Gsk Share Discussion Threads

[lippy4] 25/9/2023 09:17

nice to see it going the right direction for once..

[tradermichael] 25/9/2023 08:53

Japan's Ministry of Health, Labour and Welfare approves GSK's Arexvy, the country's first respiratory syncytial virus (RSV) vaccine for older adults

-- Arexvy's approval will help protect adults 60 years of age and older in Japan from RSV disease for the first time, including those living with underlying medical conditions who are most at risk of severe RSV disease

-- RSV causes an estimated 63,000 hospitalisations and 4,500 in-hospital deaths in adults 60 years of age and older in Japan each year

-- The approval - the first in Asia - is based on a comprehensive phase III programme, which enrolled over 1,000 Japanese participants

[beergut] 25/9/2023 08:05

I assume the £ showing some weakness can't hurt the share price

[patientcapital] 25/9/2023 07:51

GSK PLC GSK RSV vaccine for older adults approved in JapanLarge market of 43.5m over 60s.

[bountyhunter] 24/9/2023 21:42

AZN has some catching up to do...

[mike24] 23/9/2023 14:57

long covid symptoms
MRI scans revealed patients were three times more likely
to have abnormalities in organs such as brain lung kidneys etc.
and a belief there is a link with the severity of the illness

press picked story up 22/7/21
Nov 2019 check out Conner Reed the first known British covid patient
working in Wuhan, he highlighted the condition to Chronic Fatigue

how can tinnitus brought on by covid be so bad that
Kent Taylor (Texas R/H ceo) also took his own life
but gave his pandemic front line workers $1ml

but if joe public decide further c' jabs are not necessary, risk
leaving themselves open to more damage with long covid?

sky news 13/9/ serious fiscal threat to uk as 2.6ml now off with sickness
including nearly half a million in last three months alone

26/9 Gatwick flights restricted due to sick staff off work

[geckotheglorious] 22/9/2023 09:42

GSK cheap versus the sector, says JOHCM
Pharmaceutical giant GSK (GSK) remains cheap on a relative basis as ‘bearish’; analysts focused on its shingles treatment, says JOHCM manager Alex Savvides.

The Citywire Elite Companies AAA-rated business is the fourth-largest holding in Savvides’ JOHCM UK Dynamic fund, where it makes up 4.9% of the £1.33bn portfolio.

Savvides said shares failed to respond to ‘beats on both revenue and earnings per share lines and upgraded guidance at the interim results in July, as analysts bearishly focused on Shingrix’s growth and the R&D strategy’.

‘Despite a better performance in August, the shares remain cheap relative to the sector, trading on a forward one-year price/earnings ratio of 9x,’ said Savvides.

Shares in GSK were trading at £15.39 on Thursday.

[marles] 21/9/2023 16:50

Well the inflation target is 2% so not putting up rates causes a weak pound and still we have high inflation - not good for most UK residents. BoE very corrupt, strings pulled by whoever is PM. Real rates are still negative which is stealing wealth from savers. Borrowers forget that some schmuck has to save for them to borrow.
I am not taking sides but if a government can steal wealth and redistribute it without a mandate they can do anything really.
I put in an order to sell at 1550 and order filled (bought at 1350). Still a fan but we need real progress on vaccines and putting some sort of closure on the litigation plus dumping Emma. However, GSK is a good trading share and a reasonable dividend and fairly safe within limits of say 1325 to 1575 ish which is less volatile than some.
I do not deliberately trade it constantly but found a few swing trades a year add value since the price stays in a rather steady channel with no real upwards momentum compared to AZN. Of course being out too long misses quarterly dividends.

[tradermichael] 21/9/2023 12:17

The Bank of England has voted to leave UK interest rates on hold at 5.25%, which is also good for GSK..

[tradermichael] 21/9/2023 11:49

1.23 United States Dollar = £1 is good for GSK

[mister md] 21/9/2023 09:29

After AstraZeneca's huge outperformance over the past 5 years, hopefully it's now GSK's turn for a re-rate. Not too concerned about the dividend level if the shareprice continues to recover...

[cumnor] 20/9/2023 16:38

Fraid so-5% guaranteed treasuries. Huge mistake cutting the divi here-3.7% subject to the whims of Wall St and Californian lawyers with a weak CEO who inspires little confidence.

[rikky72] 20/9/2023 16:03

Nice rise but look at it all get wiped away when the myopic group think BoE puts up the interest rates again tomorrow :(

[abdullla] 20/9/2023 12:31

May I ask who are you talking to or about,concerning your opinions regarding his or hers maths etc.

[pierre oreilly] 20/9/2023 10:33

I'm adding 'debt guzzling' and 'divi slashing' to my list of criteria for all future share buys.

[rikky72] 19/9/2023 14:57

Nice to see a US open send it up for a change :/

[tradermichael] 19/9/2023 09:06

So much good new product news this year .....

European Commission authorises ViiV Healthcare's Apretude (cabotegravir long-acting and tablets) for HIV prevention

-- Given as few as six times per year, cabotegravir has demonstrated superior efficacy to a daily oral PrEP option (FTC/TDF tablets) in reducing the risk of HIV acquisition in clinical trials.

[anhar] 18/9/2023 10:48

On the demerger I split the original cost in my records of old GSK, that I'd held for decades, by the stated ratio to arrive at the revised book cost of new GSK and HLN.

What's interesting is that now, my gain on HLN, which of course I've held only since the dem, is roughly the same in cash terms as the gain on new GSK, yet HLN cost is far smaller at about 18% of my combined original cost, with new GSK about 82%. The effect is that HLN is up about 37% since the dem whilst new GSK is up only about 8% following the recent price rises.

Another result of the much higher percentage gain on HLN is its increased proportion of the combined present value of the two holdings, now about HLN 21% and new GSK 79%.

I conclude that hanging on to HLN, from a capital viewpoint, was the right thing to do. But I'm not claiming any prescience here, it's just that the default position in my income port is to do nothing with most corporate actions and I've found over the decades that demergers in particular are normally beneficial over time.

I'm only an income player so all this is academic for me, but nevertheless interesting to observe. As I've mentioned, the effect of all this on the divis, my reason for investing in shares at all, has unfortunately been negative.

[tradermichael] 16/9/2023 07:25

GSK has received approval from the Food and Drug Administration for its treatment for myelofibrosis.

The British pharmaceutical company said Friday that Ojjaara had been approved for the treatment of intermediate or high-risk myelofibrosis patients with anemia.

The company said myelofibrosis is a blood cancer affecting about 25,000 patients in the U.S

[alibizzle] 15/9/2023 13:28

I have around 3000 GSK shares bought around £17 so will just collect dividends and wait it out . Also have haleon shares a company more prone to takeover so will see what next 6 months brings

[patientcapital] 15/9/2023 13:01

It was a tongue in cheek remark. I added to HLN which is up 30% odd over book. Added to GSK too. These are new holdings relatively speaking having sold the original holdings some years ago which dated back to 1979/1980 or thereabouts.

[abdullla] 15/9/2023 11:10

No nothing comes free,yes there was a reduction in GSK shares you were Holding called consolidation .

[lippy4] 15/9/2023 10:54

after splitting the company up i understood you were given less shares in gsk so hln was not free..

[lovewinshatelosses] 15/9/2023 10:40

Ah, tuftymatt, not for the first time, we seem to be on the same wavelength!
I have done similarly. I never get the top for an exit, but it is nice to leave some on the table for the next man (or woman).
I have enjoyed trading this one more than I enjoyed being an investor here.
If I do not get the chance to return, then GLA.