Gsk Share Discussion Threads

[grahamburn] 02/2/2022 20:46

The share price will probably tread water until the split is successfully implemented as the definitive individual value of each constituent will not really be known until that time.

[pierre oreilly] 02/2/2022 09:46

An extra quarter of a billion profit and turnover and cashflow each year for doing nothing is extremely beneficial for the divi outlook. It doesn't matter what they've stated in the past, this extra amount gives a rock solid foundation for an increase, both in the divi and share price.

No amount of pi buys/sells will affect gsk - its solely institutions that will. The extra $5b mkt cap from where it would otherwise be will come about in months after institutions review and amend their holdings - but its one of many things affecting their view.

The £220m pa extra profit alone, if divided equally between aim companies some traders are interested in, would propel 220 of them skywards (because they are largely driven by traders, not institutions.

Along with everything else going on, it's a buy/hold in my book and a chesp way into big pharma for those who are interested in big companies.

[ch1ck] 02/2/2022 09:44

I think we wait until tomorrow for a price move

[spoole5] 02/2/2022 09:39

Nothing much will move this apart from a bid until the split

[spyder] 02/2/2022 09:35

Interesting TM.
One wonders why Pfizer doesn’t just buy GSK?

[jonjoneil] 02/2/2022 09:34

I think that it is the years of continued under performance that makes the Market wary, even apathetic, towards any good news from GSK.
If they announced a cure for cancer, the 10p a share immediate increase would be lost by the close of day!

[tradermichael] 02/2/2022 08:54

What about the impact of this, then?

Under the ViiV Healthcare shareholder agreement, Pfizer has an option to request an initial public offering, which if not completed within nine months, will require GSK to acquire Pfizer's shareholding in ViiV Healthcare.

[beergut] 02/2/2022 08:52

The news was obviously priced in to the price. We are investing and trading against people who have far more information.

[spoole5] 02/2/2022 08:51

Because it's pretty inconsequential to the sp

[spyder] 02/2/2022 08:43

As I predicted spoole5.

[spoole5] 02/2/2022 08:39

Market indifferent

[ch1ck] 02/2/2022 08:34

They could issue a special div

[spyder] 02/2/2022 08:07

—> spool5
Presumably the policy going forwards is to distribute surplus cash, over and above the needs of the business? Going forwards, GSK will now have an additional annual cash surplus of $220m.

[spoole5] 02/2/2022 08:04

Why would it lead to a divi increase, they have already stated policy going forward.

[spyder] 02/2/2022 07:39

—> Our Haven
It should, but I bet it doesn’t - x2!! :-)

[our haven] 02/2/2022 07:14

Share price with the settlement should fizz this morning. Hopefully it will lead to a dividend increase.

[pierre oreilly] 01/2/2022 23:29

$1.25bn + 3% of $7.26bn pa for the foreseeable future, for, err, doing nothing from now on. On top of everything else. That adds about $5bn to GSK's value, or about 8%, or 120p/share. Hopefully ensures a decent boost to the divi.

[zho] 01/2/2022 22:27

GSK win $1.25 billion payout:

[alphorn] 01/2/2022 21:13

Private equity firms consider bids of $25bn for the Novartis Sandoz generics unit.
Blackstone, Carlyle and EQT among those interested in bidding for the drug manufacturer. Wonder what Novartis has as plans for that cash?

[tradermichael] 01/2/2022 15:29

GlaxoSmithKline PLC said on Tuesday its majority-owned specialist HIV company, ViiV Healthcare, had announced US Food & Drug Administration approval for use of Cabenuva in doses every two-months.

The FDA approval expands the label of the North Carolina-based ViiV Healthcare's long-acting HIV treatment, which can now be used every two months to treat HIV-1 in virologically suppressed adults. Cabenuva was first approved as a once-monthly treatment by the FDA in January of last year.

[tradermichael] 01/2/2022 09:22

I think there will be movement around these events:

9 Feb Full year results
17 Feb Ex Dividend (final .... 23p/share)
28 Feb Capital Markets Day

[spoole5] 01/2/2022 08:40

This will be flat at best now until the split without further bid action, which is unlikely.

[tradermichael] 31/1/2022 19:34

Back in !! 4273 shares @ 1641.418 ..... ;0)

[ianood] 28/1/2022 18:07

PC - spot on!

[patientcapital] 28/1/2022 17:30

The range was £37 - 48bn depending on 4 - 6% growth predictions. There was no takeover premium offered so quite correctly rejected which I am happy with. The market seems okay with it as well after the initial reaction.