Gsk Share Discussion Threads

[montyhedge] 04/3/2021 14:52

I thought Hikma Pharma started the generic version of Advair in February? What's happened.

[montyhedge] 04/3/2021 14:00

Yes if you paid 1375p unlucky.

[eurofox] 04/3/2021 13:48

Average price here at the moment 1204

[spud] 04/3/2021 13:47

Assuming your average is 1200p not substantially higher as is the case with most holders here. spud

[essentialinvestor] 04/3/2021 11:24

No vaccine for HSV-1 that I'm aware of, GSK offer acyclovir or the "newer" valaciclovir in tablet form.

[lovewinshatelosses] 04/3/2021 11:15

Given how so many pension funds are invested in large/fairly large dividend paying stocks, I wonder if the Corporate Tax changes will have much of an impact on the trading strategy of said funds?
Will more of them move towards buying high growth (and high R&D investment-focused companies), or will it just become another accounting exercise for the big players to navigate, whereby only the SME's pay anywhere close to 25% CT?
I think I already know the answer to this one...
Either way, hopefully GSK will no longer be languishing at that point, split or otherwise.

[mister md] 04/3/2021 11:03

"At least its bosses promise another 80p for 2021. The intuitive response might be to tell Glaxo to stick it, but that would be silly. After all, with the share price down to £12.70, the dividend yields 6.3 per cent. Which leaves holding Glaxo’s shares feeling a bit like having herpes – easier to acquire than to be rid of, even though Glaxo does have a vaccine – but I am itching to be rid of them."



Well, you may call it a rash (pun intended) decision, but I increased my GSK holding by 50% last week at just over 1200p.

[notbitcoin] 04/3/2021 11:01

All drug company share are down due to less operations be carried out .Don't panic guys time to buy

Remember buy cheap sell on the up

[ianood] 04/3/2021 10:58

GSK's 130% capital allowances would more than offset the increase in CT.

[tradermichael] 04/3/2021 10:46

GSK has a program to tackle Respiratory Syncytial Virus Infections. Vaccine trials are progressing well, with huge potential in India, Japan etc. to combat this seasonal epidemic.

[tradermichael] 04/3/2021 10:41

Any investment made from profits would reduce corporation tax. The point is, the budget introduces a new tax benefit for business investment, reducing taxable profits by 130%

[staggie65] 04/3/2021 10:38

I’m guessing if you re invest in business you avoid the new corporate tax, but I’m guessing that’s good for the pipeline in RD but less so for dividends

[montyhedge] 04/3/2021 09:52

I always said GSK ord shares trades like a corporate bond, shareprice below what it was 20 years ago, shareholders put up with it because of the nice dividend. Now that's going to be cut drastically, Walmsley taking a massive gamble on finding new drugs. GSK shareprice I see going lower and I'm a holder, lolIs Walsmley up to the job, time and our pockets will tell.

[tradermichael] 04/3/2021 09:49

Monty - Don't worry about the future increase in corporation tax. She wants to cut the dividend to invest in the new pharma business. There is a new 'super deduction' tax relief for businesses in a bid to spur investment. Companies that invest in their businesses over the next two years will be able to reduce their tax bills by 130 per cent of the cost. She needs to get her accountants onto this straight away.

[tradermichael] 04/3/2021 09:45

Lets just say they are included in the main three .... ;0)

[imastu pidgitaswell] 04/3/2021 09:32

And setting - and delivering - a strategy.

[spud] 04/3/2021 09:29

Amazing how EW is still getting support despite her pi55 poor performance and wanton capital destruction.And don't get me going on her share performance awards...spud

[montyhedge] 04/3/2021 09:26

Of course with 25% corporation tax, less to give out in dividends, double whammy.

[montyhedge] 04/3/2021 09:23

Frank is a legend at my beloved Chelsea, Walmsley a legend in her own mind. Dividend cut, ok growth will be good, but still a gamble still got to find the right drugs for the future.

[tradermichael] 04/3/2021 09:22

Of the three primary responsibilities, how well is she doing (50 words, with examples)?

[tradermichael] 04/3/2021 09:20

Erm..... A chief executive officer is the highest-ranking executive in a company, whose primary responsibilities include making major corporate decisions, managing the overall operations and resources of a company, acting as the main point of communication between the board of directors (the board) and corporate operations and being the public face of the company.

[tradermichael] 04/3/2021 09:19

At least Frank knows how to play football (from experience).

[montyhedge] 04/3/2021 09:18

I think it's like Frank Lampard at Chelsea, the job was to big for him. Same with Walmsley.

[toffeeman] 04/3/2021 09:05

The CEO manages people not projects

[meijiman] 04/3/2021 09:04

Difficult to believe. Why would a global pharma company appoint someone with a career in lipstick sales to be ceo? It's like a death wish....