Member Info for Winstanley

A lot of those businesses who thought it was pointless are probably scratching their heads now, uncertainty is messy.

This is unrelated to pharmaceuticals, but worth a read:

https://deadline.com/2025/05/media-stocks-fall-donald-trump-tariff-films-produced-outside-us-1236385196/

Trump now wants to te open Alcatraz!

I think he should be the first inmate.

Also, he wants 100% tariffs on non U.S. movies!! This is not a notably good President - he's an absolute joke.

Also, IMO, U.S. business leaders need to be more vocal before Trump's child like impulsive reaction does even more lasting damage.

........

'the entire pharmaceutical industry made the bizarre decision not to oppose RFK Jr.’s nomination as Secretary of Health and Human Services, even though RFK himself quite openly says that he hates this industry and wants to injure their interests.'

https://www.slowboring.com/p/the-most-disturbing-aspect-of-trumps

Ignore Trump, everyone else does. He will only damage the U.S. more. Investors in ITV need not worry about Donald Trump's tariff threats on films, as his track record shows that such proposals are often more bluster than action. Trump has repeatedly backed down or reversed course on similar threats in the past, demonstrating that his policies are often short-lived and unworkable. Moreover, his ideas, such as imposing a 100% tariff on foreign films, ignore the complexities of the global film industry, which relies heavily on international cooperation. Such a tariff would likely harm U.S. companies as much as foreign ones, making it an unlikely and impractical measure. Additionally, Trump's inconsistency and tendency to U-turn on key issues further reduce the likelihood that this policy would ever be enacted or sustained. Trump is an incompetent clown.

Https://www.theguardian.com/business/2025/may/04/itv-and-channel-4-face-summer-of-uncertainty-amidst-leadership-issues-and-potential-mergers

They cannot, but maybe they cannot help themselves. It may soon be as leaky as a sieve.

Https://www.huffingtonpost.co.uk/entry/rfk-jr-measles-treatments_n_6815381de4b08215e5f697bc

There are effective treatments already established for treating measles. However, Robert F. Kennedy Jr will direct federal health agencies to explore potential new treatments for measles in the U.S.

Faith healing and increased vitamins being explored.

https://politicalwire.com/2025/05/02/kennedy-orders-search-for-new-measles-treatments/

AI generated answer:

Yes, the news about India and the UK looking to clinch a trade deal could potentially benefit Severfield, a leading UK-based structural steel company. Here's why:

1. Increased Trade with India: If the trade deal includes favorable terms for infrastructure and construction projects, Severfield, which specializes in the design, fabrication, and erection of steel structures, could see an increase in demand for their services in both the UK and India.

2. Export Opportunities: Severfield could benefit from an increase in export opportunities to India, a country with growing infrastructure and construction needs, especially in sectors like transportation, industrial buildings, and urban development.

3. Improved Supply Chains: Trade deals often improve supply chain efficiencies. Severfield may benefit from easier access to materials or more competitive pricing, lowering production costs and increasing profitability.

4. Collaborations & Partnerships: With enhanced trade relations, Severfield might have the opportunity to partner with Indian companies on joint ventures, infrastructure projects, or international contracts, further expanding their market.

Overall, the development of stronger trade ties between the UK and India could create new growth avenues for Severfield, depending on the specifics of the deal.

Is there any correlation?

https://www.msn.com/en-us/money/companies/india-and-uk-look-to-clinch-trade-deal-in-new-london-meeting/ar-AA1E3mSf

Another good day!

There must be a trading update due soon as traditionally they've been in the second week of May. Hopefully there'll be some comments on ongoing events.

Nice!!

Https://www.thisismoney.co.uk/money/markets/article-14665569/Europeans-boost-pharma-risk-losing-jobs-investment-US-warns-GSK-boss.html

'Tariffs: GSK notes that the U.S. Administration has initiated an investigation under Section 232 of the Trade Expansion Act to determine the effects of pharmaceutical product imports on national security.

The company is well positioned to respond to the potential financial impact of sector-specific tariffs, should they be implemented, with mitigation options identified in the supply chain and productivity initiatives.'

One wonders, what supply chains? and what producing initiatives?

https://www.benzinga.com/general/biotech/25/04/45100064/britains-gsk-asserts-it-is-well-positioned-to-mitigate-potential-tariffs-after-strong-q1-cancer-and-hiv-drug-sales

It’s been mentioned that any forthcoming tariffs will be lessened (mitigated), though the details on how this will happen aren’t clear. Still, that’s enough for me. I'm happy to be holding.

Well good luck all.

Analysists have cautiously mixed opinions.

I'm fairly relaxed.

https://www.ig.com/uk/news-and-trade-ideas/GSK-Q1-earnings-preview-specialty-medicines-growth-and-strategic-initiatives-under-the-spotlight-250429

Same news - different angle.

https://thedesk.net/2025/04/banijay-exploring-bid-itv-united-kingdom/

The only stumbling block I see is increased interest. Clearly ITV are weighing up who's offering what and how far are they willing to go!

Thanks for posting the link, Tyma. It will be interesting to see how the share price moves today.

Order some popcorn in, tomorrow and the next few days could get really interesting!!

Https://shorturl.at/pb7TU

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