Member Info for fatprofits

Chav does not appear to do detail.

If a poster does not comprehend how falling earnings impact valuation

there is little point engaging.

But each to there own etc.

So sometime in 2022, 2022 !

they are going to start working on a COVID -19 vaccine
with CureVac.

It's beyond embarrassing.

So they may, emphasis on may, have a viable

vaccine candidate by 2023?.

Great that Emma has time for a non exec directorship outside GSK.

Are they not paying Emma quite enough?.

Would you oblige by sharing your thoughts, if any.

Critical levels etc. TIA.

Finders, AZN is trading at £73 and the price is largely
a function of the number of shares in issue - AZN should
arguably consider a stock split. That would not make
it any cheaper, just a larger amount of issued shares.

Luck with your GSK holding.

Do you have any comment on those two recent GSK
drug failures ?.

You've mentioned Hal Barron I don't know how
many times.

Ignoring drug failures may not be a winning strategy when
investing in pharma companies - Discuss.

I rarely drink alcohol, however I am dyslexic-
it's the gift that keeps on giving ).

I've asked (as I'm sure many others have)
for at least a temporary Edit window
as usually spot typos following posting,
but to no avail.

Is the success, or otherwise, of oncology.

This really is her big call.

Hiring Hal Barron and Luke Miels, investing hugely in oncology.

It also looks critical to the valuation of the pharms side,
particularly as we are now more or less at peak ViiV.

The vaccine side longer term outlook appears very solid.

Spot on about BT.

Once the pension recovery payment and CAPEX are accounted for there

is less than nothing left, which is why BT net debt is higher than 5 years ago -

even when allowing for IFRS 16.

Obvs that can change and hopefully for holders it will.

Https://www.ig.com/uk/news-and-trade-ideas/glaxosmithkline-share-price--what-to-expect-from-q4-results-210202

If anyone has a different take on those recent drug failures

potentially reducing confidence and expectations in the

GSK oncology pipeline, I would be interested to hear - thanks.

It's a mild warning, if you choose to term it as such -

I take your point, reduction in guidance etc.

My take is there is something a little more fundamental at play here -

It looks to be question marks over the pipeline and a couple of recent drug failures:

Https://www.fiercebiotech.com/biotech/gsk-culls-oncology-hopeful-officially-tosses-out-failed-hiv-vax

Https://www.fiercebiotech.com/biotech/gsk-german-merck-s-4-2b-bintrafusp-alfa-drug-a-bust-fails-to-beat-king-keytruda-lung-cancer

I think this has caused a significant confidence hit in the GSK
oncology pipeline, just imv

For anyone interested .

The conference call is available on the GSK IR site.

Seriously ?, it was that bad?.

shammy, unfortunately I met with tbe same brick wall attempting
to chase up my parents vaccinations, luckily now both vaccinated.

My partner, who works in frontline healthcare, had the Pfizer jab.

Both parents had the AZN vaccine.

On individual stocks is I'm hopeless at timing the short
side.

Often I find your view can be validated but price action occurs
later, or much later than expected.

The classic example on LSE listed stocks was Carpetright,
back in the day. For years that levitated destroying those short.

Price action in CPR ultimately validated the shorts rational,
but years later than expected.

Ocado must have cost many shorter dearly, at least to this point.

If I'm long a stock, personally I much prefer to hear the other side
or alternative views.

Otherwise it's an echo chamber of agreement, which can be less useful.

Hi Mark, thank you.

I heard it was possible to check under .5%, so thanks for
confirming, appreciated.

Mark, the last reported short in GSK (lse listed shares) was in 2013.

Now as they don't report below 0.5% on sites like short tracker,
there may well be unreported positions as 0.5% of GSK is a very sizeable position.

Would guessestimate that many of the non professional margined shorts may
have been forced to close out, unless taking a very quick decision on a brief read
of the headline FY statement.

Nasty close

If you want to take a bearish tack on AZN then

you probably say that future growth is factored in

following a great SP run.

That's not my own view.

I'm guessing some may have been squeezed out.

But the big boys control the price.