Member Info for Winstanley

ARMANI,

Our CEO is doing all she can to open the doors to China:

http://gb.china-embassy.gov.cn/eng/dshdjjh/202503/t20250322_11580182.htm

This is in its infancy - it's growing and it's good news:

https://uk.themedialeader.com/itv-finds-incremental-reach-on-youtube/

Https://www.thisismoney.co.uk/money/markets/article-14698261/Pharma-giants-pin-US-tariff-hopes-NHS-price-cap-deal.html

Yes, s/w, it feels like we're sitting on fool’s gold sometimes. There are so many possible pitfalls. I'm going to see if there any further announcements on tariffs over the next month. I've tried to give Trump the benefit of the doubt but he and his administration seem inept. I wonder how the U.S. - China talks are going?

By bypassing doctors with public health expertise and choosing a wellness influencer who sells supplements and potions as Surgeon General, the president's supposed commitment to meritocracy is completely laughable. How pharmaceutical companies are expected to operate in this environment is unfathomable.

Hypothetically, In the future, Americans will no longer need to consult medical professionals for health issues. Instead, under Trump’s “Make America Healthy Again” initiative, people may be directed to wellness influencers' websites. While this approach could save the U.S. millions of dollars, it may come at the cost of people’s health and lives.

Trump believes he knows what's best.

https://thebulletin.org/2025/05/casey-means-the-rfk-jr-allied-wellness-influencer-trump-wants-for-surgeon-general-isnt-anti-vax-enough-for-anti-vax-right/

:On Thursday the president looked past doctors with public health experience and chose, instead, for surgeon general, a wellness influencer who hawks supplements and tests.'

https://thebulletin.org/2025/05/casey-means-the-rfk-jr-allied-wellness-influencer-trump-wants-for-surgeon-general-isnt-anti-vax-enough-for-anti-vax-right/

The Texas outbreak, which started in January, could cause the U.S. to lose its "elimination" status if it continues for over a year. This status means the disease has been under control for 12 months, and the U.S. has had it for 25 years.

NPR (National Public Radio) is generally considered a reputable and reliable source for news and information. It is a nonprofit media organisation known for its in-depth reporting, fact-checking, and adherence to journalistic standards.

https://www.npr.org/sections/shots-health-news/2025/05/09/nx-s1-5393762/measles-math-what-to-know-about-1-001-measles-cases-across-the-country

Apparently imeasels has slowed in some areas of the U.S.. However, outbreaks of measles can exhibit a pattern where the virus spreads rapidly during certain years, often followed by periods of relative decline, but then can return in future years with potentially stronger effects if vaccination rates decline or if immunity levels in the population are lower. The spreading of vaccine skeptism in the U.S could be storing up a much larger problem down the line.

Https://www.france24.com/en/live-news/20250509-measles-roars-back-in-the-us-topping-1-000-cases

https://www.medpagetoday.com/opinion/second-opinions/115513

UK pharma industry has been left waiting.

https://pharmaphorum.com/news/pharma-still-waiting-mode-after-uk-us-trade-agreement

In my view the U.S. , under its present direction, is unintelligible. China, despite the difficulties, holds more promise. We must not forget the EU, our natural and biggest trading partners (our national security depends on it).

https://www.bbc.co.uk/news/articles/cr7zr4gnknxo

Https://uk.investing.com/analysis/severfield--first-signs-of-encouraging-news-emerge-200616636

David Eilenberg, Roku's head of content, is leaving the streaming platform to take on the role of creative director at ITV America.

“I’m so proud to have been part of Roku’s success story, including doubling the size of the Roku Channel as it became the fastest-growing service in all of streaming,”

“At the same time, I’m overwhelmed with excitement to return home to ITV, its best-in-class teams, and the creative process that’s ultimately where my heart lies. It’s become a new world in a short time, and I can’t wait to help bring the next wave of hit television, digital, and branded content to life.”

Eilenberg said in a statement.

Trump said

“The US and UK have been working for years to try and make a deal and it never quite got there."

“It did with this Prime Minister, so I want to just congratulate you.”

However, the pharmaceutical and media movie issues remain.

Steroid fed beef anyone?

The mention of sale rumors, followed by Bellamy's refusal to comment, can be interpreted as an attempt to deflect attention from speculation while asserting that ITV is in a strong position. Bellamy’s “we’re comfortable with our scale” comment is important, as it conveys confidence in the company’s future, even as rumors of an acquisition or sale swirl.

As a further implication: The way Bellamy avoids directly engaging with the sale rumors could be a strategic move to avoid destabilising the company’s position, signaling that ITV is not desperate for a sale and does not feel pressured by the idea of external investment. It also hints that ITV is selectively open to opportunities, but not at the cost of compromising its autonomy or scale.

While doomsayers and trolls eagerly react with glee at the mere hint of a crisis or downturn, the reality is far from that. A carefully balanced approach will ride any storm.

https://deadline.com/2025/05/itv-studios-bosses-on-sales-talk-scripted-funding-crisis-1236389727/

It's definitely intriguing that the trading volume has surged today. It’s possible there’s something happening behind the scenes.

I’m also wondering if an official announcement is on the horizon, as BigEgo hinted. You never really know. Let's keep an eye on this and see how it unfolds.

Thanks s/w, it's tricky to judge things perfectly but like you say a profit is a profit.

The concern is that without sufficient protections for IP and regulatory data, UK pharmaceutical companies might face challenges in ensuring their products and innovations are adequately safeguarded in India.