GlaxoSmithKline's decision not to proceed with the sale of part of its HIV unit, announced as part of its strategy update on 6 May, was the right one. It would pocket $10bn from such a sale but the unit is also the source of the quickest revenue growth at the company, with sales up 15% last year. That comes after the firm carried out an asset swap with Novartis, shifting its business away from pharmaceuticals, especially in the oncology space. Chief Andrew Witty sees pressures on the horizon for pricing on speciality drugs. Indeed, prices have the attention of insurers, politicians and the media Stateside.However, profits will fall sharply in 2015 as a result of that swap. Cash profits will be worse still as the growth forecast by Glaxo in its 'core' profits means stripping out restructuring costs. On a more positive note, the dividend will not be cut. Then again, that is what you would expect a company with very tenuous growth prospects to say, writes the Financial Times's Lex column.The new chief executive of software developer Sage, Stephen Kelly, has his work cut for him. The firm's targets for a 6% rise in sales and margins of 28% look achievable, but yesterday management admitted it will be slow going. Recurring revenues from subscriptions need to be increased and he also needs to raise the proportion of customers taking Sage One, its cloud service. The American business also needs to be revitalized. Some of its operations such as payment services and sales to smaller businesses are lagging behind growth in those markets. Given those uncertainties and the recent gains in the share price "some profit-taking" may be in order, says The Times's Tempus.