Gsk Share Discussion Threads

[spoole5] 28/1/2022 16:25

Maybe, maybe not. Whatever it will be much lower than 50bn on flotation

[tradermichael] 28/1/2022 16:07

They couldn't afford the deal - it would never have got ULVR shareholder approval!

[spoole5] 28/1/2022 15:51

Emma missed her chance. Consumer sub 40bn on float.

[patientcapital] 28/1/2022 15:02

Holding up relative to Unilever and the market, just.

[pierre oreilly] 27/1/2022 19:38

Rofl, so many convinced the fat lady was singing!

In takeover/buyout situations, everyone continually throws curved balls and no one outside their advisors knows what's going on. Anything could happen.

I assess it as we either get a quick blip, or a sustained long term slow rise via ups and downs until we own two companies.

[pander45] 27/1/2022 19:37

Impact seems pretty good to me.

[jonjoneil] 26/1/2022 09:38

spool5
if the activists couldn't shift GSK's inept management, why would they be more successful at Unilever?

[spoole5] 26/1/2022 08:36

Looks like the big winner out of all this will be unilver shareholders, activist now on the register and the inept management on borrowed time, meanwhile gsk's bumbling management still in place.

[tradermichael] 25/1/2022 15:09

US market still has the jitters:

−815.15 (2.37%)today at 3.00pm (UK time)

[tradermichael] 25/1/2022 15:06

I shouldn't think so. I suppose it depends on whether the board want to attract bids.

[jonjoneil] 25/1/2022 14:48

Is it likely that the Q4 results in two weeks time will give time and split details for the the new companies?

[pierre oreilly] 25/1/2022 12:06

Just bought. Looked at m&s, carnival and gsk. Decided gsk due to divi.

[tradermichael] 25/1/2022 11:57

I think that ADVFN don't want to be accused of enabling potential copyright enfringements.

[jonjoneil] 25/1/2022 11:54

Thanks TM it worked.
But that means I have to edit the link before I post rather than just cut and paste. I'd still like to know why they do it.

[tradermichael] 25/1/2022 11:47

You could try hTTps

[jonjoneil] 25/1/2022 11:37

can anyone please tell me why, when I post a link, they change 'https' to 'hxxps'. And when I try to edit it, they still change it back to 'xx'. I notice that some posters links show properly. Is it because I am not a subscriber?

[tradermichael] 25/1/2022 11:34

Not sure of the interpretation of "closing" in this context (see last para).

Under the terms of the agreement, Arrowhead will receive an upfront payment of $120 million and is eligible for additional payments of $30 million at the start of Phase 2 and $100 million upon achieving a successful Phase 2 trial readout and the first patient dosed in a Phase 3 trial. Furthermore, should the Phase 3 trial read out positively, and the potential new medicine receives regulatory approval in major markets, the deal provides for commercial milestone payments to Arrowhead of up to $190 million at first commercial sale, and up to $590 million in sales-related milestone payments. Arrowhead is further eligible to receive tiered royalties on net product sales.


The transaction is expected to close in the first quarter of 2022, subject to customary closing conditions and clearance under the Hart-Scott-Rodino Antitrust Improvements Act of 1976, as amended.

[jonjoneil] 25/1/2022 11:21

why share price down again

"Arrowhead Pharmaceuticals Announces Closing of Agreement with GlaxoSmithKline"



Another $120m upfront payment down the pan? Is this more of Hal's good work?

Not seen anything from GSK's side. Probably too embarrassed to mention it.

[alphorn] 25/1/2022 10:51

TM - on my watch list, but would only open a bullish position at a lower strike.
(Retain a smallish position btw).

[tradermichael] 25/1/2022 10:43

A drop below 1600p now seems favourable ..... ;0)

[tradermichael] 25/1/2022 10:42

Anyone here planning to buy?

[daneswooddynamo] 24/1/2022 19:14

not just gsk decision given Pfizer own 32 percent. No visibility on tax implications and the time to get it through all the various competition authorities would have been 12 months minimum. Personally I am looking forward to my share in it rather than having the pharma board sitting on 30 billion to splurge

[patientcapital] 24/1/2022 18:41

£37 - 48bn according to the scribblers. Unilever offered no premium. Quite rightly rejected.

[jonjoneil] 24/1/2022 17:01

Don't see how she screwed up. The GSK BoD would have known that ULVR shareholders would reject the deal on price. It was the dope Jope who screwed up.