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(GSK) GlaxoSmithKline General Share Chat

Discussion in 'General Share Chat' started by Microem1, Nov 10, 2015.

  1. Microem1

    Microem1 Administrator

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    (GSK) GlaxoSmithKline General Share Chat
     
  2. Inspiration

    Inspiration Moderator Moderator

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    Here's a list of GSK's current open trials. The share price has been falling, as they haven't undertaken much new research.

    https://clinicaltrials.gov/ct2/resu...try3=&locn=&gndr=&rcv_s=&rcv_e=&lup_s=&lup_e=

    They have, however, been providing seed funding for small biotech start ups, both here and in the US.

    http://www.biospace.com/News/avalon-and-glaxosmithkline-bankroll-three-more/381231

    The dividends are good and I am keeping them permanently in my portfolio, topping up from time to time.

    Woodford holds GSK as one of his major investments in his Equity Income portfolio.
     
    Last edited: Nov 16, 2015
  3. moolahcoaster

    moolahcoaster investor

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    Inspiration likes this.
  4. Inspiration

    Inspiration Moderator Moderator

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    Many thanks for the link. I like the fact that Woodford thinks "the sum of the parts is worth more than the current share price".
     
  5. moolahcoaster

    moolahcoaster investor

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  6. Mongoose82

    Mongoose82 A Legendary Member

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    Beaufort note out this morning: "GSK's plan to file the three-drug therapy in the US earlier than schedule is an important step taken by it. The closed triple therapy is a combination of three molecules: fluticasone furoate (FF), an inhaled corticosteroid (ICS), umeclidinium (UMEC), an anti-cholinergic, and vilanterol (VI). The therapy provides GSK an opportunity to recapture its leading position in the COPD market, which has been dented by pricing pressure and competition from other products. Meanwhile, GSK is making good progress on other therapy areas such as HIV vaccines, oncology, cardiovascular and immune inflammation. We believe GSK is moving in the right direction, supported by some world-class assets and technology, to deliver longterm growth and generate stable returns for shareholders."

    https://www.research-tree.com/Corporate/index?cid=GB0009252882
     
    Inspiration likes this.
  7. Mongoose82

    Mongoose82 A Legendary Member

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    Broker note out from AlphaValue this morning... https://www.research-tree.com/company/GB0009252882

    "Q1 16 revenue came in ahead of our expectations with revenue growth of 8% (all revenue growth numbers at CER unless specified otherwise) to £6.2bn. FX tailwinds added another 3pp to the growth. HIV (+57%) remained the saving grace in the pharma business, and covered up the 9% decline in the non-HIV business, limiting the division’s decline to 1% (although it grew by 5% pro forma). It was followed by Consumer Healthcare (+26%) and Vaccines (+23%, 14% pro forma). The new products – HIV (Tivicay, Triumeq), respiratory (Relvar/Breo, Anoro, Incruse, Nucala) and meningitis vaccines (Menveo, Bexsero) – generated sales of £821m (Q4 15: £682m, Q1 15: £269m), contributing 20% to the Pharma division sales (vs 16.5% in Q4)."
     
  8. Mongoose82

    Mongoose82 A Legendary Member

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    Update from AlphaValue on Research Tree:

    ... The company-reported core operating profit came in at £1.8bn (reflecting a margin of 28%) – with the main contribution coming from the pharma business (35% margin vs 32% in Q1), while consumer healthcare witnessed a decline of 3ppts qoq to 14%. Net profit declined, since sterling’s weakness has increased the liability towards various put options and preferential dividends of Novartis for consumer health, and of Pfizer and Shionogi for Viiv Healthcare, as well as the re-assessment of contingent consideration towards former Shionogi-ViiV Healthcare JV, all scrapping a total of £1.8bn from profits... The FX (based on June 2016 levels) is likely to boost sales by 9% and core EPS by 19%. The five-year (2016-20) target of mid-to-high single-digit CAGR in core EPS (at CER) does not seem to be tough, despite Advair’s generic erosion.
     
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    Inspiration: 5 Points (Many thanks for all the posts. You don't have enough rep points!) Sep 7, 2016
    hocks and Inspiration like this.
  9. Mongoose82

    Mongoose82 A Legendary Member

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    Beaufort update on Research Tree:

    "The aforementioned news is positive development for GSK. This is the first instance that such high efficacy is established in a vaccine candidate for older people. On approval, the vaccine could be used to prevent shingles and the pain associated with it, which would significantly impact the health and quality of life. Last month, GSK signed an agreement with Verily Life Sciences LLC, an Alphabet company, to form Galvani Bioelectronics (Galvani) for research, development and commercialisation of bioelectronic medicines. The agreement brings together health and technology firms to develop miniaturised, precision electrical therapies. Galvani would benefit from GSK's world-class drug discovery, development expertise and deep understanding of disease biology. It would also benefit from Verily's world-leading technical expertise in miniaturising low-power electronics, device development, data analytics and software development for clinical application. Galvani would initially focus on establishing clinical proof of concept in inflammatory, metabolic and endocrine disorders, including type two diabetes. We believe the formation from Galvani would accelerate GSK's progress in the bioelectronics field. In light of the on-going developments in GSK, we maintain a Buy rating on the stock."
     

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