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I think their work on vaccines (prevention rather than cure) will be pivotal to securing growth over many years. It's a huge and growing market spurred by biotech innovation. So, rather than a big pharma set, it's the big vaccine set that I am most interested in. It will provide an increasing and steady cashflow for decades to come.
Also, vaccine technology is moving at a rate of knots. Curevac badly messed up their COVID vaccine by using unmodified mRNA but I think that the Glaxo-Curevac collaboration will yield many exciting next-gen vaccines including for cancer. Glaxo has the medical and project discipline and expertise to bring vaccines to market, Curevac the mRNA technology (now using modified mRNA). This is a hugely exciting and underestimated collaboration.
All IMHO DYOR
Happy
i pick out some comments
They don’t really have a pharma asset (outside of HIV) at the moment that holds the business together,” Michael Leuchten, managing director for equity research at UBS told Reuters on Tuesday.
“They need to go out and find something, at this point not clear where they go.”
With the debt now offloaded, GSK will be able to finance there long term future pipe line.
I can see money starting to move away from AZN and towards GSK over the next few years.
A sea change is on the way.
The scientific evidence that Zantac causes cancer does not exist as the Florida judge noted recently. This is a frivolous and opportunistic misuse of law, and while litigation will drag on for years, it will prove futile in the face of hard evidence.
All IMHO DYOR
Happy
Zantac California Court starting Feb 16th. Key date IMO
I think the results look good and we are firmly back on track for multiple years of top and bottom line growth.
Main highlights:
- Good 2023 outlook with 12-15p increase in EPS
- Commitment to maintain dividend at 56.5p for 2024 (A yield a shade under 4%)
- Strongest pipeline in many years and a genuine reinvigoration of the growth story for many years to come.
Slightly off-topic, I think they should buy Curevac now because they are cheap and the modified RNA approach is showing great promise for the GSK/Curevac partnership.
All in all, I am very pleased with today's results. Let's see what Mr. Market thinks.
All IMHO DYOR
Happy
https://www.londonstockexchange.com/news-article/GSK/final-results/15818775
I sold a load of Harbour Energy and other shares today to add a sizeable amount to my holding in GSK ahead of results. I think this will be a much better year for GSK operationally and financially with COVID currently firmly in the rear view mirror and normalisation of demand for other vaccines. I'm looking for a very strong outlook statement for 2023.
I may feel like a genius tomorrow morning or a complete ******* lol. It's 50-50.
All IMHO DYOR
Happy
Results tomorrow I believe ?
wait and you will see over next 3months . anything is possible! haha
...if our ennobled Emma would move on!!
Interesting analysis https://www.marketbeat.com/originals/how-could-gsks-rsk-vaccine-change-its-valuation/
Having traded this for a few years it is not for a day trade but on day like the spike to 1609 it can be.
In at £14 after a large fall a few years back and adding all the way down to around 1120/50 iirc eventually it turn to a nice profit.
It was add and trim for me and then exited handsomely.
The price is getting interesting again to start adding but looking to start around the 1320 level as the 1st tranche and expecting it to arrive there at some point and lower.
This one needs patience and passiveness once invested.
Paper losses I ignore.
Gsk is a consumer staple and most investors are in it for dividends, pensions and long term risk spreading diversity. It’s hard at times to look away but that’s what it takes to be a long term investor. I’m just learning not to look all the time but I like to scale if I can. IMHO
You must be drinking something strong if you think this will drop to £13
Looks like traders are reducing defensive stocks; consumer staples down, healthcare down more than market average.
sub 1300p here we come March
I like dogs
Teresa (May) - you are clearly a credible GSK pundit as shown by your first post. In brief, are you suggesting a) punt on Monday, sell on Friday or b) hold till after results ?
2022 Full Year and Q4 results are fast approaching, Wednesday Feb 1. Worth a punt now or catch it as it falls ? IMO could go either way ...
Gsk Gave 61.5p fir 2022, making that 4% on SP of around 1420p.
2023 GSK expect to give 45p so Dividend will be around 3.5%, which is the industries average for pharma’s.
The trouble is GAK has gone no where the last 3 decades, abd so is stuck range bound down here.
GSK have headwinds mainly debt of £18bn this is there main concern holding it back i believe
Look lower around 1300 in April time..
Worth topping up though right? GSK dividends are pretty consistent and currently at 7%
I'm tempted to buy some more at this price
I have owned GSK on and off since the late 1990's. I basically have them for the dividend. If I see an opportunity for a profit I will sometimes take it. My biggest regret is not taking my profit after they jumped a few weeks back when the news broke about the litigation news. I have about 6 shares that I religiously follow. Every single one of those shares on paper would have made me a substantial profit if I had bought those in place of GSK. I could have flipped a couple of time over the past few months. At the moment, I am just holding GSK for the dividend but I will be gone at the first opportunity, never to return again.
It’s no longer about creating value. It’s more about survival for GSK as a British company and keep paying bonuses and fatcat salary to inept management. There is no strength in the current pipeline which can provide assurance to anyone. GSK needs to be taken over by a stronger company who kick out quite a few of these BoD. I have more faith in Haleon that they will do really well
snookered by Dame Emma - who loves to collect a big fatcat salary and smile for the BoD photos.
Back on my buy radar again but will wait for around 1370 for my 1st entry.
Can someone explain to me where the value to longterm shareholders with regard to the spin off is?
Not only do we have a reduced holding of GSK but the dividend per share is a fair bit less that before the split,and HLN are still not paying a dividend, and when they finally do, I believe it will start off at quite a low base.
My combined holding is now paying far less that it was a few years ago. It will take years of steady increases to the dividend ( not guaranteed) just to bring us back in income terms to where we were before the split.