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....and the share price drops 30p today?
Very encouraging news.
https://www.londonstockexchange.com/news-article/GSK/jemperli-fda-odac-positive-outcome/15831975
Building an encouraging pipeline of candidates. I feel 2023 to 2025 (3 years) will prove to much stronger for GSK than many analysts currently expect.
All IMHO DYOR
Happy
Institutional Investors.
What are 11's?
Nice 6% increase since results published last week - looks like II's are increasing their positions
Well, the chart says it cycles from 13-17£ every 6 months or so. It doe look like creep back up to £17. Glad I bought in at £13, GLA!
Just wondering if the continued sets of respectable results might be putting GSK in play. Seriously undervalued compared to its peers so you could argue now might be a great time to pounce and less debt than for some time.
Glaxo regularly updates us with new developments, but this is exceptional.
This should provide international attention.
@Badger ... hope you are right about the gradual feed through.
Otherwise pretty good results seem to have been met with a yawn
I’ve taken some more, the results were positive imo. I just think it takes time for institutional investors to change stance.
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!!