George Frangeskides, Exec-Chair at Alba Mineral Resources, discusses grades at the Clogau Gold Mine. Watch the full video here.
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See this RNS
https://www.londonstockexchange.com/news-article/GSK/zantac-ranitidine-litigation/16161207
Slightly worrying for holders in that GSK has NOT said what it cost them to have the cases dismissed. Money will have changed hands, how much? is the key question.
I made the point in posts on this board some time ago that the threat of this action in US courts would take some time (and money) to dissipate. Unfortunately, whether Zantac does or does not cause illness is almost irrelevant, what does matter is how long and how much it will cost GSK before the matter closes.
I do not currently hold and will not until this is resolved and Walmsley goes.
Upside on GSK.
Three year deal with China Zhifei beginning Jan. 2024 to sell Shingrix.
More deals in pipeline.
Luke Meils proper Pharmacy COO , bright future @ GSK
Interesting article from Bloomberg yesterday mentioning that GSK and Pfizer RSV vaccines will bring in $2 billion in sales this year. Assuming Arexvy takes 55% share that is a c£700 million sales upside to the £219 million currently pencilled in by the City.
Buzle... thanku for informing... may we know reasoning why.. and where to...
Perhaps ........... r royce rising trend, vod if it goes lower taken out imo recently the chart turned up (10pc divi while wait) aviva lgen earnings allready known years in advance from annuities 7.5pc div or a few aim cos which MAY !!! go up , times 3, times 4 , ggp arianna gold imo
In my experience its even harder to predict one share going down and another rising....even the active fund mgrs mostly don't do this long term.. Maybe guilts bonds and index etfs.. so as one vid said, buy the haystack dont look for the needle.
.. In my dreams, isa with RISING dive shares, in my dealing, RISING PRICE shares... Ill stay with glaxo haleon aviva lgen vod and three little ones for multibag or not.
I wish you all the best with your investment here I'm moving on for now.
@ Buzle1
I'm hoping that you've got out a bit early as I was think that the SP will can carry on into the Santa Claus rally
Out ! Sooner than I thought but target reached -- don't be greedy.
With the reliable divi blue chips glaxo haleon aviva lgen et all my concern has been, are the boards scared of AI or do they embrace it.
Its like a huge wave, you can either drown underneath it, or surf on top.
At last I know GLAXO stance on this, daily mail today, .."glaxo using ai in its drug research..". massive supergood news in my view. Go Go glaxo. shoot for the stars.
RSV is currently responsible for around half a million hospitalisations and 33.000 deaths in adults over 60 in industrialised countries.
As populations age and more countries become industrialised that 'market' will grow exponentially.
A life saving step forward by GSK
The vaccine is showing positive 2 year efficacy so far so may not need to be administered yearly; good news for sure but it may not be a huge income stream if it does not need an annual dose like the flu vaccine.
Yet more very strong good news from Japan.
Quite a detailed article worth a look at: "Merck Vs. GSK: The Game-Changer Race In Pharma Excellence"
https://seekingalpha.com/article/4636779-merck-vs-gsk-the-game-changer-race-in-pharma-excellence
tldr:
Conclusion
Despite the increasing number of emerging challenges for the pharmaceutical industry, the management teams at GSK and Merck are successfully coping with them. GSK is a leader in developing vaccines against numerous viruses and medicines to treat HIV and respiratory diseases. While Merck is a recognized leader in treating oncological disorders, the demand for its drugs is snowballing due to numerous advantages over the products of such giants of the healthcare sector as AbbVie (ABBV) and Pfizer (PFE).
While we continue our analytics coverage of both companies with an "outperform" rating, GSK has a more diversified portfolio of experimental drugs and vaccines, a higher dividend yield, and lower total debt. As a result, we believe that GSK is a more promising asset in the long term.
They are cheap. But would you go into a bidding war for a house if you knew there was litigation hanging over it?
JAdams5000 - You are either brave or 'Yes Minister' Brave. Yes they seem absurdly cheap but why then are they not yet on the receiving end of a bidding war?
Just too cheap compared to other pharmas
Https://www.londonstockexchange.com/news-article/GSK/fda-approves-ojjaara-momelotinib/16127300
More positives for momelotnib.
I would imagine that the review process in Japan will be little more than a box ticking exercise.
From Reuters "Morningstar analyst Damien Conover estimated the therapy would gain close to 50% of the second-line myelofibrosis market and projected annual peak sales of close to 500 million pounds ($627.45 million)."
Ojjaara (momelotinib) approved in the US as the first and only treatment indicated for myelofibrosis patients with anaemia. Luke Miels said with this broader label Ojjaara will be able to generate peak sales comfortably above blockbuster status.
Patients who are anemic at diagnosis make up about half of the first line population according to Miels. In the second line around 60% to 70% of patients are anemic.
Miels said the broad approval is a recognition there’s a very elegant mechanism of action at play.
Specifically JAK inhibition gives Ojjaara the ability to reduce the size of the spleen and address other symptoms for myelofibrosis patients. But an off target mechanism against activism A receptor 1 could explain the drug’s additional benefits in controlling anemia. That’s really important in the context of myelofibrosis because anemia status and transfusion requirements frequency are directly correlated with life expectancy” Miels noted.
Terrific news for patients and GLA
After such a good day - it's good to just feel pleased... Stay positive....
I'm expecting the Share price to fall back into Oct before rising on the back of 3rd Quarter results in Nov, then up again with the Santa Claus rally topping out at with final results and div payment at the beginning of next year. Just my vision for the stock.
Any thoughts
DYOR
GLA
....that would get close to their true worth!
Nice to see the recent rises as the low 1300's was ridiculous. I hope we start to see some stability in the 1500's now. Failing that i might have to start trading the stock.
I think the rise in SP is due to a few factors.
1. The pipeline of new drugs are delivering- positive news for Momelotnib, Nucala, Shingrix and Jemperli in the last couple of months.
2. The market participants are just returning to work and buying in volume once again. (Sell in May, stay away until St Leger day)
3. Appetite for big pharma M & A transactions looks to be back.
Anything under £14 was a give away.
Is it the new GSK plant in Hertfordshire as investment causing the SP to head north?
Yes its called USD/GBP Fx rate.