Gsk Share Discussion Threads

[daneswooddynamo] 20/6/2021 13:42

Not sure that is the same imb I hold spud. It was 18 quid plus when coopers departure was flagged

[dbadvn] 20/6/2021 13:25

Failure to develop Covid Vaccine
Ridiculous proposal to lead the split pharma unit.
Painfully slow implementation of strategy.
Poor communicator

Failed leader - has to go.

[spud] 20/6/2021 13:01

Look at the transformation at IMB since Alison Cooper was ejected and Stefan was installed - Up cira 35% in short order. spud

[pierre oreilly] 20/6/2021 11:48

Leadership would be cutting her own salary and benefits by the amount she cuts the divi.

I don't think we'll see much leadership from her.

Management is a transferable skill to a certain extent. But experience in face cream is no use whatsoever in developing drugs. She's had her chance and she's failed. Get rid of her. If the truth were known, she was probably a result of an equal outcome strategy and not an equal opportunity strategy. We've been woked.

[alex1621] 20/6/2021 11:15

India Covid deaths reported as vastly undercounted.

[keyno] 20/6/2021 10:10

How about taking an axe to her own salary? Thought not.

[daneswooddynamo] 20/6/2021 09:25

Get ready to be amazed

[pander45] 20/6/2021 09:14

I'll be amazed if EW makes it to the end of the year, taxi already ordered....

[alex1621] 20/6/2021 08:17

More articles in the Sunday Times on GSK, but mostly a re-hash of what's already been said in previous articles. Another interesting article in the Money section discusses the second-round reopening, referring to companies that will benefit from post Covid opening up. First round was travel and restaurants, and they are citing healthcare as a beneficiary of the second round. So GSK and Smith & Nephew as medical health returns to normal. I was pleased to read that because that was my underlying reason for investing. GSK has been affected by Covid in every area of its business, as Covid recedes the numbers will show a steady improvement, and that's when sentiment changes.

[philanderer] 20/6/2021 00:07

Emma Walmsley takes huge axe to GlaxoSmithKline dividend: Under-fire chief set to build £5bn war chest in drastic growth push

[lovewinshatelosses] 19/6/2021 18:27

Let's be honest: who actually wants EW to lead the pharma side? I understand the attraction of wanting to take on a new challenge, from an individual perspective.
However, no FTSE company can really afford to indulge such whimsy, let alone a FTSE100 outfit, IMO anyway. Certainly not someone who quite a few feel has not impressed to date anyway.
Get an established, heavy-hitter into that post, show the market we mean business as the 'new GSK' and let EW move onto a smaller company where she can maybe take that opportunity, if her appetite is strong enough to do so - and if she delivers, she will have proved her detractors wrong, to at least some extent, and those of us who doubt such capabilities will have to eat humble pie.
IMO we will nonetheless have the comfort of enjoying a far better share price during that process, so it will be a pleasure to do so, in such an event! :)

[alex1621] 19/6/2021 17:10

Thanks. Definitely a PR campaign going on. I've registered for the CMD so looking forward to hearing from GSK ... and the next day we'll see reporting on it. If Elliot don't like it you might well hear from them publicly.

[whatsup32] 19/6/2021 13:35

Alex. This is the link .

Google headline. GSK faces struggle to convince investors

There seems to be a pattern to bad mouth GSK and Emma also in Telegraph.

Dirty works by Elliott

[alex1621] 19/6/2021 09:31

Another article today in the FT. Read it through a Twitter feed. Suggests that Elliot don't want EW leading pharma and are inclined to IPO the vaccine business, so three businesses instead of two. I don't think they have enough support to force that, but a lot depends on the major shareholder reaction to the Capital Markets Day next week.

[spud] 19/6/2021 09:20

With thanks to Skyship over on the AV thread~

Extract from a Citywire article a couple of days ago -
============================================================================

Blue chip buys:

I have bought some GlaxoSmithKline (GSK) on the basis that whatever happens there in the next few weeks it will enhance value, but if it doesn’t (unlikely) I will enjoy the 5.7% dividend which should be maintained.

If the activist investor Elliott Management, already with a significant stake, has its way, we should see this undervalued group increase to the sum-of-the-parts value Goldman Sachs said was £18.90, compared with the current £14.03 share price.

CEO Emma Walmsley, who is currently under shareholder pressure, will outline her future plans on 23 June, which will either be closer integration of the vaccines and pharma businesses or a breakup into two divisions - biopharma and a standalone consumer health division which may even be separately listed.

spud

[ayl30] 19/6/2021 06:57

Here is the storyA new drug to beat HIV? We'll give it our best shot, says healthcare bosshttps://www.thetimes.co.uk/article/fc889e86-d038-11eb-979e-6eddfcb6b6ef?shareToken=9837ebe480c64b4fc4954e88ab9d3a81

[alex1621] 19/6/2021 05:53

The Times today ran an interview with ViiV CEO Deborah Waterhouse who heads Glaxo's HIV venture. She seemed very positive about new drugs being developed, commented that analysts don't see the patient insights which make everyone confident about the future pipeline. Another analyst undervaluing story.

[alphorn] 18/6/2021 13:24

TM - I notice you post 'curative therapies'.... Potentially a huge impact on the industry. If today you sell a drug, as most, on a repeat prescription (asthma, blood pressure, etc) you have sales for life. In the future suppose:
- drugs can be quickly targeted to patients. Eg, say 50%, then drug prices will have to double for that Pharma to stand still.
- drugs become 'one off'. Just imagine the drop off in sales.

I remain long until the split is clearer. Longer term Big Pharma will be a very different animal; perhaps a processor for ideas coming in from small Biotechs?

[geckotheglorious] 18/6/2021 13:16

GlaxoSmithKline price target raised at BofA citing peer valuations

Ahead of the company’s investor day next week, Bank of America has raised the price target of GlaxoSmithKline (NYSE:GSK) by ~9.8% to 1489 pence.
Analysts Graham Parry and the team argue that the event will confirm the company’s path for “New GSK,” its outlook, and dividend policy.
The target increase indicating a premium of ~3.7% reflects higher peer group trading multiples, the firm noted reiterating its neutral rating on the stock.
On June 23, GlaxoSmithKline would reveal the approach and timeline of its plans to split off the consumer health division, the head of the unit Brian McNamara told Bloomberg recently.

[montyhedge] 18/6/2021 13:06

Is she says the wrong things like the last meeting in Feb. Then back to 1375p.

[xxxxxy] 18/6/2021 12:43

Blow for Brussels as EU loses court case against Oxford vaccine maker – live updates... Daily Telegraph

[semper vigilans] 18/6/2021 12:26

Bye bye I hope.

[tradermichael] 18/6/2021 12:20

I think she's already said more than enough .... ;0)

[montyhedge] 18/6/2021 11:46

Big week next week, what is Walmsley going to say.