Gsk Share Discussion Threads

[essentialinvestor] 02/5/2017 09:57

Alp, yes, from memory their other major vaccine facility is Belgium?,
they have recently committed extra CAPEX to expand their US vaccine manufacturing base.
Trump should approve ).

[alphorn] 02/5/2017 09:53

Although most of its business is abroad.

[essentialinvestor] 02/5/2017 09:52

I would view GSK as a strategic asset, if you look at the vaccine and pharma
capability.

A tie up with NVS at some point may make sense, either through collaborations
or a merger, HMG would require assurances if it is the later.
That is some way in to the future imv.

[philanderer] 01/5/2017 20:55

Theresa May is planning to introduce a national interest test on foreign takeovers. Under plans signed off by Downing Street, a foreign attempt to buy or take a stake of more than 25% of a company deemed to be part of the "critical national infrastructure" will be reviewed for national security purposes, though there will be a narrow definition of what constitutes critical infrastructure, so drug companies are unlikely to be protected. - Sunday Times

[philanderer] 01/5/2017 20:55

Some of Britain’s largest companies including Lloyds and Tesco may be forced to boost pension contributions this summer as deficits balloon.

As much as a third of the FTSE 100 is currently going through a triennial health check on so-called defined benefit pension schemes, with JLT Employment Benefits warning that firms are likely to face a surge in deficits compared to their last valuations three years ago.

GlaxoSmithKline, BAE Systems, and Standard Life may also face having to shore up growing deficits.

[melton john] 28/4/2017 11:47

Tstl ties in nicely with killing superbugs. Patented means of dispensing fresh highly active disinfectant (chlorine dioxide). GOOGLE Tristel, chosen by many UK health trusts, Australia and Germany and trialling for US approval.

[essentialinvestor] 28/4/2017 09:51

Michael Mosley v the Superbugs.

Coming soon on BBC4, part of the "Fixing the Future" series.

[ny boy] 28/4/2017 09:46

Solid results, it's an add for me, can live nicely off the dividend yield tks. Any capital growth a bonus too.

[alphorn] 27/4/2017 23:21

EI - second that on GSK products.

(Has not stopped me having very large bearish positions when I have thought the share price too high some years back).

[woodhawk] 27/4/2017 16:05

Only just over a week's trading until next ex-divi date.

[essentialinvestor] 27/4/2017 16:01

Ah interesting, was not aware.

Would not be here without GSK's products, so owe them and probably people
like your good self a lot.



NY, thanks for the reply.

[ny boy] 27/4/2017 16:00

EI

Just believe these are oversold, I like the divi, it's a solid multi national play and quite defensive if markets start pulling back but a 5.17 % is nice ..Mr bank only give me sweet FA for now, they don't want your money.

[tradermichael] 27/4/2017 15:57

No worries! I have also spent a number of years in pharmaceutical research, and you need to acquire a strong character to dedicate your efforts to developing compounds that may not make it (most don't), but just might!

Also spent many years as a long-distance runner - again this helps you develop not only physical stamina, but also mental fortitude (particularly when struggling with injuries).

[essentialinvestor] 27/4/2017 15:53

Fair does Michael, appreciate your candour and view.

[tradermichael] 27/4/2017 15:50

As you say - nerves of steel, I guess. You kind of get used to the 'bad' patches after time!

The underlying factor that provides strength is the belief that this is, in my opinion, a world beating company with a global footprint, such that in time very large returns are destined. This, coupled with the high dividend yield, provides a foundation that helps to ride the troughs ..... ;0)

[essentialinvestor] 27/4/2017 15:30

Michael, out of interest, you have been very candid about your shareholding
in GSK, how do you manage to deal with weaker share price days/weeks?.
That must take a certain strength of character.

[tradermichael] 27/4/2017 15:23

OK thanks, 70/5 = 14 - good maths, surprising how it compounds ..... ;0)

[m_k_hubbert] 27/4/2017 15:00

TraderMichael re 14118
Assuming you reinvest the dividends you are actually holding for £0 after 14 years (rule of 70 @ 5%).

[romeike] 27/4/2017 13:14

Share price has more to do with Trump and Sterling movements right now than anything to do with the company itself.

[essentialinvestor] 27/4/2017 13:01

zho, thanks for that.

Emma more understated than Andrew who was a GSK cheerleader.
Some may not warm to this initially, however a sharp commercial
focus is needed now.

Looking at the latest pipeline they have(or had) over 40 compounds in phase 11
development, pairing off a few may helpful to double down on the stronger prospects.


Two aspects struck me yesterday, an iron fist on costs to drive operational
efficiency, coupled with a more commercially focused drug development perspective.

Will look to add on a world is ending day, market reaction looks a tad harsh to me.

[romeike] 27/4/2017 10:37

Given that the drop is likely US healthcare reform hopefully this will get beaten down more toward 1500 so we can pick up more cheap GSK before the inevitable rerate upwards under Emma pro growth agenda.

As for dividend cut, this may well happen and it is already understood that most serious GSK investors would be happy to forgo some cut to the dividend provided the capital is invested in growth. So therefore a small dividend cut next year is likely to be positive for the share price if the strategy is explained.

[essentialinvestor] 27/4/2017 10:34

Worm, you may be underestimating the HIV franchise, launch of closed triple.
Even before this their newer respiratory products are now
growing at clip.
Shingrix has potential be be a billion a year vaccine,
Bexsero looks likely to grow for many years ahead, they can't meet
current demand for that vaccine is my understanding.

There are more costs to be taken out of the operational structure,
that is clear from yesterday imv.

However the dividend should be lower, made that point many times,
not a consensus view but think the share price would be higher with a lower payout,
as some question sustainability which weighs on the share price

[essentialinvestor] 27/4/2017 10:24

On some of the media comment- GSK already have a new blockbuster drug- Dolutegravir,
with another near approval. A two drug regime will further transform treatment
options


If you define a blockbuster as a billion sales plus annually, then in vaccines they
may have another within a few years.

This is before even looking at new products in the respiratory franchise.

[wormhasturned] 27/4/2017 10:20

The trajectory is lower, I see a dividend cut, unless they get these new drugs on stream quick, the generic competition to Advair could prove traumatic, and the bottom line will take a big hit as it is a high margin drug and large contributor to profits, and notwithstanding the top line.