Member Info for Winstanley

Trump's recent signaling to impose tariffs on imported pharmaceuticals is likely to have major consequences for the global pharmaceutical industry. In my opinion, this is yet another reckless misstep from a deeply misguided leader, who we could all do without. Companies that depend heavily on exporting to the U.S. will likely struggle, while those with strong U.S. domestic operations or diversified supply chains may be in a better position to adapt.

Fortunately, GSK, by continuing to grow its manufacturing presence in the U.S., is well-equipped to handle the challenges these tariffs bring. This move helps minimise potential disruptions and reinforces GSK’s long-term commitment to the U.S. market. More luck than judgment for GSK, IMO.

One might not agree with Ken Griffin on GSK, but I can fully understand his worries about Trump, if nothing else:

https://tinyurl.com/jvy499ds

Well, Citadel was founded in 1990 by Ken Griffin and has had mixed successes and failures.

GSK, with roots dating back nearly 200 years, I would argue has a stronger track record by far. As a global leader in pharmaceuticals and vaccines, it has consistently delivered groundbreaking treatments. The news announced today, that the US Food and Drug Administration (FDA) has approved Penmenvy, shows there's no slowing down.

S/w - you are right and I will continue to hold too. Although, I'll take a long break from 'ticker watching'.

For me, it's continual encouraging news like this:

https://tinyurl.com/33vfmmd8

...Having to navigate mindless obstacles like this:

https://tinyurl.com/5amwv289

The latter, news report from STAT News, regarding the Trump administration's cuts to the CDC's Epidemic Intelligence Service (EIS) has been corroborated by multiple reputable sources. The Associated Press reports that the administration has initiated significant job cuts at the Department of Health and Human Services, resulting in the termination of approximately 5,200 probationary employees, including nearly 1,300 from the CDC. Notably, these cuts affect first-year officers in the EIS, who are essential for investigating outbreaks

Meanwhile Trump is firing people in the Epidemic Intelligence Service....

https://bsky.app/profile/crampell.bsky.social/post/3li6geml5a22j

F/P

While it might be true that one of GSK's blockbuster HIV drugs will lose patent protection in 2028, the company's pipeline remains strong. GSK recently secured FDA approval for a new meningococcal vaccine, joining Pfizer in a key market. This approval reinforces GSK’s ability to develop innovative vaccines and diversify beyond HIV treatments. With steady cash flow and a growing pipeline, any idea that GSK lacks future prospects seems shortsighted:

https://www.fiercepharma.com/pharma/gsk-joins-pfizer-5-1-meningococcal-vaccine-ring-fda-approval

Citadel must believe there are underlying weaknesses in the company—but what could those be? The pipeline question appeared to be put to rest, IMO.

If the business demonstrates long-term resilience, which I personally believe it will, Citadel may have to buy back shares, driving the price up. The biggest uncertainty, in my view, is the unpredictability surrounding the Trump situation. However, with solid cash flow and strong leadership, there's no reason to be rattled by short-sellers. A quick search also shows that Citadel has significantly, although indirectly, misjudged the market before—most notably during the GameStop short squeeze in January 2021, when it invested $2 billion in Melvin Capital, a hedge fund that took heavy losses on its GameStop short position.

Feel free to correct me if this is incorrect.

S/w

I was looking at that too. The question is - is it justified? Seems like a bold move, considering good results and outlook. Will cause volatility, as if there wasn't enough in the news that might knock sentiment already.

Will it produce a buying opportunity that's hard to resist?

I was on the cusp of selling out, on the news of Robert J Kennedy being confirmed.

I don't think it will in the short term, especially as GSK has many strings to it's bow, away from vaccines. However, the madman Trump will be with us for a long time, time enough for him to scru- up a lot of things.

With the confirmation of Robert F Kennedy Jr, warning sirens are sounding. Along with Trump acting irresponsibly, appeasing Putin, IMO, we are entering dangerous times.

I'm considering selling all my holding here.

https://pharmaphorum.com/news/kennedy-confirmed-hhs-secretary

GSK is planning to move its vaccine and infectious disease R&D teams northeast to Cambridge, Massachusetts.

https://www.fiercebiotech.com/biotech/gsk-plans-move-vaccine-rd-center-rockville-maryland-boston-area

Hypothetically,

Jonathan Barrett from Panmure Liberum, as mentioned in the 'Financial Times' article, suggests that splitting ITV Studios from its broadcasting arm could raise doubts about whether the remaining broadcaster could thrive on its own.

If ITV decides to sell or spin off its production division, securing a long-term content agreement would be crucial to ensure the broadcaster continues to receive high-quality, cost-effective programming. This would help avoid a sudden gap in content while allowing ITV Studios to expand independently. Given ITV’s public service obligations in an evolving media landscape, a broader discussion - potentially involving government - may be necessary. The priority should be to prevent any separation from leaving the broadcaster too weak to operate independently. ITV’s long-standing advantage has been its ability to both produce and air its own content, and any solution must protect that balance while adapting to the demands of a digital-first industry.

All, hypothetical - but reports suggest it's on the table.

Previous trash post, i.e w/t, filtered - oh bliss.

Previous post filtered, w/t, - oh bliss.

Https://www.itv.com/presscentre/presscentre/media-releases/itv-scores-biggest-weekend-ratings-uefa-euro-2024-englands-last-minute-6-nations-win

Looks like something might have leaked from the discussions - who knows?

............

Meanwhile, viewing figures into the new year look healthy: https://www.sportbusiness.com/news/six-nations-fa-cup-swell-itvs-weekend-viewing/

Some things never change.

Previous post, i.e w/t, is filtered - oh bliss.

It's annoying, Solley1

Under Carolyn McCall’s leadership, ITV has made significant strides in digital transformation, diversifying its content strategy, and strengthening ITV Studios into a global production powerhouse. Despite these achievements, the market continues to undervalue the company, seemingly overlooking the bold investments and strategic pivots that have positioned ITV for long-term success. It’s frustrating to see such progress goes unrecognised. The question remains: when will the penny drop, giving ITV the credit it deserves?

Not too long before results - good luck.

Https://www.ft.com/content/d13184db-9fd5-43d0-8883-1bbe8c7305ed

Sorry, wrong board.