Gsk Share Discussion Threads

[pander45] 26/4/2023 21:08

She just can see round corners before she opens her mouth. It happens with depressing regularity. And it can't easily be taught out of her behaviour, short of scripting her to the nth degree.

[spoole5] 26/4/2023 19:51

There is a female ceo at AV. who has created value, Emma has destroyed it.

[alibizzle] 26/4/2023 19:11

It's the news from EU commission regarding drug patents and generic competition and Emma saying that it could shift GSK focus from Europe markets

[pcok] 26/4/2023 17:11

Not worthy of comment.

[geckotheglorious] 26/4/2023 16:43

Spoole5

Is it because of diversity? And the fact she is a woman?

She's certainly been overpromoted above her abilities that's for sure. Well paid for such as well.

[max euwe] 26/4/2023 14:17

AZN down a similar percentage, so perhaps the big fall is not specific to this.

[spoole5] 26/4/2023 14:14

Amazing how she's still there, think we all know the reason why though!

[spoole5] 26/4/2023 14:08

Didn't realise I'd be that accurate! What a liability she is!

[alphorn] 26/4/2023 11:36

Patient - maybe.
- The group is UK based.
- The group has huge costs in the UK with the large R&D sites as well as head office costs.
- Turnover (2022 report) is UK £0.7bn, US £14.5bn, ROW £14.1bn.
- Debt has a cost.

I had half expected the 'new' GSK to be re-domiciled into the US last year.
My question would seek comments on the options chosen by the group to pay its dividends and whether there is a cost in repatriating overseas earnings to the UK. If so, how much.

(No GSK positions at present).

[anhar] 26/4/2023 11:01

TM: They were reduced only as a result of the split. (ie. divis)

"only"?

Why is that a good reason? Combined divis from new GSK and HLN which I continue to hold are well below those from old GSK and I see nothing desirable about that.

I would add that I like the demerger because these usually work out well over time for various reasons in my long experience, but strictly from the divi viewpoint there is no advantage - yet.

[tradermichael] 26/4/2023 10:38

Space - the category title ("COVID-19 Solutions") is a bit wordy. In essence, the drop has only been ~£132 million

[tradermichael] 26/4/2023 10:35

They were reduced only as a result of the split.

[lippy4] 26/4/2023 10:33

the trouble is trader they are getting less..

[spacecake] 26/4/2023 10:21

GSK need to have a chat with the plain English campaign - how to write reports that people can read and understand. All those references to covid-19 business gives me a headache.

[tradermichael] 26/4/2023 09:55

Just keep taking the dividends ..... ;0)

[halfpenny] 26/4/2023 09:44

GSK now likely to go above 1500 as Litigation will be a massive positive outcome.

Happy Days Ahead

[tradermichael] 26/4/2023 08:57

Dividend amount released today in Q1 results. FY 56.5 equates to 3.8% yield at today's price.

[montyhedge] 26/4/2023 08:52

Is that right with the dividend mentioned yield 3.8%.

[tradermichael] 26/4/2023 08:43

Apart from this, you mean?:::

Full-year 2023 guidance affirmed. Dividend of 14p declared for Q1 2023. 56.5p expected for the full-year 2023.

Innovative pipeline of 68 vaccines and specialty medicines based on the science of immune system with 17 in Phase III/registration; four anticipated 2023 approvals (daprodustat in anaemia due to chronic kidney disease, RSV older adults vaccine, momelotinib in myelofibrosis and Jemperli in first-line endometrial cancer).

Four positive phase III/IV data readouts in Q1 2023, including pentavalent Meningitis ABCWY vaccine candidate; gepotidacin for uncomplicated urinary tract infections; Jemperli for first-line endometrial cancer and Cabenuva for HIV treatment.

[spoole5] 26/4/2023 08:42

Let's see how much damage she can do!

[tradermichael] 26/4/2023 08:38

Register for the live webcast today with Emma, and other members of her team at 12:00 BST, 07:00 EDT.

[patientcapital] 26/4/2023 08:38

Alp., are you raising this as a potential problem or more as a technical query?