Gsk Share Discussion Threads

[lippy4] 09/2/2020 23:24

what you are saying is that the eu secret police have taken over the board???

[abdullla] 09/2/2020 23:20

No! first you you will be filtered in the ADVFN filteration plant then you will be shot at dawn or when the markets open.

[lippy4] 09/2/2020 21:24

so am i not allowed to comment on my share holding???

[cheshire pete] 09/2/2020 20:58

Arja: "so ignorant brextremist lippy4 is on this thread"

Keep your eyes peeled Arja, we're everywhere lol.

[beckers2008] 09/2/2020 11:18

DEUTSCHE BANK STAYS AT 'HOLD' ON GSK, SAYS SHARES 'FULLY VALUED'
(Sharecast News) - Analysts at Deutsche Bank stood by their 'hold' recommendation and 1,650.0p target price for shares of GlaxoSmithKline following the drug giant's fourth quarter numbers.
In particular, they noted that the miss in earnings per share meant that company guidance for a 1.0-4.0% drop in EPS for 2020 would now come from a lower base, meaning that the analyst consensus needed to rebase its forecasts.

Together with a projected headwind from foreign exchange rates, they judged the consensus to be roughly 4.0% too high.

Furthermore, the miss on EPS came despite a "significant" tax benefit.

As for the new ?700.0m cost savings programme put in place, they expected a significant proportion of it to be reinvested.

"We continue to believe the shares fully value GSK's restrained near-term growth prospects."

[billionairepaddy] 07/2/2020 11:25

trader do nt de so daft as to engage with abdullla he never sees the bright side of things
i have him filtered

[abdullla] 07/2/2020 10:41

Thanks TM,I was never good at reading between the lines,I guess investors like me just need the money not brains :-))

[tradermichael] 07/2/2020 09:43

Well, operating profit for pharmaceuticals fell by 20% BUT for the total business, operating profit rose by 26%, did it not?

"Total operating profit for the year was £6,961 million compared with £5,483 million in 2018. Adjusted operating profit was £8,972 million, up 3% AER, but flat at CER on a turnover increase of 8% CER. The Adjusted operating margin of 26.6% was down 1.8 percentage points at AER, 2.1 percentage points at CER and down 1.9 percentage points CER on a pro-forma basis."

[abdullla] 07/2/2020 07:59

Operating profits down 22% ,i missed that one.

[philanderer] 06/2/2020 23:59

Market report:

GlaxoSmithKline was in the red by 2.58% a day after the release of disappointing full-year results.

“GSK are clearly working hard to transform the pharma business by improving the level of innovation, but the headwind of 50% of the current business continuing to decline at a mid-to-high single digit rate is a meaningful drag on the speed of transformation,̶1; noted Credit Suisse.

“Operating profits for pharma fell 22% in 2019 without full US respiratory genericisation and we expect they will fall further in 2020.”

Credit Suisse said that much of the oncology research and development pipeline was still unproven, with “limited”; de-risking in 2020.

“The growth of the consumer joint venture remains lacklustre at 2% proforma, although expectations remain high for cost synergies over time.”


ADVFN

[abdullla] 06/2/2020 15:40

News good or bad can be twisted either way by the MMs to suit themselves.

[philanderer] 06/2/2020 15:33

Yes agree, hopefully see 2000p by the end of the year.

[panshanger1] 06/2/2020 14:45

Same reaction following the Tesaro deal This will settle down and gradually retrace but could take time !!

[tradermichael] 06/2/2020 14:31

2020p by end of 2020 ... ;0)

[milehouse] 06/2/2020 14:26

Nasty hit since the announcement. Looks like it is mostly profit taking though, results weren't far enough off analysts expectations to give this 100+ point drop.

I see this as a good hold for 2020 and if the 5+ expected approvals come through then I wouldn't put £19/20 out of the question.

Beyond 2020 though the uncertainty over the break-up which will inevitably be delayed will likely impact the price. I also think that the early stage pipeline is very weak, to have a pipeline with a similar number of products in phase 1, 2, and 3 is very unbalanced. I expect this is why we have seen the extra injection into R&D, to bolster the Phase 1 pipeline in particular. I expect we will also see some more Tesaro's to bolster this.

[porsche1945] 06/2/2020 13:51

Looking forward to these getting back to their usual pattern of 1500 to 1620/40 for range trading, have earned a packet over these over last few years doing that and thought they would get a nosebleed above 17.50, they dont have the pipeline of big earning drugs, the split wont add add any value and is costing a fortune, free cash flow is desperate. They have been “ found out “.

[alphorn] 06/2/2020 13:41

Not my buys - opened a small bullish position today. ;)

[abdullla] 06/2/2020 12:24

But surprisingly with a buy of nearly18 million shares @17.26 pounds the share price never moved,what is happened to the order book?

[abdullla] 06/2/2020 11:58

Yes TM another 5.7 million has gone through,could be short covering hedge fund who probably dropped the share price in the first place.

[tradermichael] 06/2/2020 11:48

A massive buy just came in at 1726p. This boosted the volume traded so far to 16 million+

[alphorn] 06/2/2020 10:18

I am not sure that AZN would go for that now. That would indicate weaknesses as pure cost cutting.

[tradermichael] 06/2/2020 10:15

Or 2 Anglo-American companies?

[alphorn] 06/2/2020 10:02

As I said yesterday is the corporate activity out of weakness or strength? Some others are talking about doing the same. It may restart the idea of the 2 Swiss companies coming together?

[waldo2020] 06/2/2020 09:52

I was looking to sell the other day but held off thinking/wishing the results might be better than forecast. Silly me. Oh well...at least I share now the sentiment of this GSK thread....The Recovery!