Gsk Share Discussion Threads

[pander45] 25/10/2024 09:39

This might end blue today

[cumnor] 25/10/2024 08:58

Big investors have little real confidence in Emma imo. For such an important UK bellwether GSK needs a CEO who is promoting the company, out there, getting IIs on board. Look at how protective the French Government is of their companies like Sanofi.

Despite a string of small positive RNSs over the past two years-none of which are mega, but incrementally should be driving the bottom line and dividend increases, which is what GSK is all about, we hear little. Emma is not pushing hard enough-or just seems to lack the authority (unlike Pascal Soirot at AZN) to gain the markets respect.

No mainstream publicity whatsoever regarding the latest filling for treating UTIs. While these things do not bring the recurring revenue of Statins etc they can have a profound impact on the lives of many women with recurring infections and a rare, new antibiotic is significant and should be news. Where is the marketing-although it's still awaiting the FDAs approval-which could at least bolster GSK's profile for trying?

[tradermichael] 25/10/2024 08:35

Based on 12 Wall Street analysts offering 12 month price targets for GlaxoSmithKline in the last 3 months. The average price target is 1,708.00p with a high forecast of 2,000.00p and a low forecast of 1,500.00p. The average price target represents a 17.37% change from the last price of 1,455.25p.

[laurence llewelyn binliner] 25/10/2024 07:52

Some US analyst reporting they expect to see a drop in earnings at the GSK 30th update, we will soon see what we get, and the next dividend (15 pence)..

Possibly the reason for the dip this morning...

[suetballs] 25/10/2024 07:47

Yes I agree - ‘post’ Zantac I would have expected to see some improvement in the share price Fresh ideas required imo.
Suet

[spoole5] 25/10/2024 07:35

Emma needs to go

[tradermichael] 24/10/2024 06:23

New data for Arexvy, GSK's respiratory syncytial virus vaccine, show potential to help protect a broader group of adults at increased risk for RSV disease



· Single dose of vaccine elicited robust immune response with acceptable safety profile in adults aged 18-49 at increased risk for RSV-LRTD

· Two doses of vaccine in immunocompromised adults aged 18 and above elicited immune responses similar to one dose in healthy adults aged 50+ and with an acceptable safety profile

· In the US alone, adults aged 18-49 with at least one risk factor for RSV disease could exceed 21 million

[hpcg] 23/10/2024 13:10

I'm invested so I think it can turn around. There is some promise and focus in the pipeline. If they did anything suicidal like increase the dividend I would be out immediately.

Different sector, but SSE has significantly improved its performance since it rebased its dividend, twice. Not only that but my tax bill on reinvesting has also halved. Dividend reinvestment is an absolutely insane concept really, just keep the money inside the company, job done. Spit out 1 or 2% so investors can cover costs, no more.

[rikky72] 23/10/2024 13:06

So do we take the view that GSK will continue to underperform and go elsewhere, or believe that the worm will turn here eventually? Whilst it's very frustrating being in this I'm still sticking with the latter.

[alphorn] 23/10/2024 12:34

GSK has fallen dramatically in the global table in recent years; GW+SKB may have accelerated this decline.

[hpcg] 23/10/2024 12:26

It is the comparison with AZN which is stark. It pays out much less, always has, but is a 2-bagger over 10 years, without reinvesting dividends. Pharma investors need to understand that as a business it is no different to a mining, company, oil company, for that matter any trading company; there is no infinite pipeline of revenue, assets have to be renewed all the time.

[alphorn] 23/10/2024 12:14

I prefer to focus on the consequences rather than historic treatments which do not always recognise business trends.

[anhar] 23/10/2024 12:10

Well if you really want to know, accounting standards IAS38 (International) and SSAP13 (UK) deal with the accounting treatment of R&D.

[alphorn] 23/10/2024 11:52

A complex subject. Pharma A carries out R&D and reports a cost. Pharma B buys in third party R&D and puts it on its Balance Sheet and is free to pay whatever dividends. Which is GSK?

[anhar] 23/10/2024 11:35

Paying excess dividends is what put GSK into its no growth situation...

I'd say rather that having no growth is what put GSK into its no growth situation, not excess divis.

[pander45] 23/10/2024 09:08

Strong bounces around 1450. Interesting watch.

[hpcg] 23/10/2024 07:59

Paying excess dividends is what put GSK into its no growth situation. It should absolutely not increase payouts until it has a good growth pipeline.

[tradermichael] 23/10/2024 07:38

Q3 announcement next week (Wed 30th) .... ;0)

[supermarky] 22/10/2024 15:14

I have a reasonable holding here. Holding firm and wanting to add if we get to 1400 (or even 1300) Just sitting on my hands at the moment. The markets are nervy.

[dope007] 22/10/2024 12:33

Yes the wider markets are dreadful at the moment

[tradermichael] 22/10/2024 12:24

Yes, patience required ahead of the return to 1800p. It was thought that once the litigation was over (especially when the settlements were announced and the price jumped 84p) that this would take place sooner rather than a return to the doldrums of 1400's.

[pander45] 21/10/2024 11:49

Still waiting patiently.

[garycook] 21/10/2024 10:29

cumnor, Agree totally. Good post. GSK yield currently 4.1% at share price of 1462p

[cumnor] 21/10/2024 09:13

Market simply demanding better return for shareholders-3.7% wont cut the ice anymore, whatever GSK's prospects. Needs to be 5% to even consider a look in. No more BS from Emma. Given recent history this is no more low risk than the likes of AV, PHNX or even BARC which are starting to look again at shareholder returns. If GSK wants a premium rating then it needs to pay for it.

[spoole5] 21/10/2024 09:06

At least Emma can't hide behind zantac anymore