Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
In addition to the ACTIV-3 trial, VIR-7831 is also being evaluated in the outpatient setting in the following clinical trials:
COMET-ICE (COVID-19 Monoclonal antibody Efficacy Trial – Intent to Care Early): A Phase 3 trial to evaluate VIR-7831 for the early treatment of COVID-19 in adults at high risk of hospitalization or death.
BLAZE-4 (sponsored by Eli Lilly and Company): A Phase 2 trial designed to assess the safety and efficacy of Eli Lilly’s bamlanivimab (LY-CoV555) alone and bamlanivimab with other neutralizing antibodies, including VIR-7831, versus placebo in low-risk adults with mild to moderate COVID-19.
Additionally, VIR-7831, along with VIR-7832, will be evaluated in the Phase 1b/2a National Health Service-supported AGILE trial in adults with mild to moderate COVID-19. VIR-7832 is the second monoclonal antibody from the Vir-GSK collaboration to be investigated as a potential COVID-19 treatment.
Stupidity knows no bounds.
I would not want to be drawing an annuity based on Fats version of why dividends dont work.
Just wipe out the Annuity industry, if you know how that works.
Only 5% of people have a SIPP, most are in money purchase group schemes, so they need dividends to pay there annuities , but hey, want growth and only growth , invest in something else, perhaps sky hooks or rubber rivets
All this spin and BS about GSK dividends and losses, under performing.
First the board made it clear the 80p dividend is in place for the next 4 Q and will be looked at in Q1 of 2022.
That means the Dividedn Yield of 7.31 % is 100% in place.
Hal and Ian make the point that the CVAC deal on mRNA is a major plus, even they are surprised they are able to get into this
Furthermore, the CVAC mRNA Platform is able to modify the Hepatitis Vaccine, which is a major break through going forward.
GSK net profits are up by 8% on the last Financial year.
I find it astonishing that Brokers and clowns seem to think they actually understand mRNA and its uses, and only 3 companys have it and proven its better than anything that as ever been produced on Vaccines before.
Hal makes the point very clearly on the JV with VIR Biotechnology, but again Brokers like CS the parasites of this world don't like anything that they dont understand or missed out on.
ViiV HIV treatment is the best option in the world, until such a time that a vaccination is found and that as been searched for since the mid 1970's.
Expect GSK to list every equity investment it as and makes soon, but for those who can actually read and research, its quite eye opening what GSK investment arm as done todate.
By the way, Pfizer share price is down 20% since January 2020 and its has a vaccine with BionTech.
Baden-Württemberg is known as the land of tinkerers and inventors. The Tübingen biotech company Curevac provides evidence of this. With a mobile mini-factory for the corona vaccine.
Curevac is still testing its vaccine, which is expected to be approved soon. The serum can be produced in large plants, but has to be delivered over long distances. With the mini vaccine factory, journeys and delivery times are no longer necessary.
The Curevac printers that produce the vaccine messenger molecule mRNA are four meters long, two meters high and 1.50 meters wide. They can be set up in anywhere world wide like mobile clinics, for example.
What the mini-vaccine factories will cost is still unclear. A Curevac spokesman: “It will definitely be cheaper than permanently installed production systems.” Output: Hundreds of thousands of vaccination doses within a few week.
reading your comments you miss the point.
Intrim is not year end and can be adjusted.
GSK Non exec and Director of Investor Relations both have answered questions in last two weeks stating they are in Closed Period till March 4 th yeear End Annual Accounts.
Now if your GSEF student knows this, then its being taught wrong
Intrim Results can be altered before annual final accounts and news, its why the UK is bent . Q4 and Intrim is not Final, Annual end of year is.
Perhaps its why Hal Barron gave an explantion for selling shares , to pay a tax bill.
Anyway
CVAC Trial results are coming in over the next week.
Only 25% of shares in issue can be traded .
No Trading by directors for 30 days before the annual report .Closed period.
You had q4 results, but not the full year end annual report, where verything is disclosed.
Now if you disagree, then ask GSK.
Company is in a closed period , takeover rumors , who is going to stump up in excess of $125 billion, as none of GSK equity purchase in other companys are even priced in the SP and some of the JV become null an void in a a take over.
GSK equity holding in CVAC is not priced in the SP and when the Trial data is released, it will add in excess of $8 Billion to GSK
Watch CVAC,
Shares in Public and Institutional Investors hands are 46.6 million
Shares held before IPO in hands of major holders including GSK. KfW, Diet Hopp BioTech holding ,Gates Foundation Qatar Sov wealth Fund. Directors of company.
GSK are the 3rd largest holder with 10% the above 140 million shares of held by the 6 above.
Expect to see $250 + and the vaccine can be stored for 3 months at Fridge Temp .
That statement seems to negate simple facts eurofox.
$1.5 billion invested in November December in several companys.
Its investment in VIR Antibodys is huge and so is CVAC
Its work with Sergenics, does not even get mentioned.
Of course the Brokers spivs and Credit Suisee hatchet job are by design to make them capital.
If we take notice of the Brokers then the Gatess Foundation have been a disaster, as all the brokers never accept that the Gates Foundation were the investors who brought 2 mRNA vaccine to the world, and the 3rd is coming this month.
How much have GSK invested in ViiV , how did GSK keep all people in trials and get approval from the FDA nd EU .
ViiV Healthcare’s current portfolio of 13 HIV treatments generated annual sales of £4.854 billion in 2019. A pipeline of potential future antiretroviral medicines is also in clinical development.
Of course its all very simple to say cut dividends and invest or innovate, but no company as invested more or been succesfull in the treatment of HIV.
GSK invested $400 million in VIR and brought 8% of the company stock on top. VIR Biotechnology are the first to discover a treatment for hepatitis that works, and this disease is on its own effects 25 million Americans. I suppose the brokers and clowns need a dose of HIV and hepatitis to wake up and realize what GSK are doing.
eurofox.
No sour grapes just plain facts showing Dividends restored and paid at higher levels, think its a Englisheses disease .
The Board could at any time remove the share awards .
The People who destroy shareholder value are the City of London .
Its why there is a flood of money going to Amsterdam and Frankfurt
We are in 2021. Dividend is subject to change in financial year 22 onwards.
Its very strange that people rattle on about Interest rates at Zero.
Suggest a read of this I just saw. Then consider a simple fact, GSK have not been racking up debts and taking UK bail out cash
The aggregate of dividends paid and restored has also now exceeded the value of those cut or cancelled over the past 12 months, to suggest that companies really do feel the worst may be behind us, in terms of the pandemic and the economic downturn.
https://www.youinvest.co.uk/articles/investmentarticles/219281/ftse-100-dividends-paid-and-restored-now-exceed-value-cuts
A share buy back would destroy the company, it would show they have no R/D no ambition to move forward.
Easy way to increase the SP and be constructive is a 15/1 share consolidation. DeList London
Share Buy Backs always show failure of a board, it might suit the bankers who can only make u things and package them as debts.
Fatsprofit
AZN have made royalty payments to MRNA of over $300 million.
I did not get any comment from GSK on a Dividend cut this year, when I liaised with the non exec director, the communication back was no plans to cut the dividend.
AZN Alexion still have royalty payments to make to MRNA for Oncology and immunology, which are separate from Vaccine mRNA, according to the sec filings, but I will say, you need to study all the sec filings and prospectuses they issued in the last 28 months.
I will be interested to see what CS say about CVAC tomorrow , remembering Switzerland Vaccine orders apid for to CVAC, it should not make a difference, but I would imagine JW of CS will tread carefully this time
Fats, this is all complete BS spouted by CS and cretins in my opinion.
If you think Morderna is a good buy, then I would question that as the SP as topped out several times at $160, the shares in issue is a real problem compared to CVAC, and the capital raise they did last year was at supid price.
They issued 27 million shares to raise $1.2 billion, but already had Warp pseed capital, Lonza on board making the vaccine.
Perfect example of Germa know how is, CVAC raised $490 million, by increasing shares in issue by 2.5 million at $95.00, and not diluting existing shareholders and they had no warp speed payment, Merkel to Trump and is clowns to do one.
GSK are just cannon fodder for London Cr00ks and others , its now a matter of garnering enough votes to dispatch EW
Fatsprofit
AZN held 25 million shares prior to the flotation of MRNA in May 2018.
In May 2020 MRNA issued a further 25 million shares to raise $1.25 billion taking it to 395 million shares in issue according sec filings, its doubtful that MRNA had to issue the shares, as it had just received payment under warp speed, but the share issue was questioned at the time, due to who the shares were allocated to in regards to trumps mates.
On May 1st Lonza agreement came into place https://www7.lonza.com/~/media/Files/japan/News/200501_Press_Release__Moderna_Lonza_COVID_FINAL.pdf
CVAC issued 2.5 million shares in February to raise $485 million
https://www.curevac.com/wp-content/uploads/2021/01/202101_CureVac-JPM-Investor-Handout.pdf
Brazil Covid variant: will Pfizer and AstraZeneca vaccines work, is it in the UK - and where in Scotland is it?Six cases of the potentially highly infectious Brazil strain of Covid were identified in the UK for the first time on February 28.
The variant, first identified in the city of Manaus in the South American country, has been highlighted as a cause for concern as it shares characteristics with a variant first identified in South Africa, sparking concerns that the strain could be highly infectious and respond less well to vaccines.
Three of the cases were identified in Scotland with health secretary Jeane Freeman stating: "This new variant demonstrates how serious Covid is and reinforces the need to minimise the spread of the virus.”
Research into the variant is at an early stage but here’s everything we know about the strain so far.
What is the Brazil variant?
Experts detected the new variant circulating in December in Manaus, north Brazil.
It is not yet known if the mutation causes more severe Covid-19, but evidence suggests it may be more transmissible.The variant was detected in Brazil and in travellers from Brazil to Japan, and contains a unique constellation of lineage defining mutations.
The P. 1 variant is associated with a surge of cases in Manaus late last year, which led to a severe second wave of Covid-19.
Scientists were concerned because this raised the possibility it is able more easily re-infect patients due to the mutations it carries. But the evidence for this is currently limited.
Like the South African variant, the Brazilian one carries a mutation in the spike protein called E484K, raising concerns that vaccines may not be as effective against it.
Where has the Brazil variant been identified in the UK?
The Scottish Government said that three individuals identified in Scotland were from the north east of the country.
The individuals had travelled to Aberdeen from Brazil, via Paris and London.
The three individuals went straight into quarantine on arrival in Aberdeen.
Work is under way to trace those who were on the same flight as those infected.
Three more cases of the variant were identified in England.
Two were confirmed in South Gloucestershire but the third English case has not been located and could be anywhere in the nation, with PHE saying the person did not complete their test registration card so their contact details are absent.
Will vaccines work against the Brazil variant?
Scientists are conducting analysis to establish if it has a higher mortality rate or if it affects the vaccines or treatments.
There is some data to suggest that this variant may be more likely to cause Covid-19 infections in people who have been vaccinated or who had been infected with one of the earlier strains of coronavirus.
The so-called P1 variant carries multiple mutations affecting the spike protein, raising questions about whether people who have developed antibodies to the
Fats.
Going through SEC filings, in 2013 AZN paid $241 million for its 1.26% stake. it invested a further 320 million upto 2016 and increased its stake to 7.6%, but then sold down , and was further decreased when Moderna did its "IPO" in Dec 2018.
AZN also had to it pay Royalty payments to Moderna totaling $310 million.
In 2017 Moderna had raised over $4.4 billion in series 2 equity stakes
Filings now show it sold its entire stake for just over $1. billion AZN stake was reduced significantly in a series 2 Equity Fund Raising in 2016-2017, it was also reduced on the IPO of Moderna. Anyone can look at the SEC filings
Controversy rained down on Trump when he appointed Moncef Slaoui who owned shares in Moderna and GSK and that was and is a conflict of interest, the same as a UK https://www.standard.co.uk/news/uk/patrick-vallance-vaccine-shares-denies-conflict-interest-a4555141.html
Once trump appointed Moncef Slaoui as waarp speed chief and then gave Moderna $700 million in a first payment