Gsk Share Discussion Threads

[tradermichael] 10/6/2022 15:00

Usually these corporate design agencies create three versions to present to the client, of which two are often not quite right, leaving the best one to self-select. This one looks like one of the 'not quite right' ones .......

[jonjoneil] 10/6/2022 13:24

Quite probably we'll grow into it. But at the moment the old one is preferable.
Coincidentally, the company paid to design it likes it very much!!

[netcurtains] 10/6/2022 12:54

speaking as a "techie" the new GSK logo looks very AI and as such has the right zeitgeist for the next few years.

[gateside] 10/6/2022 12:47

The old GSK logo was better - clearer to read

The Sanofi logo with its chopped off 'S' makes it look like there has been a printing mistake!

[tradermichael] 10/6/2022 12:39

Jonjoneil - I think the new GSK logo is a fail, I hope it won't fail as a new company.

hxxps://www.fiercepharma.com/marketing/gsk-unveils-new-branding-and-logo-showcase-transformed-business

The Pfizer new logo is better, though the style looks a little tired (American). The Haleon logo works well followed by the new Sanofi logo (would have worked better without chopping the 'S')

[spyder] 10/6/2022 10:53

It is annoying that early gains did not hold, but given that without this news, the shares were likely to open 20p-30p down, we are still doing relatively well.
AZN are down ~2% relatively.
GSK will have the first RSV vaccine to market, and given that the target population (>60) is now primed for the benefit of annual vaccinations (I had my first flu vaccine this year having never bothered before), I think the market opportunity for GSK is huge. For long term holders, today is a VERY GOOD day!

[jonjoneil] 10/6/2022 10:18

Not able to hold on to the gain while the market's having a dump!

Anyone prefer the new GSK logo?

[netcurtains] 10/6/2022 09:38

so if the market is about $2b what percentage of that $2b will the new drug "potentially" take - the whole lot or just a small slice?

Also a vaccine is normally given to people who DONT have the disease, so will this be a whole NEW market?

(eg other products - I guess, are for people who HAVE the disease)

[spoole5] 10/6/2022 09:24

Well that evaporated quickly!

[tradermichael] 10/6/2022 09:11

Key players in the global RSV market include AbbVie, Inc., AstraZeneca PLC, Atea Pharmaceuticals, Bausch Health Companies Inc., Celltrion Inc., Enanta Pharmaceuticals, Inc, F. Hoffmann-La Roche AG, Gilead Sciences, Inc., GlaxoSmithKline PLC, Johnson & Johnson’s, mAbxience, Medivir AB, Merck Co., Inc., Pfizer Inc., ReViral Ltd., Sanofi and Teva Pharmaceutical Industries Ltd.

The global respiratory syncytial virus market held a market size of USD 1,669.5 Million in 2020 and is expected to reach USD 4,202.6 Million by 2030. The market is anticipated to grow at a healthy CAGR of 14.9% over the assessment period (2017-2030).

[netcurtains] 10/6/2022 08:58

Do I understand this correctly?
Does GSK have the ONLY vaccine for this VERY COMMON aliment?
How much is this product potentially worth?

[waldron] 10/6/2022 08:51

GSK PLC said Friday that its respiratory syncytial virus, or RSV, vaccine candidate showed a statistically significant and clinically meaningful efficacy in adults aged 60 and over.

The London-listed pharmaceutical company said an efficacy analysis of the AReSVi 006 Phase 3 trial showed it offered exceptional protection for older adults from the serious consequences of RSV infection.

The company said it would start to engage with regulators immediately and that it expected regulatory submissions in the second half of the year.

"The AReSVi 006 trial will continue to evaluate both an annual revaccination schedule and longer-term protection over multiple seasons following one dose of the RSV older adult vaccine candidate," the company said.



Write to Anthony O. Goriainoff at [e-mail]



(END) Dow Jones Newswires

June 10, 2022 02:29 ET (06:29 GMT)

[spoole5] 10/6/2022 08:39

Give it time!

[waldo2020] 10/6/2022 08:26

Great news and what is more surprising is SP's actually moving up on good news!

[tradermichael] 10/6/2022 08:09

Yes, this is a BIG one:


GSK PLC said Friday that its respiratory syncytial virus, or RSV, vaccine candidate showed a statistically significant and clinically meaningful efficacy in adults aged 60 and over.

The London-listed pharmaceutical company said an efficacy analysis of the AReSVi 006 Phase 3 trial showed it offered exceptional protection for older adults from the serious consequences of RSV infection.

The company said it would start to engage with regulators immediately and that it expected regulatory submissions in the second half of the year.

"The AReSVi 006 trial will continue to evaluate both an annual revaccination schedule and longer-term protection over multiple seasons following one dose of the RSV older adult vaccine candidate," the company said.

[lammergeier] 10/6/2022 07:50

RSV has caused the death of 100,000 children in 2019 worldwide. With the demographic

nature of the popilation being skewed more to the over 60's in Uk, this development is

fantastic news especially for those succeptible to respiratory diseases like RSV.

[spyder] 10/6/2022 07:38

BINGO!
GSK Announces Phase 3 success for RSV vaccine!
Dr Hal Barron, Chief Scientific Officer and President, R&D, GSK, said: "These data suggest our RSV vaccine candidate offers exceptional protection for older adults from the serious consequences of RSV infection.”

[jonjoneil] 09/6/2022 09:16

Am I right in thinking that the net debt they are putting onto Haleon is about the same amount that GSK and Pfizer will be taking out as dividend.(I think I read somewhere £7B for GSK and £3B for Pfizer)

[patientcapital] 09/6/2022 07:42

In the year ended 31 December 2021 the profit before tax attributable to Haleon was GBP1,636 million. As at 31 March 2022 the gross assets of Haleon were GBP45,023 million. On an unaudited pro forma basis, net debt of Haleon as at 31 March 2022 would have been GBP10,349 million.

[mj19] 08/6/2022 21:21

How much debt will Haleon carry?Why do you think Pfizer wants to dump it? To release funds?