Gsk Share Discussion Threads

[philanderer] 23/1/2018 13:55

Northeastern University has partnered with global pharmaceutical company GlaxoSmithKline to launch a first-of-its-kind, joint experiential PhD program. Employees of GSK who enroll in the program will conduct pharmaceutical research projects co-developed by the company and Northeastern while they complete their PhD studies at the university in the areas of chemistry and chemical biology.

[jrphoenixw2] 23/1/2018 13:52

Abdullah/11.30am 'SP has lost half its gains of this morning!'
At the time you wrote that the FTSE-100 had given up all it's morning's gain, bar +1.4pts. In context GSK held up relatively well.

[alphorn] 23/1/2018 13:39

Thank you. Great job.

[gbh2] 23/1/2018 13:36

Head of production then Production/QA Consultant,

[alphorn] 23/1/2018 13:33

gbh - which discipline if I may ask?

[alphorn] 23/1/2018 13:32

gbh - yes, the smaller companies can be much more nimble around their target.

[alphorn] 23/1/2018 13:30

Dr B - this link is pretty concise around IP/exclusivity as a reference. Lupuzor would not be an Orphan drug.

It is not clear to me why there is such an apparent hole before the start of PIII.

[gbh2] 23/1/2018 13:26

When I was working GSK & Novartis had their fingers in most of what was going on, they also used many of the smaller companies to carry out contract work.
a) Rather than paying their own (more expensive) staff to do jobs.
b) We could drop in and see what else they were up to, without much fuss.

[dr biotech] 23/1/2018 13:22

The answer is here

Licensing history
Lupuzor™ was successfully licensed to Cephalon Inc., in February 2009, in which ImmuPharma received upfront payments totalling US$45 million, with a US$500 million cash milestone payment structure plus high royalties on future sales. In late 2011, following the acquisition of Cephalon by Teva Pharmaceuticals, ImmuPharma regained all product rights to the drug and owns 100% of the Lupuzor™ asset.

Essentially Teva didn't think it was worth pursuing, and returned the licence to IMM, who then had to find another way to finance the trial.

I don't know when Lupuzor was first patented. Typically patent life is 25 years. Most drugs take 10years or longer to get to market - I think there is a rule that you get a minimum of 10 years after approval too. So if successful IMM will get 10 years - could be a winner but earnings would be limited to this timescale - I wouldn't value it at a PE of 16 when the earnings would only last for 10 etc.

[badtime] 23/1/2018 13:21

Abdulla you talked about not just this morning not the decline on another period ..and if you are referring to more recent times I make that over £4 not over £5

[alphorn] 23/1/2018 13:19

Mostly gbh, but not always.

[gbh2] 23/1/2018 13:15

Alp, if any of the large pharmas thought IMM's product had the potential that IMM's director does, they'd already be funding the trials and owning a bit of the future prospects imo.

[alphorn] 23/1/2018 13:14

I try and avoid startup threads. Please be my guest to cut & paste. ;)

[montyhedge] 23/1/2018 13:10

Great post, post it on the IMM see if they can give you a answer.

[alphorn] 23/1/2018 13:02

Any scientific minds here? Concerns Lupuzor (IMM) and Benlysta (GSK).

A few questions:

- why did it take IMM so long to start PIII trials? "It is expected that Cephalon will initiate plans to implement pivotal Phase III clinical trials this year". (2009)

- why did Teva not take Lupuzor rather than its own compound candidate for that indication?

- IMM may have lost years of IP protection? Does this mean that GSK could initiate a 'biosimilar'/fast follower and attack the Lupuzor market if that compound reaches the market place?

- if so, when?

[abdullla] 23/1/2018 12:45

Not 10p, share price lost £5 over a short period of time quite recently!

[woodhawk] 23/1/2018 12:29

"SP has lost half its gains of this morning!"

You must be new at this - you're talking about 10p at most!! Entirely normal for any random day.

[montyhedge] 23/1/2018 11:44

Taking a breather, Dow futures just come off,GSK should go higher later if the Dow behaves.

[abdullla] 23/1/2018 11:27

SP has lost half its gains of this morning!

[montyhedge] 23/1/2018 11:21

Soon be over 1400p on a run.

[ny boy] 23/1/2018 10:13

Breakout, looking good here, solid defensive play imho + a great quarterly divi payer

[montyhedge] 22/1/2018 16:24

Wow what a article.



Double your money that will do me, lol

[montyhedge] 22/1/2018 16:22

Liberum BUY target 1630p. Latest broker.

[tim 3] 22/1/2018 09:38

Yeah unfortunately Motley FOOL usually lives up to its name!