Member Info for TR64

Must admit I did not see a 3% drop coming. US market finished up 0.85% last night.

https://www.fiercepharma.com/pharma/fda-could-reject-astra-zeneca-s-covid-vaccine-efficacy-and-manufacturing-shortfalls-analyst

GSK in close period..

I would imagine its possible to see an open at £12.95 climbing to £13.15 plus

VIR developed mAb114 antibodies for Ebola in DRC

Maybe missed that chance on CVAC, but who knows. The 2.5 million new shares issued was a gift for investors as the SP pulled back to $84, and the 2.5 million shares issued were snapped up at $90, I tried and could not get any, but managed to buy on te market at $84.78, but not anywhere near the amount of shares I tried to buy.

VIR price drop yesterday , i thought was start of few days on downward trend, but proves again, trying to trade is not easy with certain shares. UP 20% today and that could well continue with trial data due.

TA. The old sayings I see :)

I have been increasing holdings and GSK is in a closed period till March 5th.
As the UK market does not take account of income , it does make me wonder why the likes of IAG, EZJ JET2 , even RR go up in value, they have no income, all are hemorrhaging £££, the debts are stacking up day by day with no sight of incmoe coming back on stream .

I am a believer in seeing income come in , and I would not want to be looking at the Balance sheet of say RR or IAG.

The UK Market is so flawed , it just spins from one sector to the next and makes share prices increase so it makes capital for the few.

If Investors were told IAG debt would increase by multiple Billions in January 2020, it would increase the shares in issue from 1,992,032,634. to 5 billion , and have no income, the SP would have crashed to 50p. Its only a rigged market that keeps the SP up on companys with no income and debts that are truly horrific .

A price correction as to come, and the likes of GSK get penalized by the City for having income, and paying dividends, while not furloughing its staff in numbers .

When the market finally adjusts the value of companys to a correct level, that when investors will ask themselves why they have lost so much capital.

E&OE

sharesaplenty

While NW is still under FCA investigation / Did the FCA give away assets of Woodfords previous Fund, assets like Synaigren? were sold off cheap by linked fund solutions.

The FCA did nothing to protect assets woodford fund held .

Beg to differ.
GSK initial investment as increased by 400% in 7 month.
Capital Research increased to over 9% of VIR

Its not that the value of investments is not reflected in GSK sp, its the UK listing that is the problem
GSK investment in CVAC as increased to $2.1 Billion from $126 ,million 6 months

GSK market cap of £64 billion with all its assets is under valued.
CVAC with market cap of $22 billion .
US listing is by far better, its why CVAC refused any secondary listing in the UK and opted for main listing in the USA .

That my opinion and why UK listings of new company's continues to stagnate and fall.

What price, perhaps at $58.
News still expected on About VIR-7831 / GSK4182137 and further news on VIR-3434

I see UK cant price in Glaxo Smith Kline share price.

If you are the moderator of the board then you know where to send anything you dont like
the point of the AZN piece is it contradicts what is said in the ST piece.
If you feel the need to advise LSE moderators that what I have posted is not correct, then feel free to do so.

If 6 of you do not like what I post, then ignore it.

I dont praise my self, I said I have good knowledge on CVAC , I dont need to praise myself for what I have covered on BI or CVAC for 8 years in my own work.

I prefer to focus minds on what articles written negate to state and what is important information.
You have a choice you can ignore anything I post .

With regards to suspension, I did not know my account was suspended, but I raised the matter myself when I saw it and with facts and was told by lse , it was immediately lifted as I used facts on everything i posted, I did not liable CS or such.

When you understand Compliance , then you may see the difference between using facts on violations.

A suggestion with respect, just ignore what you don't like.

SH

Having signed up and read the article, I will say the ST piece is 100% misleading, it fails at basic levels of journalism.

No excuses for the author Sabin Meddings, complete failure to even address GSK £104 million investment for 10% of curevac in July 2020, it's a shocking indictment of the ST .

On Astra Zeneca costs, you draw your own conclusions on how they price it
“An outrage”: AstraZeneca told to justify unequal vaccine pricing amid soaring profits
"Why is the global south paying more than rich countries for your COVID-19 vaccine?"
https://www.salon.com/2021/02/13/an-outrage-astrazeneca-told-to-justify-unequal-vaccine-pricing-amid-soaring-profits_partner/

I have not read the ST.

I have a very good understanding of the GSK CVAC partnership and CVAC.

GSK took a route that could have paid off, but the contracts in place with Sanofi and Clover were in my opinion restrictive.

Where GSK failed was to fully advance the SAM mRNA platform they had been working on.

the vaccine with Sanofi did not have the efficacy in older adults, so was taken back to the development , but its efficacy in people under 65 was good.

Its JV with CVAC was on other infectious diseases, due to its existing contracts and how far CVAC had advanced on its own with the Gates foundation and German Gov investment over many years.

CVAC is so advanced in its mRNA it is ahead of others in this area, and its vaccine was always classed as a second generation vaccine in SARS 2 -Covid 19.

GSK came for more into a position with CVAC when other JV were not extended and it move production of another vaccine to Bharat Biotech which was some months in setting up.

I would not call AZN a competitor in vaccines with GSK, what oxford and AZN have developed is atraditional vaccine that is nothing like an mRNA vaccine.

My knowledge on CVAC is good and its whole pipeline especially with another private pharma .

CVAC initial price listing was low, and those who actually understood that took the opportunity to acquire pre listing and on listing.

E&OE
SH

CAVAC trading $120 on news of EU

https://www.nasdaq.com/market-activity/stocks/cvac

GSK Expected earnings from CVAC in financial 22022 will be $13 billion

Once passed the CVAC vaccine should earn GSK around $ 9 billion in 2021 financial year

EMA starts rolling review of CureVac’s COVID-19 vaccine (CVnCoV)
European Medicines Agency for COVID-19 Vaccine Candidate, CVnCoV
PUBLISHED
FEB 12, 2021
Rolling submission with EMA initiated to accelerate time to potential marketing authorization of CVnCoV
Submission of CVnCoV pre-clinical data package marks start of the rolling process
TÜBINGEN, GERMANY and BOSTON, MA / ACCESSWIRE / February 12, 2021 / CureVac N.V. (Nasdaq: CVAC), a global biopharmaceutical company developing a new class of transformative medicines based on messenger ribonucleic acid (mRNA), today announced initiation of a rolling submission with the European Medicines Agency (EMA) for CVnCoV, the company's mRNA-based COVID-19 vaccine candidate, currently in late-stage clinical testing. The process was initiated when the first data package consisting of CVnCoV pre-clinical data was submitted to EMA and passed the technical validation.

"We are confident in the potential of our mRNA technology to contribute to the fight against the global public health emergency that is COVID-19," said Dr. Lidia Oostvogels, Vice President Area Head Infectious Diseases at CureVac. "Working together with the EMA to initiate a rolling regulatory process is a critical step in enabling potential access to our vaccine by the many people who still need protection from this deadly disease."

The rolling submission represents a time-optimized route to provide and review all necessary data needed for a potential market authorization during a public health emergency. Over the course of the rolling submission process, EMA will assess CVnCoV's compliance with standards for vaccine efficacy, safety, and pharmaceutical quality on the basis of individually submitted data packages as a prerequisite for a formal market authorization application.

CVnCoV is currently being investigated in a randomized, observer blind, placebo-controlled Phase 2b/3 clinical trial called HERALD in healthy adults at a dose of 12 µg at sites in Europe and Latin America.

About CVnCoVCureVac began development of its mRNA-based COVID-19 vaccine candidate in January 2020. The vaccine is an optimized, non-chemically modified mRNA, encoding the prefusion stabilized full-length spike protein of the SARS-CoV-2 virus, and formulated within Lipid Nano Particles (LNPs). Phase 1 and 2a clinical trials of CVnCoV began in June and September 2020, respectively. Phase 1 interim data reported in November 2020 showed that CVnCoV was generally well tolerated across all tested doses and induced strong antibody responses in addition to first indication of T cell activation. The quality of immune response was comparable to recovered COVID-19 patients, closely mimicking the immune response after natural COVID-19 infection. The data supported CureVac's decision to advance a 12µg dose into its current pivotal Phase 2b/3 study, the HERALD study, which started in December 2020.

Spikey

I will phrase this in a way you understand

I violated no rules, or was Libelous, and LSE have acknowledged that fact.

Regulatory matters I fully understand and compliance is not hard when a company is compliant , so with respect, refrain and compose yourself.

dunnie, lse see to have removed my post on .VIR, https://www.nasdaq.com/market-activity/stocks/vir/short-interest

I have held since it listing in October 2019 and increased several times, the largest was when Hal Barron pushed GSK into a JV and holding.

I would hpe it will rise above $200, and its Hepatitis treatment is a real game changer, but a lot of the bigger Investors exited last year, the likes of Zuckerburg, Dorsey cut there holding.
They missed the boat, but the gates foundation as holdings and a very strict criteria with VIR for the future and development of new treatments for infectious disease, espcialy HIV

DMP

I think some have missed the key point on Dividends.

GSK did not announce they are cutting the dividend for this financial year or the next financial year for 2021.

GSK announced a 23p dividend, taking the full year total to 80p.
"GSK group plans to pay the same amount in *2021*, but beyond that point will introduce a new policy with the overall payout expected to be lower than at present". It does not say will be lower, but expected to be lower.

The next Financial year will end February 2022.
So we will have Q1 dividend of 19p
Q2 19P
Q3 19P
Q4 23P

My previous point remains who gave CS that information to commit an act of dishonesty , but furthermore, the Industry rags then take it to a new level

DMP

Its good you have recovered or made capital back on CVAC, VIR.

I don't hold the amount of GSK share you did or have done.
I am not at all impressed with GSK failure to push back against the Likes of CS who came out with the dividend will be cut etc.

I do have this nagging feeling that CS were possibly given something that drew them to that conclusion, but at the end of the day the Dividend remains in place for the next financial year.

Where was the outcry from CS and others when Persimmon slashed the dividend by 57.5% instantly, yet PSN share price is only down 8% year on year and it taking furlough money, being given lucrative tax breaks like other builders barrat, taylor wimpey, with stamp duty write offs for house buyers.
The UK chancellor seems to be looking after business sectors and not others.