Gsk Share Discussion Threads

[mj19] 30/11/2016 21:39

Why does this keep falling?

[essentialinvestor] 28/11/2016 16:35

Forget the yield, there is no way a new CEO will allocate about 100%
of FCF to paying a dividend when they can expand consumer healthcare if
the put option is exercised, same goes for the ViiV option.


Added another few before the close.

GSK now better viewed as an emerging growth company rather than income play, all just IMV only.

[dr biotech] 28/11/2016 16:24

Price of the ADRs over the year - started 41, currently 38.5 - down about 8.5%

FTSE approx 6400-6800 gain about 5%
Dow about 1800-1900 up about 5%

Decent yield of course, but hard to see what value Witty has added if any.

[essentialinvestor] 25/11/2016 14:31

Michael, read a report highlighting comparative date on the GSK vaccine v the
regularly used current option, and to say there is no comparison is a big
understatement, GSK may come to dominate this area.

[essentialinvestor] 25/11/2016 14:27

bt, was in Guildford yesterday lunchtime and harshly cold walking in to the wind,
lovely around here today.

[badtime] 25/11/2016 14:25

EI..just as windy as yesterday..but not quite so cold :)

[essentialinvestor] 25/11/2016 14:03

Will certainly have that when available, need to be 50 plus.

Going to be a significant revenue generator in the US, beats the current
vaccine option hands down.

[tradermichael] 25/11/2016 14:01

And they're still developing them:

GlaxoSmithKline plc (LSE/NYSE: GSK) today announced the regulatory submission of a Marketing Authorisation Application (MAA) to the European Medicines Agency (EMA) seeking approval for its candidate shingles vaccine, Shingrix(TM) , for the prevention of herpes zoster (shingles) in people aged 50 years or over.

The candidate vaccine is a non-live, recombinant vaccine to help prevent shingles and its complications. The phase III clinical trial programme showed that by reducing the incidence of shingles, the candidate vaccine also reduced the overall incidence of postherpetic neuralgia (PHN), a form of chronic pain associated with shingles. Regulatory approval is being sought for the vaccine to be given intramuscularly in two doses, with a two-to-six month interval between doses.

[essentialinvestor] 25/11/2016 10:18

Have 5 different GSK products in the house atm, clearly I'm in excellent
health!, I wish.

Two additional ones which are now generic but were original GSK
patents.

At least the sun is shining today ).

[alphorn] 25/11/2016 09:08

Article in the FT about Witty speaking out over May's plans to control executive pay.

[essentialinvestor] 24/11/2016 11:59

GSK operate from 17 sites in the UK, not including the global HQ
in Brentford.

On one of the recent conference calls Andrew was asked about the significant
number of very small satellite sites remaining, about 50 of those approx,
including my local GSK in Weybridge.

Cut cut snip snip for some of those on the way imv.

[tradermichael] 24/11/2016 11:37

GlaxoSmithKline plc (LSE/NYSE: GSK) today announced the start of a phase III development programme investigating daprodustat, an oral hypoxia-inducible factor prolyl hydroxylase inhibitor (HIF-PHI), as a treatment for anaemia associated with chronic kidney disease (CKD).

[tradermichael] 24/11/2016 11:37

More late stage successes on the way .....

[essentialinvestor] 24/11/2016 10:47

Dr, sector has been weak of late.

We also have an imminent CEO transition and a possible dividend
adjustment from 2017.
GSK may look to come in to line with many in the sector with a rate of dividend
about 60% of FCF.
With a fair wind the current dividend may just about be covered next year
by FCF, that ratio is untenable imv, particularly with the put options looming.

[dr biotech] 23/11/2016 14:03

Sometimes wonder what it would take to make these go up. About 15% down from the peak for no great reason - not as if the anti-pharma clinton got in.

[essentialinvestor] 23/11/2016 10:59

So a possible label expansion for Nucala.

[tradermichael] 23/11/2016 08:40

And here's another:

LONDON--Pharmaceutical giant GlaxoSmithKline PLC (GSK.LN) said Wednesday a phase III study of mepolizumab has met all major targets in patients with eosinophilic granulomatosis with polyangiitis, a rare disease characterized by inflammation in the walls of small blood vessels.

The key goal of treatment is to induce and maintain remission while reducing the use of corticosteroids and other immunosuppressive therapies, Glaxo said.

It plans to use the results to support regulatory applications, which are expected in 2017.

[essentialinvestor] 22/11/2016 09:42

Hoped for a share price dip under around 14.80, looks a bit optimistic atm.

[tradermichael] 22/11/2016 08:45

Its the start of a steady stream of new product successes .....;0)

[essentialinvestor] 22/11/2016 08:43

Looks positive news on their COPD treatment, hopefully a green light on
the way from the FDA.

I used one of the dry powdered inhalers last night as my asthma was bad,
for people who may be in poor health or frail it is an easier delivery system.

[tradermichael] 21/11/2016 13:38

PHILADELPHIA, Nov. 21, 2016 /PRNewswire/ -- GSK [LSE/NYSE: GSK] announced today it has received approval from the US Food and Drug Administration's (FDA) Center for Biologics Evaluation and Research expanding the indication for FluLaval® Quadrivalent (Influenza Vaccine) to include use in children 6 months and older. Prior to this, the vaccine was only approved for active immunization against influenza A subtype viruses and type B viruses, in persons 3 years of age and older.

[solooiler] 21/11/2016 12:46

Adding again into the weakness. Fab long term hold :)

[ny boy] 18/11/2016 10:47

On my radar for another long term buy, nice divi 5%+ too

[essentialinvestor] 17/11/2016 12:43

Pretty sure Emma will initiate a further cost reduction programme next year.

Andrew was asked in a recent conference call about the large number
of remaining GSK satellite offices and he brushed off the question.

Have a local example, GSK maintains a small facility off St Georges
Avenue Weybridge, it's been there for the 30 years plus I have lived in the
area, cannot be as efficient as the newer modern research centres.

Fat left to trim imv, many of these smaller sites still remain.