Member Info for TR64

On Wednesday the WHO finally decided after 1 year the Lambda Variant was a variant of concern.
Shocking ommision to make, when so many have been telling the world about it.
Now they say there is no vaccine for it- I would defer on that-as there is one .
The key now for GSK VIR is to show the world what they have. There is no Monoclonal antibody in the world that can take out these variants-lest see GSK promote it and save Million of lives
Strovimab -VIR7831 and 7832 is the only treatment that 100% knocks out Delta-Delta Plus-Gamma-and yes Lambda

https://www.biorxiv.org/content/10.1101/2021.03.09.434607v6

https://nypost.com/2021/08/12/deadly-lambda-covid-19-variant-could-be-vaccine-resistant/?utm_campaign=SocialFlow&utm_medium=SocialFlow&utm_source=NYPTwitter

Apologies for the misunderstanding, it was the fact that patients with AML, now have real hope for the future with GSK-VIR.
Now its been tested on people with Comorbidity's this is huge and VIR GSK have broken down a significant barrier.

Seaking 1, I do recall your posts on VIR .. 7832 is under trail in Southampton and Liverpool and suspect results will be announced very soon

GLA YNWA

Taverham. Vectura is a perfect fit for PM and Mitsubishi, existing company , PM as been in this area of the market for 10 years- I would say Carlyle is just a Government pushed company - due to its all political ties down the decades to the GB government. PM is a much better fit and I am sure they will push the price up again if needs to, forcing Carlyle to pay more .

It was slip up on AML, as I was posting on a members leukemia forum at the same time, hence the AML Acute Myeloid Leukemia.
Mail Sunday > Regeneron had a order for Asia last week for 500,000 , but Regeneron does not have the same effectiveness as VIR , part paid for by US Administration.
GSK Asset base is not noted on here , I know you followed VIR , its product pipeline is very much advanced, I must admit to being surprised the GB government have nit embraced VIR 7831 as much as others and the AGILE trials should be enough for it to be used in every UK hospital, unless they are waiting for 7832 IM route.
GLA YNWA

pap.
You have not been able to grasp the asset base of GSK

Dunnie. They transferred the License of VIR to GSK.
Difference is this .Each pharmaceutical company must be registered and hold a license for products in each country it sells to, its a registration of the company to operate and sell and the company is vetted and must meet all criteria - these take decades to reach.
VIR dont have that just the USA .
VIR PR is extremely good, hence why it as so many partners and big backers..
Recent publication in conjunction with VIR
https://twitter.com/Vir_Biotech/status/1420032599339065344

Dunnie.
Its not a lack on the PR side, its purely down to licensing, as GSK have world wide licensing , VIR do not and each license would take 9 months to 2 years to set up in each country.
Hence why GSK is the license holder, those licenses are all in place and do not they do not need to go through the process in each country.
VIR PR is exceptional and they have promoted big features in renown publications for 6 months now, there website is exceptional and very well presented and updated.
I have not read the Mail, but it will not cover the extent of VIR potential and what VIR have ... Maybe post on AML for you ...GLA YNWA

Dunnie, how many more shares.
300, watch the shorts get burnt - they panicked close of business Thursday and were paying $45 to acquire what they could,

Key fact, VIR only have 130.61 Million shares in issue- but the real blockbuster is this- Company backer, owners Directors and GSK own 62.5 million of them, giving them control and with only 48.6% on a free float to Investors and Fund Managers, the share price will climb and climb ..
GLA YNWA

https://www.mediaoffice.abudhabi/en/health/uae-announces-2-week-treatment-results-for-covid19-medicine-sotrovimab/

https://www.southampton.ac.uk/ctu/news/2021/04/20-first-patient-dosed-in-latest-stage-of-agile-covid-19-drug-trial.page?

Dunnieboy..
I could not agree more and the IM version is close and a real game changer, possibly making vaccines obsolete within 5 years...
Good reading...https: //sec.report/Document/0000950170-21-000934/

https://www.bnnbloomberg.ca/glaxo-s-win-in-case-against-teva-lifts-other-drugmakers-1.1637096

Dunnieboy.
I think VIR with GSK as flown under the radar of supposed analysts and not been factored in at all..
If Investors take the time to read this, they will see what is achieved, 97% of patients recover, its doing what vaccines can not do and have not done... VIR is heavily shorted, but the shorts will get burnt..this is GSK best product in 3 years in my opinion..Please read to understand the speed that the UAE worked at to get this ...https://www.thenationalnews.com/coronavirus/2021/08/02/sotrovimab-inside-the-creation-of-life-saving-covid-drug-that-will-withstand-variants/

Elliott- they can issue what they like- but at the end of the day- they are just another fund of scmmers

I do not want to get engaged in certain areas.
What I suggest is this- if you actually know Elliott (Paul Singer) then fine- I suspect most do not.
Look at how many people he was associated with and how they killed many people to get there hands on Oil
Start in Texas and with Prime Natural Resources

Dunnie
The shorts will close very soon- they are reducing- regneron dont like VIR- suspect its hitting them and will hit them big time

casapinos
Who owns 32% of the consumer health side?
GSK own 68%- when its floated the 32% gives Pfizer etc the way to realize there share of the asset
Blind trust ?
I be more concerned with the EBT

I suspect they are more concerned with the 32% they don't have control of once its floated.
The retention of 20% of the shares will leave many investors uneasy, how the board as control of them, where at present they do not have control . Careful looking at the listing documents to make sure there are no long terms share awards scheme awards in it, no options at low prices.
If this company is to stand alone, it will have to transparency , you can not have board members of the company holding shares in the other company, to many governance issues will arise

I do not see why 20% id being floated- who is going to buy shares- the current shareholders own GSK.
If GSK plan to move debt to the New Consumer health company- then why would you buy new shares that are being floated- if GSK shareholders get 1 share for each share they own now- then if shares are to be offered- working that IPO pirce out on the 20% is not going to be easy.
Maybe shareholders will sell off part of there shares and buy the IPO - save any nasty surprises on the IPO listing price

denby.
Wont shareholders get 54.4 % of the shares- GLAXO ONLY OWN 68% OF THE THAT BUSINESS- have i missed something.
20 % to be floated - does not take into account the current ownership of GLAXO health products ??