Gsk Share Discussion Threads

[alphorn] 06/3/2020 18:12

DrB - at Ware secondary?

[niggle] 06/3/2020 15:38

I think it is caught up in a general sell-off. I believe it will recover but with values under pressure it's hard to say tbh

[nchanning] 06/3/2020 15:08

What exactly are the downsides for GSK from COVID-19 ? Will governments cut their drug budgets suddenly ? Will there be any reduced demand for GSK drugs from patients ? Will consumers be spending less on consumer health products ? None of these seem particularly likely to me . While there might be some short term problems with supply chains , medicines will surely be prioritised by governments all over the world . It's hard to see how GSK has suffered a 14% fall in the value of its future earnings stream . Add this to a rapidly falling risk free rate and stable earnings from big pharma should be valued even more highly . A US 10 year treasury at 0.9% makes a 7% earnings yield that is likely to rise over time from GSK look very attractive

[crossing_the_rubicon] 06/3/2020 09:21

Interesting article...

The Coronavirus Hunter Is Racing for Answers in a Locked Lab
Over the last five years, Baric, working closely with Vanderbilt University infectious-disease specialist Mark Denison, tested almost 200,000 drugs against SARS, MERS and other bat coronavirus strains.  He found at least two dozen that appeared to hinder the virus.

Among the most promising was Gilead’s remdesivir, a drug that fared poorly when used against a recent Ebola outbreak in Africa. In the lab, it worked against numerous coronavirus strains, including SARS and other bat coronaviruses that are similar to the new strain. Every coronavirus it was tested on, “it had high potency and efficacy,” Denison says.

That work was fortuitous. In early January, Baric got an urgent call from an infectious-disease colleague to send his unpublished data on remdesivir to colleagues in China who were dealing with a then-mysterious outbreak. Baric says he “was shocked” to see how fast the coronavirus was spreading.

Since then, work at his lab has been virtually nonstop. Each scientist puts in from one to six hours inside two different clean rooms equipped to handle the virus. The lab’s workday begins at 6 a.m. and often goes until 11 p.m. Individual sessions are short for safety and practical reasons — researchers aren’t permitted to eat, drink or visit the bathroom once inside the lab. Everyone has to pass an FBI background check and undergo months of safety training.

The Coronavirus Hunter Is Racing for Answers in a Locked-Down Lab
A University of North Carolina scientist who has been chasing viruses for decades may hold the key to a cure




"remdesivir" is an HIV drug isnt it?

[rikky72] 06/3/2020 01:08

Anyway, not looking to raise blood pressures on here :) so this will be my last word. I accept the result. I genuinely worry for the consequences, especially for those who may be hit the hardest, but I hope things turn out better than expected. And, although it has been framed by economics a lot, it's true, there is a cultural element too and some of it makes me feel that in some ways we are building a big fence to block out our neighbour just because we don't understand all his ways or how he thinks.

[gateside] 06/3/2020 00:09

Keep the talk to GSK guys!

[crossing_the_rubicon] 05/3/2020 21:38

You're a better man than me "Sicker"

:)

The benefits have been outlined over the last 4 years but Remoaners wont have heard given they've stuck their fingers in their ears..

All they want to do is waste people's time by re-running the reffy campaign over and over again.

[sicker] 05/3/2020 18:01

The UK no longer shall be contributing a large part of the EU budget which is used to lure UK business to foreign shores :-)

[zho] 05/3/2020 17:49

Well, there's "Post-Brexit US trade deal: 0.16% economic boost predicted" (BBC headline)

;-)

[rikky72] 05/3/2020 16:29

I keep hearing about remoanersSo just one question: tell me one tangible benefit of Brexit? Not based on bs, meaningless phrases like 'taking back control' or more money for the NHS or emotive arguments resonating with those who still think we are going to return to the 'glory days' of the British Empire but, one tangible benefit? Still waiting for an answer almost four years on but, hey, maybe someone will surprise me?

[badtime] 05/3/2020 14:26

That's the spirit

[crossing_the_rubicon] 05/3/2020 14:22

India Bans Many Pharmaceutical Exports



Note

DHSCgovuk
""Due to the number of new cases we will no longer be tweeting information on the location of each new one!!!"


Scandalous.

So we've no knowing where these clusters are. So we cant take precautions such as avoid them!!!

[crossing_the_rubicon] 05/3/2020 13:52

@TM,

That's a tad concerning unless many have been buying in expectation of such shortages 4 weeks ago.

We are close to panic buying in the UK imo.

[tradermichael] 05/3/2020 13:34

My local Tesco has been out of stock for 3 weeks with Zovirax and recently has no Paracetamol

[crossing_the_rubicon] 05/3/2020 13:15

In other news, worrying dependence on China for Pharmaceuticals!!

Wonder how long before a Remoaner will claim drug shortages are due to Brexit???

The made in China drugs today include most antibiotics, birth control pills, blood pressure medicines such as valsartan, blood thinners such as heparin, and various cancer drugs.

It includes such common medicines as penicillin, ascorbic acid (Vitamin C), and aspirin.

The list also includes medications to treat HIV, Alzheimer’s disease, bipolar disorder, schizophrenia, cancer, depression, epilepsy, among others. A recent Department of Commerce study found that 97 percent of all antibiotics in the United States came from China.

[abdullla] 05/3/2020 12:58

Sadly it looks like a disaster is looming,God help us.

[tradermichael] 05/3/2020 12:14

An employee at HSBC Holdings Plc’s London office has tested positive for the coronavirus, prompting an evacuation at the firm’s research department.


The individual works at HSBC’s research department, which has been deep-cleaned and sanitized, according to a person familiar with the matter. The lender’s trading floor in the Canary Wharf office has currently not been impacted, the person said.

[quepassa] 05/3/2020 10:26

many USA fund managers dumping leisure/travel/consumer discretionary stocks and rotating fast into pharma.

expectant of significant bounce back by GSK against a very volatile market

[abdullla] 04/3/2020 17:05

Good finish.

[abdullla] 04/3/2020 15:46

TM,nah! Too skinny for me,maybe she would get better when GSK discovers women's Viagra.