Gsk Share Discussion Threads

[whatsup32] 09/5/2021 10:43

Sunday Times, two page article on GlaxoSmithKline. Not worth buying as it is regurgitating same old.
One point of note , article suggests shares were bought through derivatives

[abdullla] 09/5/2021 10:39

https://www.theguardian.com/business/2021/apr/25/glaxosmithkline-faces-dose-of-strong-medicine-from-us-investor

[notbitcoin] 08/5/2021 18:33

I know some one will not like Mondays.

And need to get a Taxi .

Your Fiered

[daneswooddynamo] 08/5/2021 15:02

Well we know it is less than 3 percent. Probably 1-2 as they often buy similar stakes in large targets. They only run 30 odd billion total so they are not going to dump more than a few percent of their assets in one situation.

It’s their classic MO, buy the stake and then announce it via a publication like the FT. Then keep the story pumping along by feeding all the journos from other publications all the while agitating the situation as they go

[geckotheglorious] 08/5/2021 14:32

Strangely, despite this Times article, we have still to learn what size stake Elliott has amassed.

Now if other fund managers are willing to meet to discuss then that would imply it is of reasonable size for FM's to bother agreeing to meet.

[alex1621] 08/5/2021 11:28

Sure, because he doesn't have to. But why would anyone meet with him if he had no stake? This situation has been so widely reported from credible sources that it beggars belief that there are posters on here still doubting it?

[whatsup32] 08/5/2021 10:10

Spud.
Article in The Times today. Money section . 2 pages on Crypto.
Two old codgers against .Buffett and Charlie Munger and 2 youngsters for .
It may be of interest to you

[notbitcoin] 08/5/2021 08:12

hxxps://www.thetimes.co.uk/article/elliott-piles-pressure-on-glaxosmithkline-chief-emma-walmsley-7gfd8rzgq

[whatsup32] 08/5/2021 08:02

Alex. Same article is also saying "his stake has not been disclosed"

[notbitcoin] 08/5/2021 06:00

Elliot can come chat with me first

[alex1621] 08/5/2021 04:33

The Times today reporting that Elliot is meeting with other GSK shareholders.Over to you Abdulla?

[buywell3] 07/5/2021 22:48

In fact the variant just has been

Indian Covid variant is now officially 'of concern' and is 'at least' as infectious as dominant Kent type:

Cases DOUBLE in a week to 520 with hotspots in London and Bolton

[buywell3] 07/5/2021 22:40

----------------- This is a Healthcare related post -----------------------

A weekend browse that might interest some:

buywell has been of the opinion for the last 3 to 4 weeks that Tekcapital (TEK) is well worth a look as it was imo way oversold

The present TEK share price surge is due to Belluscura ( oxygen concentrators) you may have read about them or heard about them on the news

Because of an overweight and obesity crisis feeding into the present pandemic and making things even worse --- nearly 2 Billion people now having breathing problems( see buywell2 posts on TEK for links to medical studies and stats)

At the present time medical experts say the real extent of COVID-19 in India is five to 10 times the official tallies.

India’s healthcare system is crumbling under the weight of patients, with hospitals running out of beds and medical oxygen.




Belluscura is a company that is 23% owned by TEK , today they announced they are going to float on AIM expecting circa 55M Cap

They make a novel patented modular oxygen concentrator --- you might have recently heard about the need for such in the news

It has just got 510(k) clearance in the US where Belluscura also have a presence as well as the UK

so well worth a read of buywell2 posts on the TEK thread IMO

3 other TEK companies likely to be floated or acquired in the next 2 years according to what the TEK CEO said the other day --- all 3 USA based primarily and in 1 Billion plus and rising markets ( per year )

A very clever CEO and a very talented family with skin in the game PLUS some brilliant world class and proven management appointees in all 3 developing companies and all with TEK University(mostly) acquired patents which over the last few years have been added to/expanded

buywell thinks he knows which company will take the place of Belluscura to take the total back to 4 companies

Another GREEN company and beneficial to mankind healthwise




--------------------------------------------------------


Try doing a Bing/Edge search using 'india oxygen concentrators'

Then read about them on the TEK thread

The WHO bought circa 14,000 last year and were hoping to source another 170,000

India could now use 1 Million such devices now by itself ---- make that 10 million

More variants are mutating in India by the day

B.1617.2 has arrived in the UK --- it is likely to be made a VOC next week and has been said to have escape capabilities

---------------------------------------------------------

[williamcooper104] 07/5/2021 15:08

Just under 6 percent But that's only for this year After the de-merger/spin off the dividend will be cut - we don't know what level but my guess will be probably to the same sort of levels as AZN The divi was too high and is one of the reasons why the share price has under performed as the future drug locker hasn't been invested in as as much as it should have been (among other mistakes)

[mcflies] 07/5/2021 15:07

It is currently about 5.9% - if the share price was where it should be if would be a not so generous 4%.

[netcurtains] 07/5/2021 14:58

What percent do we get in the dividend?

[mcflies] 07/5/2021 14:56

It is only the deflated share price that makes the divi look 'great'

[geckotheglorious] 07/5/2021 12:10

GlaxoSmithKline (NYSE:GSK) and Vir Biotechnology (NASDAQ:VIR) announces that the European Medicines Agency (EMA) has started a rolling review of data on sotrovimab (previously VIR-7831), an investigational dual-action SARS-CoV-2 monoclonal antibody, for the treatment of adults and adolescents with COVID-19.

The EMA will evaluate all data, including evidence from clinical trials, as they become available.

The rolling review will continue until enough evidence is available to support a formal marketing authorization application.

The review is being carried out by the EMA’s Committee for Medicinal Products for Human Use (CHMP). The decision to start the rolling review is based on the data from Phase 3 COMET-ICE trial, which demonstrated an 85% (p=0.002) reduction in hospitalizations over 24 hours or deaths due to COVID-19 in those receiving sotrovimab compared to placebo, the primary endpoint of the trial.

Sotrovimab is also under review by other global regulators including Health Canada and an EUA application has been submitted in U.S.

[alex1621] 07/5/2021 12:03

There is a general view, even amongst major institutional shareholders, that EW is not the best person to run the pharma division, but the same investors would have no objection to her running consumer health, an area where her skill set and experience is a good match.

[spud] 07/5/2021 11:00

Not in the case of AV. This really is genuinely undervalued following the sale of most of it's overseas businesses.

spud

[spoole5] 07/5/2021 10:47

Undervalued because they are badly run

[geckotheglorious] 07/5/2021 09:45

Interesting to see the resurgence in M&A

Meggitt - Woodward
Laing - KKK
St Mowden - Blackstone.


Plenty of " undervalued " targets UK side, GSK being one of them...