Gsk Share Discussion Threads

[spyder] 29/5/2022 11:28

Thanks for that TM. The next couple of months promise to be very eventful and hopefully in a good way with the RSV trial results and GSK/Haleon demerger.
Interestingly, Pfizer have previous excellent form with demergers. In 2013 they split out Zoetis, the veterinary drugs part of the business, and floated it at ~$30, the shares currently trade at >$170.
A similar performance with Haleon would do nicely! But, in all seriousness, the strategic logic behind the two transactions is very similar - two market leading businesses that need freedom to forge their own paths away from the conflicts and bureaucracy of a larger parent company.
A brilliant plan, originally conceived in 2018 is finally coming together.

[tradermichael] 29/5/2022 09:11

1730p is a mere springboard if Societe Generale are correct. They value the two businesses (new GSK and Haleon) at £115 billion, up from £90 billion today (+28%).

This values the pharmaceuticals business at 1812p on its own!

[spyder] 27/5/2022 16:19

So … GSK is now at risk of dropping through the lower limits of the funnel - will 1730p become the floor or the ceiling of a new trading range? You pay your money and make your choice!!

[gateside] 27/5/2022 07:04

GSK plc (LSE/NYSE: GSK) announced today that a two-dose schedule for its HPV vaccine Cervarix [Human Papillomavirus bivalent (types 16, 18) Vaccine, Recombinant)] has been approved by China's NMPA for girls aged 9 to 14. With this approval, Cervarix is the first imported two-dose HPV vaccine for this age group in mainland China.

[geckotheglorious] 26/5/2022 19:41

What will happen is Unilever,Nestle and Reckitt still maintain their interest and will merely wait until Haleon has successfully been spun off into its own independent listing just as the market turns down significantly.

Then they'll pick it up on the cheap - far cheaper than the $50bn GSK could have sold it for.

[spyder] 26/5/2022 18:26

Very interesting TM, good find!
Whatever this means, Haleon certainly seems to be an attractive asset.
The very recent chart for GSK looks interesting too, which way will it break out of the funnel I wonder?

[gateside] 26/5/2022 18:00

From GSK's website we will get equal amount of shares in GSK & Haleon.
Anyone know which will have the larger Market Cap?

[grahamburn] 26/5/2022 17:47

Ah - yes. But Unilever is old news and Nestle's/Reckitt's interest was brief and isn't active.

Your post was slightly misleading with respect to the CURRENT state of play as it is extremely unlikely that anyone would gatecrash the planned separation at this late stage. That is made absolutely clear by both the links which you posted.

[tradermichael] 26/5/2022 15:35

hxxps://www.fiercepharma.com/pharma/glaxosmithkline-rejects-68b-consumer-health-buyout-offer-but-unilever-intent-bigger-bid

[tradermichael] 26/5/2022 15:31

Its all in the public domain ... ;0)

[grahamburn] 26/5/2022 15:24

Where does that information come from Trader?

Independent or in your own view?

[tradermichael] 26/5/2022 14:57

Predators are starting to gather ahead of mid July's demerger of Haleon. First Unilever, then Nestle (with Reckitt in the wings), as GSK pursues one of the largest corporate spinoffs ever attempted in the UK.

The potential bid at £50bn is over half GSK's current market capitalisation.

[alphorn] 26/5/2022 12:41

New inhaler types would have to be approved - eg are they consistent in delivering the correct doses?

edit: here is a fascinating article on the history of inhalers. Worth a scan.

[jonjoneil] 26/5/2022 12:14

would the fact that the FDA have to fully investigate and licence these new versions be a defense for GSK?

[alphorn] 26/5/2022 11:43

Why doesn't the guy stay with the previous generic version? My Ventolin is still a similar inhaler from years back. The change of the propellant was a major project but that was early 90's so out of IP protection.

The new propellant which was required by law would have restarted IP btw, but that was not due to the inhaler itself.

[jonjoneil] 26/5/2022 11:38

hope this doesn't put a damper on things:-

[lippy4] 26/5/2022 09:37

its gone a bit quiet on here these days has every one gone on holiday??

[tradermichael] 26/5/2022 07:46

Pfizer has said it will no longer make a profit from selling its patented medicines to 45 of the world's low-income countries.

Pfizer said the plan includes 23 patented medicines and vaccines which treat infectious and rare inflammatory diseases and certain cancers.

It said new medicines and vaccines will also be sold at cost. Pfizer said its vaccine and anti-viral treatment for coronavirus would be included in the plan.

The firm has previously been criticised for making profits from its coronavirus-related vaccines.

[brian3777] 23/5/2022 10:24

You would think so Trader M.

Also, how will being a non executive with a electricity distribution company help
G.S.K.

Also, as a shareholder of National Grid plc, I wonder how much time and interest
will take his responsibilities to the non executive roll there.

Brian3777

[tradermichael] 19/5/2022 14:29

One would have thought that Iain Mackay, Executive Director and Chief Financial Officer, who has been appointed as a Non-executive Director of National Grid plc, would have his work cut out handling GSK's financial affairs?

[alphorn] 19/5/2022 12:53

Unilever xd today.

[patientcapital] 19/5/2022 12:50

At least we aren't in Unilever.

[tradermichael] 19/5/2022 12:24

- and a 4% drop in the DOW yesterday