Gordon Stein, CFO of CleanTech Lithium, explains why CTL acquired the 23 Laguna Verde licenses. Watch the video here.
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Oh christ - usually spells disaster when she opens mouth
Jeffries suggests GSK is “deeply discounted” as it lifted its recommendation to buy from hold. They estimate that GSK will pay between $3bn-$4bn to settle the Zantac litigation within the coming months. The company’s growth profile is under appreciated and the current share price offers attractive risk reward. Jeffries raises its target price on GSK by 23% to 1900 pence from 1550 pence.
Just dropping by to say hi. I bought into GSK this afternoon.
Only a small punt of 200 shares. Look forward to adding more.
Happy New Year folks.
Good to see Dame Emma on Media duties.
More is required to extoll virtues of GSK.
This could now be 'Happy New Year'for GSK holders. P.E of 9.6 ,way below other pharma average of over 20 and decent part year figures expected soon. Glad to be heavily in these right now.
Get the market to believe that our unloved Dame is moving on!!
Have you actually researched? Morningstar ratedto 17 biopharma firms , taking other factors such as current stock price and any headwinds into account beyond IRA effects. Top ratings (five stars) were GSK and Roche. Four-star firms were Merck, Sanofi, BioMarin and given its exposure to the new Medicare measures Gilead were included.
One positive factor figuring into the rating for many of these companies, is global diversification, as opposed to a heavy dependence on Medicare sales. It's not always as black and white as you may think.
This is GSK problem, capped prescription prices and back dated over charges, last quarter of this year, all that profit the usa government wants it back.. they have passed the bill. google it, does not read well..
Fewww… back to normal. Couldn’t handle the anxiety of a sudden SP turnover
This is going to hurt the big pharmaceuticals, how much is priced in ?
Or clear your cache and history and come back in - this sometimes works also.
Use Chrome or Firefox with an ad blocker. Annoying isn't it. There is a fix though.
Wow .. even GSK is blue today, incredible, will it stay blue until until noon?
I don't get it ,this should be above 18 pounds ,,as pipelines are get results
Remember the stock market is fickle. What we do know is there have been Getting ahead of Infectious Disease, HIV and Respiratory Disease with GSK management presentations with Oncology to come next year. Peak Year Sales for late stage assets have been stated as follows :
RSV. £3bn
Men ABCWY. £2bn
Gepotidacin, tebi & Brexafemme. £2bn
HBVASO. £2bn
Pneumococcal £4bn
Cabenuva/Prep. £2bn
Depemokimab. £3bn
Camlipixant. £2.5bn
Nucala COPD. £1bn
Assuming no change from two years ago for Jemperli and half the sales for Zejula and nothing for Blenrep (v conservative given Dream 7 last week)
Jemperli £2bn
Zejula. £1bn
Assume Ojjaara £1.5bn
Total PYS of £21-26bn across a number of assets. We also know the SP will go nowhere until Zantac litigation is resolved. If management can resolve Zantac next year and start to deliver on the pipeline the future is brighter than the current SP would suggest.
SamMason55 - its just a case of how patient you feel you can be. Remember this is the stock market so the grass is not always greener elsewhere! If you really are determined to get out, then get out without further delay. If your p/f is overweight GSK, you could consider encashing some (but check the ex-divi date first). I've been doing this for 60 years and heaven knows how much I am down but I think I'm getting the hang of it now -a bit!!
Why does all this great news make no difference to the SP? We should be more than £20 to align to peers.
https://www.londonstockexchange.com/news-article/GSK/gsk-announces-positive-dreamm-7-headline-results/16224766
All IMHO DYOR
Happy
Report in Sunday Times this weekend inferred Zantac claims in USA
have depressed SP
I cannot believe GSK is sitting at this miserable price of a little over £13.80. I fully expected the share to rise towards or above £16 after the results readout (which were fantastic by the way). Yet since then they have dropped approx 7%. Before the quarterly results the share was still on an upward trend yet now they are below YTD and only half a percent higher than a year ago.
Settled court cases, quarter on quarter excellent results, great pipeline, blockbuster launches and increased forecast seem to make no difference.
I’m not sure if it is poor leadership or market bias against GSK but something is not adding up.
After 15 years in this share, the lowered dividend without any likelihood of this increasing means I will probably move on if we get above £15.
FX USD/GBP
Big up day for most decent shares today. Still wildly undervalued!
It's started .......let's hope it continues.....
Https://www.londonstockexchange.com/news-article/GSK/gsk-receives-positive-chmp-opinion-for-momelotinib/16206079
At what point does our SP respond?
All IMHO DYOR
Happy