Gsk Share Discussion Threads

[dplewis1] 04/3/2024 08:27

Morgan Stanley raises target price to 1830p from 1730p

[pj84] 04/3/2024 07:46

JOHCM’s Costar views GSK as a good pick
GSK (GSK) is ‘attractively valued’ versus its pharmaceutical peers even though it has addressed profitability concerns, says JOHCM manager Mark Costar.

The Citywire Elite Companies AAA-rated stock is the second-largest holding in the JOHCM UK Dynamic fund, where it makes up 5.5% of the £1bn portfolio. Costar took over the running of the fund in January following the departure of Alex Savvides who left for Jupiter.

GSK was the second-largest contributor to returns in January after it reported ‘an encouraging set of full-year 2023 annual results while upgrading long-term growth guidance’.

It also addressed concerns about the ‘patent loss cliff edge’ suffered by its Dolutegravir HIV treatment and ‘its potential impacts on future profitability’.

‘Encouragingly, the fourth-quarter dividend was also increased, a step towards better shareholder returns where the fund has been engaged,’ said Costar.

‘The shares remain attractively valued versus peers, with further positive runway should a resolution to the Zantac case materialise.’

The shares softened 0.2% to £16.62 on Friday.

[tradermichael] 01/3/2024 15:28

That is a GRANOLA stock .... ;0)

[montyhedge] 01/3/2024 14:20

Yes been in Novo Nordisk a GRANOLO stock the fat buster drug they have, making absolutely billions, ok dividend yield about 1%, but shares up 60% and should double, dividends not everything.

[tradermichael] 01/3/2024 12:12

GRANOLAS are all companies with relatively strong balance sheets, low volatility growth and good dividend yields

[montyhedge] 29/2/2024 13:30

So called GRANOLO stocks wonder in they outrun the The Magnificent Seven tech stocks hope so, switch into health stocks, GRANOLO GSK, Roche, Astra, Novo Nordisk etc.

[panache1] 29/2/2024 09:19

I presume Haleon's share price jump this morning is also good for GSK

[supermarky] 29/2/2024 09:12

it's thinking of edging up higher

[rikky72] 29/2/2024 09:08

Be nice if this can break £17 in the next few days..

[tradermichael] 29/2/2024 08:00

GSK plc (LSE/NYSE: GSK) today confirmed it has reached a confidential settlement with Boyd/Steenvoord, resolving the case filed in California state court. The case, which was set to begin trial on 2 April 2024, will be dismissed. The settlement reflects the Company's desire to avoid the distraction related to protracted litigation in this case. GSK does not admit any liability in this settlement and will continue to vigorously defend itself based on the facts and the science in all other Zantac cases.

[panache1] 29/2/2024 07:11

Another Zantac settlement RNS

[mattboxy] 28/2/2024 14:45

You can ignore Blackhorse he keeps pushing APH on all pharma threads. They are a very small niche product company. Not sure why he keeps using the line he does because quite clearly no money is moving into APH. One look at the share chart confirms that!

[abdullla] 28/2/2024 12:26

Who is APH ?

[blackhorse23] 28/2/2024 11:40

Money moving to APH

[rikky72] 27/2/2024 12:14

Sounds like a bit of a bandwagon tbh.. I'm not even sure why GSK is included other than to provide the 'G' for Granola..

[anhar] 26/2/2024 12:01

Well I'm not a goner 'ere, hanging on just for divis as I have for millennia.

[montyhedge] 26/2/2024 10:40

Just Google it's a term made by Goldman Sachs for group of these top shares.

[gateside] 26/2/2024 09:59

Which companies are the GRANOLA stocks?

[montyhedge] 26/2/2024 08:50

The GRANOLA stocks, GSK, Roche, etc will out perform The Magnificent Seven. For me GSK and the fat buster drug maker, Novo Nordisk, bought them in US no stamp duty that's nice.

[tradermichael] 26/2/2024 08:09

GSK announces positive headline results from EAGLE-1 phase III trial for gepotidacin in uncomplicated urogenital gonorrhoea (GC)

· EAGLE-1 trial met its primary efficacy endpoint of non-inferiority comparing gepotidacin with intramuscular ceftriaxone plus oral azithromycin combination therapy


· Neisseria gonorrhoeae, the bacteria causing gonorrhoea, is recognised by the World Health Organisation as a priority pathogen, for which resistance to existing treatments is rising


· Gepotidacin, a late-stage antibiotic in GSK's industry-leading infectious diseases portfolio, is also in development for uncomplicated urinary tract infections (uUTI)

[beergut] 26/2/2024 07:06

When I read this morning, good results from Eagle one for a second, I thought they'd found loyal in Alberta, but the news keeps going in a great directions

[abdullla] 23/2/2024 08:50

No need,Writing is on the wall .

[laurence llewelyn binliner] 23/2/2024 08:41

Positive share price on XD, it is a long time since I have held a share that did that.. ;o)