Gsk Share Discussion Threads

[toffeeman] 24/7/2017 17:04

Virginia Water

[ny boy] 24/7/2017 16:16

EI, what kind of area do you live in? Sounds dreadful.

[essentialinvestor] 24/7/2017 14:16

Not only has the local health centre been burnt the ground,
now a group of travellers has taken up residence en massse in a local park,
over 40 caravens less than a mile of where I live. I'm keeping my Persian
cat indoors.

Will be interesting to see if GSK announce any review of their property
portfolio They continue to run a large number of smaller satellite plants,
one just up the road from me.

Andrew was asked about this on a previous conference call
and just brushed the question away. Under the new CEO that
may be different.

[montyhedge] 24/7/2017 14:09

I see 1485p, summer period very quiet, bears will move in.

[alphorn] 24/7/2017 12:31

Manufacturing is not labour intensive.

[essentialinvestor] 24/7/2017 12:19

There will be another big restructuring programme imv.

Mentioned previously Emma was likely to take a more aggressive stance
on cost reduction, and with sector pricing pressures that will be needed.

[essentialinvestor] 24/7/2017 12:19

There 8s going to be another big restructuring programme.

Mentioned previously Emma was likely to take a more aggressive stance
on cost reduction, and with sector pricing pressures that will be needed.

[montyhedge] 24/7/2017 12:16

Trump and drug prices won't be good.

[tradermichael] 24/7/2017 12:13

Probably explains this: Pharmaceutical giant, Glaxo Smith Kline, has pulled out of building a new £350m biopharm drugs facility in Ulverston.

The decision throws doubt onto the future of the town's existing site, which could be sold by GSK.

[action] 24/7/2017 12:09

Just a note that GSK has manufacturing unit in India for cheap labour .

[essentialinvestor] 24/7/2017 12:07

J&J are due to present data today on their hiv vaccination phase 11 trial.

[essentialinvestor] 24/7/2017 11:53

Had a small amount @ '88.

[ny boy] 24/7/2017 10:12

Bear trap before Wednesday

[philanderer] 24/7/2017 09:56

Oh dear. :-(

[tradermichael] 24/7/2017 08:31

And why sell it anyway?

If you're going to have a Consumer Products 'division', then strengthen it, taking full advantage of distributors, marketing network etc.. Surely this enables profits to generate support for pharma research/acquisitions and involves minimal 'management resources' (especially that of the board)?

[essentialinvestor] 24/7/2017 08:08

How does disposing of the UK rights to Horlicks and a small nutrition
brand mark a shift away from consumer products.

[ny boy] 23/7/2017 23:23

GSK's Walmsley to boost its pharma division

Emma Walmsley, who succeeded Andrew Witty as GSK's chief executive in April, made her first move to shift the company's focus away from consumer healthcare to double down on its pharmaceuticals division last week with the sale of the Horlicks drinks brand.

Walmsley also announced millions of pounds of additional investment to support the manufacture of respiratory and HIV medicines in the UK. The company's pharma division accounts for more than half of its £27.9bn in annual sales.

An analyst at Morgan Stanley signalled to the Sunday Telegraph that GSK's pharma division is still lagging behind its rivals. Vincent Meunier said he would welcome “a more modern drugs business, more comparable to its peers” at GSK.

Walmsley is expected to elaborate on her plans for overhauling drug research at the company’s first-half results on Wednesday.

[tradermichael] 23/7/2017 11:47

Yep, its all about the dividend ....

"Dividend
In the Q1 2017 press release we made the following comment on returns to shareholders:

“GSK expects to pay an annual ordinary dividend of 80p for 2017.

Future returns to shareholders of surplus capital will be subject to the Group’s strategic progress, visibility on the put options associated with ViiV Healthcare and the Consumer Healthcare joint venture and other capital requirements.”"

[ny boy] 23/7/2017 07:18

Interims Wednesday

[fangorn2] 21/7/2017 16:07

GSK is now also proposing the drug for those patients already adequately controlled on an ICS/LABA combination.

As part of its submission to the European Medicines Agency, GSK has shown positive data from a lung function study that concluded that patients who have well-controlled asthma are able to switch from twice-daily fluticasone propionate/salmeterol combination to a once-daily FF/VI, without compromising their lung function and with no new safety signals identified.

[fangorn2] 21/7/2017 13:11

Q2 earnings next week - Wednesday I believe.

[alphorn] 20/7/2017 17:19

The CER numbers will shine more light on the subject.

[romeike] 20/7/2017 17:07

While of course there is a relationship between revenues and USD:GBP, this focus on the exchange rate is also somewhat over the top given that GBP is still nowhere compared to fx pre-Brexit and a few tiny moves back isn't going to change this.

Emma W making all the right moves so far, this will be 1700+ as soon as volume returns to the market and the US shuts up about healthcare.

[alphorn] 20/7/2017 15:49

GBP getting hit today.