Gsk Share Discussion Threads

[alphorn] 22/7/2020 15:25

My guess too TM.

[tradermichael] 22/7/2020 15:12

Looks like the US is hedging that the vaccine immunity will be short-lived and is gearing up for several waves of Covid-19 ....

[alphorn] 22/7/2020 14:50

Today - US govt places order for 100m doses of Pfizer/BioNTech #COVID19 vaccine for $1.95bn, if it’s successful, with option to acquire up to 500m more.

A big deal.

[essentialinvestor] 22/7/2020 13:07

HMG keeping their options open, which looks sensible.


Government also aim to have half a million UK residents signed up to one of the
various clinical trials by October. Half a million people on a clinical trial in the UK alone!.

Gives some insight in to the scale of the global effort.

[montyhedge] 22/7/2020 10:30

Tongue-in-cheek.

[montyhedge] 22/7/2020 10:05

Keep up the good work, great listening that's from the No.1 trader with the most followers on ADVFN.

[thewheeliedealer] 21/7/2020 21:48

Hi all,

My mate Peter @Conkers3 and myself did a ‘Twin Petes Investing’ Podcast a few days ago and part of our discussion covers GSK which I hold myself (and I suspect it is still very good value). We also chatted about loads of other Stocks and as always a fair bit of general Portfolio Management educational stuff. Anyway, if you use Apple, Audioboom, Overcast or Spotify you can find it under the 'Conkers Corner' Channel (you want TPI Podcast 27) and you can find it on Soundcloud at the link below.

I hope you enjoy it and find it useful,

Cheers, WD
@wheeliedealer

[lovewinshatelosses] 21/7/2020 18:08

Yep, I agree TM. I would rather GSK focus on other areas and leave the covid bubble to others (and I say that as a holder of a couple of small caps who are in that fairly niche area). I hope Emma has made the right call here, or its an expensive mistake IMO...

[essentialinvestor] 21/7/2020 17:04

Michael, sucking up resourses. One of these vaccine candidates has to work given
the law of averages!, hopefully.

[abdullla] 21/7/2020 17:00

But TM I think some countries have paid in Billions to pharmas towards the corona research funds.

[tradermichael] 21/7/2020 16:12

Anyone think that there will be a point when the results of the pharmas working on covid-19 will be impacted by the 'no profit' resources that they are pouring into research into this area to the extent that their eyes come off the ball with their core business. After all, this wasn't a 'planned' activity was it?

[tradermichael] 21/7/2020 10:26

We'll see next Wednesday 29 July .... Q2 results for GSK

[toffeeman] 20/7/2020 17:10

james - yes along with AZN, Merck, Pfizer, Gilead and others.

[rikky72] 20/7/2020 14:50

With the best will in the world, if the pipeline were that good we would be seeing £18-20 here. I do hope they come good though.

[jamesretlaw] 20/7/2020 14:46

Would glaxo be interested in Synairgen

[ayl30] 20/7/2020 14:22

GSK will catch up sometime. It has a superb pipeline of new drugs coming through,. I hold both this an AZN, think pharma worldwide is a place to be in for next decade

[montyhedge] 20/7/2020 13:20

Astra flying, thought it would have brought GSK up on sentiment for the pharma sector.

[alphorn] 20/7/2020 10:12

I need to get back up to speed with these types of deals - capital transactions into the balance sheet whilst project funding an expense.
When I have a moment - if ever it rains here - I will compare 'capitalised' R&D between AZN & GSK as a starter.

[tradermichael] 20/7/2020 07:56

Is GSK late in the day with this move or is this an investment into this technology seen by GSK as a placeholder for vaccines for Covid-20, 21 etc and other (as yet) unknown exotic viruses?


GlaxoSmithKline PLC said Monday that it will invest 130 million pounds ($163.4 million) in German biotechnology company CureVac under a strategic collaboration to develop messenger RNA, or mRNA, technology.

Under the agreement, the companies will research, develop, manufacture and commercialize up to five mRNA-based vaccines and monoclonal antibodies targeting infectious disease pathogens, GSK said. CureVac's existing Covid-19 mRNA and rabies vaccines research programs aren't included in the collaboration, the British pharmaceutical giant said.

GSK said it will fund R&D activities at CureVac for the development projects covered by the collaboration, and Tubingen, Germany-based CureVac will be responsible for the preclinical- and clinical-development through phase 1 trials of these projects. After phase 1, GSK will be responsible for further development and commercialization, it said.

GSK's equity investment of GBP130 million will give it close to a 10% stake in CureVac, and the German company will be eligible to receive development and regulatory milestone payments of up to GBP277 million, commercial milestone payments of up to GBP329 million and tiered royalties on product sales, GSK said.

[montyhedge] 17/7/2020 16:53

Announcement on Monday from Astra regarding vaccine, I reckon sentiment will be good for the whole pharma sector.

[montyhedge] 16/7/2020 07:27

Astra and especially GSK the place to be.

[delboy45] 15/7/2020 19:58

Better day today!

[montyhedge] 15/7/2020 15:44

1755p on its way.