Gsk Share Discussion Threads

[alphorn] 18/6/2021 09:34

PO - many of the major disease areas are well served - take for example when Tagamet and Zantac were launched years ago they changed a segment where major surgery had been the solution. Treatment of asthma, anti emetics etc etc. Many of these drugs are now generic and cheap.
Some sectors where research has been dormant have come back to life - eg antibiotics against the new resistant strains. Other sectors like dementia are difficult.

On the cost side there have to be payers for these new expensive drugs, as posted above. Will the allocation of healthcare budgets have to limit use - probably. The recent new drug (Zolgensma) from Novartis costs around $2m per treatment. This is a gene therapy treatment designed to treat spinal muscular atrophy in infants.

[tradermichael] 18/6/2021 08:55

Next 10-20 years:

Shifts in how diseases are diagnosed and prevented, custom treatments, curative therapies, digital therapeutics, and precision intervention could upend current business models in biopharma.

[pierre oreilly] 18/6/2021 08:45

Don't understand alp. The nhs gets a budget i expect and it divis out the cash to various drugs as it see fit. Old drug fade away and new drugs come, So you and i pay, as has been the case for many years.

Not sure dementia is or will become a pandemic. What many governments have said is that they want tom stop future pandemics. This means, to me, designing all possible variants of the current pandemic, and designing drugs to handle them (of course current drugs could handle many VarianTS). Then looking at what else could be cooked up by bats, chinese markets, cows, turkeys which may be transmissible to man, and designing and testing vaccines for those. There'll be loads of money thrown at this because the cost of a pandemic is huge, and that;s before we start talking about the inconvenience of deaths and illness.

On going with all this extra work will be the search for solutions to current problems, and new and better drugs with better efficacy than current drugs.

That's my take of what most governments in the developed world are saying.

[alphorn] 18/6/2021 08:30

Disagree. The remaining medical targets are much more difficult to achieve, such as dementia. It is becoming increasingly difficult to get these new medicines to market.....and then the question remains....who is the payer. (eg Biogen's new treatment at $56k per annum).


In the meantime the current portfolio moves towards generic.

[pierre oreilly] 18/6/2021 08:13

The next 10 years are going to be the golden age of pharma as everyone throws lots and lots of cash at it in order to prepare and hopefully avoid another pandemic.

I hope we are being positioned to grab a chunk of the cash.

That's the reason elliots here in my view.

[spoole5] 18/6/2021 08:09

Another expensive emma mistake, only saving grace is she hands elliott another nail for her coffin.

[alex1621] 18/6/2021 05:06

The London Evening Standard ran a piece on GSK where they quoted four broker groups with positive things to say about the new plan, and there was suggestion of consensus upgrades. Concerns surrounded the drug pipeline, and one suggested dividend cut of 50% (which seemed high to me). But positive overall.

[geckotheglorious] 17/6/2021 16:16

Massively overpaid clearly.

[watfordhornet] 17/6/2021 15:25

Christ - hardly likely to be going to the local food bank anytime soon.They are ridiculous sums - even compared to other large companies e.g. HSBC etc they seem massive

[spud] 17/6/2021 14:03

With profits lagging, Emma Walmsley, Big Pharma's only woman CEO, may once again be its lowest paid
Jason Mast

February’s earnings weren’t kind to GlaxoSmithKline. Not only had the UK drugmaker’s sales dropped amid the pandemic, but their years-long R&D pivot was going through a slog. They announced a series of significant setbacks leading up to earnings and then a handful of smaller ones in the earnings itself.

Those struggles have now taken an (admittedly modest) toll on their CEO, Emma Walmsley. GSK revealed in its annual report that her annual pay, most of which is tied up in stock, had fallen, from around $10.85 million in 2019 to $9.7 million in 2020.

spud

[tradermichael] 17/6/2021 12:54

This trial was part of a study controlled by CureVac and Bayer.

CureVac and GlaxoSmithKline PLC in February announced a partnership to develop a vaccine for emerging variants, which is a long way from completion yet.

[montyhedge] 17/6/2021 10:53

Yes peanuts looks like 234m total.Another horse backed by Walmsley down.https://www.gsk.com/en-gb/media/press-releases/gsk-and-curevac-announce-strategic-mrna-technology-collaboration/

[montyhedge] 17/6/2021 09:58

Trader
I suppose biggest vaccine maker in the world, still no Covid vaccine, Curevac was the big hope for Walmsley, she backed the wrong horse. Market taking it well, must admit I thought back below 1400p on the news. How much was GSK investment in Curevac?

[charlie9038] 17/6/2021 09:56

Curevac on my watch list now, could get in at a good price. GL

[tradermichael] 17/6/2021 08:25

Scientists are trained to accept experimental findings (whether positive or negative) as a means of gaining information and knowledge. They will go back and redesign and retrial. This was never going to be just a 'me-too' product, but to discover a means of moving to next generation vaccines which could help target the new and future variants. GSK's role in this was a placeholding, not a massive investment.

[montyhedge] 17/6/2021 08:12

Very positive, when investors ignore negative news and shares don't move, GSK looking strong, Walmsley took a chance on Curvac and lost.

[alex1621] 17/6/2021 07:26

Has had a bigger impact on CureVac than GSK. I'd expect the Sanofi outcome to be a bigger deal, but in the scheme of things I don't think they move the needle much.

[spud] 17/6/2021 07:15

CureVac Reports Unfavorable Covid-19 Vaccine Study Results Amid High Levels of VariantsSource: Dow Jones NewsBy Josh Beckerman CureVac NV reported unfavorable results in the second interim analysis of Covid-19 vaccine candidate CVnCoV, noting an "unprecedented broad diversity" of virus variants.CureVac shares were recently down 50% after hours to $47.20."In the unprecedented context of at least 13 variants circulating within the study population subset assessed at this interim analysis, CVnCoV demonstrated an interim vaccine efficacy of 47% against COVID-19 disease of any severity and did not meet prespecified statistical success criteria," CureVac said. The favorable safety profile of the vaccine was confirmed.The HERALD study, conducted by CureVac in conjunction with Bayer, enrolled about 40,000 people in 10 countries in Latin America and Europe.In total, 134 Covid-19 cases were assessed in the interim analysis, with 124 of these sequenced to identify the variant causing the infection. The outcome confirms that only one case was attributable to the original SARS-CoV-2 virus, CureVac said.In March, CureVac said it planned to expand and further specify the protocols of its CVnCoV trials, saying, "Rapid distribution of new virus variants in the countries where the study is conducted supports the need for further analysis specification for the anticipated case-driven interim analysis."CureVac and GlaxoSmithKline PLC in February announced a partnership to develop a vaccine for emerging variantsspud

[montyhedge] 17/6/2021 07:03

Walmsley backed the wrong horse again with disappointing news from Curvac.

[grahamite2] 17/6/2021 06:14

New GSK plans are ‘underappreciated’, says Liberum
A part-initial public offering (IPO) of the consumer division of GlaxoSmithKline (GSK) looks increasingly likely, says broker Liberum.

Analyst Alistair Campbell reiterated his ‘buy’ recommendation and target price of £17 on the pharmaceutical giant, which closed up 1.3%, or 19p, at £14.36 on Wednesday.

The group will next week host an event called ‘New GSK’ that will set out the growth aspirations for the business after the consumer division has been hived off.

‘We forecasts sales growth of 6% per annum and earnings growth of 10% per annum for 2021-26, both a touch ahead of consensus,’ said Campbell.

‘GSK will also clarify the consumer separation plan, with debate as to whether this will be a spin-off or IPO. A part-IPO looks increasingly likely, particularly if GSK wants to invest in the pipeline.’

Campbell said this structure may add ‘further uncertainty to the process’, but over the long-term the potential for ‘New GSK is underappreciated’.

[montyhedge] 17/6/2021 06:03

Not good news from Curvac, Disappointing for GSK.

[charlie9038] 16/6/2021 16:25

Thanks So all being well we could rise till then.
GL

[eaaxs06] 16/6/2021 15:46

Q1 divi pay day is 8th July, shares are currently xd of 19p.

Q2 divi is payable on 7th October, hope that helps.

Good luck everyone, Sid.