Gsk Share Discussion Threads

[zicopele] 16/1/2019 15:14

Upgrading French facility for this aim

[zicopele] 16/1/2019 15:10

Significantly more than 1bn if they intend to produce vaccines in high teens of millions for USA market.

[tradermichael] 16/1/2019 13:57

Alphorn:
The situation wrt IP on vaccines is often complex, and I suggest that for Shingrix there may exist multiple elements of patent cover.

Just as there are many forms of vaccines and components to vaccines-particular compositions, delivery systems, components, and distribution networks-there are a variety of intellectual property (IP) protections applicable for vaccines. IP rights such as patent, copyright, trademarks, plant breeders' rights, and trade secrets may all be applicable to vaccines. Thus, discussion of IP rights and vaccines should not begin and end with the application of one IP right to a vaccine. The discussion should engage considerations of multiple IP rights applicable to a vaccine and how these can be utilized in an integrated manner in a strategy aimed at supporting the development and distribution of the vaccine. Such an approach to IP rights to vaccines allows for the integrated rights to be considered in light of the justifications for protecting vaccines with IP rights, as well as the issues relating to specific IP rights for vaccines, such as compulsory license regimes, available humanitarian purpose IP credits, etc. To view vaccines as the subject of multiple IP protections involves a refocusing, but the outcome can provide significant benefits for vaccine development and distribution.

[essentialinvestor] 16/1/2019 13:34

It's estimated at around $1 billion in revenue a year, Adavair it ain't!,
Helpful though.

[tradermichael] 16/1/2019 13:32

Alphorn: SHINGRIX is administered as a 2-dose series:
The second dose should be administered anytime between 2 and 6 months after the first dose to complete the 2-dose series as directed.1

[zicopele] 16/1/2019 12:51

Shingrix must be one of the main reasons for EW having confidence in a future GSK without consumer products.

It would appear to bode well for future but share is suffering short term.

[alphorn] 16/1/2019 12:07

That was an issue with Imigran; in some countries it was also given for headaches which, of course, did not work. An interesting snippet on that subject was that there were more migraines reported north of the Thames than the south at the time.

Btw does anyone have the IP details for Shingrix. When does it come off patent?
Also there may be a need for re-vaccination at a later date which would also help sales. Last time that I looked that was not clear.

[tradermichael] 16/1/2019 12:02

Because a second shot is necessary to give optimum protection, it is important that supply is maintained in existing markets to existing patients. Otherwise there is a risk of confidence in the product.

Advertising and new licence application activity etc. should be held back to interface with upscaled manufacturing capability.

[zicopele] 16/1/2019 11:47

Shingrix supply problems are hampering share price Such a pity as this an absolute blockbuster.

Will underpin gsk for years

[chessman2] 16/1/2019 10:29

Roger, there were unsound points made by both sides, probably more by the remain side and certainly more money spent by the remainers.

I’m pretty sure no government would trust us with another referendum in the future. What is also interesting is that many labour constituencies are split.

We do not get much press about the high level of EU youth unemployment and their economic woes which of course are continually ignored by Brussels. We must also realise that the unelected Brussels elite were always going to make it difficult for us to leave especially as we are net contributors. In the absence of a clean and managed break, Boris’ solution this morning appears to be the way forward.

[rogerrail] 16/1/2019 09:41

@WBthere is nothing in the concept of democracy that prevents decisions from being reviewed and an alternative course of action set. Those that spout off that another referendum is going against democracy especially when it is clear that the result of that vote was based largely on a load of half truths and political spin are in themselves being undemocratic in the furtherance of their own personal agenda

[philanderer] 16/1/2019 09:19

Stronger £ this morning.

Morning all.

[tradermichael] 16/1/2019 07:37

Exactly right wbecki

[philanderer] 16/1/2019 00:07

What WB said 👍

[ccraig69] 15/1/2019 22:27

maybe it should be like proportional representation. only a 52% brexit.

[xxxxxy] 15/1/2019 21:42

LEAVE and WTO

Mockbeggar
Posted January 15, 2019 at 9:51 am | Permalink
These figures were published by our host in this diary some time ago>

Official HMT and OBR figures for 2016:

Total gross contribution to EU £23.148 bn (£445m/week)
Gross contribution less rebate £17.865 bn (£343m/wek)
Gross contribution less money paid back
through EU programmes £11.73bn (£225m/week)

Gross contributions are comprised of:

Customs revenue £3.347 bn
VAT EU share £3.647 bn
GNI levy £16.154 bn

I don’t have the latest figures I’m afraid.

[wbecki] 15/1/2019 20:58

Whether the country is split or not
52% voted LEAVE
48% voted REMAIN

Only CETA(including NI) or WTO No Deal brexit honours the reffy result - everything else is Remain in some form

So what has to be done, has to be done for Democracy to survive.

If remoaners want to overturn the vote, democracy falls. As simple as that

[philanderer] 15/1/2019 20:25

No chance of a General Election. Corbyn was hopeless today.

May will breeze a confidence vote tomorrow. DUP onside.

FTSE futures off 10 points at the moment

[tim 3] 15/1/2019 19:53

Most people I know are fed up to the back teeth of politics and politicians another election is the last thing they want.

Corbyn was poor today in what should have been his time to shine.

Market barley moved.

[montyhedge] 15/1/2019 19:38

General election is my bet.

[philanderer] 15/1/2019 18:47

Listening to May at the moment and doesn't look like she wants an extension. All I can think of is that she's hoping the EU will give a fixed date on the backstop and MP's vote again.

Agree re 'defensives' with GSK having a good afternoon as the £ fell away

[montyhedge] 15/1/2019 18:32

But good for defensive stocks, ie GSK.

[montyhedge] 15/1/2019 18:32

Tomorrow Corbyn going to ask for a no confidence vote in gov, when she loses tonight.Election odds on to me. Corbin is favourite with the bookies to be next PM, I shall leave UK, lol that's how I see it.

[philanderer] 15/1/2019 18:12

Hi monty , don't think we'll see a General Election , more likely an extension to Article 50 dragging this brexit b*ll*x into the summer.