Gsk Share Discussion Threads

[ianood] 29/12/2017 16:24

"You can never ignore forex with a global group."

Doesn't that rather depend on the individual group's hedging policies?

[alphorn] 29/12/2017 10:56

You can never ignore forex with a global group.

[ianood] 29/12/2017 09:07

GSK seems to track STG. The big rise was in the fall in STG post BREXIT. Now STG is recovering an poor old GSK is suffering. When the fund managers change their metrics and cease to be so preoccupied with STG and divi coverage, I'm sure it will recover especially with recent news and progress

[garycook] 29/12/2017 02:47

Woody,Yes agree with your thoughts exactly.Could even see £17 again in 2018,after all the bearishness has subsided etc.I am long term has you well know.PFC also looking good now.After all the idiots are gone from the PFC thread.HGM another diamond atm.

[woodhawk] 28/12/2017 18:37

I'm mystified too, Gary. Seems to be getting more ridiculous by the day. I have my biggest ever stake in GSK now. Still, I've been in a similar position before with this company and always done well in the medium term in the past. I also be looking for substantially more than 16% in 2018 - more like 20-25%.

[garycook] 28/12/2017 17:28

For once I agree with you.But maybe more than a 16% return in 2018 ! See AZN is flying up over 2.6%,so why not GSK ?

[montyhedge] 28/12/2017 14:01

Looking for a 16% return on GSK, 6.10% from the dividend, plus 10% growth in shareprice for 2018. Of course bias, but I think nailed on.

[montyhedge] 28/12/2017 13:37

As long as the dividend paid and of course it will be. Happy bunny.

[essentialinvestor] 28/12/2017 13:33

Think a little perspective needed, that vaccine is estimated at around
peak sales of 1 billion annually, Advair is Still around 700 Million per quarter!.

[montyhedge] 28/12/2017 13:04

Will this new blockbuster, our 6.10% yield is safe. Lol could Emma increase divi.

[montyhedge] 28/12/2017 07:39

GSK blockbuster shingles vac.http://www.dailymail.co.uk/money/markets/article-5215891/Glaxos-1bn-shingles-vaccine-breakthrough.html

[jrphoenixw2] 28/12/2017 07:12

Ditto.
Motley Fool used to be useful back in the 90s, with informed and thought-provoking articles. These days it's a waste of space IMO. It seems every article headline includes some iteration of:
'This stock could make you a millionaire'
'This stock will [ditto]'
'Could this stock [ditto]'
And these days all such articles inevitably end with:
'Sign up for a x-day free trial of our Super-secret Insider Sure-win Millionaire-maker portfolio strategy'

In short, they've ended up as precisely the kind of bull* tipsheet, that 20 years ago they were on a mission to fight.

[latics2] 27/12/2017 22:08

Ditto....filtered

[gbh2] 27/12/2017 21:35

Done:
hottingup 27 Dec '17 - 21:01 - 16086 of 16087 (Filtered)

[ianood] 27/12/2017 21:32

And another one for the filter button!

[hottingup] 27/12/2017 21:01

money maker1 good Post #16080. Looks like word is getting around about IMM's Lupuzor (which will supercede GSK's Benlysta):


This promising small-cap stock could be a millionaire maker in 2018
Paul Summers
Tue. 26/12/2017



The suggestion that a single stock could lead some investors to become millionaires next year may sound fanciful but I think this is quite possible if events work out for small-cap drug discovery and development firm ImmuPharma (LSE: IMM). Let me explain.

Blockbuster potential

Over the last three months, shares in the AIM-listed company have climbed more than 200% in value as anticipation grows over the outcome of a Phase III clinical trial for Lupuzor — its 100%-owned potential treatment for Lupus.

Approximately five million people are believed to suffer from the chronic and potentially life-threatening autoimmune disease that can be a notoriously difficult to treat. In the last 50 years, only one therapy — GlaxoSmithKline‘s Benlysta — has been approved for use, despite its questionable efficacy and serious side-effects. In 2015, the drug achieved sales of over $400m. By 2020, this figure is expected to rise to $1bn.

Positively, data from Lupozor’s Phase IIb trial indicated that ImmuPharma’s treatment — which modulates rather than blocks the immune system — was both effective and safe. Moreover, the effectiveness of Lupuzor increased even after the three-month trial’s conclusion. Investors will be hoping that the 52-week, randomised and double-blinded study currently in progress (involving patients in the US, Europe and Mauritius) yields similar results.

In its most recent update on 21 December, the company revealed that all 200 participants had now received the full 12-month dosage and that the “robust safety record” shown in earlier trials continues to be seen. According to Chairman Tim McCarthy, the company looks forward “with continued confidence” to reporting on top-line results in Q1 of next year.

In the event of a positive outcome, ImmuPharma will then seek to exploit its Fast Track designation and push for approval from the Food and Drug Administration (FDA). Once received, the company would then be free to seek out a global licensing deal for taking Lupuzor to market or — perhaps more likely — consider takeover bids by deep-pocketed pharmaceutical giants at a price befitting its blockbuster potential. Given the suggestion that it could be used in the treatment of other diseases, the price could easily be in the billions of pounds. Right now, ImmuPharma’s market cap is a little over £200m.

[gbh2] 27/12/2017 09:48

The IMM thread is full of pump & Dump type comments, I followed it for a while, it reminded me of a "Shareprophets" thread!

[jadeticl3] 26/12/2017 19:21

Well we don’t know how many other posts this person has made. Probably on as many as he can manage. There doesn’t have to be any special reason as he is simply pumping wherever he can.

[buywell3] 26/12/2017 13:18

MRC Prion Unit transfer to UCL

On 1 June 2017, the MRC Prion Unit legally transferred to University College London (UCL). The transfer include the assignment of MRC Prion Unit research studies and associated data to UCL. As such, UCL became the sole Data Controller (the organisation responsible under the data protection laws) and took on the responsibility for the oversight of personal data collected, held and processed through our research studies.


Variant Creutzfeldt–Jakob Disease in a Patient with Heterozygosity at PRNP Codon 129
Last year the National Prion Clinic diagnosed a patient with variant Creutzfeldt-Jakob disease (CJD) at post-mortem examination. All cases of human prion disease are tragedies for their families, but this case was particularly special because the patient carried a common genetic change that had been thought to protect against the disease. Here we discuss some of the background to and implications of this finding.

Prions are lethal human pathogens made from chains of an abnormally folded protein called prion protein (or PrP). PrP is normally found on the surface of cells in the brain, on immune cells and to a lesser extent, elsewhere in the body. Prions grow by the conversion of normal PrP into abnormal or "rogue" forms. Prion infection can be spread by ingestion of material infected by prions, or through certain contaminated medical or surgical procedures.

Bovine spongiform encephalopathy (BSE) or "mad cow disease" is a notorious prion disease of cattle which became an epidemic in the UK more than 20 years ago. It spread to humans as a new form of CJD called "variant CJD" and resulted in a health crisis. BSE has been controlled by several measures including the prohibition of feeding animal-derived food products to cattle. The human form of BSE, variant CJD, typically affects younger adults in the UK, and thankfully has been in decline since 2000. Worldwide there have been at least 220 deaths from variant CJD.

PrP contains 253 amino-acid building blocks that are encoded by the prion protein gene; everyone has two copies of this gene and thus produce two types of the PrP. There are different variations in the gene allowing the body to make different types of PrP. Commonly, in the healthy population, there are those who make PrP with a methionine amino-acid at position 129, those with valine only, or most commonly, those with a combination both methionine and valine. We know that these types are important in determining whether someone is more or less likely to develop CJD. In fact, until 2016, all patients with a certain diagnosis of variant CJD made only the methionine form of PrP. Until this new patient was diagnosed, we had wondered if those with other PrP types were completely resistant to the disease. The new patient made both methionine and valine, which is the most common type in the population.

Because our patient was the first with variant CJD and this particular type of PrP we were interested to see if the illness had similar features compared with previous cases. In many ways, the clinical features were similar, including the age at the start of symptoms, with low mood and balance problems. The brain scan however was different, as it looked the same as seen in the most common form of human prion disease, sporadic CJD. In other words, tests that we did to reach the correct diagnosis were in fact misleading.








National Prion Clinic describe a new form of inherited prion disease that causes diarrhoea


Prion diseases usually cause problems with balance and thinking skills due to damage in the brain and other parts of the central nervous system. They are caused by a normal body protein, called the prion protein, changing shape, depositing in brain tissue, and becoming toxic to nerve cells.

The National Prion Clinic team now report the investigation of a new disease in a single large family, caused by a gene mutation.

This gene mutation makes a short version of the prion protein and uncouples it from attachment to the surface of cells. The newly identified prion disease is unusual because the symptoms start with diarrhea. The symptoms typically commence when patients are in their thirties, and then over the next 10 years the symptoms gradually progress and involve loss of sensation in the feet, and low blood pressure on standing. It is only 20 years later that problems with thinking skills start. Deposits of abnormal prion protein were found throughout the body, for example, in the gut, nerves, heart, and lungs. Doctors should now be aware that if they have a patient with unexplained diarrhea and signs of a neuropathy it’s worth checking the prion protein gene for abnormalities.

[montyhedge] 26/12/2017 09:29

Money makerGood luck, hope they get approval if not say goodbye to 80% of your investment.

[marksp2011] 23/12/2017 12:39

I had 3 great runs on AZN this year which is a share I neither like or trust. If Terry Smith thought it was worth an article in its own right complaining about hot air, smoke and mirrors who am I to think differently.

So I took it all and put it in GSK

Ogh well

i was mostly right :)

[montyhedge] 23/12/2017 07:59

US tax cuts help pharma's, weak pound great news. Dividend safe, new singles vac a blockbuster. Like you said 1700p looked good, at 1300p yield 6% gift from the stock market gods. Only my thoughts.