Gsk Share Discussion Threads

[abdullla] 13/2/2018 07:40

jrphoenixw2,NOT FILTERED !

[jrphoenixw2] 13/2/2018 07:33

abdulla - filtered

[ianood] 12/2/2018 16:12

abdulla - filtered

[romeike] 12/2/2018 15:00

GSK have stated they want to have 100% of the JV and have planned for it, but the ball is in Novartis court re: when this will happen. My understanding is that Novartis is currently benefiting rather well from the JV arrangement and is unlikely to exercise their option to sell any time soon.

[montyhedge] 12/2/2018 13:10

Not on the hook at all, only if GSK want to.

[tradermichael] 12/2/2018 13:07

badtime - bedtime?

[abdullla] 12/2/2018 12:31

Moody says,"GSK could potentially be on the hook to pay Novartis an estimated GBP8.6 billion in relation to their common consumer health joint venture."

[abdullla] 12/2/2018 12:23

If the bribery allegations take hold then this would be the 3rd time GSK has landed in this mess after being penalised twice already !

[romeike] 12/2/2018 11:21

Direct Advair competition looks increasingly unlikely this year following three approval failures from wannabes. Stories about "worries over threat to Advair revenue" are frankly getting tedious. Advair revenues should have been slammed two years ago if you listened to the "experts" and yet here we are nibbling into 2018 and still Advair going strong.

And even if you were to ignore all that, it is already clear that the new Resp portfolio is already more than making up for declining Advair income.

Similarly competition with Gilead is hardly a surprise given it is the market leader and while their new treatment has some pros over GSK offering in the near-term. However as GSK point out, VIIV's lower toxicity product, Juluca, has the potential to really dominate the market and very possibly allow GSK to take the top spot longer term.

[abdullla] 12/2/2018 10:46

2ndly the New bribery allegations are not helping the share price to grow either!

[ianood] 12/2/2018 10:11

Thats called ex dividend

[abdullla] 12/2/2018 10:06

GSK investors very wary of the oncoming 23p share price drop !

[abdullla] 12/2/2018 10:01

Every blue chip in ftse 100 is a ftse tracker,but its the hedgehogs how they manipulate the SP!

[ianood] 12/2/2018 09:50

Well buy a FTSE tracker instead!

[tim 3] 12/2/2018 09:26

Market up triple digits these barely moved.

[abdullla] 12/2/2018 09:14

GSK out of sync with the rise in ftse!

[wormhasturned] 10/2/2018 09:53

She maybe Monty, but that message is still be reached, the share price is off course being held back by the outcome of the Pfizer auction, the threat of generics, and the oncoming question over drug pricing in the US and elsewhere, and some internals going back to 2013. The issue of the dividend is neither going to disappear, for now it is safe, but I would say these will, along the overall market falls continue to act as headwinds. They look like a value trap, either way to be honest, I suppose in times of market uncertainty, healthcare companies and food retailers tend to be safe havens, the two things the consumer most values and do not compromise upon, time will tell!

[montyhedge] 10/2/2018 09:08

Emma is outstanding seen her in interviews, figures talk for themselves, best CEO GSK as ever had.

[philanderer] 09/2/2018 23:54

BIG SHOT OF THE WEEK: Glaxo boss Emma Walmsley's early aptitude for winning people over through well-researched analysis has set tone for much of her soaring career


article link:

[bilster1] 09/2/2018 20:05

I thought this was old news!

[alphorn] 09/2/2018 19:43

I would be very interested to know which drugs in China and the time period. Anyone know?

[philanderer] 09/2/2018 18:25

GlaxoSmithKline faces fresh probe over allegations it bribed doctors to prescribe its drugs

Read more: