Member Info for TR64

GSK Vir_Biotech
Say Their #COVID19 Antibody Can Neutralize Fast-Spreading Omicron Relative offering early hope the only treatment shown to be effective against omicron will still be useful against the variant’s fast-spreading relative BA.2
https://www.forbes.com/sites/roberthart/2022/02/10/gsk-vir-say-their-covid-antibody-treatment-can-neutralize-fast-spreading-omicron-relative/?sh=f6250a7e785b

Sotrovimab made GSK $1. 1 Billion on it in Q 4 alone - its already as orders for Q1 Q2 of 2 million orders giving VIR biotechnology $ 9 billion, which GSK get $2.4 billion if they do not sell anymore.
GSK VIR will have a vaccine in the next 12/18 months based on 3 antibody's they developed owned patented.
Not even Pfizer or the others will ever be able to develop a vaccine for All coronarviruses, Sars, Mers, as you have all seen every vaccine as failed

As Biontech and Pfizer spin news today on a vaccine they will make for Omicron- they have reacted to one already in trials in 4 countrys, a Phase 1/2 trial in Singapore and USA and 25,000 phase 3 trial in Asia
Arcturus Therapeutics Reports New Data Demonstrating Neutralizing Antibody Immune Response to the SARS-CoV-2 Omicron Variant from ARCT-154 and ARCT-165 Booster Clinical Trial
https://ir.arcturusrx.com/news-releases/news-release-details/arcturus-therapeutics-reports-new-data-demonstrating

Licenses REVOKED FOR Regeneron AND Eli Llliy
US drugs watchdog pulls authorisation for Covid monoclonal antibodies
FDA says treatments from Regeneron and Eli Lilly ‘highly unlikely’ to work against dominant Omicron strain
https://www.ft.com/content/20396e83-3c32-474f-8a5a-63270214a226

The offer was for 100% of the Consumer health care that GSK hold 68% of.
Ever considered Unilever may have put that offer forward for other reasons

GlaxoSmithKline Racing to Provide Only Effective Covid-19 Antibody Treatment..GlaxoSmithKline and Vir Biotechnology are increasing output at a second plant to help meet demand for sotrovimab
Its blown out Astra Evusheld - Regenerion-Eli Lilly.
Revenue for 2022- could hit $15 billion

Just paste in search engine
GSK confident independence best treatment for consumer health unit

Moderna Inc. SMT sold down from 11% of total holdings in Moderna to 6.3% last August- that is is 11% of Moderna total stock
Today Moderna is down 9.75 % at 185.77
Aall Biotech are down- due to Biden Johnson and the EU attempting to say Covid 19 is passed- the stupidity of the west .
Hong Kong put in place 14 an d21 day isolation periods for EU UK, USA citizens as they keep testing positive for Delta and Omicron

Maybe Unilver can raise to £75 billion-but I doubt it will make much difference - the brands an market share as taken 7 year to build to its current £10 billion of revenue a year- that is due to increase dramatically as the UK switches from prescriptions and more to OTC .. It cost GSK over £10 billion to buy out Novartis 36% share in 2018- so expect Unilever to have to spend in excess of £75 billion and still that will not be enough -as the Intrinsic value over 10 years is at least £100 billion..GSK would be hard pressed to build anything in any sector to replace that value -so why sell something that as a value way above what being offered
https://www.ft.com/content/887a20d2-4d72-4ce0-8722-4883a6420233

armstrong- the consumer health side is only responsible for 20% of GSK profits.
Unilever bidding what they have just increases GSK intrinsic value by 25%

Unilever shareholders would be hard pushed to even back the bid.
Considering GSK revenue of £10 billion last year in the height of the pandemic- it would be fair to say it will achieve around £15 billion revenue a year in 2022 on wards, so what accept a well under value for what is a big income generator ..
GSK have commented
https://www.gsk.com/en-gb/media/press-releases/update-gsk-consumer-healthcare/

Dunnie- its through phase 3 trials and into FDA for IM, the Pan Coronavirus is the same only with an adjuvant added.
Sotrovimab IM is a stand alone prevention and treatment - at present- withing 6 months it could be the Pan Coronavirus vacicne-that covers all Coronarviuses Sars and Mers .
I do not think GSK would even want to buy VIR- they have more success when working with small biotechs. Suspect Both Boards of GSK VIR look at it this way.

GSK selling the Consumer Health Group would be short sighted - its revenue through the Pandemic is £10 billion a year- it will return £50 billion in the next 3 years in revenue - there are limitations on what GSK could spend capital on that would give them a return- I do not see anything that GSK could buy that helps at present.
Best just move on and watch revenue from both GSK companys roll in after the split

Seaking- I doubt very much Unilever shareholder would back the bid- but hope to be worng

Why would GSK buy Synairgen- they have the only treatment for Covid 19 already with Sotrovimab-and they have have 10% of VIR - whose monoclonal antibody treats any Coronavirus-Sars 2 and Mers . Its also a prevtion and in injection form once the FDA approves it.
If GSK accept any bid for the CHG - that capital would be used clear debt- as the debt on GSK will be loaded on the CHG and remained would be used in existing company they have invested in -which there are 12.. Synairgen with amarket cap of £384 million is never going to worth more than £1 billion- as we have existing treatments for Covid 19. What we do not have is a vaccine that prevents it ..

GSK-VIR is weeks away from pn injection mAb that could make vaccines obsolete for Covid 19 - now the pressure is on GSK to help manufacture billions of doses
https://trialsitenews.com/omicron-thwarts-all-but-one-monoclonal-antibody-demand-for-sotrovimab-spikes/

I am not sure this is correct.
https://www.thisismoney.co.uk/money/investing/article-10178101/Scottish-Mortgage-says-Moderna-long-lasting-booster.html

i will go through Moderna fillings- SMT are filed under Ballie Gifford
https://fintel.io/so/us/mrna/baillie-gifford-

SMT and Ark.. Cathie Wood as another fund that as suffered short term-but could surprise a few
Makes interesting reading-https://www.marketwatch.com/story/cathie-wood-is-expecting-a-bloodbath-in-this-segment-of-the-market-autos-are-one-exampleofmany-disturbances-out-there-in-the-world-order-11641932894?mod=mw_quote_news

They did sell down moderna down 50% of Moderna at $405 leaving them with 5.6% form 11.7% in August 2021 and they had that holding since May 2000 at $60.00

IM version was held by FDA from submission in July 2021- while they pushed bad vaccines
https://investors.vir.bio/news-releases/news-release-details/gsk-and-vir-submit-emergency-use-authorization-application-fda