Gsk Share Discussion Threads

[tradermichael] 31/1/2019 10:55

But did you know:

Unlike standard paracetamol tablets, GSK's Panadol Advance tablets and Panadol Extra Advance tablets contain Optizorb® Technology which allows the tablets to dissolve rapidly and be absorbed faster than standard paracetamol tablets

[gbh2] 31/1/2019 10:55

Most of the large Pharmas distribute generic versions of products that are no longer protected, the major companies have Generic Licenses listed under a subsidiary name.

[deanowls] 31/1/2019 10:44

I buy Panadol that are a market leader. Who’s brand is that again.

[alphorn] 31/1/2019 10:40

btw to say that generic competition will not harm a franchise is nonsense; it will.

[abdullla] 31/1/2019 10:08

Amoxicillin is a well known antibiotic by GSK,for many years GSK has dominated the market in this field inspite of the presence of many generics,I am sure they will do the same fo Advair.

[tradermichael] 31/1/2019 10:05

But it is good news such that the market can now move on and focus on GSK's other strengths. GSK has had nearly 3 years of borrowed time and that was after a good run with this world-beating drug and delivery system. All big drugs eventually get knocked back by generic competition. GSK has had time to deal with that - having set up extensive discounted contracts that Mylan will find it difficult to compete with and engineered adventurous deals with Novartis, Horlicks, Tesaro etc. Also, been able to launch Shingrix and develop the market ahead of Advair's slow demise.

[zicopele] 31/1/2019 09:40

Glad I dont take these threads too seriously. Some of you guys would have me believe that generic Advair is actually a good news story.

Mr Market thinks otherwise.

GSK down on a good day.

[wbecki] 31/1/2019 09:33

IbuProfen ftw :)

Paracetamol is so old school..

[zicopele] 31/1/2019 09:28

Sure Monty...Bet you never buy Paracetamol either.

Keep up the good work.

[montyhedge] 31/1/2019 09:00

I rather have the real thing than a knock off product. GSK plenty of projects in the pipeline. Not come out the blue that's why GSK shares are below 1500p.

[zicopele] 31/1/2019 08:59

Mr market has marked mylan up 7% and GSK down 1%.

Yes the market expected it but ....not quite yet. Always next week.

Pity I did not wait for dividend cut before investing.

Every dividend represents.destruction of future value.

[tradermichael] 31/1/2019 08:47

Still, the generic Advair opportunity isn’t what it once was, Evercore ISI’s Umer Raffat wrote in his own note to clients. He predicted the knockoff could generate close to $250 million in 2019, while Fadia modeled an even lower $170 million in 2019 sales.
“We know GSK has been aggressively discounting in this market,” he wrote, pointing out that when Mylan launches, many contracts could be locked in. “I've heard feedback from payors that GSK has worked very hard to lock in >80% of Part D plans using B4G (brand for generic) contracts for 2019 at least. Part D represents ~40% of market,” Raffat said.
In an interview earlier this month, David Redfern, GSK’s chief strategy officer, called the room under the curve for generic Advair “very, very limited.”

[tradermichael] 31/1/2019 08:24

It was a question of when (not if). It took Mylan 5 years to get approval, so hardly a surprise - why do you think the 'market' has been so down on GSK all this time?

[zicopele] 31/1/2019 08:20

Shingrix is excellent and will be $2bn a year in the future but will never replace advair.

Great that they will compete but sales will fall off the cliff.

Introdu tion of generic decimated sales.

[montyhedge] 31/1/2019 08:16

They will never cut the dividend, shingles vac already a new blockbuster. Advair they will cut price and compete.

[zicopele] 31/1/2019 08:10

Monty...this is bad for top and bottom line.

The clock is now ticking .

Pity they did not cut dividend a few years ago.

[montyhedge] 31/1/2019 08:06

Not has if news came out the blue, ok GSK drop their price and will compete. I would rather have a trusted brand for the same money than a generic version.

[zicopele] 30/1/2019 23:17

Oh dear....Mylan has just been given FDA approval for Advair generic.

Mylan is up 7% and has added $1bn to its market capitalisation. That market cap must come from.GSK.

I reckon a down day tomorrow, down more than 1%

[wbecki] 30/1/2019 17:00

"zicopele
30 Jan '19 - 11:53 - 19002 of 19005
0 0 0
How is a breakup a solution to debt? Debt has to be repaid.

Solution to debt is drug discoveries and that may include reducing dividend.

Hopefully Tesaro will be successful as acquisition"


Break up as in demerger I suspect of remaining business. Pack the majority of the debt on the segment with most regular cashflow able to service such and then see that segment sold to another Phamraceutucal company..

Remaining stand alone segment relatively debt fre, debt now another Pahrm Cos problem..

[fuji99] 30/1/2019 13:31

Sector rotation starting to take place.
The pharmas should have a good run for a while.
GSK and AZN powering ahead.

[zicopele] 30/1/2019 12:42

If there is any CGT payable as a result of presumed sale, that represents value destruction.

A demerger has been intimated but debt is debt.

New drugs are the solution.

[alphorn] 30/1/2019 11:57

Presumably they believe that a breakup would be by a sale, rather than a share distribution. The proceeds used to pay off debt.

[zicopele] 30/1/2019 11:53

How is a breakup a solution to debt? Debt has to be repaid.

Solution to debt is drug discoveries and that may include reducing dividend.

Hopefully Tesaro will be successful as acquisition.

[tradermichael] 30/1/2019 09:13

Tipped by Telegraph:

Questor: "Glaxo’s breakup is a neat solution to its debt problem, so it’s time to buy back in"

[montyhedge] 30/1/2019 08:49

Fantastic, they said 1 in 3 people will get shingles, massive market. I paid 130 pounds for a shingles vac.GSK double blockbuster on Shringlix I reckon.