Gsk Share Discussion Threads

[ny boy] 21/1/2018 17:12

Let’s see 1500p first, could be a few yrs before we see 2000p+ imho!

It’s a long term hold with an attractive divi for me.

[tradermichael] 20/1/2018 15:54

Not much of a fan of Motley Fool, but how about this then (quote):

As growth returns, the market should re-rate the stock to a more attractive multiple, producing potentially better returns than the current 5.9% dividend yield. For example, right now shares in Glaxo are trading at a forward P/E of 12.7 compared to the pharmaceuticals industry sector average of 18.8. If the market re-rates the stock on growth expectations up to the sector average, the shares could be worth 2,068p, a gain of 53% from current levels.

Deals could help push the stock higher still. Pfizer’s consumer goods division generates around $3.4bn per annum in sales and a profit margin of around 20% suggests that this could boost Glaxo’s bottom line by around $700m, or approximately 10%. Buying the rest of the business with Novartis could add an extra 10% after extracting synergies.

According to my figures, these deals could boost earnings per share to around 140p. At a sector average valuation, this implies a share price of more than 2,630p, nearly 100% above current levels.


....... 2630p sounds rather good (so who'd prefer to have the dividends?)

[tradermichael] 19/1/2018 09:14

Yes, 22 Feb for 23p per GSK share ..... ;0)

[montyhedge] 19/1/2018 08:46

Div forecast for the finals in February is 23p for this quarter.

[montyhedge] 19/1/2018 08:44

At least your getting paid every 13 weeks while we wait for 1575p again.

[kcsham] 19/1/2018 08:38

I bought in GSK today believe it will be a very good investment in medium/ long term. Wait and see?

[gbh2] 19/1/2018 07:07

The company directors are the only ones that have ever made any serious cash out of the company in my opinion!

[bountyhunter] 18/1/2018 21:49

OXB doing well based on CAR-T potential

[philanderer] 18/1/2018 20:58

GlaxoSmithKline and NeuroMetrix to develop wearable pain relief products

[romeike] 18/1/2018 20:48

The pe on Shire is certainly not high, look again...

[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.