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Sorry meant to add besides the overall market drop.
Anybody have any thoughts on the sp drop.
M.D. if you are interested wellcome gnome campus is having an online comedians night Wednesday I think by scientists . Check the website booking needed. I’ve been to a few talks ( free) on Campus as I’m lucky enough to live near Cambridge. They are very good and informative.
Clover Biopharma and GlaxoSmithKline have put the latest coronavirus vaccine into human testing, starting a phase 1 trial of their SCB-2019 candidate after promising animal studies.
The COVID-19 vaccine – which is the fourteenth to start clinical trials, according to World Health Organization (WHO) data – is a trimeric sub-unit spike protein developed by China-based Clover that will be delivered alongside GSK’s pandemic adjuvant system.
It is, however, only the second protein sub-unit vaccine to start trials after a Novavax candidate, which started a phase 1/2 trial in May, and is based on a full length recombinant glycoprotein from SARS-CoV-2, the virus that causes COVID-19, given with the biotech’s Matrix M adjuvant.
Results of the initial study in 150 healthy volunteers – to be conducted in Australia – are due next month and, in parallel, planning has begun for a phase 2b/3 efficacy trial later in the year.
The adjuvant system is designed to boost the immune response to the vaccine antigen and allow less to be used per dose, potentially allowing more doses to be supplied from a production batch.
The trial follows preclinical results in animal models which showed a strong neutralising antibody response against SARS-CoV-2, the virus that causes COVID-19, across multiple species, said GSK.
GSK is one of the top vaccine companies in the world but has opted to contribute to the search for a COVID-19 vaccine by making its adjuvant technology available to other companies, rather than advancing its own candidates.
The company has an alliance with Sanofi’s vaccine unit Sanofi Pasteur to develop a COVID-19 protein sub-unit vaccine, although that is still in preclinical development. In addition, it has partnered with the University of Queensland and Innovax/Xiamen University on other sub-unit vaccines that are also in early-stage testing.
Everything related to covid-19 these days is good news for the appropriated company,
GSK picked VIR, and that is showing well
$5 billionis not a hefty investment for the pipeline they acquired and took forward, and with respect to analysts , they do not follow the innovation in biosciences.
GSK holding in VIR is a prime example, before you look at the others.
GSK JV with Clover Pharma is another they missed , and in the way Biosciences as changed and the real growth and new companys in California San Fran area, one Investment Fund as taken notice and is investing substantial funds on behalf of its well known clients in Vir Biotechnology,.
THe DIVIDEND WAS TRIMMED BACK I THINK TO 4.8%
It was thought GSK paid a hefty premium for Tesaro, the sp fell sharply when it was announced so arguably the recovery in the sp recognises the net increase in value having written off the 90%premium.
GSK is good at announcing mega investments 23&me, vir being two recent examples with a third in the last week, sorry the name escapes me. These may all be smart investments but the analysts cannot see the returns yet......and they put goodwill on the balance sheet and cash leaves the business.
As these acquisitions produce the goods I expect the GSK SP will begin to rise, just as AZ has as its investments in oncology have produced results.
If you want a 5% dividend yield for the next couple of years before this growth comes along that is fine, but GSK is a long term investment to get capital gains as well.
WHen GSK paid over $5 billion for Tesaro last year, the market did not and as still not woken up to the acquisition.
Tesaro drug pipeline was exceptional and within the next 6 months I expect major Insitituional Investors to wake up and increase holdings they.
Drugs from Tesaro acquisition given FDA and EU approval this year.
Belantamab Mafodotin This treats the relapses in paiteints with PCM = Multiple Myeloma and I expect it may/could be used in other forms of disease such as Amyloidosis . It may well be used soon in other Myeloproliferative Disorder's
Belantamab Mafodotin is a major drug in GSK stable now, I would expect to be generating in excess of $ 1.8 to $2.5 billion per year in 2021
Zejula first line defence and Advanced Ovarain Cancer's Hal Barron, Chief Scientific Officer and President R&D, GSK, said: “Women with advanced ovarian cancer have a five-year survival rate of less than 50%. This expanded indication means that many more women with this devastating disease can receive earlier treatment with Zejula, which can extend the time it takes for their cancer to progress.
Dostarlimab is another drug from Tesaro that GSK acquired it treats Endometrial Cancer and was approved in April by the FDA.
Cabotegravir is GSK new blockbuster treatment for HIV, which blows away the only other Pharma Company Gilead treatment the trials that took place with Cabotegravir were halted early.
Cabotegravir is awaitng approval to be used in combination with other GSK drugs namely rilpivirine, fostemsavir
Approval for Trelegy Ellipta that treats various COPD conditions is expected soon, and will be another significant Drug brought to market.
Also in line for approval is Daprodustat for renal anemia that as been showed to be effective in Japan
Will add if we return to sub 1600p
Estimated EPS for 31st Dec 2020 ...116.46p
Estimated EPS for 31st Dec 2021... 118.65p
There's not many companies offer 4 divs per year of 5% if ones average is 1600p or below.
To right it was. Even now it’s cheap. I can see a revisit to 1750 easily. I’m a great believer in GSK and I dare mention it the split yet again. Gsk is by far my biggest holding 1800 shares and I am thinking of adding .
The split will make a good profit as both companies will do very well out of it and I will get two brilliant investments.
nice little recovery recently.
1500s seemed a bit too cheap.
Just been listening to Sarah Gilbert on Twitter extremely good presentation,worth a look even if you don’t understand all of the science. One think that I found interesting was that AstraZeneca are actually making the vaccine that they have already come up with although they Oxford don’t know if it will work yet studies are going ahead. The reason is if they have to manufacture a vaccine from a standing start it would take a long time to get it out to the public.
Therefore AstraZeneca in collaboration with othe manufacturers are making the vaccine at risk as it may not work. GSK it seems are not taking on so much risk as they are putting forward the adjuvant which helps to make the vaccine go further . Their adjuvant is used with other vaccines.
Seems to me GSK are really gearing up for the split.
Had to google the term "synthetic lethality" to discover that it DID NOT mean playing possum.
Well the cash injection will help with their losses which are not to good.
M.D. how do you do it! :-)
Billions on the table, GSK’s Hal Barron antes $120M cash to partner with a specialist in synthetic lethality
GSK R&D chief Hal Barron has turned to another Bay Area biotech for his latest oncology drug development pact, which could total billions for a preclinical deal that starts with $120 million in cash. And this one speaks directly to one of his favorite topics: synthetic lethality.
Barron is partnering with Ideaya Biosciences $IDYA for this new alliance. GSK is handing over $100 million in upfront cash, plus another $20 million
IDEAYA and GSK Announce a Broad Partnership in Synthetic Lethality, an Emerging Field in Precision Medicine Oncology
For media and investors only
Issued: South San Francisco, CA, and London, United Kingdom
Partnership covers three IDEAYA Synthetic Lethality programs - MAT2A, Pol Theta and Werner Helicase, and will explore combinations between IDEAYA and GSK programs
IDEAYA will receive a $100 million upfront cash payment, and $20 million equity purchase of IDEAYA common stock in a direct private placement, and a potential $50 million cash option exercise fee for the MAT2A program. IDEAYA is also entitled to receive potential preclinical, clinical and sales milestones
IDEAYA will receive a 50% US profit share for the MAT2A and Werner Helicase programs and is responsible for 20% of global development costs for products being developed with GSK
IDEAYA Biosciences, Inc. (Nasdaq: IDYA) and GlaxoSmithKline plc (GSK) announce a strategic partnership in Synthetic Lethality, an emerging field in Oncology.
The strategic partnership includes IDEAYA’s Synthetic Lethality programs MAT2A, Pol Theta, and Werner Helicase programs, which are projected to reach clinical trials within the next three years. IDEAYA has solved the crystal structures for each of its MAT2A, Pol Theta and Werner Helicase programs, enabling structure-based drug design, and has demonstrated in vivo proof of concept in relevant animal models for its MAT2A and Pol Theta programs.
Synthetic Lethality is one of four core research focus areas for GSK in oncology. In synthetic lethality, cells tolerate the loss of single genes in isolation but not together in combination. When tumor suppressor genes are functionally lost in cancer, this mode of action can be used to exploit tumor-specific vulnerabilities through new medicines for patients with cancer.
“GSK is the ideal strategic partner for IDEAYA, as this partnership enables compelling potential combinations and the opportunity to build the industry leading Synthetic Lethality pipeline that targets molecularly defined populations in several major solid tumors, including potentially lung, prostate, breast, colorectal, and ovarian cancer,” said Yujiro S. Hata, Chief Executive Officer and President, IDEAYA Biosciences.
IDEAYA will lead the MAT2A program through early clinical development. IDEAYA is responsible for all costs of the MAT2A program prior to the GSK option exercise. Thereafter, IDEAYA is responsible for 20% of global development costs.
Added again at 1608 this morning. Gla
Topped up with another 800 at 1600p, with an average of 1435p so far
So that’s me got ABBVIE, GSK, JNJ, NVS in pharmaceutical sector.
How’s everyone’s investments doing?
Got an mini tender offer through HL account by a Capital fund for my Abbvie shares today how dare they think I would sell them haha .
GSK is good value under £16.00
Split is still 12-24 months away, more interested in pipeline news this year.
GSK Pfizer owned ViiV Healthcare announces US FDA approval of the first-ever dispersible tablet formulation of dolutegravir, Tivicay PD, a once-daily treatment for children living with HIV
Dolutegravir is the first integrase inhibitor available as a dispersible tablet for oral suspension for children weighing at least 3kg and from four weeks of age.
The FDA approval is testament to the commitments of global stakeholders spanning regulators, industry and non-profit organisations to develop new and innovative HIV medicines for children, most of whom live in resource-poor settings.[i]
For media and investors only
Issued: London, UK
ViiV Healthcare, the global specialist HIV company majority-owned by GSK, with Pfizer Inc. and Shionogi Limited as shareholders, today announced that the US Food and Drug Administration (FDA) has approved Tivicay PD (dolutegravir) tablets for oral suspension, which are used in combination with other antiretroviral agents for the treatment of human immunodeficiency virus type 1 (HIV-1) infection in paediatric patients (treatment-naïve or -experienced but INSTI- naïve) aged at least four weeks and weighing at least 3kg, as well as an extended indication to expand the use of the already approved Tivicay (dolutegravir) 50mg film-coated tablet in paediatric HIV patients weighing 20kg and above.
Paediatric HIV remains a global issue, with children disproportionately affected by the HIV epidemic. Latest statistics show there are 1.7 million children living with HIV1, and the majority of AIDS-related deaths among children still occur during the first five years of life. Major obstacles persist for children, such as continued mother-to-child transmission, the availability of HIV testing, slow initiation of treatment and poor availability of optimised paediatric formulations of antiretrovirals.3,
Added this morning. GSK seems to not be flavour of the month, which is excellent if your a buyer.
I am looking forward to the next set of results which should be good after offloading Horlicks.
Sleep well enough without horlicks anyway, :-)