Gsk Share Discussion Threads

[abdullla] 16/1/2024 09:11

A sudden drop in share price ,very strange !

[rikky72] 15/1/2024 16:04

I hope you're not invested here as you are talking gibberish

[halfpenny] 15/1/2024 14:33

GSK paid too much as product fails next level of Tests!!

Headwinds ahead as Tests fail!!

1500 to be tested with 1400 next support level...

[tradermichael] 11/1/2024 14:04

Yes,14p per share dividend reached my AJ Bell accounts this morning ..... ;0)

[mhrangoon] 11/1/2024 13:29

Yes 14p per share

[laurence llewelyn binliner] 11/1/2024 10:55

#Anhar, indeed, I re-bought my missing 20% post consolidation which my spreadsheet had failed to account for, it is the total costs (less total dividends received) vs the total value of the 2 combined today to give the correct adjusted P/L..

Talking of dividends has anybody received their credit today yet..?

[anhar] 11/1/2024 10:11

MHRANGOON is correct that you have to adjust for the consolidation in order to compare current values with the pre-demerger value. You can't just look at the share prices alone to make a comparison with the pre-demerger value, you need to consider the number of shares involved.

The terms were that pre-demerger GSK holders received 1 HLN for every 1 GSK share held. Following that, GSK shares were consolidated at 4 for 5.

So assume for example you held 1,000 old GSK, then you would now have 1,000 HLN and 800 current GSK.

Using the above figures, the old GSK share price of 1,800p gives a value of £18,000 pre-dem.

With new GSK now at 1,570p the holding is worth £12,560 and HLN £3,370, a total of £15,930 which is a loss of £2,070 or 11.5% on the old GSK value. Clearly then, the combined holding would have to rise to £18,000 just to break even, which could be satisfied by GSK or HLN alone or some combination of the two.

[laurence llewelyn binliner] 11/1/2024 09:50

It was a 1:1 HLN:GSK share allocation then a 20% consolidation after..

I bought my 20% GSK back again to keep my numbers as they were, but great to see the share price recovering well now 12-18 months later from the lows of 1300 after the consolidation..

Next dividend payment due today too so there should be some DRIP buying as they roll in.. :o)

[rikky72] 11/1/2024 09:34

I think it was calculated so that the HLN share capital issue was worth 20% of the value of the old combined GSK.But I would be very happy to exit somewhere between 18 and 19 quid

[mhrangoon] 11/1/2024 06:40

I dont think this formula is correct as total number of share allocation reduced.

[laurence llewelyn binliner] 10/1/2024 18:17

The pre split share price in summer 2022 was about 1800, and with the share price today at 1570, plus the HLN share price of 337 gives us c1900 total, so we are ahead again at last 18 months later..

GSK at 1800 stand alone would be great to see with HLN alongside adding value for those holders who kept them, as soon as they hit their debt to EBITDA ratio the dividend will pick up pace there too..

[dplewis1] 10/1/2024 11:11

DB raises target price to 1850p from 1750p

[mj19] 10/1/2024 08:04

GSK, a pharmaceutical group, said Nucala (mepolizumab) has been approved in China for use in severe asthma with an eosinophilic phenotype.

[dplewis1] 09/1/2024 16:15

GSK exec says well on track to hit all targets company set out for 2026 - JPM healthcare conference

[blackhorse23] 09/1/2024 12:07

Money moved to APH , great dividend yields & excellent healthcare company

[tuftymatt] 09/1/2024 09:09

Big pharma just gets that bit bigger.

Good luck all 👍🏻

[tradermichael] 09/1/2024 08:06

GSK said it bought biopharmaceutical company Aiolos Bio for an upfront consideration of $1.0 billion and the potential for an additional $400 million, the latest in a string of pharmaceutical majors buying fast-growing biotechs to restock their pipelines.

The British pharmaceutical giant said Tuesday that the deal to buy San Francisco and London-based Aiolos Bio, which focuses on patients with respiratory and inflammatory conditions, includes a Phase 2-ready antibody called AIO-001 for the treatment of adult patients with certain respiratory and inflammatory conditions.

The portfolio addition "could expand the reach of our current respiratory biologics portfolio, to the 40% of severe asthma patients with low type 2 inflammation where treatment options are still needed," Chief Scientific Officer Tony Wood said.

The additional payment of up to $400 million is dependent on certain regulatory milestones being met, it said.

[tradermichael] 06/1/2024 11:24

12/2023 Q3 Dividend:
Pays next Thursday 11-Jan-24 (14p/share)

[tuftymatt] 04/1/2024 09:55

I hope you are right but personally I think that may be a bit of a stretch.

This year though I wouldn't bet against.

Good luck all 👍🏻

[alibizzle] 04/1/2024 09:35

Hopefully this momentum can be maintained, and reach £17 by end of month

[tradermichael] 03/1/2024 12:03

I think that Jefferies loves GSK nearly as much as I do ..... ;0)

[patientcapital] 03/1/2024 10:55

GSK: Stock price offers attractive risk remuneration, according to Jefferies -- Market TalkSource: MF Dow Jones (English)Original article published in Dow Jones English Newswire, translated by Il Sole 24 Ore Radiocor editorial staff.(Il Sole 24 Ore Radiocor Plus) - Milan, 3 Jan - ? GSK is expected to give at least one-digit EPS growth guidance for 2024 and resolve the Zantac litigation case within the next few months, Jefferies analysts write in a note raising the rating on the buy-to-hold stock.Analysts estimate the pharmaceutical company will pay between $3 billion and $4 billion to resolve the case.The company's growth profile is undervalued and the current share price offers an attractive risk remuneration.Jefferies raised the stock's target price to 1,900 pence from 1,550 pence. Stocks are currently up 2.2% and 4.3% in the last 12 months. ([e-mail].)(END) Dow Jones NewswiresJanuary 03, 2024 03:50 ET (08:50 GMT)Copyright (c) 2024 Dow Jones-Radiocor

[pj84] 03/1/2024 10:19

The following is an extract from the article: -

GSK’s revival ‘will become clear to investors in 2024’

...


“When we meet investors, the things that they say to us are, ‘We want to see visible progress in the pipeline.’ So that’s readouts and we’ve got a number of those coming up next year in oncology and respiratory, as well as infectious diseases.”

They include hopes for Blenrep, a blood cancer treatment, which produced encouraging trial results in November, a year after it had suffered a clinical setback. “If we can show that there’s a pathway back to the market, this is an important element for our credibility,” Miels said

Another is depemokimab, a twice-yearly injection to treat asthma and other respiratory diseases, and camlipixant, a potential treatment for refractory chronic cough, taken as a twice-daily pill. Both are potential blockbusters, or drugs that generate annual sales of at least $1 billion for their company, in late-stage development.

GSK has been bolstering its late-stage pipeline through bolt-on and licensing deals, including agreements in October and December for cancer drugs developed by Hansoh Pharma, of China.

...

[patientcapital] 03/1/2024 10:10

Walmsley is in the DM today as well.