Member Info for fatprofits

Do you have a margined Long position in GSK?.

I'm asking, you don't need to answer obvs!.

That should have read ...You're!. I usually know my apostrophes).

This is very much a guess Only,

I expect circa 03 November to yield some nice prices.

BBY also of interest but not yet.

Finally if markets really get ugly then some RYA.

What I've bought this week is ABF and just a tiny toe dip in
to PRU today.

Looking for under £8 there to add.

BJ steady on, no need for a personal attack.

I asked a question, I did not make a statement, hence the ? And not an !.

Now you might think that running a multi national pharmaceutical company

undergoing huge change might require all of your work time attention.

You might well think that, but not in Emma's case it appears.

The highly esteemed CEO holds AT Least one other BOD position

as a non exec.

Fatty is not short and from memory have never
said Sell - not that it would make the slightest bit
of difference.

There is a lot of cr*p posted here and I'm adding some context
and hopefully not just more cr*p.

Https://www.gsk.com/en-gb/media/press-releases/gsk-and-merck-kgaa-darmstadt-germany-announce-global-alliance-to-jointly-develop-and-commercialise-m7824-a-novel-immunotherapy-with-potential-in-multiple-difficult-to-treat-cancers/

GSK potentially on the hook for well over 3 Billion USD.

Was that a good deal, remains to be seen.

SAk, I userstand the point you are making, however it's still potential, if, but, may be.

I'm just drawing attention to this and that AZN have already delivered.

On oncology GSK is where AZN circa 2013.

GSK are donating 200 million does, it's not a commercial agreement,
it's a charitable donation.

Lucky, very approx GSK has about £8 billion more in net debt.

SAK, read the results, end of.

AZN have delivered on oncology, GSK are in infancy with their current programme.

Yes it may deliver in years ahead, but thst divsion can be nowhere even near profitability yet.

There is a world of difference between delivering and potential.

And on oncology, GSK is at the potential stage.

That post is directed at SAK50.

I dont hold AZN, at least not directly.

Find a single post on LSE, on which I've been posting for years

where I have said Buy AZN or even posted on the AZN board.

What I have tried to do is counter the utter c**p you post

and provide some context for the AZN market cap.

Yes apologies, given the recent AZN share fall the 2022 PE is now under 20X.

I last looked a couple of months ago.

In FY 2022 AZN is forecast to make the best partt of £9 Billion pre tax.

Read todays GSK statement and then read the laxt AZN update.

Or look at the AZN estimates.

So many ridiculous comments here which so little grasp of reality.

GSK oncology revenue was Less than £100 in the Q, that's £100 million revenue, not profit.

And that is having paid $ 5.1 Billion, yes Billion for Tesaro.

And have you looked at the AZN earnings estimates 2 years out? - the PE then drops to
around 24x in 2022.

AZN you are paying fo the potential of 5 years plus of growth to come.

* US markets.