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Likely to stay above 80 now....I was concerned by the pull back to 70 but the update has done for that. I expect more good news with the FY results in September. Some positive noises around Q1 trading will take this over 90.

Likely there will be a trading statement soon...
The announcement with the CJRS comment indicated a good financial position....there has been good value realised in the back book and they should be restarting smets2 installations. With people working at home they will have a higher install rate and lower deferrals.
This business is about installed book, their financing and then level f maintenance spend (hopefully v low). Plus growing carbon management for business.
The green build back better agenda should be positive in the medium term.
Should be a survivor and then a winner.

The comparison between GSK and the other large Pharma noted by Driftking is striking.
GSK has been too focused on internal reorganisation for too long and not enough on product innovation. However Walmsley has noticed what AZ has done and is investing in the pipeline.

It looks likely that the reshaped pharma company is going in the right direction, Tesaro is looking like a good buy. although it has been investing in a lot of minor stakes in partners which is usually the recipe for stranded capital, so exit plans are important.
The Consumer Healthcare business should be Packed full of power brands, I expect it will generate a lot of cash and will carry much of the GSK debt on separation.
Hopefully we have a strong dividend payer and a strong growth company as a result.

One to buy in 2021 and get some growth in 2022.

I suspect the current weakness is because their news is a few weeks old now...the speculative market is interested in potential vaccines and the long investors may be fretting about China relations.
The results next week give CH another platform to review H1 successes and look forward.
HCM May follow the market if there is a downturn, otherwise I don’t think we will dip below 400p meaning these are good times to drip money in.

Indeed, could not have been more positive from a sales perspective....
But No mention of margin and profitability.
There has been mention that the factory had significant capacity so let’s hope a lot of the extra growth falls through to the bottom line and is not eaten away by additional operating costs ( quite happy for cash to be reinvested in growing the business)

Probably would be a take out bid right now

If it follows last year, then we may get an trading update this week with the full results about 10 days into September. This was the April update:

The Group has a strong balance sheet and liquidity position, with proforma net cash1 of approximately £80 million. In addition, the Group has a £200 million revolving credit facility providing additional flexibility.

As announced in our half year results, sales for the fiscal year as of 9 March, had been approximately £3 million lower than plan, reflecting the impact of the early stages of the pandemic, predominantly in China. Since then, conditions in China have recovered gradually, however policy actions taken by governments around the world to limit the spread of COVID-19 have begun to have an effect on customers in other markets, including across North America and EMEA. Consequently, the Group estimates that as a result of the impact of COVID-19, revenue for FY2020 as of 17 April 2020, was approximately £14-16 million lower than plan.

Over the last few days we have begun to see the reopening of labs in certain countries within Europe, and a gradual increase in customer activity and revenue as a result. However, it is not feasible to give accurate guidance on future sales until there is greater clarity about the full duration and impact of the pandemic.

We are continuing to monitor developments and will provide further updates as appropriate, including as part of our usual reporting cycle in July and September.

What to look for:
Reiterate strong balance sheet = will survive
Sales can be expected to be down on plan, but may still be ahead of 2019.
Key will be whether the search for a vaccine is creating demand and whether sales are recovering and any forward looking statements.
Recent trading statements have been punished for realistic forward guidance even when results have been pretty good.
I expect there will be a drop and then a bounce leaving the shares a few % off the start of this week.

Will be this week. The sp reaction will be about forward looking statements. The last quarter will have been poor, but if it is stabilising / improving the mark down should be limited.
Anything overtly negative for more than 6 months likely to see an initial 10-15% off, but likely to bounce and recover 50% of any loss.
Looking through the current pandemic, CVS likely to benefit from lower acquisition costs.

Quite a bounce today.....suggesting yesterday’s fall was an over reaction.
There were some cautious statements. If that is how the market treats companies that have still grown during the pandemic, then I would be v cautious about holding any shares over this results season....almost any share could see a 10-15% fall and then recover rapidly.

Hasten the demerger of Jackson and relocation from London to HK or Shanghai

A disappointing reaction to what was a pretty decent update.
Probably a good buying opportunity.

Market for IPOs and secondary listings still going strong.

When I saw the drug name, I Thought it was a new drug, but it is Proleukin.
If this Trial works, it represents a positive result and additional return supporting the investment in Refreshing this drug which I must admit to questioning due to its size relative to Clinigens market capitalisation. The board will be pleased with its decision.

Will we get a AUM and flow statement prior to the HY results?

New ideas for value enhancement.
Often an interesting time for a business.

I like to see my pharma stocks doing good in the world.
Orphan drug designation is an accelerator of value.....if the trials show a meaningful response.
It will be interesting to see the timetable for the Mirocals trial set out later this year. As the disease results in death between 2-4 years after diagnosis, treating cohorts of later stage and early stage patients should show results within 2 years.

We should be grateful for the uplift in valuation, I must admit the quantum is less than I was hoping for. However Edison has one of the highest valuations at present and it is 50% above the current level, so I am not getting too unhappy about it.

Happy for the SP to have a quieter spell and to accumulate some more around 450p.

Spikeyj, I would hope there is more clarity on the purpose of the group and an uplift in confidence.
The Aviva of being all things to all customers has lacked conviction and this In my view is a major reason for the long term drift and decline. In the UK I would like to see a separation of the insurance and investment business, overseas only have positions in top 4 local operations.
It will take 18-30 months to implement such changes although the smaller operations can be changed faster.

Atleast 50m needed to get on the list.....I did not win the euro millions last night.....probably the only way of getting on the Board....
If I did win I would probably invest a good slug in HCM....but would need to hold back some, can’t put all the eggs in one basket

There seem to be more trading updates this year, if only to say how the business is doing under pandemic conditions. Hence I expect there will be an update in The second half of July.

Looking for indications that the last update has been followed through or perhaps even improved.
Reiterate positive developments for Proleukin and the other recently announced deals progressing satisfactorily.