Gsk Share Discussion Threads

[buywell3] 18/1/2018 18:33

Getting worse

[alphorn] 18/1/2018 17:55

Re Voltaren - generic gels out already in CH - small fraction of the price. Quick!

Generic manufacturers are getting quicker and quicker.

[bountyhunter] 18/1/2018 17:38

did either of you also check AZN?
yield not as good as GSK but other fundamentals not bad

[montyhedge] 18/1/2018 14:29

Rom
Looked at Shire very expensive, my view, high p.e, yield 0.71%. GSK potential forecast p.e 12 Yield 6.10% I will stick with GSK.

[romeike] 18/1/2018 14:23

A good price trader for a long term hold. Shire worth a look also at its current price. Not often a FTSE100 stock offers the opportunity of a potential 50% increase.

[tradermichael] 18/1/2018 13:04

GlaxoSmithKline supplies an estimated
seven per cent of the world's
pharmaceutical market and has six major
disease areas - asthma, virus control,
infections, mental health, diabetes and
digestive conditions.

Plenty of room for expansion and growth here ...... ;0)

[montyhedge] 18/1/2018 10:27

That will do.

[philanderer] 18/1/2018 09:52

18th jan Liberum buy tp 1630p down from 1760p

[jadeticl3] 18/1/2018 09:14

Trip tops, why are you posting on this thread? If, as you say, these things are already known, why are they still doing, and planning yet to do, these studies?

[top tips] 18/1/2018 09:05

Looking good for IMM's Lupuzor to take all GSK's Benlysta sales, and is already known to be safer and more efficaceous:



18 JANUARY 2018
ImmuPharma PLC
Completion of Lupuzor(TM) Pivotal Phase III Study and Initiation of Follow Up Study

ImmuPharma PLC (LSE:IMM), the specialist drug discovery and development company, is pleased to confirm that the ongoing 52-week, randomised, double-blinded, Phase III clinical trial of Lupuzor(TM), its lead programme for the potential breakthrough compound for Lupus, is now complete, following the last patient having attended their final assessment.

Final patient data from the trial are being collated and entered into the database, checked and analysed. This process is ongoing and top line results remain on track to be reported by the end of Q1 2018.

At completion, we continue to observe a robust safety profile over the 12 month period of patients' participation in the trial.

Separately, following requests from both Investigators and patients involved in the Phase III study, ImmuPharma is initiating a "follow-up" study permitting eligible patients from the completed Phase III study, to receive Lupuzor(TM) (plus "Standard of Care") for a further six months in an open-label scheme. The results will be gathered as an "extension" open label study, independent of the pivotal Phase III trial which is now completed.

Commenting on the trial update, Robert Zimmer (MD, PhD), President & CSO said: "We are delighted to announce this major milestone for ImmuPharma in having completed on track this pivotal Phase III trial for Lupuzor(TM).

"I would like to take this opportunity of thanking all of our Clinical Investigators; Simbec-Orion, our clinical research organisation and the ImmuPharma France team led by Dr Fanny Valleix, Head of Clinical Research. All were paramount in the execution and completion of this trial.

"With the continued robust safety achieved over this trial, we look forward with continued confidence to reporting top line results of the study this Q1 2018."

[philanderer] 18/1/2018 00:32

Pharma giant GlaxoSmithKline gave up early gains to finish just 4.2p higher at £13.59 after it unveiled its plan to pull back its operations in Africa as part of chief executive Emma Walmsley’s shake-up.

[jrphoenixw2] 17/1/2018 22:29

Polaris: ' I took the pay cut and moved back to the UK, after 13 years away. I'm still comfortable - overseas pay can be crazily good - but i have my life back under control, reduced stress and a job that challenges me in different ways every day. '
-- I totally get this :) Been away on and off for 25 years, this last long stint at 9.5 years, with Singapore [3rd time lol] and then 2 more *x-postings afterwards. Just been back to London for 3 days, got home this pm - good grief how it's changed - my old local ['boozer' back in the 90s] is now a '''champagne and oyster bar''' FFS. Moving back permanently in July > bring it on, a predictable 'base and routine' will be great!

To an earlier quality poster/point re: targets and volumes. Today the volume was 11.05/8.16M [daily/30-day average], ie 135% with +42p/+0.31% on the share price Nice to see well over average vol backing rises like that.

[alphorn] 17/1/2018 18:41

Re #284. Another clever approach with Voltaren is to take the off-patent active and come up with the new presentations at premium prices. Smart moves which could be followed for other off-patent actives.

[montyhedge] 17/1/2018 14:50

Barclays saying HIV and Shingles Vac to drive growth. These look good value, chaps.

[tradermichael] 17/1/2018 13:29

17th jan TraderMichael buy tp 1950p unchanged

[montyhedge] 17/1/2018 13:09

Over 1405p By end of the week.

[philanderer] 17/1/2018 12:09

17th jan Jefferies buy tp 1500p up from 1450p

[alphorn] 17/1/2018 12:09

Another topic into the off-patent pot is the move to lower dosages and rebrand as OTC. Voltaren anti inflammatory is a good example - you see it everywhere as a 25mg presentation or gel versus the 50mg prescription product.

[polaris] 17/1/2018 11:54

if you go across the whole group then the established and/or off-patent brings you up to at least 1/3 of the current business. When Novartis brought together all its generics parts in 2003 to form Sandoz, then i think i am right in stating that they also had technology enabling sub-units. This is delivery technology that can be leveraged across a wide product base. VEC is one of these now but with some higher value products where they developed further along the chain to approval and manufacturing. Their recent statement that they are going to refocus to becomes a technology delivery company would be a fit for a large generics company, IMO, where value can be created. The issue with VEC is that they deal across the board and if you are bought out by a generics division of a tier I pharma i don't see how that can continue. Why would you help develop generics for your competitors?

[alphorn] 17/1/2018 11:44

Thx Paul. I guessed that it would be significant. I shall go through the list when I have time. There was a debate some time ago on the subject of what to do when drugs come off-patent.

[polaris] 17/1/2018 11:41

Alphorn - best guess would be everything listed under 'established products' but includes some actually listed individually...4Bn, around 1/3 of current pharmaceuticals division revenues. The 'other' in established comes in at 1.6Bn for 9m, or about 1/8 revenues for division. Total group turnover is around 22.5Bn for 9m.

Oh, and by generics division i meant something like Sandoz with Novartis. That is a whole lot more than just off patent products.

[alphorn] 17/1/2018 11:34

"generics division".

Out of interest what turnover is currently generated by off-patent products today?
Don't worry if you do not have it to hand. I am just being lazy.

Paul, good posts btw.

[polaris] 17/1/2018 11:24

ianood - just science background in general, a good head for figures (of all varieties!) and the inquisitive nature to dig below the surface. I've worked alongside people who are now in pharma or who have been in pharma. That helps for sure, but there are all kinds of information out there on the net if you know where to look. Filings information in the US requires a whole heap of detail. That was very helpful at the time with SKP. I still have a lot of that detail hiding away on old computers.

I got out of the game for a few years with the necessity to concentrate on a particular job, but i am beginning to have the time again to get back into it, as i quit the role at the end of 2016. Too much posturing and politics for my liking with no-one taking responsibility, just handing it off to others. You know that anything you accept will come back to bite you in the future, due to bad planning. I had a choice, the money or my sanity. I chose the latter and negotiated a deal with my current employer, who were surprised to find i was available. I took the pay cut and moved back to the UK, after 13 years away. I'm still comfortable - overseas pay can be crazily good - but i have my life back under control, reduced stress and a job that challenges me in different ways every day. Just the 20 years to go until retirement, though i suspect i will be able to go somewhat earlier than that once i have all my overseas pensions under full control.

I have mostly gone back to things i know. VEC/SKP was something i assumed would happen a long time before it did. However, this ongoing 'story' about GSK making a bid in baseless, IMO, due to the nature of the licensing technology business. The only reason GSK might make a bid was if they decided to set up a generics division and that would be a complete tangent to the current business. I just don't see it...