Gsk Share Discussion Threads

[wbecki] 25/1/2019 11:44

HSBC SEES GLAXOSMITHKLINE AS ONE OF THE BEST GLOBAL STOCK IDEAS

[tradermichael] 25/1/2019 11:08

Except that, without humans as hosts, most microbes mentioned would not survive! Its not in their interest to develop total immunity and to wipe us out!

[alphorn] 25/1/2019 10:47

Sir Richard Sykes gave a talk on this subject around 20 years ago when he wanted to restart this research area. He was right.
"Antibiotics are no longer the cure-all for bacterial infections that they once were. Antimicrobial resistance is real. Microbes – both bacteria and viruses – are fighting back, developing resistance to the drugs invented to wipe them out. It’s an evolutionary thing. Bugs were here before we were and are evolving to survive us".

[zicopele] 25/1/2019 10:13

By the way main reason for fall is potential investigation into pricing by US government.

[zicopele] 25/1/2019 10:12

The dividend is a concern...when it decreases....a whole section of shareholders will exit.

Personally, I would prefer lower dividend and more research development as I am of working age.

[wbecki] 25/1/2019 10:05

Inclined to agree with the number 1 trader myself.

GSK and Vod look tempting,as does BAT (MO/PM for US listed tobacco equivalents)

[gbh2] 25/1/2019 08:54

More like Duds of the year atm !

[montyhedge] 25/1/2019 08:33

Good find, Vod and GSK bargains of the year.

[tradermichael] 25/1/2019 08:23

GlaxoSmithKline investors cheered when the company said it would finally spin off its consumer unit after swallowing Pfizer’s. But the company’s other December deal, for Tesaro, didn’t sit quite so well at first.
When GSK first unveiled the $5.1 billion pact—which closed Tuesday—investors weren’t surprised that the company had made a move in pharma, which it’s called its top priority. But “they were initially a little bit surprised that it was Tesaro,” chief strategy officer David Redfern said in an interview at the J.P. Morgan Healthcare Conference.

The PARP drugmaker “was seen as a little bit of a fallen angel,” after phase 1 data on an immuno-oncology combination underwhelmed investors and sent shares tumbling in November. And investors wondered what the company was doing “kind of buying something that wasn’t a big story” and “had its issues”—one of those being a behemoth PARP competitor in AstraZeneca and Merck’s Lynparza.
Since then, though, they’ve come around, Redfern said, in part because Glaxo’s been able to make the case that the buy was “really a bet on the PARP market and the opportunity being much bigger than people currently think.”
The treatment paradigm in ovarian cancer, the first PARP battleground, “has still got a long way to evolve,” Redfern said, and “it’s not really clear” yet what’s best in terms of treatment. And the idea that Tesaro's Zejula could make a bigger splash than anticipated has “definitely started to resonate with investors,” he said.
The other reason investors balked at first? They feared changes to the company's hallowed dividend, but those worries have “subsequently been mitigated by the Pfizer deal,” which followed just a couple of weeks later. And that pickup has faced “very little pushback on any aspects of it,” Redfern said, noting that 2019’s JPM meetings were “the best set of investor meetings I’d had in 10 years.”

While investors have been clamoring for a consumer spinoff for years, they’re now happy to wait for one on GSK’s three-year timeline, particularly because the company knows what it’s doing when it comes to consumer health mergers. After integrating Novartis’ OTC assets, delivering cost savings and upping the business’ margins, Redfern figures GSK has gained credibility in that regard.
“I think if we had tried to argue that having a world-leading group of that scale and value inside GSK, when it isn’t the main priority and we’re saying capital allocation to pharma is the main priority, that would have been a much tougher message,” he said. “The fact that we’re prepared to say up front, ‘We’re going to spin it in three years,' I think, that got a big tick. That’s resonated.”

[tradermichael] 25/1/2019 08:18

Oops …. £1 = $1.31 as well

[gbh2] 25/1/2019 08:12

The last quater's share price drop of 90p completely negates this years dividend payment of 80p!

[montyhedge] 25/1/2019 08:04

Lol, no chance talk of increasing in the future.

[badtime] 24/1/2019 22:07

Or it may not

[montyhedge] 24/1/2019 17:13

Seems way oversold, just the sector out of favour. Dividend on the doormat every 13 weeks thats all I know, lol.

[ygor705] 24/1/2019 17:11

Back in today. No great conviction about anything political, economic or shareprice related at the moment have mouths to feed whilst the plonkers who dictate out lives fiddle. Big pharma still a good bet for the medium term and the story at GSK has changed with the break up announcement.

[wbecki] 24/1/2019 16:55

"thank god, brexit unlikely to happen now even the biggest brexit morons understand the damage"

Uneducated tripe Porsche based on supposition and erroneous forecasts of Europhilic economists. You boring Remaoners are everywhere. Just accept the democratic vote and move along.Sometimes we dont get our way! and we were taken into EC on a lie in 70's.

It has to go ahead else demcoracy falls. Clearly you are not bright enough to understand that.

In other news

"Early Q4 reports weigh on large cap drug makers"

Most members of Big Biopharma are in the red following Q4 reports from Bristol-Myers Squibb (BMY -0.4%), Johnson & Johnson (JNJ -1.2%) and, to a lesser extent, Abbott (ABT -0.3%).

J&J beat consensus but its 2019 guidance appeared to disappoint investors who are anxious to see growth pick up.



BMY also beat consensus, but Opdivo sales were lighter than expected.

[tradermichael] 24/1/2019 15:49

He's also behind top jobs for women

[porsche1945] 24/1/2019 15:19

sterling will keep appreciating, thank god, brexit unlikely to happen now even the biggest brexit morons understand the damage but that isnt why the share price perma chronic, its the over priced pharma buyout the market doesnt like, capital destructive, plus chairman going, hes been pretty hopeless as the share price has done nothing under new ceo but at least it was him who pushed for break up.

[zicopele] 24/1/2019 14:08

1.20 to dollar? Maybe...but right now stg strengthening and GSK down.

[montyhedge] 24/1/2019 12:29

All overseas earners in the FTSE seem to be getting hit, as investors think pound to get stronger. Market is sleep walking to the 29th March. Bad deal or no deal, pound going lower.
Shell, Gsk, Vod etc should bounce nicely as pound goes to 1.20 to the dollar.

[tradermichael] 24/1/2019 09:09

IN @ 1468.92 ……. ;0)

[gbh2] 24/1/2019 07:49

Totally irrelevant, considering I hold GSK.

[billionairepaddy] 23/1/2019 20:05

much better than aim stock

[gbh2] 23/1/2019 19:57

Dire share price performance atm !