Gsk Share Discussion Threads

[delboy45] 15/7/2020 19:58

Better day today!

[montyhedge] 15/7/2020 15:44

1755p on its way.

[tradermichael] 15/7/2020 15:41

Orchard Therapeutics said it is in license agreements with GlaxoSmithKline PLC.

The agreements are for use of Glaxo's lentiviral stable cell line technology for Orchard's investigational hematopoietic stem cell gene therapies for Wiskott Aldrich syndrome and transfusion-dependent beta thalassemia.

Orchard said it plans to submit a biologics license application and marketing authorization application for OTL-103 for the Wiskott Aldrich syndrome in the U.S. and EU, respectively, in 2021.

[rikky72] 15/7/2020 13:09

On a day where this is (currently) 2.7% up, AZN has to rub my nose in it with a 4.7% rise. That's just bad manners really.

[montyhedge] 15/7/2020 10:38

Seems everything Astra and GSK putting forward getting approval.All good news.

[spud] 15/7/2020 08:04

GlaxoSmithKline PLC said Wednesday that a U.S. Food and Drug Administration committee has voted in favor of its belantamab mafodotin antibody drug as therapy for the treatment of relapsed or refractory multiple myeloma.The FDA's oncologic drugs advisory committee voted in favor of a positive benefit-risk profile for the drug to help patients with relapsed or refractory multiple myeloma who have received at least four prior therapies, the British pharmaceutical company said. The FDA will consider the recommendation of the committee but isn't obligated to follow it, GSK said.Belantamab mafodotin isn't currently approved for use anywhere in the world, the company said.spud

[essentialinvestor] 11/7/2020 15:14

Sepsis already kills around 40,000 people in the UK each year.
Does not tend to hit the headlines as it's a constant.

In Europe nearly 700,000 people die from Sepsis every year.


I got a nick from shaving two years ago which became infected. It took two different antibiotics (Flucloxacillin did not work). Had to stay on Augmentin for a month, one week at a full dose, 3 weeks at a reduced level, to clear it.

[grahamburn] 11/7/2020 14:39

The chief executive of Glaxosmithkline has warned that drug companies must overcome a systemic industry issue to combat the rising threat of antibiotic-resistant infections.

Emma Walmsley, one of the pharmaceuticals industry’s most senior leaders, said that the coronavirus pandemic had shown “the world needs to be better prepared for global health threats”, but antimicrobial resistance was another such threat that “left untackled risks taking us back to a time when a simple cut could become lethal”.

She said that there was limited funding for research “because the market doesn’t reflect the value antibiotics deliver to society and therefore doesn’t incentivise investment”.



for full report (but behind a paywall).

[montyhedge] 11/7/2020 12:18

Getting a dividend on the doormat every 13 weeks while we wait for 2250p, not to bad.

[spud] 11/7/2020 10:27

One of the most undervalued listed Pharmaceutical companies imo. Either we're all wrong to be invested here or the Market has got this upside down and adding at this level will be shown to be genius 3 years down the track. Either way, it ain't going pop so I'll back my judgement and keep taking the dividend. spud

[abdullla] 10/7/2020 21:57

rikky,most investors are thinking like you hence the share price is deteriorating .

[rikky72] 10/7/2020 18:46

I don't see this as either as great investment or a terrible one but there are much better opportunities for growth elsewhere. If they can't show pipeline growth and then cut the dividend then, yes, I see £10-12 region a distinct possibility. Although it's some way off still the split makes me uncomfortable. Anything reasonably north of £17 and I'm seriously considering exiting entirely.

[abdullla] 10/7/2020 17:24

Spud my dear there is no more money left on my trees!

[spud] 10/7/2020 16:52

Another great buying opportunity imo! Look back on this price in 3 years and you'll be asking yerself why you didn't buy more..spud

[porsche1945] 10/7/2020 16:46

It’s a serial under performer, zero growth share becos the drug pipeline is poor, contrast with Astra, it’s also got too much debt. I don’t see any way that the dividend isn’t cut and if it is this is down 150 points on the day. Stick to the S&P and big cash cow tech, the ftse 350 is for shorting purposes only. First brexit then covid, the U.K. set to be the most hammered country in the g7 thanks to the Boris and his cronies fiasco, no happy ending I’m afraid. Bail out.

[jamesretlaw] 10/7/2020 16:28

Sounds like a good strategy and I wont panic Ihope!!

[abdullla] 10/7/2020 16:16

As far as the corona vaccine is concerned I think GSK Is playing safe,like they are in it with the rest of them but they are also not in it, they obviously don't want to gamble with the share holders funds,whatever the outcome GSK has Adjuvant which all others will need and money will start to flow in the direction of GSK again.

[essentialinvestor] 10/7/2020 15:56

James, if you are trading GSK there are multiple factors at play here, from FX
to wider UKX levels and sentiment also plays a part.

The price is being pushed around on COVID vaccine news atm, which is
borderline ridiculous as GSK are late to the race and there are likely SFA in
returns to be made from this. As a leading global vaccine manufacturer I can
understand why they are attempting to make a contribution to the COVID effort.
Inaction on this might look rather odd and arguably have reputational damage

[jamesretlaw] 10/7/2020 15:40

Well i can only hold on now and hope it rises to 1620 again

[abdullla] 10/7/2020 15:33

James a bit of sixth sense I guess.

[jamesretlaw] 10/7/2020 15:11

You were right 1570 how did you know abdulla

[abdullla] 10/7/2020 15:11

Sadly you didn't listen to me and went for the knife but still I wish you and GSK a fast recovery.

[dawnie03] 10/7/2020 14:52

I’m new to this and feel awful too..... trying to hold on but all in the red and not sure what to do 😩

[tradermichael] 10/7/2020 14:50

OUCH this looks awful for me .... ;o)