Gsk Share Discussion Threads

[tradermichael] 26/7/2023 08:05

STUNNING RESULTS

Strong performance and momentum drive upgraded guidance


Sales and earnings growth delivered by key growth drivers
-- Q2 2023 sales +4% and +11% ex COVID
-- Vaccines sales +18%, +15% ex COVID with Shingrix +20%
-- Specialty Medicines sales -7%, +12% ex COVID with HIV +12%
-- General Medicines sales +8% with Trelegy +30%
-- Strong sales growth of products launched since 2017 including in
Vaccines and HIV contributing to step change in performance
-- Total operating profit and Total continuing EPS >100% driven by strong
operating performance and favourable movements in contingent consideration
liabilities
-- Adjusted operating profit +11% and Adjusted EPS +16% reflects strong
sales ex COVID and higher royalty income offset by increased investment
in R&D and new product launches

[tradermichael] 24/7/2023 08:16

GSK said Monday that its HIV prevention treatment cabotegravir has been recommended for marketing authorization in the European Union.

The London-listed pharmaceutical giant said the positive opinion from the European Medicines Agency's Committee for Medicinal Products for Human Use is based on results from the HPTN 083 and 084 Phase 2b and Phase 3 studies where the treatment--given as few as six times a year--showed greater efficacy than a daily oral pre-exposure prophylaxis option in reducing the risk of HIV.

Cabotegravir long-acting injectable and tablets for HIV prevention is currently approved for use in the U.S., Australia, South Africa, Zimbabwe, Malawi, Botswana and Brazil as Apretude.

The treatment's submission to other regulatory agencies is continuing, GSK said.

[tradermichael] 24/7/2023 08:16

Results are Wednesday 26 July 2023

[mhrangoon] 24/7/2023 08:02

When is the result?

[ianood] 20/7/2023 19:29

Very enlightening!

[pierre oreilly] 20/7/2023 16:16

Wotserface was on the beeb lunchtime news spouting about something or other, can't remember what. So probably the same clip will be on at 6 o'clock - a chance to see the boss in action. Can't even remember if she was pushing gsk or not.

[rikky72] 19/7/2023 15:47

Always optimistic TM, can't fault you for that :)

[tradermichael] 19/7/2023 15:33

Yes, and here it is. Nice run up to the results next week?

[rikky72] 18/7/2023 14:58

Another 30 or so and then we'll be ok ;)

[panache1] 18/7/2023 14:43

Nice jump this afternoon

[geckotheglorious] 14/7/2023 16:01

Of possible interest to some.

"”GSK rating upgraded to buy on new earning asset”"

RSV
During the ACIP meeting, GSK gave a price tag of $200-$295 per dose and estimated a market of 10-15 million people this year. That means $2-$3 billion split with Abrysvo, but would be enough to propel Arexvy to join Shingrix as GSK’s top two best selling vaccines in the U.S. and greatly bolster the franchise.




Also handy way to erase the 2 post "vacuum"


Have a good weekend all.

[tradermichael] 14/7/2023 12:58

THE expansion of British drugmaker GSK’s facility at Tuas has earned it the title of Singapore’s largest vaccine production site based on a cumulative investment of some S$850 million, said Minister for Trade and Industry Gan Kim Yong.

Part of the investment included GSK transferring its next-generation process for hepatitis B vaccines to the Tuas site – an advancement which will further bolster Singapore’s position as a hub for innovation in the biopharmaceutical industry, said Gan.

This technology will grant greater flexibility to GSK’s existing manufacturing process and enable rapid large-scale vaccine production.

The vaccine will be manufactured using single-use bags, which Gan highlighted as a novel technology within the vaccine production space.

“The Covid-19 pandemic has clearly shown the importance of preparedness in effectively responding to emergent threats,” said Gan.

[patientcapital] 14/7/2023 09:34

Or hold both :)

[rikky72] 14/7/2023 09:06

It's sickening to see the contrast between this and AZN's movements in days like three. I think I might delete AZN from my monitor and be blissful in my ignorance..

[montyhedge] 13/7/2023 18:19

Strong pound no good for FTSE 100 dollar earners.

[abdullla] 13/7/2023 16:43

Considering the daily drop in share price I am pleased to see that you all have saved your divis for a better day ahead.

[rikky72] 13/7/2023 12:05

Autocorrect on this kills me! ?

[rikky72] 13/7/2023 12:04

Looks good but one q is how fast can some of those P3 assets move to registration? And are any first in class? Tbh I need to take a look at their pipeline as face heard mixed views. Like to think they've got a bit more in their picker than just vaccines!

[tradermichael] 13/7/2023 11:51

GSK now has 75 new entities under clinical trial.

Final Registration: 4
Phase III: 21
Phase II: 24
Phase I: 26

[tradermichael] 13/7/2023 08:33

Q1 dividend payments today ..... mine have arrived in my AJ Bell accounts ........ ;0)

[tradermichael] 12/7/2023 11:31

Shingrix has only just begun to develop massive global sales