Gsk Share Discussion Threads

[joshgroeny] 05/2/2017 21:19

GSK gets a buy rec in the Sunday Times Business section.

[tradermichael] 03/2/2017 08:23

GSK is scheduled to report fourth-quarter 2016 and full-year results on 8th Feb. Last quarter, the company delivered a positive earnings surprise of 7.79%.

[ny boy] 01/2/2017 09:08

Good reaction to 1515p support

[essentialinvestor] 01/2/2017 09:04

Both, the majority share of the JV on consumer products.

[tradermichael] 01/2/2017 09:00

Erm ..... swap toothpaste? I thought the asset swap was vaccines for cancer drugs, wasn't it?

[ianood] 01/2/2017 08:51

EI - my thoughts too.

[essentialinvestor] 01/2/2017 08:20

GSK's model should imv thrive in this environment,
the central thrust of AW's strategy anticipated significant pricing pressure
and moved further away from a pure pharma model with the Novartis asset swap.

It was not a very fashionable view with the ..
swapping toothpaste for cancer drugs headlines, looks clever now.

[minerve] 31/1/2017 23:01

atlantic57

If you Google you will find information relating to this. I did try to find a very good FT article I read about 3 weeks ago but couldn't find it. I did consider filing it at the time and didn't for whatever reason.

I think you can never rule anything out - Trump may be able to pull strings Obama couldn't - but as a pharmaceutical investor I would say that there is some comfort we can take out of the US legislation process which shouldn't make us shy away from big pharma but nevertheless we should invest with extreme caution.

I did have many US pharmaceutical and tobacco stocks and sold out recently to sit on the sidelines ready to make opportunity of any Trump/Brexit volatility.

[atlantic57] 31/1/2017 22:53

Minerve that is a very interesting comment.I don't know enough about the detail,
To comment beyond the comments I have made.Clearly for all holders of Gsk your
Comments are very pertinent.

[minerve] 31/1/2017 22:25

atlantic57 31 Jan '17

"Minerve i believe that the Republicans control both houses so in theory Trump
should be able to get legislation through."

It is easy to repeal legislation because it only needs a simple majority. However introducing new legislation requires more than a simple majority vote so they will need Democrat support. You are also forgetting that big pharmaceutical companies lobby hard and have many in the Republican party with vested interests/support; men wealthier and IMO more powerful than our Mr Trump. Republicans are pro-pharma capitalists and always have been and always will be. Trump is just an annoying blip.

[atlantic57] 31/1/2017 21:54

Minerve i believe that the Republicans control both houses so in theory Trump
should be able to get legislation through.

[minerve] 31/1/2017 21:02

I think so. But he is not a dictator and the Republicans cannot pass new legislation alone - they need the democrats to help. He will find it just as difficult, if not even more difficult, than Obama found it with Obamacare.

[essentialinvestor] 31/1/2017 20:07

Muted reaction to Trump's earlier comments, most US pharma stocks trading
nicely ahead atm. Given recent sector weakness hopefully a good degree
of Trump uncertainty now in the price.

[ny boy] 31/1/2017 15:45

Pointless signing another petition, just like the millions that signed the one calling for another referendum because they didn't get the result they wanted. At least Trump (love him or hate him),has finally woken up the young voters who never turn up to vote in elections but seems to start protests, make a lot of noise, attract idiotic celebs looking for media attention & "likes" etc after the event, barn door bolted horse lol!

I just see these as a defensive play with a decent divi,to hold during troubled times ahead.

[minerve] 31/1/2017 15:04

It is absolute and utter nonsense.

The approvals process is what it is now because it is trying to eliminate 'copy cat' types drugs where the industry was paying higher prices for new drugs with little improvement in efficacy. When this higher hurdle was put in it gave/forced the pharmaceutical companies to invest to improve drugs. You cannot escape that unless you want to go back to where we were before in the noughties.

[essentialinvestor] 31/1/2017 14:58

70% of US prescriptions are generic, approx.

[montyhedge] 31/1/2017 14:56

Crazy the US gov can buy aspirin from a chemist cheaper, than what they get charged from a supplier. Probable same in our NHS.

[dr biotech] 31/1/2017 14:54

Trump is on Bloomberg now talking anbout pharma. Lowering the costs and speeding the approval process is the positive, ending the higher prices is the negative.

It's very easy to say they will improve the process, but as with everything the actuality may be somewhat harder

[essentialinvestor] 31/1/2017 11:45

Pharma spend represents about 16% of the entire US healthcare budget

Much of the increase looks to be coming from hospital costs and in particular tests,
scans etc.

[essentialinvestor] 31/1/2017 11:45

There are some shocking cases of price gouging on generics,
there is no getting away from that, the Guardian ran a recent story
highlighting some UK price % increases, the % was jaw dropping.


Would need to check the exact stat but from memory GSK had a -2-3% price
decrease on their prescribed US medications in 2016, that is the mean average.

[alphorn] 31/1/2017 11:39

Noises this morning on CNBC about Trump attacking drug prices.

[minerve] 30/1/2017 21:05

Just in case some people - who may have come in from work - want to sign the Trump petition here is the link:



Almost 1.5 Million. Send the message and copy the link to friends etc..