Member Info for TR64

Fats.

Going through SEC filings, in 2013 AZN paid $241 million for its 1.26% stake. it invested a further 320 million upto 2016 band 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
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

Trump had attempted to buy Curevac with his hedge fund buddies and move to the USA
Merkel blocked it and GSK £104 million stake in Curevac for 10% stands at $1.8 billion.

JJ Vaccine is one shoot, trialed in South Africa. Its th eonly one shot vaccine to be complete trails todate, all others are two shots, and if you cant abide by your trials , dont expect the FDA to approve it. Vaccines in the USA have to be given according to trial data that gets them approval
AZN failed trials in the USA in phase 3, had to start again and it can not be modfied, that is BS.

They can start trials again with a new version, but it as to be all phase trials.

FDA wont validate AZN vaccine until t completed it phase 3 trials and its not been tested against new variants in trails nor as Pfizer or Moderna

Pretty Obvious Some avatars dont ;like this news
GSK 7.13% Yield for this financial year
Dividends count, if you want 2% and debt then buy AZN, but you wont get any dividend worth having, as the company borrows £ billions to pay its dividend and the CEO takes $21.7 million in pay and bonuses.

GSK out performs all FTSE companys and as the least debt , and as not plunged the country into debt with Furlough.

Suppose investors think IAQ, Rolls Royce , etc are well run companys, but when you see the 10's of £ billions of debt they have just added in the last year, it does make one wonder .

Dividends count, if you want 2% and debt then buy AZN, but you wont get any dividend worth having, as the company borrows £ billions to pay its dividend and the CEO takes $21.7 million in pay and bonuses.

GSK out performs all FTSE companys and as the least debt , and as not plunged the country into debt with Furlough.

Suppose investors think IAQ, Rolls Royce , etc are well run companys, but when you see the 10's of £ billions of debt they have just added in the last year, it does make one wonder .

Set to deliver Covid 19 vaccine results, that will shape the future

Divided yield is 7.13%

Something Credit Susise hate, they cant abide anything that is a rock solid company that pays a dividend of over 3%.

Time investors took the blinkers off, as if the CEO of CVAC and VIR want to link with GSK, then it says everything that you need to know.

Thanks to the EU and Gates Foundation, the world got mRNA vaccines
GSK will produce one of the most effective Vaccines the world as ever seen very soon
CVAC is the last real opportunity for Vaccine Developers,
Antibody Treatment last chance is VIR.

CVAC -GSK the only mRNA Vaccine that can be stored at refrigerator temp for 3 months and does not require cold storage once shipped

Janssen Ciliag have brought the most effective Traditional Vaccine to market.

CVAC phase 3 trial results due within 10 days.
Bayer giving big hints .
Suspect London and its love for DEBT like Rolls Royce, IAG, wont take any notice

Due in the next 4 weeks, new that will transform Covid Treatment, create enormous share holder vale for VIR and GSK
Key info laid out , so its easy to follow and partners involved. We must remember no current vaccine can or will protect against all Sars 2 Covid disease.
Suggest Investors study the link and bare in mind GSK is not just a JV Partner but will now hold around 7/8 % of VIR stock
https://investors.vir.bio/static-files/c626f6cf-1f45-4cad-89a6-98cab7777e9a

Just came in and saw the SP dropped again.

Now one as to wonder what the UK FTSE is about. Mystified, the answer must be GSK **** up shop, get everyone on Furlough and Take out massive debts, then the SP will increase 50%
How does IAG British Airways post a $ 9 Billion loss, as debts of $10 billion and uses the Furlough scheme to pay 20,000, the n see its share price increase.
Maybe London just loves Debt and Furlough, but one thing is for sure if your losing $350 million a week and have no income at all with debts of $10 billion . Chancellor Sunak as been paying 20,000 BA staff wages while GSK is making contributions to to the real economy , and getting spanked for it
IAG BA needs a real audit, as next it will claim tax back

I suspect the media who cover GSK, will not know where to start with VIR, but I am sure those who are interested will find the below adds more ammunition to GSK .

https://investors.vir.bio/news-releases/news-release-details/vir-biotechnology-provides-corporate-update-and-reports-fourth-0

He is Thick.
He trys to build an economy of House builders with Tax incentives, its shows he is Thick, he gives tax incentives to get people to buy over priced property. He as created a 1 Trillion Debt, and still wants to give away money, as no idea how to repay it.
If he increased Income tax by 7p, it would not bring in £30 billion in a year.

He gave pubs money for cheap meals, VAT cuts to hospitality , now they want to continue it.

If Sunak had sense, he would have only allowed Furlough for 3 months, then cut it to 40% of pay, with a upper limit of £1800 pm.

As for Cladding, that is builing regulations, how much did Carillion cost, thats the construction Industry.

Sunal is your typical spiv Goldman, Hedge Funds, reminds us all of the other Thicko Sajid Javed of Deutsche Bank.

Simple things work, its not hard, but Sunak acts like Del Boy

rbrand.

Not commenting on GSK, just making the point NHS workers are not getting there agreed salary increases, and the bonus was a slap in the face, while UK Chancellor is thicko, he cares only about housebuilding and property a UK Curse.

Think Barclays need to take blinkers off.

Shares are difficult to get, limited to 127 million.
Most UK platforms are not able to deal, if you have US account its fine

Quiet funny that. NHS staff did not ask for anything, but now they lost there annual pay rise, which is next to nothing.
Funny how the UK Abuses the NHS workers, they want them to work through a pandemic, not allowed there holidays, and 3 million people get paid on Furlough for doing nothing. Worse your Idiotic Chancellor gives away taxes on stamp duty to people who dont need it , and then says no money for the people who saved lives, the lesson here is simple, NHS staff take there holidays, work to contracted hours only an

Irontaz.
GSK did not get much FDA cash, the bulk went to Sanofi, the UK as not given GSK anything of substance.
The Vaccine myth with GSK is one that makes me wonder who does the reporting.
We are yet to seethe Medicago Vaccine news, which Canada is counting on.
GSK with CVAC as never been reported, the current vaccine in phase 3 trails will earn GSK capital on the 10% equity stake and 300 million doese ready to go, the data to the EU as been filed as they went along, so it would not take much to approve it and at 10.80 Euros per shot, is a lot of capital.

I agree Duunieboy.
There are currently 5 trials with the Antibodys for Covid, the big one for me is the Hepatitis treatment, its such a big one that 25 million americans suffer from it.World wide it would be a real boost and will have a scramble for the Major Pharmas all trying to buy out VIR.
VIR-2842 for Influenza may take a little longer although its already in phase 2a trails, which if successful will negate influenza vaccines.

The Financial report comes at close of business tomorrow, dont expect anything that will take the SP down. I would be happy with $150 per share on the Active Ice Trial, but if the news comes on the BLAZE 4 trial it would have a monumental double effect.
GL

Be interesting for sure.
GSK did have a 6.25% stake before this last equity buy, there last buy was $35.75 a share .
Fully loaded up, even though I had to pay $60.00 to top up, but on VIR last run on its antibody Hepatitis news it ran to $149 briefly, so $150 should be around the top end. With VIR Having 5 Antibody in trial, and an EUA with Eli Lilly, it could be a good time, only concern is as Covid serious hospitalizations drop, so does the need for treatment. New Strains in California are evading vaccines, so its reported

Inflation. Figures been massaged in UK for last 5 years, and with Unemployment at close to 3 million and rising to 5 million by September its going to hit share prices hard, but not Pharma.

Furloughed workers will be unemployed soon and the false economy of the UK will show through. Hard to believe the UK as racked up over a £ 1 trillion in debt inside 10 months.

US Stimulus is priced into the dollar I would say and can expect a snap back, I think Biden will dump some of the of the USA Oil Reserves into the market and that will have an impact on Oil prices, that are at stupid levels due to the OPEC Russian cartel .

UK House prices are heading for a crash on scale of 1990's , but the UK Chancellor fueled the Housing price stupidity and his give away tax breaks are one of the worst I can recall in the last 50 years.

Apart from that, expect NHS Staff to strike, as they are getting no pay rises, and there £500 bonus , is actaully only given them £325.00 while the UK Chancellor as been paying people to do nothing on Furlough, Its leaving a bitter taste in NHS Staff mouths now...

Forget anything else, books trading dynamics, focus on the real key news.

Dodge COX Income fund is the major holder. The Income fund as 4% holding in GSK for Income/Dividends
Prior to the 30 December holding Dodge COX Holdings in GlaxoSmithKline on September 30th 2020 under SEC Filings was 41,528,300.

December 31 2020 SEC filings for quarter ending 30/12/2020 under 13 F HR Filing showed Dodge Cox held 62,935,758 GSK shares under ADR February 19 Filing shows Dodge Cox have 154,086,234 ADR's by a further 60%

Of course the above makes a complete mockery of Credit Suisse take down of GSK .
Dodge Cox look for GSK to provide the dividend for “minimum period of 15 months” hence the increase, due to the dividend remaining in place for Financial year 2021.

I suppose Dodge Cox have been hoodwinked and the dividend as no value , the clowns that spout complete BS about Dividend and constantly berate GSK Dividend policy should look and see, or are Dodge Cox just blind, they sure don’t take notice of Credit Suisse and their ILK

One other thing, SEC 13F HR Filings don’t lie or mislead like the brokers do and the City