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| Share Name | Share Symbol | Market | Stock Type |
|---|---|---|---|
| Gsk Plc | GSK | London | Ordinary Share |
| Price Change | Price Change % | Share Price | Last Trade
|
|
|---|---|---|---|---|
| 11.50 | 0.70% | 1,651.00 | 16:35:08 |
| Open Price | Low Price | High Price | Close Price | Previous Close |
|---|---|---|---|---|
| 1,650.50 | 1,637.00 | 1,656.00 | 1,651.00 | 1,639.50 |
| Industry Sector |
|---|
| PHARMACEUTICALS & BIOTECHNOLOGY |
| Top Posts |
|---|
Posted at 03/4/2024 08:21 by geckotheglorious GSK picking up momentum, says HL’s ClaytonGSK (GSK) is ‘fighting back into contention’ with a bumper crop of new product launches in the pipeline, says Hargreaves Lansdown manager Steve Clayton. Clayton holds the Citywire Elite Companies AAA-rated pharmaceutical giant in his HL Select UK Income Shares fund, where it makes up 3% of the £138m portfolio. The group has been focused on restructuring, with a spin out of its consumer division Haleon (HLN), and developing new medicines such as shingles vaccine Shingrix, which Clayton said is ‘already a multi-billion dollars a year product’. The arrival of US activist investors Elliott Management a few years ago highlighted ‘the weak returns GSK had achieved, despite some real clinical strengths within the business’. ‘The company is now more optimistic about its research pipeline delivering more meaningful new drugs than for many years,’ Clayton said. ‘GSK’s business has more clarity about it these days and its current pipeline of 71 assets is predicted by GSK to contain at least 12 major new products to be launched from 2025 onwards.’ The shares dropped 2.5% to £16.65 on Tuesday, but have added almost 16% over the last 12 months. |
Posted at 14/2/2024 11:21 by tradermichael However,Technical analysts use support and resistance levels to identify price points on a chart where the probabilities favour a pause or reversal of a prevailing trend. Support occurs where a downtrend is expected to pause due to a concentration of demand. Resistance occurs where an uptrend is expected to pause temporarily, due to a concentration of supply. Market psychology plays a major role as traders and investors remember the past and react to changing conditions to anticipate future market movement. Support and resistance areas can be identified on charts using trendlines and moving averages. |
Posted at 07/2/2024 21:09 by pj84 From yesterdays questor column"GSK is performing well despite the legal clouds that hang over it Questor share tip: more of its vaccines are proving their worth and the company’s valuation fails to reflect punchy growth forecasts Russ Mould 6 February 2024 • 6:00am Strong full-year numbers last week, a planned dividend rise in 2024 and upgraded medium-term growth and profit forecasts all support our confidence in GSK, where a blossoming drugs pipeline gives additional visibility and increases the chances of some reward for readers in the form of both capital appreciation and income. A fourth dismissal or settlement of lawsuits relating to the heartburn treatment Zantac is also encouraging. While the legal cloud regarding the drug and its allegedly carcinogenic side-effects is far from fully lifted, the market’s worst fears regarding possible liabilities are yet to be borne out and the shares still trade some 9pc below highs reached almost two years ago. GSK still faces a lengthy list of cases, but the more that are settled, the greater the chance that investors can again focus on the day-to-day business, which is performing well. The launch of the respiratory syncytial virus vaccine Arexvy is going well, judging by 2023’s sales tally of £1.2bn, which is already 4pc of the group total. That nicely supplements the £3.4bn revenues from shingles vaccine Shingrix and helps the company to get over its embarrassing failure to match Pfizer, Moderna and AstraZeneca in the race to find a Covid vaccine. GSK now has 71 vaccines and speciality medicines in its drug development pipeline, including 18 at the Phase III stage, and is hoping for a dozen to come to market from 2025 onwards in areas such as HIV, oncology and respiratory conditions. This roadmap presumably underpins the upgrade to medium-term sales and profits growth targets offered by chief executive Dame Emma Walmsley alongside the full-year figures. GSK now expects compound annual growth rates of 7pc in revenues and 11pc in earnings between 2021 and 2026. Such a rate of progress would suggest that a multiple of barely 12 times forecast earnings looks decent value, especially when it is supported by a yield of 3.6pc, based on management’s guidance for a 60p-a-share dividend in 2024. GSK still looks like good value. Hold." |
Posted at 31/1/2024 12:18 by anhar Yes of course, whatever it's called. From memory wasn't this the acq for which they paid something like a 100% premium over the pre bid price when nearly all bids go for way less than that?I don't want to get in too close to any share in my income port. I think that doing so can blind investors to the bigger picture of eps, cash flow, debt, yield etc. thinking that some wonder drug, in this case, will be a nice earner. How many times have such hopes been dashed? So over the years as an income investor I've become just a numbers player on the fundamentals of a share. I wouldn't know camlipixant from my behind and if I chose to invest that way it would lead me astray, causing a love affair with the share and losing investment perspective. I know FA about the drug industry and don't want to know either. So I take very little interest in the fine detail of any of my many holdings, just enough to know what industry they're in to ensure diversification. After that, it's the three main indicators: numbers, numbers, numbers. |
Posted at 31/1/2024 10:26 by anhar Welcome modest reduction in crushing debt burden. Small increase in divi anticipated for 2024 at 60p which is +3.4% on the 58p for 23. Forward yield at 1,520p is 3.9%.Not too bad results looking at the whole picture but as a very long term holder and income investor, I don't really trust GSK that much. It has a patchy record. Also, following the large acquisition of Bellend in the year, I see that they have forked out a further $1bn for yet another acq. after the year end. A partial sale of the HLN holding covers this cost though. The general rule is that acqs are too often poor decisions and tend to destroy value. Not all but frequently. |
Posted at 03/1/2024 10:19 by pj84 The following is an extract from the article: -GSK’s revival ‘will become clear to investors in 2024’ ... “When we meet investors, the things that they say to us are, ‘We want to see visible progress in the pipeline.’ So that’s readouts and we’ve got a number of those coming up next year in oncology and respiratory, as well as infectious diseases.” They include hopes for Blenrep, a blood cancer treatment, which produced encouraging trial results in November, a year after it had suffered a clinical setback. “If we can show that there’s a pathway back to the market, this is an important element for our credibility,” Miels said Another is depemokimab, a twice-yearly injection to treat asthma and other respiratory diseases, and camlipixant, a potential treatment for refractory chronic cough, taken as a twice-daily pill. Both are potential blockbusters, or drugs that generate annual sales of at least $1 billion for their company, in late-stage development. GSK has been bolstering its late-stage pipeline through bolt-on and licensing deals, including agreements in October and December for cancer drugs developed by Hansoh Pharma, of China. ... |
Posted at 24/12/2023 15:47 by pj84 Some snippets from the Sunday Times article: -"GSK plans deal spree to boost drug pipeline The pharmaceuticals giant GSK is set for a multibillion-pound buying spree of respiratory businesses as it seeks to reassure investors about its lacklustre pipeline, according to the man many see as heir to the chief executive’s throne." ... "GSK will partially finance its buying spree with the cash generated by selling down its stake in Haleon, the consumer health firm behind Sensodyne toothpaste, that GSK spun off last year. In October, it raised about £900 million by selling down another chunk of its stake; it currently holds about 7 per cent of Haleon. Miels ruled out deals in the “tens of billions” of dollars and said GSK was more focused on “very targeted single products or two products in a company”. He added: “I think top priority is respiratory and auto-immune, [but]… we’re very busy across the board.”" |
Posted at 15/11/2023 12:02 by anhar For most of its existence, sentiment towards GSK has been very poor. Doesn’t look like that’s changing anytime soon. Definitely frustrating though.I've held since dinosaurs roamed and your comment is accurate though I wouldnt say the poor sentiment has been "for most of its existence". Hard to see now but long ago there was a time whn the share was quite highly regarded as shown by a yield of only about 2%. However the poor sentiment of more recent years is not baseless. For some time the company has delivered poor financial results, not helped by increasingly monstrous debt. So even an upturn in its fortunes will take a while to impress cynical institutional investors who I think have long held, and rightly, a less than optimistic opinion of the company. The best thing imo they have done recently is the HLN demerger and I continue to hold my allocation. I'm primarily an income investor but if I look at the capital performance over the decades, it's only because HLN is showing a profit that my combined holding is showing a tiny profit over the original cost of old GSK after all these years, as new GSK is showing a loss over the demerger adjusted price. As for income, which is my reason for holding equities at all, that has also been trashed following the demerger. I'm guessing that sooner or later this crock GSK will probably be turned round, something that management has singularly failed to do for many years. Not sure I'll live that long though... |
Posted at 02/11/2023 23:28 by cumnor Patient Capital, the real growth story here is baloney and Monty points to share price performance over 20+ years as proof pudding (it's not the markets fault). Vaccines don't, unfairly imo, cut the same ice as blockbuster statins, weight suppressants or oncology drugs.Until she delivers GROWTH investors want dividends and too many are giving 8% (lgen, bdev, hbr etc and have been decimated but are still excellent companies) to make GSK's (pipedream) 3.95% less than tempting. The day's of pharma being a ;special' case are gone-investors want return for risk and Emma is not quite getting it. She needs to give 6% (74P) to maintain current share price or see a drift to low £12s as investors opt for safe treasuries yielding 5%+ which will be available for the next year. Otherwise she needs to pack her bags asap. imo |
Posted at 01/11/2023 10:55 by anhar Decent figures except for net debt which is actually up slightly since the 31/12/22 year end. 14.0p Q3 divi and 56.5p forecast annual payout are as previously indicated by the company, which matters to me as a long term hold income investor.The forward yield at 1,439p of 3.9% is reasonable but not particularly high for a company with their poorish record, not helped by the cut in payments accompanying the HLN demerger. As for the negative share price reaction so far, no surprise to me because prices frequently don't follow the news and consequent expectations of many small investors for the reason I've discussed earlier. |
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