Gamesinvestor1
19 Dec 2018
Good time to sell perhaps? Looks like the dependeable factor of GSK is weakening and more money will be pumped into pharma - and after the recent expensive and possibly erroneous last aquisition announcement of Tesaro. This one will also cost almost another £Billion – Emma must think it grows on trees. [link] Games
shabby_2_sox
03 Dec 2018
Tesaro Acquisition The fall is, perhaps, overdone. It looks like the sale for cash scuppers any chance of the 5.1bn being returned to shareholders hence the angst.
Hydrogen_Economy
03 Dec 2018
Tesaro Acquisition Jusr as Horlicks sale gives GSK SP a boost, they announce 5.1b spent on Tesaro at a modest 110% premium which wipes 6 b off the Market Cap! Was looking forward to taking profits here and fortunately sold some before this announcement, regretting not getting out. H2 Glaxo expects the deal - due to complete in the first quarter of next year - to accelerate the build of its pipeline and commercial capability in oncology. Liberum said: "Clearly GSK needs to bolster its pipeline and Tesaro certainly does that. However, Zejula in its existing indication is struggling to compete with Astra/Merck’s Lynparza while its PD1 is well behind other competitors. At this point Tesaro looks to be second best in the PARP space and while this can be turned around with expansion in other indications, we have limited evidence thus far that this will be the case. “Moreover, we are not sure where the synergies are with GSK. A Roche acquisition of Tesaro may have made some strategic sense given it lacks a PARP but has an established PDL1 therapy. For GSK we see less clear rationale for the deal but await more detail on the conference call later today.†BOLSAMANIA GlaxoSmithKline to buy oncology-focused Tesaro for $5.1bn GlaxoSmithKline has agreed to buy US-based oncology-focused pharmaceutical group Tesaro Inc for around $5.1bn (£4bn).
nicname
29 Nov 2018
Glaxo's health set to improve £16.00 this am. - I too am really disappointed with these new boards that ii have set up and really miss the transfer of chat and info that was previously the case under iii auspices. Anyway looking forward to £17.00 and onwards. “He saysâ€!!
sueneave9
22 Nov 2018
Japanese company signed deal GlaxoSmithKline PLC said Thursday it has signed a strategic commercialisation deal for its anaemia drug Daprodustat with Japanese firm Hakko Kirin Co Ltd. Posted today on ii News. SP up slightly.
Uncle_Doug
31 Oct 2018
GSK Q3 Market Reaction GSK SP will be on the rise once results are digested. Always happens.Give it a few days.
Hydrogen_Economy
31 Oct 2018
GSK Q3 Market Reaction Q3 results were wonderful, SP up to 1596p… They were rubbish, SP down to 1517p Does GSK have a bipolar disorder treatment? H2
Uncle_Doug
31 Oct 2018
Woody's New Fund Sorry to spark up an old conversation … but I do so miss you guys since iii ruined their BB. Woody did pretty good not to get GSK. GSK well down since May 2017 but 6% divvies lessens the fall slightly. FTSE up 9% and Woody fund down 4% since launch. Concentration on housing hasn’t helped him.
Hydrogen_Economy
16 Aug 2018
Positive results - HIV Long Acting Injectable drug trial This helped GSK Wednesday, a 30p rise -one of the few gainers in a falling market. [link] RNS Number : 8543X GlaxoSmithKline PLC 15 August 2018 PRESS RELEASE ViiV Healthcare reports positive 48-week results for first pivotal, phase III study for novel, long-acting, injectable HIV-treatment regimen ATLAS study meets primary endpoint, showing similar efficacy of a once-a-month, investigational, injectable two-drug regimen of cabotegravir and rilpivirine compared to a standard of care, daily, oral three-drug regimen
Gamesinvestor1
26 Jul 2018
Copd Out! [link] Looks like a long road to reintroduce this one. Games
In_the_dark_yet_again
25 Jul 2018
Half year results LSE:GSK [[link] Nothing much here to write home about in my book. Positive in the sense that there still seems no likelihood of a generic version of Advair in the US despite it having been out of patent since 2010 - the FDA keep chucking new hurdles in the way. Good news for GSK but not for US patients… then again those currently using it are highly likely to have insurance so may not be too worried about the (excessive, it really is!) cost. At some point that will change and it’s a huge profit earner for them (still has a fullish ‘patent’ medicine price yet costs not a lot to manufacture, top prescribed drug for a condition that is becoming ever more prevalent with the ageing population). But at least that date has been put back yet again. I haven’t read the whole thing in detail but I sense market relief that they have been given even more time to get a decent pipeline of new stuff up and running while still being able to maintain the dividend (3 quarterly of 19p and a final of 23p just in case you were unsure). Prospect for growth (of any kind no matter how small) very limited IMO but at least they can sustain it which many analysts were doubting. Regards, ITDYA
frog_in_a_tree
25 Jul 2018
GSK Q2 results These results look decent and should support the upward trend of the share price. 19p quarterly dividend and 80p full year dividend expected. Frog in a tree
Gamesinvestor1
22 Jul 2018
Breaking up is hard to do Yep - I will wait with IMB and MKS, the latter partly in hope that Archie will smarten up the outfit. Fullers I’m fine with, as they consistently grow and the property asset backing is quite handsome protection. GNK has similar asset backing, but a lot more debt. The CEO had a good track record until he had a brain fxrt and bought Spirit, but something tells me the pubs are still closing and at some point he’ll make more of the managed part and sell off the under performing locations . GNK have a good and long term track record of realising good value on asset sales. Games
NewBill1703
22 Jul 2018
Breaking up is hard to do Gamesinvestor1: I’ve had some long chat’s with LK of late - he seems in good fettle and miffed at Polman for risking the Unilever FTSE listing, as am I … I’m still in IMB, although on a decent recovery, I shall slim the position … Greene King and M&S is like a lead weight, and Fullers is just static but I’m doggedly hanging on to all three. Yes, I saw your comment re: LKH on another thread… great to know the Ancient Mariner is still sailing strong, and while it would be wonderful to get him back onboard here, it is hard to make a compelling case with the underwhelming new site - I am persevering, on and off, but it’s just a lot less “user-friendly†in terms of the function that I used to like and value - obviously, there are plenty of the same mind. I have not been particularly active in the market of late, for specific reasons - but still keeping a close eye on all the usual stocks and stories. I think you, LKH and everyone else need to chill out re: ULVR - it won’t make a hill of beans’ difference to your investment, and simpler corporate structures are almost always better than the alternative. Not being in the FTSE100 matters to far fewer funds and investors than you might think… though I do suspect Polman’s ulterior motives! IMB doing better, of course, up at £29 rather than £23 or so… but it is still the wrong price IMHO. You still have a 8-9% FCF yield, and more likely to edge up from there than down, with capital to free up from disposals… You may or may not get a takeover there - and I tend to think you will, eventually, as the smaller of the global players in a market that demands long-term consolidation - and therefore something north of £40. But I would need at least mid-£30s before rethinking what is a decent-sized “core†holding for me. As for MKS, GNK, Fullers… there may well be at least one “value trap†in there, if only we knew which (the cognoscenti seem to suggest GNK, but they don’t really know any more than we do). I remain perfectly relaxed on MKS, the market isn’t crediting the FCF (see IMB above) in particular and the other, longer term advantages within what is obviously a challenged sector - it could be a long haul, but I still think, I long haul to something well north of where we are today. But as an investor interested only in long-term total returns, as you should be, I wouldn’t sell any of them… the dividends pay you to wait and reconsider only when you really need to, not when the market tells you to!
Gamesinvestor1
22 Jul 2018
Breaking up is hard to do Bill, I’ve had some long chat’s with LK of late - he seems in good fettle and miffed at Polman for risking the Unilever FTSE listing, as am I - he’s still in Shell, Unilever, National Grid, RIO, LGEN and IMB. I’m still in IMB, although on a decent recovery, I shall slim the position, Unilever is up there with my biggest holdings, wouldn’t touch LGEN or National Grid with a barge pole and exited all commodities and oil on the upswing. Not sure what you are up to m8, but I recently added Ted Baker, and Strix as new holdings and then Playtech, TCAP and Facebook when they all bombed and sold Burberry, Qinetiq, Next and MPAC, locking in pretty decent gains. Bought BATS back after it tanked, but wasn’t smart enough to exit IMB before the recent vicious decline. Greene King and M&S is like a lead weight, and Fullers is just static but I’m doggedly hanging on to all three. Games
