Gsk Share Discussion Threads

[whatsup32] 16/5/2021 17:33

Activist investor Elliott warns GSK investors ‘change is coming’

[spud] 16/5/2021 16:59

Euro. I tried that a few months ago but II disallowed it. I believe their max is circa 25% above the prevailing price.

Most dealing platforms are the same, probably to facilitate stock to lend out.

spud

Edit: I guess 25% above current price is about £20! But you get what I’m saying.

[netcurtains] 16/5/2021 16:44

Thanks eurofox - clever idea! Although if most people do not bother to do it, shorters will still have a field day. a checkbox is much easier!

[eurofox] 16/5/2021 16:26

Just put all your shares from your long positions on sale at a limit price of say £20, and that will ensure that those shares are excluded from the "pool" of shares from which brokers can lend out for shorting activities.

[netcurtains] 16/5/2021 15:53

Toffeeman: shorting is based on immorality.
Unscrupulous brokers lend the shares of longs to shorters without
the longs permission - so in a sense its a form of theft.

If Labour get into power they should introduce a law that forces
your online broker to have a checkbox that allows you to specify whether you
are willing to allow your shares to be borrowed by shorters.

I suspect if such a button exists the FTSE 100 would rise considerably
as most people will say NO

That would be true shareholder democracy. I doubt the conservative party
would allow it.

[toffeeman] 16/5/2021 15:31

Shorters do not destroy shareholder value, they merely exploit the destruction of shareholder value by management.

[lovewinshatelosses] 16/5/2021 15:28

It is not the shorters who have destroyed shareholder value here :)

[neilhumphreys] 16/5/2021 11:47

There are some well informed posters on here-thank you.

There are some frightening posters who need mental health therapy.
One quoting black Rock as a defender of GSK management???? !!!

Black Rock have been the lead shorter of this stock for years!!!

Please do some research before quoting nonsense!

[abdullla] 16/5/2021 09:43

If Glaxo goes down Emma-Walmsley and her loyal cronies should be burnt at the stake .

[lammergeier] 16/5/2021 08:47

The shorters who have destroyed shareholder value by helping push the Sp from its

high of £18 down to £13.70 (drop of nearly 25%)may have inadvertently put the

Company "in play".

The sum of the parts is probably worth far more than its current value hence a

US raider is showing interest.Good luck all current shareholders.


























































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[spud] 16/5/2021 07:44

Samuel Johar, chairman of executive search firm Buchanan Harvey, said: 'GSK has been poorly managed for at least 15 years. Therefore, it is not a surprise that an activist like Elliott has arrived at the scene. 'I think it is the end of GSK and a great British icon. It is highly likely that it will be broken up and sold. It would be very tragic for the UK.' spud

[philanderer] 15/5/2021 23:29

'Big guns back GlaxoSmithKline in war with US raider: BlackRock among top investors lining up to defend drugs giant in showdown with activist Elliott'

[abdullla] 15/5/2021 21:34

This sure will light a fire under her,wait and see.

[spud] 15/5/2021 20:23

Is he planning to hide her lippy? Joking aside, I just pray than he can oust her from her superglued perch. spud

[xxxxxy] 15/5/2021 19:57

Activist investor Elliott warns GSK investors that 'change is coming'It is thought that Elliott could take aim at the drug maker's chief executive Emma Walmsley over concerns about her leadershipByLucy Burton15 May 2021 • 8:11pmAmerican hedge fund Elliott Management has told GlaxoSmithKline's investors that "change is coming" as the activist prepares to demand a shake-up at the top of the drug maker.Sources said that executives from the New York-based firm have told major GSK shareholders that their campaign against the British pharmaceuticals giant "will not be passive" in a sign of a major clash ahead. It is thought that Elliott could take aim at the drug maker's chief executive Emma Walmsley over concerns about her leadership and lack of a scientific background.Elliott's multibillion-pound stake in the FTSE 100 drug maker only emerged last month, causing shares to jump amid speculation of a radical overhaul which could boost its flagging stock price.One investor aware of Elliott's plans said: "What's the opposite of passive? Active. Change is coming and it's going to be action orientated. People changing could be part of it. [Their ideas] are plausible in some cases but less so in others."Elliott is known for pressuring boards at some of the world's biggest companies into change, pushing Whitbread chief Alison Brittain to sell Costa Coffee to Coca Cola for £3.9bn in 2018.... full article.... Daily Telegraph

[montyhedge] 14/5/2021 15:06

Run to 1450p before dividend review policy in June, this could perhaps save any thoughts of a dividend cut just my opinion.https://www.google.com/amp/s/amp.ft.com/content/5f7a63a8-7cfb-4c2f-9719-980d19ff080f

[alex1621] 14/5/2021 12:34

What Monty means is that he is now long?

[piano man] 14/5/2021 11:08

Could prove a case of the tortoise and the hares Michael. Great value here while we wait imho. Only have to look at pe for branded consumer staples and pharmas for post- split.

[geckotheglorious] 14/5/2021 10:25

TM

I'd say the only justification for mix and match is if one runs out of one vaccine and the "time period gap" between first and second dose will be missed by a significant margin.

Herd immunity is coming given the majority recover from Covid when they catch it absent any vaccine. The figures show that.

Chance of recovery for anyone under 70 - around 99.5% without a vaccine!

[tradermichael] 14/5/2021 10:18

The only justification of a 'mix and match' approach for vaccinations is if there is a strengthening of immunity compared to 2 like-for-like doses.

[geckotheglorious] 14/5/2021 10:11

A U.K. study assessing the effects of using different COVID-19 vaccine combinations has found that the use of two different doses can lead to an increase in adverse events compared to the use of the same vaccine for both shots.

Led by the University of Oxford, the trial that started in February has evaluated the impact of using the vaccine developed by AstraZeneca (AZN +1.3%) as the first dose followed by Pfizer (PFE +1.3%)/ BioNTech (BNTX -2.8%) shot and vice versa.
The interim results of the study published in the medical journal The Lancet demonstrate that the use of different vaccine combinations has worsened reactogenicity symptoms though there were no hospitalizations.

In those who received the Astra vaccine followed by Pfizer/BioNTech, feverishness was reported in 34% of participants compared to 11% of those who received the Astra vaccine for both doses.

41% of those who received Pfizer/BioNTech shot followed by Astra’s vaccine developed fever compared to 21% who received Pfizer/BioNTech shot as both doses.
Similar increases in incidence were reported for other symptoms and most of the symptoms appeared 48 hours after immunization.

“It is reassuring that all reactogenicity symptoms were short lived,” noted the investigators. They stressed the importance of the outcome of ongoing studies evaluating the combinations of Novavax and Moderna vaccines to reach a conclusion.

[tradermichael] 14/5/2021 08:33

Yes, the GSK-CureVac development could be critical as the first line of defence for new variants. Right now, it would be important to better tackle the Indian variant.

CureVac NV and GlaxoSmithKline Plc released positive early data from laboratory testing of their second-generation Covid-19 vaccine, with signs the shot could also provide good protection against some variants of the virus.

Preclinical studies showed strong immune responses in rats, with significant neutralization of variants first discovered in the U.K., South Africa and Denmark, CureVac said in a statement Thursday. Human trials are expected to start in the third quarter.

The shot is based on a new messenger-RNA backbone designed to allow for strong immune responses at low doses that could help support the creation of multivalent vaccines -- shots that protect against multiple variants of Covid-19. The companies said in February they are aiming to have a next-generation candidate approved by 2022 as part of a 150 million-euro ($180 million) collaboration.

A strong second-generation shot could help quiet some of the criticism Glaxo has faced over its Covid-19 effort. As one of the world’s largest vaccine makers, the pharmaceutical giant has disappointed investors by not being on the frontlines of the vaccine race after a setback in its partnership with Sanofi meant a trial had to be restarted. Results from that study are expected this month. CureVac is also expected to publish data from advanced trials of its first-generation mRNA vaccine in the coming weeks.

[montyhedge] 14/5/2021 08:10

Yes lol, news can change everything.Soon be over 1400p.

[spud] 14/5/2021 07:50

I'm gonna call you flip flop Monty!spud