50 |
Open | 1,463.00 |
Shares Traded | 115,757 |
Last Trade | 08:18:13 |
Low - High | 1,463.00 - 1,468.50 |
Turnover | 30.33B |
Profit | 4.93B |
EPS - Basic | 1.1889 |
PE Ratio | 12.33 |
Market Cap | 60.75B |
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