Gsk Share Discussion Threads

[alex1621] 31/5/2021 04:23

That law wouldn't apply to consumer division? So that could be sold off without much fuss. Vaccine and pharma could be standalone businesses ... at least Elliot seem to think so. I think much will rest on 23 June. If that doesn't go down well those that think Elliot can do nothing might discover otherwise.

[williamcooper104] 31/5/2021 00:49

Yep - and the gov realised that there was nothing they could do to prevent AZN being taken over So they changed the law

[williamcooper104] 31/5/2021 00:48

Except that after Pfizer had a pop at AZN the government changed the laws to enable them to prevent takeovers, and GSKs vaccine business is of national security interest - apart from all that ;)

[williamcooper104] 31/5/2021 00:45

Change of management might help

[alex1621] 30/5/2021 14:08

Me neither, Pfizer almost bagged AstraZeneca, only Soriot managed to persuade major shareholders that the pipeline would deliver value.

[alphorn] 30/5/2021 13:48

There can be overlap with the different businesses - an example is how the core prescription business can feed into OTC. (eg Voltaren - Diclofenac). IMO this sector has scope to expand.

[alphorn] 30/5/2021 13:43

"government won’t allow takeover"

I would not put my money on that. The most likely scenario is that pieces will be sold off and most unlikely that there would be domestic buyers.

[alex1621] 30/5/2021 11:25

The sum-of-the parts valuation of GSK is much higher than current SP, a split business with management focused on a sole business unit should release value.

[whatsup32] 30/5/2021 11:17

I don’t see how splitting companies is going to add much value if any to Glaxo , at the end of the day some total should be same. There is also talk of raising more cash under umbrella of split which may not go down well.

Having said that company is still solid and with div reduction already priced in down side in my view is limited possibly to £12

[alex1621] 30/5/2021 10:23

That remains to be seen. A lot will depend on whether the 23 June presentation is well received.

[whatsup32] 30/5/2021 08:58

Elliott is showing desperation . GSK have already stated they will split company , government won’t allow takeover so his hands are tied. There is very little he can do now to move share price other then nit pick a few headlines here and there.

[daneswooddynamo] 30/5/2021 08:54

Another slow week in financial journalism

[alex1621] 30/5/2021 08:20

Sunday Times reporting that Elliot exploring how to unlock value in the Vaccines business, Daily Mail suggesting they want to get shot of EW ... so there could be 3 business units, Consumer, Pharma and Vaccines.

[philanderer] 29/5/2021 23:38

Activist investor Elliott Management turns up heat on embattled Glaxo chief

[abdullla] 28/5/2021 15:14

Spoke too soon,heading for RED .

[whatsup32] 28/5/2021 14:22

If there is a lot of selling stands to reason there’s a lot of buying.

[abdullla] 28/5/2021 14:17

A lot of selling but no negative effect on SP,a bit strange?

[whatsup32] 28/5/2021 11:09

Excellent timing. I’m doing same with Av. In last week at 4.038 probably sell today.




Edit . Sold now 4.1511

[eurofox] 28/5/2021 11:06

taken a profit on that - just a trade around the core holding

[whatsup32] 28/5/2021 08:16

Eurofox

Well done with your purchase yesterday

[philanderer] 27/5/2021 23:30

'GlaxoSmithKline must not let down shareholders with a consumer arm IPO'





Vaccine trial a shot in the arm for Glaxo: Pharma giant's new Covid drug could be approved by the end of 2021

[geckotheglorious] 27/5/2021 16:34

Suspect this blood clotting might be something to do with "not aspirating" before administering said Covid jab myself - as several qualified people have commented..
But who knows.

[xxxxxy] 27/5/2021 16:24

ByJustin Huggler BERLIN27 May 2021 • 2:57pm?Scientists in Germany believe they have discovered why the Oxford-AstraZeneca and Johnson & Johnson coronavirus vaccines cause potentially fatal blood clots in rare cases, and claim the issue can be fixed with a minor adjustment.The authors of a new study claim their findings show that it is not the key component of the vaccines that cause the clotting, but a separate vector virus that is used to deliver them to the body.Both the AstraZeneca and Johnson & Johnson jabs use a modified adenovirus, similar to the common cold virus, to deliver the spike protein of SarsCov2, the virus that causes Covid-19.The scientists claim the delivery mechanism means the spike protein is sent into the cell nucleus rather than the cellular fluid, where the virus usually generates proteins.In rare cases, they argue, parts of the spike protein can splice inside the nucleus, creating mutant versions which do not bind to the cell membrane where immunisation takes place, but are secreted into the body, where they can cause blood clots..... Full article.... Daily Telegraph