Gsk Share Discussion Threads

[porsche1945] 26/5/2021 18:24

@spoole, no they are not. You are all dreaming, look at Paul singer’ record ( he is BRILLIANT ) but GSK as it is, is totally finished, from the moment they were involved this is toast as is and so is the chronic management. Will be broken up, most of the bio tech purchases are now worthless anyway, 7.3 billion down the drain. I own about 50k’s worth average in about 13.18, will exit once value reaches 17.60 I’m out. Iv called everything right on this, share price tanking, dividend cut and not only called a third party taking a stake I said who it would be, gsk like the UK in general, has its best days long gone, this is a break up story, it doesnt have the pipeline and it would cost a fortune and years and huge risk to get it. Watch and learn you dipsxxts.

[montyhedge] 26/5/2021 17:03

22.2% potential upside in shareprice, plus dividends.https://www.directorstalkinterviews.com/glaxosmithkline-plc---consensus-indicates-potential-22.2-upside/412993208

[xxxxxy] 25/5/2021 17:12

5:26pmAgreement on upcoming talks on treaty to prevent future pandemicsSouth Africa has confirmed that consensus has been reached to hold a special session of the World Health Organization's decision-making body from November 29 to December 1 to consider negotiating a new international treaty on pandemic preparedness.South Africa's delegation, speaking on behalf of 26 countries sponsoring the resolution, told the WHO's annual ministerial assembly: "Probably the most important lesson Covid-19 has taught us is the need for stronger and more agile collective defences against health threats as well as for building resilience to address future potential pandemics."A new pandemic treaty is central to this."Related: UK unveils new 'global pandemic radar' as world confronts vaccine inequality.... Daily Telegraph

[xxxxxy] 25/5/2021 15:06

California-based Innova, the world's biggest rapid COVID-19 test maker, is setting up a factory in Wales that will produce millions of tests a day.CEO Dan Elliot told the Financial Times (FT) that the UK was a key market for the company in which it is making large investments."We've been a good partner to the government, the government's been a good partner to us," he said..... Yahoo Finance

[geckotheglorious] 25/5/2021 10:20

Good Science Saves Lives, Bad Science Has Ruined Lives

[geckotheglorious] 25/5/2021 09:44

In case anyone interested...

Indian variant and vaccine efficacy.


Pfizer, AstraZeneca COVID-19 jabs effective against Indian variant, study finds”
Two doses of either of coronavirus vaccines developed by Pfizer (NYSE:PFE) or AstraZeneca (NASDAQ:AZN) have shown to work against a variant first found in India, according to a study conducted by Public Health England (PHE), BBC reports.

However, effectiveness was notably lower after first dose of vaccine with B.1.617.2 cases 33.5% compared to B.1.1.7 cases 51.1% with similar results for both vaccines.

The study, conducted from April 5 to May 16, found that the Pfizer-BioNTech ;(NASDAQ:BNTX) shot was found to be 88% effective against the Indian variant two weeks after the second dose, compared with 93% effectiveness against the Kent variant.

The AstraZeneca jab was 60% effective against the Indian variant, compared with 66% against the Kent variant.

Sequenced cases detected after 1 or 2 doses had higher odds of infection with B.1.617.2 compared to unvaccinated cases (OR 1.40; 95% CI: 1.13-1.75).

“We expect the vaccines to be even more effective at preventing hospitalization and death,” said Mary Ramsay, head of immunization at PHE. “So it is vital to get both doses to gain maximum protection against all existing and emerging variants.”

Vaccine effects after two doses of AZN vaccine were smaller than the Pfizer jab against either variant can be explained by the fact that rollout of second doses of AstraZeneca was later than the Pfizer vaccine, which was approved first.
Other data shows it takes longer to reach maximum effectiveness with the AstraZeneca vaccine, PHE said.

[spud] 25/5/2021 09:27

EW would like to be but the jury is still out on that. spud

[roybel] 25/5/2021 09:17

Who will be head of pharma after split ?

[daneswooddynamo] 25/5/2021 09:08

Absolutely. Heads you win on some pipeline success and shingrix growing fast again, better multiples on split, tails you might be able to agitate for change, particularly management wise if things are in doldrums when split comes round

[williamcooper104] 25/5/2021 08:55

They may have just jumped in knowing that the demerger was likely to realise value and changing management was also likely to boost sentiment

[alphorn] 25/5/2021 08:26

One difference fwiw with the past mega reorganisations/takeovers etc is that it is no longer easy to set up huge funds to absorb the £bn's of costs. This means that these costs, which are real, no longer 'disappear'. Need more information before any assessment on future dividends etc.

[spoole5] 25/5/2021 08:10

Elliott would not have bought a stake if they thought any obstacles were immovable. The sum of the parts are worth far more as part of an effectively run operation, that's what elliott will try to achieve.

[poleaxe] 24/5/2021 17:02

You can add SAGA to that.

[williamcooper104] 23/5/2021 21:15

They're not stupid and will have done a lot of research but then again there's nobody who hasn't gotten into a bad position (Elliot screwed up on Hammerson too)

[spud] 23/5/2021 20:44

I'm sure Team Elliot were aware of the restrictions before taking a healthy stake in GSK. We're not privy to their machinations but they've not made billions by being naive....spud

[williamcooper104] 23/5/2021 20:38

After Pfizer had a pop at AZN the government brought in a law which enabled them to block takeovers of "strategic" industries Clearly vaccines now falls within that and thus it was naive to think that GSK could be carved up and sold (consumer products excepted)

[davetedjack] 22/5/2021 20:14

An interesting read thanks

[xxxxxy] 22/5/2021 18:13

HL COMMENT (28 APRIL 2021)GlaxoSmithKline (GSK) reported first quarter turnover of £7.4bn, down 15% at constant exchange rates. That reflects declines across all three divisions, as consumers and healthcare groups ran down stockpiles built up earlier in the year and vaccine sales slid as governments prioritised Covid vaccinations.Despite a decline in year-on-year operating costs, underlying operating profit fell 23% to £1.9bn.The group announced a quarterly dividend of 19p per share, and continues to expect to hit the full year target of 80p per share.GSK shares were broadly unmoved following the announcement.Our viewGSK's struggling against some formidable headwinds - and, honestly, first quarter results are not showing much of an improvement.You might have thought a global healthcare crisis would be good for pharma groups. However, GSK's own vaccine candidates are still in trial phases, and as a result the effect of the pandemic has been all negative. Non-coronavirus vaccines - a key money spinner for GSK - have been delayed and demand for other pharmaceutical products has been hit as lockdowns kept patients away from doctors' surgeries.Meanwhile the group is dealing with the fallout of patents on certain key drugs coming to an end. That's an inevitable part of being in pharmaceuticals - but the collapse in Advair and Ventolin sales is offsetting much of the progress in newer drugs. That headwind has further to run.It doesn't help that the Consumer Healthcare business is showing some very mixed results - with good numbers for vitamins and minerals (largely acquired from Pfizer) offset by lacklustre performances elsewhere.It's not a perfect backdrop for the transformational plans CEO Emma Walmsley has for the group. By 2022 it will have split into two companies, one taking the BioPharama assets and the other the Consumer Healthcare brands. In general though, the move makes sense. Two businesses with a sharper focus should be more efficient than one conglomerate, and it will help reduce the confusion around exactly what GSK is offering investors. But it also means investors are buying into what will one day be two radically different businesses.The consumer division should be a 'steady eddie' with hopefully more predictable returns. As one of the world's largest over-the-counter medicines businesses, it should be able to achieve significant efficiencies, ultimately giving the group attractive margins.However, performance from these brands leaves something to be desired. We also expect the new company to get saddled with a disproportionally large share of the group's debt when it goes its own way, and that could hamper shareholder returns.For the pharma group, losing the steady cash flows of the consumer business means there's more pressure on the labs to come up with new drugs before old ones fall off. Increased focus on vaccine preparedness going forwards will help, since vaccines tend to offer longer term sources of revenue. But it's vital its research teams deliver the next generation of blockbusters.The pipeline has delivered some reasonable results thus far - although it's been unable to offset the loss of legacy sales more recently. HIV, Oncology and Vaccines are all delivering new drugs with 59 medicines and vaccines in development. But the problem any pure-play pharmaceuticals business faces is that even the most promising drugs can fall at the final hurdle.It's also worth noting that management expect the separate businesses to pay a lower dividend overall than GSK has been able to support to date. The size of that cut is as yet unclear.While we see some real bright spots in GSK, there's a lot of murky corners too. A 5.6% prospective dividend yield will inevitably attract some investors, but remember that's only temporary and not guaranteed. In its present form GSK struggles to present a clear picture of what it offers investors -hopefully its successor companies are a little more streamlined..... hl.co.uk

[abdullla] 22/5/2021 15:53

The UT trade was 2.4 million.

[luzley] 22/5/2021 13:43

No appetite at all on the shorts front - GSK is on a one way ride from here barring temporary corrections

[luzley] 22/5/2021 13:40

The £33m uncrossing trade after hours on Friday caught my eye......interesting