Gsk Share Discussion Threads

[pcok] 26/7/2023 19:10

Profit up. Guidance raised. How does this equal women don't make good Captains? Can't get my breath.
Gender irrelevant. Well done the CEO and management team!

[rikky72] 26/7/2023 18:12

I genuinely struggle to think of another company with such poor sentiment towards its stock :(

[geckotheglorious] 26/7/2023 17:39

For those that might be interested....

GSK plc 2023 Q2 - Results - Earnings Call Presentation


GSK plc (GSK) Q2 2023 Earnings Call Transcript



Prefer Haleon myself.

Decent results from GSK though has to be said.

[tradermichael] 26/7/2023 15:19

GSK needs a pharmaceutical/clinical scientist at the helm.... ;0)

[strandwolf] 26/7/2023 15:13

Is there an ETF of companies with women CEOs that people can trade?

[geckotheglorious] 26/7/2023 15:05

Way too many women getting over promoted for diversity reasons.

Allison Rose of Natwest behaved disgracefully. She was the leak of false information.
"An error of judgement" she claimed.
Political bias and thought she'd get away with it more like.

Where's BBC Verify???

Not a sausage on the atrocious breach of privacy and personal freedoms compared to them being all over it(BBC) when it first came to light.

[cumnor] 26/7/2023 14:45

Same cut as Dame Alison...One look at them shows how gormless a lot of these egos are.
They only need open their mouths.
Mediocre individuals promoted way beyond what they merit. More suitable for managerial roles on shop floors of the likes of Tesco or B@Q.

[abdullla] 26/7/2023 14:27

As I said before that the only way GSK will see any sunshine is to win all the Zantac court cases

[spoole5] 26/7/2023 14:17

Promoted way over her capabilities

[tradermichael] 26/7/2023 13:08

Emma's results announcement and QA session nearly finished. She clearly (sic) hasn't improved her presentation skills - full of erms, ums and aahs as usual

[tradermichael] 26/7/2023 11:25

GSK made a net profit from continuing operations for the second quarter of GBP1.62 billion ($2.09 billion) compared with GBP706 million a year earlier.

Net debt increased by GBP 1 billion primarily due to the net acquisition
cost of Bellus Health for GBP1.4 billion, dividends paid to shareholders
of GBP1.1 billion, and GBP 0.3 billion free cash outflow.

[tradermichael] 26/7/2023 11:17

Anhar: Just compare net debt to cash profits (EBITDA) to get a sense of whether the company can afford its existing loans.

[abdullla] 26/7/2023 11:14

It started the day in the red most likely it will end in red too

[mister md] 26/7/2023 11:02

Added to my holding last week - surely longer term this will recover and prosper.

[anhar] 26/7/2023 10:34

"STUNNING" TM?

Reasonable I'd say but hardly exciting let alone stunning.

And look at net debt, it's huge and increasing so that leverage is monstrous. That adds to the risk of holding GSK. Despite dumping a whole load of debt on to HLN, GSK continues to suffer outrageously high and growing debt levels.

I continue to hold for income as I have for the last few centuries as I rarely sell any of my holdings, but it continues to be a poorish performer for me, even taking HLN into account which I've retained. Divi cut and abysmal capital gain after all this time.

I hold a widely diversfied income port so that inevitably some shares do better than others, that's to be expected and is the whole point of industry diversification, but my GSK/HLN holding is amongst the worst of the very long term ones. This may change in future, but that's the current position and it has been like that for some time.

[tradermichael] 26/7/2023 08:17

A conference call and webcast for investors and analysts of the quarterly
results will be hosted by Emma Walmsley, CEO, at 12 pm BST on 26 July
2023. Presentation materials will be published on www.gsk.com prior
to the webcast and a transcript of the webcast will be published subsequently.

[tuftymatt] 26/7/2023 08:07

Yeah I thought so too but as with many on results day, the share price doesn't reflect the positive news.

Keep hanging in there I guess and hope for a push north of 1450 soon 👍🏻

[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 :)