Gsk Share Discussion Threads

[tradermichael] 02/2/2023 10:01

How is all this getting 'missed' by investors?

Even before GSK's corporate reshaping, which culminated with last summer's Haleon spinoff, the company has long held a leading presence in the HIV field via its ViiV Healthcare joint venture. Within the HIV franchise, GSK's new long-acting injectable therapy Cabenuva started to come into its own in 2022. The drug generated 340 million pounds last year, a sizable jump from 38 million pounds in 2021, when it won its initial FDA approval in January of that year.

Also,
Apretude, the company’s long-acting HIV prevention drug, has seen “very strong” demand after its approval in late 2021, Walmsley said Wednesday. Its sales totaled 41 million pounds in 2022. Like Cabenuva, GSK says it has negotiated favorable coverage for the drug in the U.S., so the company expects the launch to continue to gain steam in 2023.

Also,
Vaccines are another major financial driver for the company. GSK's star vaccine, Shingrix for shingles, suffered from a pandemic slowdown in 2020 and 2021, but the product is rolling once again. Riding a “post-pandemic rebound,” Shingrix delivered a record year in 2022, Chief Commercial Officer Luke Miels said a recent call. Sales reached 2.9 billion pounds last year, a whopping 60% increase from 2021.

Also,
GSK is also anticipating another big vaccine launch this year. The drugmaker submitted its respiratory syncytial virus vaccine candidate to regulators in the U.S., Europe and Japan. The shot is expected to become a blockbuster and vie for market share in this new arena against players such as Pfizer, Sanofi and Moderna.

[tradermichael] 02/2/2023 08:26

GSK plc (LSE/NYSE: GSK) yesterday announced that the US Food and Drug Administration (FDA) has granted Orphan Drug Designation (ODD) to Benlysta (belimumab), a B-cell inhibiting monoclonal antibody, for the potential treatment of systemic sclerosis. GSK plans to initiate a phase II/III trial of belimumab for systemic sclerosis associated interstitial lung disease (SSc-ILD) in the first half of 2023.

[spoole5] 02/2/2023 08:25

Another piece of good news, again the market not interested!

[tradermichael] 02/2/2023 08:24

GSK plc (LSE/NYSE: GSK) today announced that the US Food and Drug Administration (FDA) has approved Jesduvroq (daprodustat), an oral hypoxia-inducible factor prolyl hydroxylase inhibitor (HIF-PHI), for the once-a-day treatment of anaemia due to chronic kidney disease (CKD) in adults who have been receiving dialysis for at least four months. Jesduvroq is the first innovative medicine for anaemia treatment in over 30 years and the only HIF-PHI approved in the US, providing a new oral, convenient option for patients in the US with anaemia of CKD on dialysis.

[supermarky] 01/2/2023 17:55

i have bought more today.

[alibizzle] 01/2/2023 17:32

What's rerate ? Will this equate to rise in sp?

[netcurtains] 01/2/2023 17:28

GSK Final Results.
Bottom Line is:
MASSIVE increase in net profits before and after tax

Profit Before Tax
2021 £3.599B
2022 £5.628B

Profit After Tax
2021 £3.516B
2022 £4.921B

This, given time, should equate to significant rerate.

[1knocker] 01/2/2023 17:06

Those of us who sold on the spike when the litigation clouds lifted can pat ourselves the back. Still mulling whether to put in a limit order to buy back, and if so at what price.

AZN has been a great trading share of late - out at 115, back at 97, out at 118.5, back at 110.5. Limit order to sell again at 115. Just set and forget and let market volatility do its stuff.

The last repurchase was a bit early in hindsight, but all that matters is to make money on each round trip. What 'fair value' is, search me. I don't really see any compelling reason for saying 90 or 120, or anything in between, so I am using the round trips to get my capital committed down rather than my holding up.

[rikky72] 01/2/2023 16:18

Entry to AZN makes no sense now as the share price is already overbought and I suspect gains from here will be small

[tradermichael] 01/2/2023 16:07

So, does AZN dividend beat GSK?

[bothdavis] 01/2/2023 15:51

Thee would appear to be no point dismissing your CEO, when it would appear that they and the board are doing all they can.

Unfortunately, when 'the market' decides it has a downer on your shareprice, there is nothing anyone can do!!

[geckotheglorious] 01/2/2023 15:13

Chachacha
Better management too.
Superior products.
No surprise the outperformance over 1-10 years.

[chachacha] 01/2/2023 14:44

AZN beats GSK over 1yr, 5yr, 10yr and 20yr for growth.

[thamestrader] 01/2/2023 12:44

Unfortunately, chachacha, the 'darling of the sector' isn't doing too well of late.

[spoole5] 01/2/2023 12:30

A bid or the removal of the token female ceo

[abdullla] 01/2/2023 11:40

The hedgehogs will never let you forget Zantac,they want revenge to recover their losses

[alibizzle] 01/2/2023 11:38

Absolutely woeful market response , what will it take to light a fire under this appalling ap

[chachacha] 01/2/2023 11:18

Forget GSK. AZN is the darling of this sector.

[tuftymatt] 01/2/2023 10:50

Yeah I thought we may well push on after some positive news from GSK today but that initial boost seems to have been just that.

Time to start thinking about averaging down again rather than being in profit!!

[tradermichael] 01/2/2023 10:43

Appalling share price response

[netcurtains] 01/2/2023 10:37

Next stop 3:45pm

[mj19] 01/2/2023 10:20

Wow that's no nice get back in the bkue