Gsk Share Discussion Threads

[alex1621] 29/4/2021 07:46

A lot will depend on the June 23 presentation. A lot of focus will be placed on the drug pipeline and its potential ... in driving growth and profitability. EW and her team will have to pull a few rabbits out of the hat, because if analysts don't buy it then Elliot will be pushing at an increasingly open door. Either way I think holders will enjoy a positive outcome.

[spoole5] 29/4/2021 07:25

Only way to achieve value is to break it up and sell it off

[tradermichael] 29/4/2021 07:21

Either way, an improvement in the share price is Elliott's goal!

[spyder] 29/4/2021 07:09

I suspect that Goldmans might have been retained by GSK to provide support to the management in defence of a bid or calls for a break-up.
The best early approach to this is to get an improvement in the share price.

[tradermichael] 29/4/2021 06:55

-VACCINES: The division missed sales expectations by 12%, according to Citi analysts, who note that the company's ability to meet its guidance is likely dependent on the rebound of shingles vaccine Shingrix, which declined 47% at constant exchange rates during the quarter. This rebound might be hampered by the need for Covid-19 vaccine boosters in 4Q, given constraints in administering Shingrix in patients who need to prioritize Covid-19 shots


The original shortfall for Shingrix sales was the European launch needing support from the construction and commissioning of a new vaccine manufacturing facility in Belgium (a bioreactor). This should be completed 2024 - remember this vaccine is destined for blockbuster status.

Timing of Covid-19 couldn't be worse for the best new launch GSK has made for years ..... ;0)

[tradermichael] 29/4/2021 06:46

Thanks Philanderer .....

29th april TM 1850p

[spyder] 28/4/2021 18:43

I’ll take the second one - thanks philanderer!

[philanderer] 28/4/2021 17:58

Take your pick ;-)

28th april JP Morgan neutral tp 1300p
28th april Goldmans buy tp 1810p

[daneswooddynamo] 28/4/2021 17:43

A relatively easy 10-15 percent in gsk over the next 18 months imo. Peak dislike has passed. Plenty of positive announcements over the last 12 months as well as the disappointments. Elliott may or may not have much influence in due course but their arrival on the scene is not at all unhelpful. Bottom line is they see the value

[montyhedge] 28/4/2021 16:39

Perhaps for once Elliott backed a loser, no announcement from them, no declarable stake, no seat on the board, basically like any other shareholder, can't do sweet FA.Figures I thought very disappointing, next news I understand in June on dividend policy for 2022. When they cut, shareholders will blame Walmsley.

[essentialinvestor] 28/4/2021 16:35

Emma comparing GSK to a supertaker, oh my.

Hopefully she did not mean the Ever Given, which got stuck ).

[abdullla] 28/4/2021 16:31

Let us have high hopes on Fake news

[watfordhornet] 28/4/2021 16:24

SP has dipped. I am assuming Emma has spoken given the drop in share price this afternoon

[essentialinvestor] 28/4/2021 16:19

* They did exactly the same on the last Q call.

Pipeline disappointments weighing however we may be somewhere near a sentiment low.

[spyder] 28/4/2021 16:16

It is worth listening to the presentation.
The execs did their level best to put on a brave face and talk up the prospects for the company and its products, but the market is unmoved clearly.
The City really does hate GSK at the moment and the analysts are unimpressed by whatever the company’s representatives say - there seems to be negligible support for the company.
Elliott will be pushing at an open door ...

[gateside] 28/4/2021 15:51

Well that exciting. Share price unchanged on the day!

[geckotheglorious] 28/4/2021 15:38

For those interested...

GlaxoSmithKline plc 2021 Q1 - Results - Earnings Call Presentation

[montyhedge] 28/4/2021 14:21

The Elliott effect underpinning the price, otherwise on these figures I think nearer 1300p.

[alex1621] 28/4/2021 14:01

No comment on Elliot, and just one question on that from analysts.

[spoole5] 28/4/2021 13:04

Watch the share price tank as emma speaks

[spud] 28/4/2021 12:59

Friend of Rabbit & Tigger at Pooh Corner. spud

[markbelluk] 28/4/2021 12:56

>Sebastian Skeet, senior analyst at Third Bridge

Who? Where?

[philanderer] 28/4/2021 12:52

Sebastian Skeet, senior analyst at Third Bridge, said: "GSK endured a pretty lacklustre 2020 following a number of pipeline setbacks and Covid-19 disruption. Worryingly, their 2021 performance looks all too familiar.

“Not only have existing challenges such as a muted shingrix recovery, late-stage pipeline setbacks, and increased competition around key on-market assets persisted at GSK, but we have seen additional pressures in the form of currency and shareholder activism.

"The market will be watching closely when GSK announces its new company strategy and dividend structure in June.”