Gsk Share Discussion Threads

[montyhedge] 09/8/2017 10:23

Why? I think you will lose more in capital than dividend, with the markets coming off.

[tradermichael] 09/8/2017 09:35

ex dividend is tomorrow. You can buy up to the close today to qualify.

[montyhedge] 09/8/2017 09:22

Problem is if the market as a correction one is due, 10%.Then big liquid stocks such as GSK get hit, traders paying for margin calls.

[essentialinvestor] 09/8/2017 09:16

The HIK % fall over the last few months is jaw dropping.

[essentialinvestor] 09/8/2017 09:15

Added a few.


Buying before today's close for Q2 dividend entitlement, XD tomorrow.

[billionaire1] 09/8/2017 09:05

when does this go exdividend

what is the last date it can be bought to avail of next dividend
tks in advance

[montyhedge] 09/8/2017 08:08

Correction on the market is coming, I reckon pick these up 1425p.

[tradermichael] 09/8/2017 07:14

The collapse in the value of the pound since Brexit has made GSK more attractive as a takeover target. A deal is more likely now than ever before. The last time predators were rumoured to be looking at the business was in 2015, when shares in the company were trading at around 1,350p.
The rumoured offer for Glaxo in 2015 was 1,900p per share, a premium of 41% to the market price at the time. Based on these numbers, an offer for the business today may exceed 2,100p per share, depending on how many companies might combine to do a deal (and execute a break-up).

[minerve] 08/8/2017 11:49

romeike

Yes, maybe it is good GSK have fresh leadership but she has to be careful on how she deals with the top scientists because they can easily go and work elsewhere, money may not necessarily be their primary motive or a reason to stay and put-up with aggravation of change.

[romeike] 08/8/2017 10:50

I suspect EW will buy the Novartis stake in consumer and then spin it off with a separate listing while focusing GSK on R&D driven Pharma and Vaccines.

[essentialinvestor] 08/8/2017 10:34

Very much hope NVS will sell their stake in the JV.

Longer term a Novartis/GSK merger strikes me as where this is heading
with ongoing sector consolidation.

[philanderer] 08/8/2017 09:50

yesterday's note....


Deutsche Bank: reinvestment means GSK faces margins fight

Earnings per share growth at GlaxoSmithKline (GSK) will be limited over the next three years, predicts Deutsche Bank, as the pharma giant invests to improve its research and development (R&D) productivity.

Analyst Richard Parkes retained his ‘hold’ recommendation and lowered his target price from £17.20 to £16.10, following a strategic update.

He said that as ‘the company is entering a period of reinvestment as it looks to improve its pharma R&D productivity’ that would ‘likely limit 2017-20 earnings per share growth to low single digits’.

Parkes added that its results were ‘a reminder of the benefits of its diversified structure with weaker consumer trends offset by continued strong vaccines performance’.

‘However, reinvigorating pharma R&D will not be a quick fix and the company will arguably have to work harder to achieve consensus forecasts and defend margins than investors anticipated,’ he said.

[essentialinvestor] 07/8/2017 13:58

Rome, once approved peak sales are estimated
to be around £1 billion annually.
Referenced respiratory products as they are in market already.


M, mentioned last year EW was likely to be ruthless on
costs and efficiency. Prioritizing of the US market is
interesting. Although the US is huge for GSK, Andrew placed a lot of
emphasis on emerging markets longer term. Now we have GSK saying they are reviewing emerging market operations and the US is number 1 priority as they pay for innovation.

Unlike AW, Emma is not a scientist, perhaps allows a more
dispassionate look at the organisation.

[minerve] 07/8/2017 13:33

Essential

The FT chart on drugs, sales and growth was quite interesting I thought. Not many existing drugs on serious decline - just stagnant, according to the chart.

Also interesting that they are modelling R&D focus similar to AZN. Also having acquired a top executive from AZN Europe to lead pharma. Sort of implies they think AZN's R&D plan is the right way to go, is working, and will bear fruit IMO.

[romeike] 07/8/2017 13:18

And what about Shingrix?

GSK is all upside from here with nice dividend to boot.

[essentialinvestor] 07/8/2017 09:14

A couple of articles in the FT over the over the weekend, nothing relevatory.

Mainly focusing on the new CEO's more focused approach and aim to change GSK
culture.

For some reason the lack of recent blockbusters is continuously referenced.
Tivicay is a blockbuster drug. A couple of their newer respiratory medications
are rapidly heading that way.

I suppose journalists need an angle to write from.

[philanderer] 07/8/2017 09:08

7th aug Deutsche hold tp 1610p cut from 1720p

[philanderer] 06/8/2017 21:01

'GSK's hunt for more profitable drugs may come at a cost'

[buywell3] 05/8/2017 17:04

...... Evidence for Person-to-Person Transmission of Alzheimer's Pathology ......

Study raises question about whether proteins implicated in the disease are capable of spreading through medical procedures.



'' Alzheimer’s and prion diseases such as CJD cannot be “caught” through direct contact and previous epidemiological studies have found no evidence that a history of blood transfusion is associated with increased risk of Alzheimer’s disease. However, the possibility remains that certain medical procedures, such as transplants and neurosurgery, may expose individuals to amyloid-beta seeds, and the possibility of transmitting them through blood will likely become an avenue of further research.''

''amyloid-beta seeds have the ability to persist in the brain for months and regain pathogenic properties when introduced to the right environment. Together with the evidence that Alzheimer’s pathology can be transmitted between humans, scientists are starting to look carefully at the ways in which a range of neurodegenerative diseases may develop over the course of decades—and the role that transmission between humans may play. “I think we all agree that more systematic research in this area is necessary,”

Read on

[noslien] 05/8/2017 11:37

Terry Smith talks AZN and maybe other drugs companies

hxxps://www.ft.com/content/50319614-75d9-11e7-a3e8-60495fe6ca71

[buywell3] 05/8/2017 07:31

Neurological diseases like Alzheimers' are being wrongly diagnosed

They are forms of CJD caused by prions ..... it is a MASSIVE cover up

read this



then this

[romeike] 05/8/2017 01:34

Also surprised Gilead would be interested tbh.

[tradermichael] 04/8/2017 15:19

Not sure that United's products are a perfect fit for GSK's new focus?