Gsk Share Discussion Threads

[lovewinshatelosses] 11/11/2022 20:15

GSK should buy Hikma. It would keep both in the UK, so regulators should not feel inclined to block such a move and it would add a new dimension to GSK, while they continue to try and get new products through trials and onto the market. It would also significantly de-risk GSK from an investor perspective too, IMO. Not sure if this has ever been explored by either company in the past?

[tradermichael] 11/11/2022 14:57

UBS seemed to have missed all new product introductions in their 'forecast'

[diku] 11/11/2022 14:56

2027???....good at weather forcasting...

[geckotheglorious] 11/11/2022 14:42

GSK drops as UBS cuts to Sell on 2027 “bottleneck”

GSK (NYSE:GSK) lost ~4% pre-market Friday after UBS downgraded the British drugmaker to Sell from Hold, questioning the durability of the company’s HIV franchise and revenue from its shingles vaccine Shingrix beyond 2027.

The analysts led by Michael Leuchten estimate a ~20% revenue hit to the company when Shingrix reaches the peak penetration in the U.S. catch-up population in 2027 and HIV therapy dolutegravir faces a patent cliff around the same timeframe.

The analysts think the current consensus for GSK (GSK) fails to recognize the uncertainty over the HIV franchise and implies more than £2B Shingrix revenue than feasible.

The company has time to adjust R&D options and earmark additional capital (£20B – £30B) to tide over the 2027 “bottleneck,” but “this could mean earnings dilution,” the team added, lowering the 12-month price target on GSK (GSK) to 1,300p from 1,820p.

[tradermichael] 11/11/2022 12:57

GSK's former consumer healthcare division, Haleon, has seen solid sales momentum carry over into the third quarter. That's given it the confidence to raise full year revenue guidance.

There are a few things that are benefitting the top line. Haleon's stable of consumer brands includes a number of household names such as Sensodyne toothpaste, Otrivin nasal spray, Panadol painkillers and Centrum multi-vitamins. Many of its products have been flying off the shelves because of high levels of colds, flu and COVID-19.

Those powerful brands also mean Haleon has been able to increase prices without volumes falling. Customers tend to happily stomach a higher price when it comes to medicine they trust.

[tuftymatt] 11/11/2022 11:22

Agree net.

For me having some exposure to a pharma is important but it can be very rough as seen. Need to phase into it and keep money back for days like today.

[netcurtains] 11/11/2022 11:17

Yep - now we're a proper pharma we should see large swings as drugs trials come through. Some UP and some DOWN.
That is the nature of the beast we're riding.
Not for widows and orphans - unless big Divi is attached.

[tradermichael] 11/11/2022 10:58

Should be offset by these two breakthroughs:

1. GSK trial results appeared to show that its potential blockbuster vaccine for respiratory syncytial virus is more effective than Pfizer’s, as the rivals compete for a new market protecting older adults against the common lung infection.

In data released on Thursday, GSK said its vaccine showed overall efficacy of 82.6 per cent in a clinical trial, above Pfizer’s previously announced 66.7 per cent.

2. GSK has presented positive mid-stage trial data for a potential new blockbuster liver drug only a day after suffering a setback with an important cancer treatment.

The British drugs company said the results of a study of bepirovirsen for the treatment of chronic hepatitis B could help to lead to a breakthrough in finding a “functional cure” for what researchers called an “ancient disease”.

[xtomo] 11/11/2022 10:13

Fall perhaps related to FDA rejection of cancer drug treatment announcement today.

[vas007] 11/11/2022 10:11

Ceo like this and Philip Jansen should be accountable for the poor share price.

[palfrey man] 11/11/2022 10:00

Look at the management, a perfect example of the Peter principle.

[rikky72] 11/11/2022 09:57

Problem is that oncology, which was supposed to be the new centre piece of the company under Hal, appears to be unravelling..

[spoole5] 11/11/2022 09:46

Worst demerger in history. Emma is a reverse midas

[bilster1] 11/11/2022 09:38

I am really considering why I'm invested in this company !

[spoole5] 11/11/2022 09:23

Part of ceo remuneration should be based on share price performance relative to the appropriate index.

[alibizzle] 11/11/2022 09:18

Share price collapsed again

[tradermichael] 11/11/2022 08:09

Good news:
After the European Medicines Agency's (EMA) Committee for Medicinal Products for Human Use (CHMP) adopted a positive opinion for VidPrevtyn Beta, the vaccine has been approved by the European Commission as a booster for the prevention of COVID-19 in adults 18 years of age and older. Next-generation COVID-19 vaccines are based on a variant-adapted approach, using a strain other than the parental strain of SARS-CoV-2 (D614 strain). The vaccine is based on the Beta variant antigen and includes GSK's pandemic adjuvant. The vaccine is indicated as a booster for active immunisation against SARS-CoV-2 in adults who have previously received a mRNA or adenoviral COVID-19 vaccine. Shipments of the vaccine are ready to be distributed to European countries as per the Advance Purchase Agreements.

Thomas Triomphe, Executive Vice President, Sanofi Vaccines: "Today's approval validates our research in developing a novel solution for the COVID-19 pandemic. As we're ready to start first shipments, VidPrevtyn Beta will be an important new option to protect populations against multiple strains of COVID-19."

[vas007] 11/11/2022 08:05

Could you enlighten us ,txns

[spoole5] 11/11/2022 08:03

The bad news keeps coming!

[netcurtains] 09/11/2022 12:52

Its certainly done the share price some good!

[tradermichael] 09/11/2022 12:25

How about this, then??

GSK has presented positive mid-stage trial data for a potential new blockbuster liver drug only a day after suffering a setback with an important cancer treatment.

The British drugs company said the results of a study of bepirovirsen for the treatment of chronic hepatitis B could help to lead to a breakthrough in finding a “functional cure” for what researchers called an “ancient disease”.

[bothdavis] 09/11/2022 12:23

So.....are the figures correct....because if so....whats the beef?

Surely all drug manufaturers have thjis problem....products don't perform as per, so they have to either junk it at a huge cost or tweak it.....will always be so...?

[tradermichael] 08/11/2022 10:11

GSK now has:
8 new products at Registration
18 new entities at Phase III
21 new entities at Phase II
35 new entities at Phase I

[garycook] 08/11/2022 00:53

TM,Thanks, Seeing we will receive 67p for 2022,then adjusted for HLN spin off 61.25p.2023 agreed 56.25p