Gsk Share Discussion Threads

[zho] 03/1/2024 09:58

Try using or

[tradermichael] 03/1/2024 09:56

Anyone know what the TIMES said about GSK, please?

[montyhedge] 03/1/2024 09:18

My choice for 2024, GSK, Bats, Phoenix for nice dividends and one growth share Fortinet Inc on Nasdaq.GLA for 2024.

[mj19] 03/1/2024 09:03

Still cheap this year should take us to £20

[dplewis1] 03/1/2024 08:51

GSK is expected to guide for at least low single digit EPS growth for 2024 and settle the Zantac litigation case within the coming months, Jefferies analysts write in a research note as they raise their rating on the stock to buy from hold. They estimate that the pharma company will pay between $3bn and $4bn to settle the case. The company's growth profile is under appreciated and the current share price offers attractive risk reward.

[tuftymatt] 03/1/2024 08:41

Wow that's some increase by Jefferies!!

I trade these and had a sell order in at 1498 before seeing the Times headline. Closed that and am hoping for a fair bit more now.

Good luck all 👍🏻

[mj19] 03/1/2024 08:13

GSK : JEFFERIES RAISES TARGET PRICE TO 1,900P FROM 1,550PThis news story contains no content

[supermarky] 03/1/2024 08:06

Nice to see this revving up for the start of the year

[tuftymatt] 03/1/2024 07:48

The Times have done a piece too about the GSK revival.

Does anyone have access to it?

Good luck all 👍🏻

[halfpenny] 03/1/2024 03:55

Are Suitors circling GSK as Forbes had GSK in the top ten takeover targets??

[halfpenny] 03/1/2024 03:54

Latest on Takeover as mentioned in FORBES??

[patientcapital] 28/12/2023 08:25

"RSV: Jab for winter virus could cut baby hospitalisations by 80%, study says" - BBC

[pj84] 24/12/2023 15:47

Some snippets from the Sunday Times article: -

"GSK plans deal spree to boost drug pipeline

The pharmaceuticals giant GSK is set for a multibillion-pound buying spree of respiratory businesses as it seeks to reassure investors about its lacklustre pipeline, according to the man many see as heir to the chief executive’s throne."

...

"GSK will partially finance its buying spree with the cash generated by selling down its stake in Haleon, the consumer health firm behind Sensodyne toothpaste, that GSK spun off last year. In October, it raised about £900 million by selling down another chunk of its stake; it currently holds about 7 per cent of Haleon.

Miels ruled out deals in the “tens of billions” of dollars and said GSK was more focused on “very targeted single products or two products in a company”.

He added: “I think top priority is respiratory and auto-immune, [but]… we’re very busy across the board.”"

[tradermichael] 22/12/2023 09:41

On the Hansoh deal, GSK announced that it is in-licensing exclusive worldwide rights from China biopharmaceutical company, Hansoh Pharma, to develop and commercialize the latter’s investigational antibody-drug conjugate (ADC) candidate, HS-20093, in lung cancer and other solid tumor indications. However, Hansoh retains exclusive rights to the candidate in China’s mainland, Hong Kong, Macau, and Taiwan.

HS-20093 is a B7-H3 targeted ADC utilizing a clinically validated topoisomerase inhibitor payload. It is the second investigational ADC that GSK in-licensed from Hansoh.

It is important to note that in October 2023, GSK bought the first ADC from Hansoh, HS-20089. HS-20089 is a B7-H4 targeted ADC, currently being developed in China in mid-stage studies. Per GSK, HS-20089 has the potential to become a best-in-class treatment for ovarian and endometrial cancer with opportunities in other solid tumors.

Per the press release, HS-20093 is currently being evaluated in ongoing phase I and II studies in China. Data from the phase I ARTEMIS-001 study for HS-20093 in advanced solid tumors was recently presented at a medical conference. In the early-stage study, treatment with the candidate demonstrated initial clinical activity in small-cell lung cancer, non-small-cell lung cancer and sarcoma with multiple confirmed responses.

HS-20093 demonstrated a manageable safety profile, too, which was also encouraging.

[tradermichael] 21/12/2023 12:18

But the Hansoh Pharmaceutical Group deal is only $185 million upfront and the rest is if milestones are achieved. The Bellus deal, however, is an all-out acquisition and their product is well-advanced through trials and risk is minimal. Camlipixant is highly synergistic with GSK’s expertise and leadership in respiratory medicines and potentially adds a very important asset to GSK's portfolio for a chronic respiratory disease therapy. There are no approved medicines for refractory chronic cough (RCC) in the US and EU (for which there is a massive market).

[alphorn] 21/12/2023 10:42

Another one for the balance sheet I expect.

[tradermichael] 21/12/2023 08:02

GSK has entered into an exclusive license agreement with Hansoh Pharmaceutical Group for its HS-20093 antibody-drug cancer treatment, with payments of up to $1.71 billion depending upon milestones being met.

The companies said Wednesday that GSK will make an initial upfront payment of $185 million to Hansoh with the rest depending upon success-based milestones for HS-20093.

Upon commercialization of HS-20093, GSK will pay tiered royalties on global net sales outside of China's mainland, Hong Kong, Macau, and Taiwan, the companies said in a joint statement.

HS-20093 is being developed for the treatment of lung cancer, sarcoma, head and neck cancers and other solid tumors in multiple phase I and II clinical trials in China.

[pcok] 17/12/2023 13:46

Yes. If only we were lucky enough to have the world's biggest trading block on our doorstep and our square mile was the financial centre of said block. If only.

[tradermichael] 16/12/2023 09:04

Democrats, what do you expect?