Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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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.
Something is happening: 11-Sep-23 13:06:20 1,458.80 17,975 Buy* 1,458.40 1,459.00 262.22k !
Is it possible that a few competitors now believe the previous stock price of GSK was too low given the circumstances? This is quite unusual for GSK historically, although I am not complaining. Are there any other theories to consider?
Nevertheless, I believe that the current 50% discount on Astra is unjustified, despite its improved management. The extent of the discount is unwarranted, and I am of the opinion that the stock price should exceed £18, considering the considerable growth potential in the medium term. It is important to conduct your own research and remain optimistic.
However, in my opinion, the current discount of 50% to Astra is not justified, despite Astra being a better managed company. I believe the current stock price should be above £18, allowing for significant potential growth in the medium term. This is solely my opinion, so please do your own research.
Is it possible that a few competitors now believe the previous stock price of GSK was too low given the circumstances? This is quite unusual for GSK historically, although I am not complaining. Are there any other theories to consider?
Why? Could be a few competitors finally think at the previous SP it was just too cheap in the circs. But it is historicall quite unusual for GSK. Not that I am Complaining. Any other theories?
However, in my opinion, the current discount of 50% to Astra is still far from fair value. While Astra may be better managed, the extent of the discount is unwarranted. I believe that the current stock price should be above £18, allowing for significant potential growth in the medium term. This is solely my opinion, so please do your own research. Stay positive!
Previous spikes were inspired by positive results, not of new drugs/treatments, but in legal proceedings concerning the Z word. IMO could be more of the same imminently.