Gsk Share Discussion Threads

[alphorn] 04/10/2023 14:48

Way off, but could be good news - A vaccine-like drug administered once a year to prevent HIV could be ready just after 2030, according to drugmaker ViiV (GSK majority stake).

[alibizzle] 04/10/2023 11:33

I wonder how much is hinging on the Californian court case for zantac in November. A positive result hopefully

[tradermichael] 04/10/2023 10:03

Phase III/Registrational candidates: 26
Phase II candidates: 27
Phase I candidates: 34

Several of these GSK pipeline products have 'blockbuster' potential

[tradermichael] 03/10/2023 13:18

Illuminati ..... ;0)

[anhar] 03/10/2023 10:37

As I've said and believe, the random walk of short term share prices will nearly always be a much greater influence than any news. This means that we cannot expect prices to move in accordance with news, in most cases. Randomness means they could go either way.

What I don't get is why small investors around here are so bemused by these ostensibly contrary moves. It happens all the time and you only have to follow the markets for a short while to see that it's all random in the short term. How else can people explain why shares often don't move as expected on news?

[rikky72] 02/10/2023 13:27

Or a positive action that just takes a year to kick in.. :/

[abdullla] 02/10/2023 10:52

To every good news there is an equal and opposite reaction

[tradermichael] 02/10/2023 09:33

ANOTHER 'BLOCKBUSTER'

Pfizer and GSK’s New RSV Vaccines On Track For $2 Billion in Sales
Adult vaccines to sell far more than the $340m consensus.

Bloomberg Intelligence updates forecasts on early sales surge:

GSK Plc and Pfizer Inc. are on pace to sell a combined $2 billion of their new RSV vaccines for older adults this year, more than five times what analysts had expected, according to Bloomberg Intelligence.

[rikky72] 29/9/2023 11:44

Don't disagree with those views but mildly disappointing to see it flat in a good day for many other shares. Still, marathons vs sprint, blah blah..

[patientcapital] 29/9/2023 10:32

End of quarter profit taking after a moderate recent run.

[anhar] 29/9/2023 10:03

Theh great majority of short term price flucs are random; they have no reason. This is why PIs are sometimes puzzled by ostensibly contrary moves; eg. as here, good news announced and the shares fall.

Desperately seeking reasons for every move is therefore pointless as the randomness overwhelms any news. Not every time of course but mostly, imo.

[alibizzle] 29/9/2023 08:06

As usual good news leads to a share price fall

[tradermichael] 29/9/2023 07:07

Sept 28 - GSK (GSK.L) on Thursday lifted its medium-term growth forecast for its HIV drugs business ViiV, encouraged by strong sales of long-acting injections that aim to replace daily pills for preventing and treating the infection.

The ViiV business, in which Pfizer and Shionogi (4507.T) hold small stakes, is a key element of a push by group CEO Emma Walmsley to improve investor confidence in the strength of GSK's drug development pipeline, which has lagged that of its rivals.

[abdullla] 28/9/2023 12:53

Is this the reason for the daily share price drop ?

[tradermichael] 28/9/2023 11:45

Re. new non-exec director:

The Board has determined that Wendy Becker is an independent Non-Executive Director in accordance with the UK Corporate Governance Code.
Ms Becker will receive the standard basic fee for a Non-Executive Director of £113,800 per annum (including travel allowance). She will receive fees of £40,000 per annum when she succeeds Mr Rohner as Chair of the Remuneration Committee. Ms Becker will be required to build towards a share ownership requirement of GSK shares in accordance with the Company’s shareholder approved Non-Executive remuneration policy.

[pcok] 25/9/2023 15:24

Already booked in.

[tradermichael] 25/9/2023 13:46

Good move. Its far superior to Zostavax, which NHS don't support any longer.

Don't forget to get the 2nd jab in 2 months time.

[pcok] 25/9/2023 12:39

Just had the shingrix jab. Doing my bit...

[alphorn] 25/9/2023 10:53

Patient - yes, Novartis shareholders will receive one Sandoz share for every five Novartis shares. What will happen once the dust settles? Unlikely IMO that these huge Basel groups will sit on their hands. The old 'wish' for Novartis and Roche to get together probably unlikely as they are too big.......?

[alibizzle] 25/9/2023 10:51

Hopefully buy Haleon!

[patientcapital] 25/9/2023 10:41

Alp., I thought it was purely a spin off/demerger by way of 1 for 5 - do you know the quantum of funds due?

[alphorn] 25/9/2023 10:30

Next week Novartis spins off its generic arm Sandoz. It will be interesting to see what Novartis will do with these new funds in the months to come.

[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