Gsk Share Discussion Threads

[beergut] 01/11/2023 13:54

I still think this close positive today. Great day of profits for MM

[disc0dave46] 01/11/2023 13:31

HiTaking each of your points:- Dividend isn't one of the best out there at about 4%, but personally not an issue as not an income seeker, it's capital appreciation I'm interested in.- Growth, I assume you meant earnings, well they've just upgraded to a median of +18.5%, which is very impressive given current macros- Chart, well that's all in the eye of the beholder and subjective interpretation depending on your investment criteria. Personally yes I look at the chart for entry/exit signals but overall it's the value, the fundamentals that are key.With their revised guidance this is now on a FY23 PE of 8.5x, the median for the UK pharma industry is 20.7x- Zantac overhang, yeah there could be but show me a pharma that hasn't got similar risks, all part of the industry they are in.Anyway for the record I'm not a holder currently but it is on my ever growing watch list.I note that you trash a lot of companys on here so perhaps you could point me to any stocks you hold that may be viable investments rather than rubbish as I don't normally short.Thanks

[spoole5] 01/11/2023 13:18

Did Emma start speaking?

[tradermichael] 01/11/2023 13:07

The third quarter has seen the outstanding US launch of Arexvy, the world’s first RSV vaccine, contributing an impressive £709m.

[mister md] 01/11/2023 12:29

Disappointing this hasn't held on to this morning's gains ...

Porsche1945 'who wants to be a clown' - no thanks, I don't think you need any competition.

Happy to hold for yield AND capital growth over the next few years.

[abdullla] 01/11/2023 11:40

Up 45p and ñow down 23p ìts all due to bad news coming from Zanntac,and more to come.

[porsche1945] 01/11/2023 11:19

Can’t really understand why anybody owns this, dividend is crxp, zero growth, charts are terrible and Zantac overhang plus poor management….it’s gone nowhere for decades….I mean most stuff in the ftse has been cut in half over 15 years and in some cases cut in half again post 2016 and this hasn’t had that problem being vaguely defensive, but if you own this for yield why not buy short dated treasuries, I’m getting over 6 pc on some of them, risk free, no brainier, who wants to be a 🤡

[tradermichael] 01/11/2023 11:13

Given that GSK's net debt/ebitda hit its 5-year low in December 2022 (of 1.3x), Q3 net debt is encouraging.

[anhar] 01/11/2023 10:55

Decent figures except for net debt which is actually up slightly since the 31/12/22 year end. 14.0p Q3 divi and 56.5p forecast annual payout are as previously indicated by the company, which matters to me as a long term hold income investor.

The forward yield at 1,439p of 3.9% is reasonable but not particularly high for a company with their poorish record, not helped by the cut in payments accompanying the HLN demerger.

As for the negative share price reaction so far, no surprise to me because prices frequently don't follow the news and consequent expectations of many small investors for the reason I've discussed earlier.

[panache1] 01/11/2023 10:41

Ex div in a couple of weeks. I'm in 14.38

[igoe104] 01/11/2023 10:32

Excellent update, looks alot of room for a rerate over the coming few years. Traders jumping ship, regardless what the company prints. 🤷

I'll be adding when funds are available...

[abdullla] 01/11/2023 09:42

Hurts in the heart?

[beergut] 01/11/2023 09:37

Back up when the US opens I thinkWouldn't heart if they added AI to the front of their name

[abdullla] 01/11/2023 09:14

Red entry at the close nothing new

[spoole5] 01/11/2023 08:49

Gsk could say they've unearthed 20bn worth of gold under one of their labs and the share price would rise 1%!

[tradermichael] 01/11/2023 08:45

7 ...

GSK PLC raised its guidance after third-quarter net profit rose mainly due to the U.S. launch of its Arexvy vaccine, although it missed analysts' forecasts.

The British pharmaceutical giant said Wednesday that net profit from continuing operations for the third quarter was 1.46 billion pounds ($1.77 billion), boosted by the vaccine for respiratory syncytial virus, or RSV, compared with GBP759 million a year earlier and a company-compiled consensus of GBP1.87 billion.

Turnover for the period rose to GBP8.15 billion from GBP7.83 billion, beating analysts' expectations of GBP7.77 billion.

Third-quarter adjusted operating profit--one of the company's preferred metrics which strips out exceptional and other one-off items--rose 15% to GBP2.77 billion, while adjusted earnings per share from continuing operations rose 17% to 50.4 pence.

For the year, GSK expects turnover to increase between 12% and 13% compared with previous guidance of 8% to 10% and adjusted operating profit to increase between 13% and 15%, up from 11% to 13%. Adjusted earnings per share are forecast to rise between 17% and 20% compared with 14% to 17%.

GSK has declared a dividend for the quarter of 14 pence a share and reiterated that it expects to pay dividends of 56.5 pence a share for the full year.

[spoole5] 01/11/2023 08:18

The usual lukewarm share price reaction!

[jurgenklopp] 01/11/2023 07:53

Well done Emma.
The Joelinton of pharma.

:o)

[laurence llewelyn binliner] 01/11/2023 07:17

#Gary Cook, good to see some growth progress evidenced here, and a little bump in the next dividend too, we might even see a gain on the share price today and into FY.. :o)

[garycook] 01/11/2023 07:08

Strong year-to-date and Q3 performance drives upgrade to full-year guidance


Broad-based execution drives further sales and earnings growth:
-- Total Q3 2023 sales +10% and +16% ex COVID
-- Vaccines sales +33%, +34% ex COVID. Shingrix GBP0.8 billion +15%, Arexvy sales GBP0.7 billion
-- Specialty Medicines sales -1%, +17% ex COVID with HIV +15%
-- General Medicines sales -2% with impact of generic competition to older products, in part
offset by Trelegy +23%
-- Total operating profit and Total continuing EPS reflects strong growth in the quarter and
year to date with lower charges for contingent consideration liabilities remeasurement
-- Adjusted operating profit +15% and Adjusted EPS +17% reflects strong execution, resilient
growth and higher royalty income in part offset by increased investment in R&D, new product
launches and a seven percentage point operating profit reduction from lower COVID-19 solutions
sales
Dividend 14p, and 56.50p for the FY

[tradermichael] 31/10/2023 13:04

6 ...

GSK has secured a $1 billion deal with Janssen, a Johnson & Johnson subsidiary, for the exclusive rights to further develop and commercialize the latter's hepatitis B therapy.

The therapy, known as JNJ-3989, was initially developed and licensed to Janssen by Arrowhead Pharmaceuticals (NASDAQ:ARWR) in 2018. The agreement will bolster GSK's own hepatitis B treatment, bepirovirsen.

With the acquisition of these exclusive rights, GSK aims to expand its portfolio in the treatment of hepatitis B, a disease affecting millions worldwide. The deal signifies a significant step in GSK's strategy to consolidate its position in the global pharmaceutical market.

[mj19] 30/10/2023 11:49

GSK doing all the right things. Only a matter of time before it rises and stays up and will keep going.....I am sure someone will bid for it now that it's a pure pharma