Gsk Share Discussion Threads

[roybel] 03/3/2021 11:09

When is the next merger due ?

[supermarky] 03/3/2021 10:14

It is just being played around with at the moment. Hopefully 1200 is forming a floor as support to move on up.

[spoole5] 03/3/2021 10:03

Even a strong market can't help this

[spyder] 03/3/2021 09:47

We seem to have consolidated in the 1200p - 1220p range. It is struggling to break out from there, but at least it is holding for the time being. A breakout will come sooner or later, but which way? That is the question - place your bets ladies and gentlemen, which do you think is more likely?

[roybel] 03/3/2021 09:24

Maybe there's something huge on the horizon, and we will all be eating our words.

[lurker] 03/3/2021 08:37

Montyplonker gets it wrong as usual...

"May just go to 1125p pharmas so out of favour". was his post yesterday!

I am long here...

[watfordhornet] 02/3/2021 21:32

Even the Chief Strategy Officer had the front to accept the awards.Can you believe it?

[spud] 02/3/2021 21:01

Yes it beggars belief. Hopefully more people will make their dissatisfaction known come voting time. I know I will. spud

[boozey] 02/3/2021 20:59

It seems beyond belief that Emma Walmsley would accept those Options given her performance. Good leadership means doing the right thing. And she should have let them expire. She has been an unmitigated disaster, and how she ever got appointed in the first place is beyond me. The ultimate example of someone being promoted to the level of incompetence.

[ianood] 02/3/2021 20:13

It still needs a CEO, internal or external appointee!

[roybel] 02/3/2021 20:09

Selling off the only department she's qualified / experienced enough to run !

[ianood] 02/3/2021 19:41

TM - and Hal Barron gets to run the R&D operation?

[watfordhornet] 02/3/2021 19:38

It's ridiculous.Why is she not giving it to charity? She cannot honestly think she deserves these awards

[tradermichael] 02/3/2021 19:29

GSK pays her to sit on several other boards to pass the time till she gets a sideways promotion to CEO (back) at the new Consumer Healthcare company.

Historically, for the record:

"When she takes over GlaxoSmithKline from Sir Andrew Witty on 1 April 2017, Walmsley will be running the biggest of those seven companies, with GSK ranking fourth in FTSE 100 with a market value of £80bn.

Investors gave a lukewarm response to the appointment of the 47-year-old, thought to be one of four internal candidates for the top job and someone with a marketing and consumer products – rather than scientific – background. Shares dropped 0.4% after the announcement.

Walmsley joined GSK in 2010 after 17 years at L’Oréal. She leads GSK’s consumer healthcare business, which was established in 2015 after a deal with Novartis, in which Walmsley was instrumental."

[roybel] 02/3/2021 17:21

Wonder if she has another job and this is part time !

[geckotheglorious] 02/3/2021 16:46

More trough snuffling by Emma Walmsley.

"Vesting of Deferred Annual Bonus Plan Deferred Bonus Awards and Sale of Ordinary Shares and American Depository Shares"

A deferred bonus??? For what? massive under performance?

This CEO is overpaid,and needs to go - the sooner the better.

[montyhedge] 02/3/2021 16:25

Have we broken away from the Astra trading in tandem with GSK, we are up they are down.

[montyhedge] 02/3/2021 14:32

Astra going down further, unfortunately GSK acts in tandem.Astra going nowhere until the bid concludes second half of the year.

[tradermichael] 02/3/2021 10:17

What he says is quite impressive, but it takes some effort to wade through it (he makes a better job of it than Emma could have done):

[spyder] 02/3/2021 09:11

To be fair, this is a transcript of an interview and that never comes across well in print form.

[spyder] 02/3/2021 08:30

Hal Barron comments from yesterday’s Cowen 41st Annual Health Care Conference March 1, 2021.
- “But just in 2020, last year alone, we had 9 approvals, actually, and 4 new molecular entities approved in a given year, which is pretty impressive for any company and certainly in my career.”
- “the governance model that we put in place, a very clear accountable decision-making framework that I think will add a lot of rigor to how we make decisions and who makes them. And ultimately, that will, I think, be helpful for ensuring that we're allocating capital appropriately to optimally invest in those projects that are most likely to help patients and benefit the company and deprioritizing those that weren't.”
- “I'm very excited about is our research strategy, which we put in place, focusing on human genetics, functional genomics and machine learning, the real -- a triad of these, what I think will ultimately be very disruptive technologies, has gone exceedingly well. I think we now have the largest genetic databases with 23andME and UK Biobank, FinnGen open targets.”

[montyhedge] 02/3/2021 08:05

Big support at 1200p, let's hope it holds. Otherwise 1150p.

[rikky72] 02/3/2021 07:32

Would have been vastly more impressive if they'd done that a few months ago! ;)