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Another update- GSK Barron result
https://investors.vir.bio/news-releases/news-release-details/vir-biotechnology-presents-new-clinical-data-ongoing-trials-vir
i AM FAR FROM IMPRESSED WITH THE DIVIDEND CUT.
I am pleased on the IPO I stated would happen back in February- but you all dismissed it.
I did put the full details up for you showing how Pfizer were concerned the Debt would be loaded on the CHG and then a contemporaneous IPO.
Good news is this shafted Pfizer where it hurts - GSK will now work on the new company that as 3 partners GSK-VIR and 1 other- be ready- as when it comes the SP of new listed company will fly..
GLA
See you again in 3 months
Allatsea seem to be allatsea
Thats a great average Dunnie- - I think you will see 3 companys fall into one new one- I agree and Sangos- the other person to join then is a real Gem- and ig EW HB pull this off- it will do other pharma real harm- they will not be able to compete.
I am happy- low position now in GSK- I wont re enter util Paul Singer is in a wooden box- the dividend is key- watch the big funds exit- they wont buy into Crammer BS/
Crammer is a right Turkey- remember when he got spanked over the autobail out- he was pushing Elliott to take on Obama and Emanuel- they whipped his backside- he lost $500,000 as Emanuel stuck the boot in Paul Singer and the hedge funds
Crammer is like a hedgehog- full of -ricks and flees.
Dunnieboy.
I would find it hard to even wipe my backside with Motely or seeking alpha- in my view both are wrong.
Ten bagger ? My view it will be taken over by GSK @ around $200.00- GSK have first refusal and will form a new company with another- what VIR have is a great pipeline and some great assets now..
AZN flunked there pathetic monoclonal antibody- Regerenron can not get above 60% on its monoclonal antibody.
My capital is on a new company that GSK will own 30% Vir 30% and the other will own 40% .
the tripartite company will finish off most of the new pretenders and ruffle lots of big pharma too.
I believe it will take till middle 2022 to get it up and running- but when it is , GSK asset base will be boosted by it 5x over.
of Course Paul Singer his wetting himself and doing all he can to halt it- EW plan for the new tripartite company is well advanced and GSK need to keep the dividend in place at current levels till end of the financial year- shift the Part of the debt to GSK CHG - then EW will spring the surprise of the new company that as Paul Singer and his cohorts in a dire position-m as this new company will leave Singer and Elliott pot less- legless .. watch it happen and no doubt all the Bangkok Hilton crew will vanish without trace ...
Its the shortsighted investors or scribblers on this board that makes me laugh- sorry.
Enjoy the meeting- watch out for that fluster bucket from -CS she is bound to turn up like a out of date rotten old Toblerone
the dividend is GSK main stay of real investors- cut it and lose.
All the charmers on here calling for a dividend cut- it will only harm the long term future of GSK and drive away real institutional investors.
Elliott as more fines for criminal activity with funds that most lawyer see in a life time of asset recovery fraud.
EW is not a vulture or a rook- but when you find out what Elliott is upto- you wil all lose your shirts and would have created the UK new Barings
Same old crew on here- its like a Thailand knocking shop
https://www.amf-france.org/en/news-publications/news-releases/enforcement-committee-news-releases/amf-enforcement-committee-fines-elliott-advisors-uk-limited-and-elliott-capital-advisors-lp-failing
Despited allthe fanfare for AZN monoclonal antibody -and its massive bungs and advanced purchase orders - it failed in pahse 1 trial and his dead an buried
GSK-VIR went quietly about the real monoclonal antibody treatemt- prodiced the best in the world with 85% success rate in cutting deaths and its on the market being brought
https://ajot.com/news/abu-dhabi-is-the-first-location-globally-to-receive-the-first-shipment-of-sotrovimab-an-anti-covid-19-medication
Then the AZN failure https://www.reuters.com/business/healthcare-pharmaceuticals/astrazeneca-says-its-antibody-treatment-failed-in-preventing-covid-19-exposed-2021-06-15/
That deal they signed to boost AZN stock price now becomes a bloody nightmare for AZN
AZN with the USA trumpeted the 500,000 doses of monoclonal antibody order for the USA. now its failed at phase one and gone down in flames despite Boris Johnson ramping AZN.
Yes GSK VIR brought to market with no orders a monoclonal antibody that world at 85% better than its nearest rival Regeneron that as 52% rate
https://www.nasdaq.com/articles/pharma-stock-roundup%3A-azn-covid-19-antibody-****tail-failure-gsk-new-cancer-deal-2021-06
$64 today- not sure who posted $30 - but it only cost $16.00 to buy in August 2020
I did post straight away thew results that are still not complete- The share price is recovering after initial report- glad to be in the best mRAN company that do things right- see below
https://www.curevac.com/wp-content/uploads/2021/06/20210617_Results-of-Second-Interim-Analysis-of-CureVacs-Pivotal-Phase-2b-3-HERALD-Study_Presentation_FINAL.pdf
UK Newspaper may help
https://www.ft.com/content/3ce1ceae-25f7-4ced-b39f-f8010548c1b3
You pair talk some B--S.
The trial just half analysed as found 29 variants- its found 3 variants that no vaccine can get upto 1% on.
CVAC returns a vaccine efficacy of 47% based on 40,000 with 29 variants- that is a trial that is conducted on 28 more variants than AZN who only ran a trail on Wuhan virus- Biontech Pfizer did the same an removed 4000 people from the trial after they found they had the UK variant and tested positive after the first vaccine dose on trial was administered.
Now - only novoax and curevac have run real trials and across all ages- so expect your UK Gov task Force and genomic sequencing to want the data- and to use part of the vaccine as a booster against 18 variants the current vaccines cant get near -current vaccines cant get above 63% of Gamma - they can not get above 68% delta.
If you actually believe CVAC can be brought by GSK- then no.
Paupecl for you as you are so knowledgeable.please read and digest properly- it means pain
https://ec.europa.eu/commission/presscorner/detail/en/IP_21_3090
47% Efficacy in trial- CVAC identify the variants in trial - 1 Wuhan original variant.
The data is now going to open eyes of people who think vaccine we have work- they do not if a trial is conducted on real data ..
In total, 134 Covid-19 cases were assessed in this interim analysis. Out of these cases, 124 were sequenced to identify the variant causing the infection. The outcome confirms that only one single case was attributable to the original SARS-CoV-2 virus. More than half of the cases (57%) were caused by Variants of Concern. Most of the remaining cases were caused by other less characterized variants such as Lambda or C.37, first identified in Peru (21%) and B.1.621, first identified in Colombia (7%). In this context, the interim results suggest efficacy in younger participants but did not allow to conclude on efficacy in the age group above 60.
Novavax COVID-19 Vaccine Demonstrates 90% Overall Efficacy and 100% Protection Against Moderate and Severe Disease in PREVENT-19 Phase 3 TrialA
https://ir.novavax.com/news-releases/news-release-details/novavax-covid-19-vaccine-demonstrates-90-overall-efficacy-and
Denby.
Tesaro did not develop Zejula- it came form another source of private medical hospital who brought it from lab to patinet in 2011- they licensed it to Tesaro under an agreement .
Clinical trail on that date back to 2009.
Everyone went after EW when she said Zejua had low sales- well in a rivate hospital it is a the main treatment and has 3720 patients on it- none of the patinets pay and it can not ever be removed from them.
License on it - is a license - the hospital owns the actual treatment and changes it to suit each patinet needs- its what is called precise treatment tailored to each patient and immunology plays a big role and AZN will never get there hands on that side either.. Best
Sarah Gilbert
Suggest as an Idea- understand her position and shares in a listed company and the kick backs she and Hill took- nothing at all escapes the scrutiny of those who look at the finest detail.
I will desist from going further- out of respect for those invested and have no wish to blow up your dreams and fanatsy's
Denby. On a different panet- the novel treatment you think you know is the propriety holder of a USA hospital with the company GSK brought, developed an by a hospital -nothing at all for AZN only a smack in the face with a sardine
contrarian123
You so clever.
EW paid £106 million for a 10% equity investment in Curevac- its now worth $2.15 billion
You are concerned because Credit Suisse did a hatchet job on the dividend and represent Elliot.
Odd- wonder if you could have invested £106 million and turned it into $2.15 Billion in 42 weeks - off course you could not have- that is why you do what you do and EW does what she does- her brains over your brawn and its shows .
I would keep quiet- dont embarrass yourself anymore.
While GSK with Curevac swepp up and turn out a decent vaccine- the likes of Astra CEO pay them selves a bonus of £20 million for duff vaccine - that is now being replaced
I only read this forum on the odd occasions.
I am always amazed at the constant slating of GSK EW- she did get Hal Barron into GSK. Something that she did despite all the competition from other Pharma company's wanting Hal Barron.
earlier this year EW mistake with the board was to even engage with Credit Suiess - when you choose who you have in conference calls- and one must remember the likes of Credit SUISSE have vested interest with other parties and aim to cayuse of disruption.
The scenario with Elliott is something that is not good and creates a situation of attempting to manipulate and hood wink share holders.
If one is very sharp and switched on, they will know Paul Singer who was instrumental in enabling the war in Iraq.
Singer hedge fund set up a company called Prime NATURAL RESOURCES prior to the Iraq war- they set up 7 illegal oil contracts and broke international law with GWB admin+Tony Blair.
those oil contracts were enacted illegally by GWB man in Iraq Paul Bremer- when the United Nations went into Iraq as peacekeeper and to sort at free general elections for the the Iraq people- Paul Bremer and the USA military gave details to AQI Zahawi- who then bombed the UN compound killing dozens of people including Sérgio Vieira de Mello the top UN diplomat who had solved many conflicts around the world.
His death resulted in Paul Singer and Elliot being able to pilfer steal Iraq Oil through a series of off shore oil company's and resulted in the death of over 500,000 Iraqis and the enabling of ISIL.
Any clown who thinks Elliott and Paul Singer are good for GSK needs to visit Iraq and other countries to see the results of his actions.
With institutional fund holders who have capital in GSK- need to wake up and see what damage this vulture hedge fund as dome around the world.
GSK is Pharmaceutical company set up to help save lives- Elliott Funds and Paul Singer do the opposite.
the above are basic facts - and GWB with Paul Bremer made that possible in Iraq with Tony Blair being the biggest enabler