Member Info for Winstanley

Https://www.pharmaceutical-technology.com/news/gsks-world-first-gonorrhoea-vaccine-launched-in-england/

In the TV report, Walmsely has noted that the U.S.. continues to be the leading location for pharmaceutical companies to operate. However, the recent discussions imply that she is looking beyond the present U.S.. government administration (easy to see why). It's positive to see that other business opportunities are also being actively pursued:

https://www.benzinga.com/news/health-care/25/07/46664599/gsk-merck-chinese-biotech-hengrui-pharma-collaborates

Annoyed that he's not allowed to mark his own homework, Trump has ordered the firing of the head of the Bureau of Labor Statistics after job numbers were lower than expected in July - figures showed that 73,000 jobs were created last month

Https://www.fiercepharma.com/manufacturing/trumps-pharmaceutical-tariffs-materialize-last-new-us-eu-trade-deal

It is unlikely IMO that Donald Trump will achieve his goal of significantly reducing pharmaceutical costs through his recent demands. Major pharmaceutical companies have expressed strong opposition to drastic price cuts, arguing they could stifle innovation. Additionally, there is limited support in Congress for implementing such measures, and critics warn that significant reductions could lead to negative consequences like drug shortages. With a deadline set for September 29 for companies to respond, the historical resistance from the industry and lack of legislative backing suggest that many companies will either refuse to comply or offer only limited concessions.

https://youtu.be/r-c95Vwcsho?si=yfvn9H_HJHFYWZ7U

..IMO, for the low sp or Trump's latest claims.

Trump's recent push to pressure pharmaceutical CEOs to cut U.S. drug prices by aligning them with those in other developed nations is fundamentally flawed. While the intention to lower prices is commendable, the approach lacks a clear understanding of the complexities involved in drug pricing and innovation. Forcing companies to adopt "most-favored-nation" pricing could stifle investment in research and development, as pharmaceutical companies may struggle to maintain profitability if they are compelled to lower prices drastically. Additionally, the demand for companies to return excess revenues from overseas sales to U.S. patients lacks a concrete mechanism for implementation, raising questions about its feasibility. This heavy-handed approach risks alienating the very industry that is crucial for medical advancements and could lead to unintended consequences, such as reduced access to new therapies for patients.

https://www.msn.com/en-us/politics/government/trump-pressures-17-pharma-ceos-to-cut-us-drug-prices/ar-AA1JFGRs

Https://www.ii.co.uk/analysis-commentary/ii-view-gsk-injects-optimism-2025-sales-forecasts-ii536062

Robert F. Kennedy Jr. (RFK Jr.) appointed Vinay Prasad as the head of the U.S. Food and Drug Administration's (FDA) vaccine division in May 2025. Prasad, an oncologist and professor, was tasked with overseeing the FDA's Center for Biologics Evaluation and Research, which includes the regulation of vaccines and gene therapies.

However, Prasad's tenure was short-lived; he left the position after just 84 days amid significant controversy and criticism from various political factions. His departure was officially announced on July 30, 2025, with reports indicating that he faced backlash for his regulatory decisions and actions during his brief time at the FDA.

https://www.pharmexec.com/view/vinay-prasad-fda-departure-controversy-drug-rejections

4 per year - next one paid on 09 Oct 2025 (Thu).

Https://youtu.be/r-c95Vwcsho?si=uty9CGNcJ7UZ7RNA

GSK's guidance encompasses the tariffs that have been enacted so far, as well as the European tariffs referenced this week. They assert that they are adequately prepared to manage the potential financial impacts of these tariffs, having outlined mitigation strategies. In my view, the wording implies—albeit somewhat ambiguously - that any potential additional tariffs have already been taken into consideration.

Additionally, the Blenrep situation appears to be a minor distraction:

https://www.fiercepharma.com/pharma/despite-blenrep-uncertainty-gsk-sticks-its-ps40b-projection-2031

Yes, it's looking better - the market is sometimes jittery over the tarrif situation, but our rns did say it had been factored-in (I'm glad they included that nugget of information) gla.

Looks promising, let's see what happens today.

"We now expect to be towards the top end of our financial guidance for 2025 and remain confident in our long-term outlooks."

I've added too; what an opportunity!

STV is no longer as comparable to ITV as it used to be.

STV Group did not have the broadcasting rights for the recent UEFA Women's Euros 2025, as well as not having the upcoming Men's World Cup 2026 and Women's World Cup 2027. These rights have been acquired by ITV and BBC Sport, which are jointly covering these major events. Given the recent high viewing figures and sustained public interest, these tournaments are essential for advertisers, and ITV holds a significant advantage.

Maybe it's wishful thinking and Trump doesn't bring out the best in me. I wish the Epstein scandal topples him!

Apparently he now says pharmaceuticals not included:

https://news.bloomberglaw.com/health-law-and-business/trump-says-pharmaceuticals-wont-be-part-of-potential-eu-deal

Well, we expected him to be backpedaling again. Nonetheless, encouraging.

https://www.the-independent.com/news/world/americas/us-politics/trump-trade-tariffs-europe-automobiles-b2796928.html

My intention was always to hold until at least the end of 2026 . Now, with sporting events momentum clearly with ITV it's like I'll be holding longer:

2027 +

https://www.independent.co.uk/sport/football/womens-world-cup-2027-tv-broadcast-deal-free-to-air-b2796790.html

Same:

https://businessplus.ie/media-plus/itv-streaming-share/

Europe is a major market for multiple myeloma, with 50,000 cases diagnosed each year accounting for a quarter of global incidence, according to the World Health Organisation:

https://pharmaphorum.com/news/gsk-adds-eu-blenrep-checklist-fda-sets-new-pdufa-date

It's certainly encouraging:

https://www.gsk.com/en-gb/media/press-releases/blenrep-belantamab-mafodotin-combinations-approved-in-eu-for-treatment-of-relapsedrefractory-multiple-myeloma/