Member Info for TR64

riskingit
the only Idiotic clown is you and your carp comments.
#AZN nowhere near any testing on the Brazilian variant

CVAC as so advanced , you have no idea.

UK so worried about Geram Bitech they wanted in.

Not to worry. i dont listen to Macron or Johnson, I dont have the time for parasites .

Wonder how you will feel when Telsa buy out CVAC.

Dont ever say you were not aware of the Technology.

Dream on riskingit.
When you grow out of your short pants, come back.

SH

No not confuse. i am using the GSK forum which is in Pounds, if I start putting in Dollars it will confuse and will you work out £ to £.
Yield is now 7.23 %

this forum seems to have a problem with GSK Dividend, and my holding is for that- of course I am dismayed by the SP- but then I do know that CVAC vaccine is the only vaccine trialed in Brazil.
Its Trial covers the SA Variant as well, but not the California Variant.
The UK is premature, it actaully believes its vaccine are going to be the answer, but in reality they are not.
I wish they were .
Even when and if the AZN 2nd dose is given, its not going to protect everyone.

How long does it take to pay off the debt and make up the pension deficit of £4.5 billion.

IAG will have to sell of planes, cancel lease agreements, they already know they are losing 40% of Business travelers.

Might be best if they stepped up low budget range flights and challenged EZJ.RYA on domestic routes across the UK

Garydav 2 and the others in the pot of making incorrect posts.

First lets cover the Dividend.
80P for next Financial year.
Its in black and white and next year it will be revisited , but what posters despise and get so rattled by is the Yield is 7.28 %
Its so hard for those who want GSK to ditch it, so the money exists the stock, but its not going to happen in this financial year
My Answer is get use to it, if you dont like it, find something else that pays no dividend.

Lest cover CVAC, I am invested, and it can go either way, but in saying that, its the only vaccine that is being tested in Brazil, Peru, Panama, Soth Africa, Europe and its initial phase 3 results are expected this month. Its already got a rolling review with the EU as the data and results come in.
If it fails, then the sp might drop to $60.00, but in saying that , it as a pipeline and is more advanced in other infectious disease and Oncoloy than any other mRNA .

iTS SP DROPPED , when Janssen Ciliag =JJ Vaccine got approval and Merk team up to double production . But Curevac vaccine was never aimed at the USA, and the current vaccine to date have not proved 100% Efficacy or proved themselves against all variants, some are less effective and the UK Vaccine Task Force as already placed order for 50 million doses of CVAC second Generation of Vacine for COVID 19 and Influenza. The UK as been so desperate, its gone and signed an agreement with a EU, Yes EU country for Vaccines. Its actually providing CVAC with all ist genoic sequences data, that it does not share with other vaccine makers, that is part of its agreement withGSK/CVAC
Now , I am open minded, if it fails, then I wont lose as my entry point was the Intial Price Offering of $16.00, but I have brought more at $42.00 and as high as $85.00

I brought more yesterday, but had to seel 1500 GSK at £12.23.
That capital I split between CVAC and VIR.

VIR price drop, it fell away from $75 to 60 on Monday, prior to one of the trails, but the trail results did not show any data that made it unsafe , 300 people were enrolled in the USA and they stopped enrolling any more. The result was inconclusive if it helped, with Coronavirus treatment, data is yet to be provided.
VIR as a further 2 trails its undergoing with its other antibodys and a one shot intra muscular injection.
My investment in VIR is long term, but it was its hepatitis treatment I brought for and the Antibody treatment was an additional bonus, I have held since its Initial price listing and brought more $60, AND YESTERDAY AT $34 dollars.

Also to be open, I sold 50% of my holding at $139 dollars, and took the profit, waited in case the price dropped and did reinvest it at $60. Now on that I an down 34% on my buying at $60.

When I sold GSK shares yesterday, I brought more VIR at $34, in hope it will be a good investment, so I took the view I would possibly lose out selling GSK if it rose, but have not yet.

Best of luck. By the way, the div

No, I buy in ADR
https://www.nasdaq.com/market-activity/stocks/gsk

Apologies . 4 Billion 9 million shares in issue, that is 3 billion more shares and no dividend for 3 years.

liverpari4

January 2020 IAG share price pre pandemic was £6.74 . Shares in Issue 1billion ,900 million
Today, 3 billion 900 million.

No Income, debts is not servicable, if it was they would be paying the pension contributions of £42 million a month
UK government paying UK salarys and IAG cant mae pension payments, even though they are not paying salarys of Furloughed workers.

BA as an example income in main is Business class, I hope they can keep as much as they had pre pandemic.

Personally I can only see one option and that is another rights issue , but that wont help much.

EZJ/RYA/ WIZZ have better business models but still have no cash.

Even if Normailty returns in 2023 IAG debts will be the same.
60% Overvalued is in my opinion generous, the sp is all built on hype and hope, but reality is , income will not return to pre pandemic levels for at least 18 months, so expect the existing debt to double

Caitlan.

My answer from GSK on Dividend 12 minutes ago.
No forecast on what cut in Dividend is, may not be , no decision made and wont be this year.

Dividend payment remains same at 80p per share, which is 7.28% yield.

I have to laugh at these projected cuts, as no decision as be made and its all BS until GSK make statement to the market in a RNS.
Cuts in Dividend know about are IAG no dividend for next 3 years. TUI no Dividend.
Rolls Royce no dividend this century

Pension Deficit of$ 3 billion, how is that going to be repaid by 2023.
BA keeps deferring pension payments , that are £37.5 million just in the UK every month.
No Dividends for 3 years.
Debt of $12 billion .
Current price per shares looks around 60% over valued with no income still.
Am I missing something, or are investors buying it to hold for 30 years

Caitlin.
Come back in April 2022, the divi does not change for the next 4 Q.
First dividend to be reviewed is the April 2022 Dividend.
Where else can you get 7.31% Yield for the next year

Oh forgot to say.
Vaccine CVAC
Novartis are making 50 million doses, already started production and will make a further 200 million in 2022
Add that to 300 million Doses CVAC are making in 2021
then add 100 Million Doses GSK are making for Q4 of another vaccine in CVAC armour that the UK as already ordered 50 million doses for the Autumn . Wonder why the UK wants CVAV 2nd vaccine??

Suspect all these existing vaccines work that well, that the UK Germany, Switzerland Austria are making CVAC "vaccines'e" for no reason.

Cant help but laugh at the clowns now saying they warned about AZN, when they have been defending its vaccine.how its going to make capital when its out of pandemic.
Simple Fact. AZN diluted shareholders with its over Priced Alexion Bid.

On CVAC I have said it reached $150 already.

Reason vaccine and bio tech stocks got it was Biden annoucement that Merck are going to Make the Belgium Vaccine made by Janssen Ciliag. Odd the Americans call it a USA vaccine, when its made in Belgium and was trailed in the main in Eurpoe and the UK. Africa Oh, its owned by Johnson Johnson.

In my opinion it changes nothing, all that as occurred is the FDA have approved it and they have doubled production so there in enough made for every American by the END of May, that means in conjuction with the German Vaccine made by Biontech , with pfizer lending 5% of support. Every Noticed how Pfizer share price dropped since the pandemic started and is down 20% from January 2020.

MRNA vaccine is being produced by Lonza of switzerland and its share price dropped on the new of Janssen Ciliag Johnso Johnson, the same as BionTech sp.

CVAC dropped the same, big difference is CVAC is trailed in Latin America , and will be the go to Vaccine, but that been known for over 6 months, as it started work on Second Generation Vaccine in September and started in phase 3 Trial in January, but is trailed in the EU, South Africa and Latin America.
Odd the UK Government wanted in on CVAC , and are paying there own costs, GSK need to use CVAC mRNA technology, but not just on Covied, they need it for HIV vaccine they are working on, and Oncology .

Key issue. CVAC only have 25% of there shares that Buyers and Institutions can but, the 75% block holding is held buy Dietmar Hopp, KfW, GSK, Qatar WF, Directors/Founders.

GOOD NEWS GSK WILL PAY 80P DIVIDEND FOR NEXT YEAR. 7.31%

Expect the minions of multiple avatars to get upset again , as the Dividend as not been cut , but gets revisited in Q1 2022

Seems the USA top Infectious disease Specialist who is in Houston knows better
Updated: March 2, 2021 6:08 p.m.
Expert weighs in on 3 new COVID-19 variants now emerging in Houston
As a new vaccine nears distribution, Houston doctors are now seeing three new additional COVID-19 variants emerging from New York, Brazil and California, according to a study released by Houston Methodist.

In total, the Houston area is currently facing five COVID-19 variants, including the U.K., Brazil, South Africa, California and New York. Houston Methodist has detected 20,453 coronavirus genomes in the Houston area since the onset of the pandemic.
Houston's top infections disease expert officially has his own sandwich

These mutated variants could potentially be more transmissible and cause more serious illness, according to infectious disease expert Dr. Peter Hotez, who spoke to Chron.

"We've got several variants in play," Hotez said. "We call them variants of concern. We're worried about higher transmissibility and more severity of illness. The ones that fit that category include the UK variant, the South Africa variant and the Brazil one."

The New York COVID-19 strain carries a mutation that could weaken some effectiveness of COVID-19 vaccines, according to the Center for Disease Research and Policy's Sidney Soucheray.
"There's the question of the new variants coming out of California and New York," Hotez said. "We know they are rising in frequency."

Hotez said that the new virus strains will compete to win dominance in the U.S. and in Texas.

"The country will move to 4-6 major COVID-19 variants," Hotez said. "The only uncertainty is how dominant they will become and which ones will win out. What that will do in terms of translating with an increased number of cases."

The chief concern is how to get ahead of these COVID-19 variants as they threaten to accelerate in early spring, Hotez zaid.
"This is what I'm worried about, " Hotez said. "Even though we have a good plan to vaccinate American people by late summer or fall, the worry is that now these variants have accelerated and the numbers start going up. What do we until the mother lode of vaccines in June and July? How we navigate this through the months of March, April and May? This is the time I'm really worried about."

https://www.chron.com/coronavirus/article/peter-hotez-warns-against-mask-mandate-15995029.php

TEXAS LEADERS SOUND OFF: 'This is a reckless decision': Texas leaders react to Gov. Greg Abbott's announcement
When it comes down to the brass tacks of science, should the mask mandate be lifted?

Internationally renowned infectious disease expert and dean for the National School of Tropical Medicine at Baylor College of Medicine, Dr. Peter Hotez, warned before the mask mandate was lifted that it should stay in place
The primary reason why COVID-19 restrictions should be maintained is the emergence of three new virus variants in the Houston area, Hotez explained. Right now, Houston is facing five different variants that have emerged to compete for dominance, including the U.K., Brazil, South Africa, California and New York variants.

Dunnie.. My last buy was $60 , but have bulk cost under $25 enough , expect a slow climb back to 50 over next 7 days

I would expect VIR to come in, the SP is attractive, but I took more CVAC @ $90 .

This is where people go wrong.

5 vaccines, none are efficative against the SA or Brazillian strain

JJ vaccine is only one to be tested in SA during the virus and stands up between 60 and 85% efficay.

America as locked up JJ or correct name is Janssen Ciliag Belgium Vaccine production.

8% of Americans have had both doses of the vaccines so far, that means 92% have not.

Dr Fauci and CDC state the vaccine is not effective on mRNA unless both doses are given 28 days apart.

AZN wont get approval in the USA unless it sticks to its two dose regime and then it can not protect against all variants, like Moderna and Biontech dont.

GSK CVAC have already sown up the UK on Vaccines for October onwards with a new mRNA for flu and Covid, its a second generation vaccine and is in trial.

Antibody treatment is all we have for people with Covid in Hospitals, the vaccine does not treat people with it, so antibody is needed.

Vaccines needed, if there were 10 and all one dose, it would take 30 months to vaccine the world, but there are not 10 and only one is a 1 dose.
Variants will keep comming

Dunnie
I am not to concerned, the other two may come through soon, big one is the Hepatitis antibody treatment.

Spikey. Read the last report, not cherry pick.

GSK holds equity investment worth$18 billion, they have all they need for R/D and increased profits last year by 8% even when dividends is paid out.

Of course some people want a bigger investment in RD, well other companys provide that, but with it comes considerable risks.

GSK is not short of Capital to invest in any area, it just chooses how it spends it.

Have I read this wrong.
RIT Capital SP is the same as 3 years ago, and pays a 1.6% Yield, so is it a growth stock/trust or what.
Excuse , but I am not able to see anything of interest , its grown by 7.1% over 3 years, but pays nothing in dividends hardly.

https://www.nasdaq.com/press-release/vir-biotechnology-and-gsk-provide-update-on-nih-sponsored-activ-3-trial-evaluating

ir Biotechnology, Inc. (Nasdaq: VIR) and GlaxoSmithKline plc (LSE/NYSE: GSK) today provided an update on the VIR-7831 (GSK4182136) arm of the National Institutes of Health’s (NIH) Accelerating COVID-19 Therapeutic Interventions and Vaccines (ACTIV) Program Phase 3 clinical trial. The companies were informed that while VIR-7831 met initial pre-specified criteria to continue to the next phase of the ACTIV-3 trial and there were no reported safety signals, sensitivity analyses of the available data raised concerns about the magnitude of potential benefit. The independent Data and Safety Monitoring Board (DSMB) has recommended that the VIR-7831 arm of the trial be closed to enrollment while the data mature. The companies will continue discussions with the NIH about appropriate ways to further assess the potential of VIR-7831 in the hospitalized population as all parties gain a fuller understanding of the still-emerging data.

George Scangos, Ph.D., chief executive officer of Vir, said: “While we are disappointed with the recommendation of the DSMB, we are encouraged by the safety profile of VIR-7831 and by the possibility of a benefit on top of remdesivir and corticosteroids in this advanced cohort of patients. We want to thank NIH for their work to assess the benefits of VIR-7831 and other agents, and look forward to working with them to further understand the potential of VIR-7831 to provide a benefit in this population. In addition, we are eagerly anticipating the upcoming data from the Phase 3 COMET-ICE trial in newly-diagnosed COVID-19 patients at high risk of hospitalization.
GSK, said: “We want to thank the patients who participated in this study and the NIH for investing in the ACTIV trial to evaluate the four monoclonal antibodies, as it recognizes the need for differentiated treatments, especially as new variants emerge globally. These and other anticipated data will provide valuable insights about how VIR-7831 can contribute to the fight against this pandemic.”

VIR-7831 is an investigational, dual-action monoclonal antibody that has been shown in preclinical trials to both block viral entry into healthy cells and clear infected cells, which may protect patients from disease progression.

The antibody has also shown the ability to neutralize the SARS-CoV-2 live virus by binding to a highly conserved epitope of the spike protein, which may make it more difficult for resistance to develop. So far, the variants of concern, including the UK, South African and Brazilian variants, do not overlap with the VIR-7831 targeted epitope of the virus, and, therefore, VIR and GSK believe that it should maintain full activity against these strains.