Member Info for fatprofits

The entire adult population of the UK to
be offered a vaccine by the end of September.

My Dad had the Oxford/AZN vaccine yesterday.

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

As the AZN vaccine can be altered very easily to target different variants
this may become the UK's dominant vaccine.

GSK's perhaps should have abandoned efforts on a COVID-19
vaccine following the disappointing data read outs and refocused
efforts on COVID antibody treatments.

Well done AstraZeneca.

Look at a 5 year chat of the GSK share price,

its nothing unusual.

The pandemic unfortunately has impacted on wider vaccination uptake rates

and that looks a primary factor weighing on the SP atm.

GSK is a big USD earner so a stronger £ is also a headwind.

GSK is very out of favour atm, but we have been here multiple times
before.

Progressing the pipeline is key to longer term prospects.

Luck with your holding.

Agree with that.

Little point hating on broker comments you don't like

and then finding those you like...insightful.

Ultimately it's only a view.

What's the annualised pension contribution and interest saving?, thanks.

Well aware PFD was profitable pre pandemic, that's not the point at all.

Profitability surged, is that sustainable at 2020 levels ? - that is the salient point.

Plays imv.

How sustainable is profitability post pandemic for PFD?.

If you can guessestimate that...

Congrats on spotting it earily, enjoy your gains.

dogs, not sure what you mean by that comment?.

The market attempts to discount news in advance.

Look at PFD on a 12 month chart, some people have made extraordinary gains.

Fats is interested lower down, if available.

And what is his view on the trading statement?

And again on Friday.

That's my lot now.

Risk/reward near these levels look very favourable IMV,
as always please dyor.

My add from yesterday well timed.

Hopefully north of £14 tomorrow.

Yes so do I.

Which is why I've been adding.

Of Coats on Wednesday.

COA looks value to fats.

Has been banned in Scotland.
All Waitrose shops nationwide have temporarily stopped
click and collect.
And now speculation that if restrictions are tightened futher
it will be outlawed in the UK.

Is this relevant to PFD?, possible reduction in sales...

Fair value is subjective.

The SP is near current levels largely because of lack of
current growth.

Hopefully the future looks better.

Bond yields and FX the primary reason for weakness today.
Look at ULVR, RB, AZN etc.

I could do a longer post explaining those two factors
re GSK, but would hope it's self-explanatory.

I'm not doubting the efficacy, that's first in class,

it's turning up to receive an injectable every 6-8 weeks.

The oral form is in Phase 3 testing atm, from memory.

Cabotegravir, will not be a blockbuster, certainly not in injectable form.

In oral pill form there may be an opportunity, however you are then
Competing against genetic PrEP products.

I've never understood the rational for this asset.

Is now on the GSK Invedtor Relations site.

Reads well imv.