Well at this embarrassingly low share price I've sold a few other holdings and added to my GSK today. |
More good news for GSK
"GSK ADC gets FDA breakthrough therapy designation"
GSK's B7-H3-targeted antibody-drug conjugate, GSK'227, receives US FDA Breakthrough Therapy Designation in late-line relapsed or refractory osteosarcoma
And yet sentiment in stock seems unmovable.
Tempted to buy myself. |
Good time to short GSK? I'm thinking so. |
Mega volume today post 2.30pm let's hope a US bidder is moving in |
I suppose you can't compare GSK to Nvidia though or any of the Mag-7 stocks that drove most of the US gains. Take a company like Disney - also flat over 10 years or so. But the innovative companies do mostly seem to originate over there, have better access to funding etc. |
Monty that's why I prefer BHP over RIOBHP delisted in London and moved to Australia, so now I can buy BHP with no stamp duty. Hopefully GSK will move to the US |
Problem I have with FTSE 100, stamp duty is a rip off, valuations are dire on the ftse. GSK shareprice below what it was 35 years ago, ok dividends.Nvidia up 170% in 2024, predicted another 50% this year. No wonder companies want to leave London market and go to US for a better rating. UK gilts and US tech for me. |
Given the rising bulk of sales are overseas perhaps its time GSK did the unthinkable and moved it's primary listing. The City or UK pension funds clearly have no interest in companies like this. Time to give it a bloody nose.... |
GSK's Nucala (mepolizumab) approved in China for treatment of adults with chronic rhinosinusitis with nasal polyps
· Mepolizumab is the only anti-interleukin-5 approved in China for the treatment of adults with inadequately controlled chronic rhinosinusitis with nasal polyps (CRSwNP)
· Around 30 million people in China live with CRSwNP and experience symptoms such as sleep disturbance, breathing problems and loss of smell
· This is the third indication for mepolizumab in China for an IL-5 mediated condition |
Diversification, 6-7% yield, low gearing etc - but best check out the BRWM thread ... |
BRWM has high charges though it looks.Never looked at it but did after you gents posted. Performance has not been great and charges high or am I missing something? |
Re: mining I hold approx 50% BRWM and 50% RIO (sorry for off-topic GSK). |
For mining BRWM for me to be diversified |
Yep, GSK and RIO are the positions I'm adding to. No Mag7 for me. |
One of my do well shares for 2025 |
Progress in GSK's pipeline, including 11 positive Phase III readouts and anticipated launches of five major new products in 2025, is expected to significantly impact future earnings by expanding the portfolio and enhancing revenue streams. |
Novo shares plopped 20% .. at least GSK not so heavily reliant on one product |
Yeah in a tough market right now the fact it's holding up at around 1300 is encouraging I feel.
Averaged down a little yesterday and will do so again on Monday if thinks remain stable.
Good luck all 👍🏻 |