Agree with you .The swamp bussines with NVS will add .
Vaccines plus Health Consumer business fron NVS (massive and over the counter sales) plus Cash less Oncology (marginal) less huge risk involved in Cancer R&D (failure) plus internal savings . GSK will still retains its mos promising drugs and its R&D accordingly.
The above mentioned facts will add a secure stream of cash-flow while it will decrease failure risk.
Triple AAA +
The article is BS.This GEM is doing good:it is huge in vaccines,in various ethical drugs,asthma,still in cancer R&D(new),pays "fat" dividend,etc.
As far as cancer portfolio being sold,70-80 percent of such,cancer,developments end up in failure,they are also longest from studies till approval.And,one more thing,THEY can always "show the money".
Forgot something else-bribes scandals.ALL BIG COMPANIES DO,POLITICIANS DO,ALL KINDS OF SHMUCKS DO-IT IS JUST NOT EVERYBODY GETS CAUGHT.
Good luck and good night!
I think JNJ is a better peer candidate. Or during the transformation something in between PG and JNJ. This stated that GSK brands are 'stickier' than BG brands. Which in my mind justifies hefty premium when compared to PG.
We need the CEO to be gone, he clearly missed three things:
1. new drug approval is much easier these days, but he shifted GSK from this growth area
2. Interest rate is very low, capital is cheap. But he doesn't want to take advantage of it to acquire assets
3. Lots of scandals under his management
Why do we need him?
Exactly， not taking advantage of the current ultra low interest rate environment is crazy. And he found tons of reasons for that failure.
stock alert spammers took over yahoo finance. Where are the moderates? sleeping or sn0000000000000ooring
NLNK and GSK and JJ... All egg-based, vector vaccines. weak for ebola: low antibodies, all require frozen storage (in tropical Africa people... good luck getting electricity to the bush, or -80c freezers!!), none of which are using the current Makona strain. Not sure how many more ways NLNK will fail with it's ebola candidate and how much regret MRK has for taking you off the shelf only to be halted, re-dosed, with even lower antibody response. The same, SLOW archaic egg-based vaccine platform that got the flu all wrong last year.
NVAX uses the current Makona strain, made its vaccine in 90 days, did a NHP challenge with other strains, showing cross strain protection, stable at room temp. for 48 hours then refrigeration (no freezers).
you need a winner to make you $$
NVAX vs.GSK NHP Ebola results compared:
When tested at 1 dose at 60ug the NVAX vaccine had a ~5 fold (alum) and ~3.2 fold (MatrixM) higher EC90 response in the NHP models than the GSK chAd3 did in its NHP test.
When tested at 2 doses at 60ug the NVAX vaccine had a 69 fold (alum) and 1675 fold (MatrixM) higher EC90 response in the NHP modes than the GSK chAd3 did in its NHP test.
When tested at 2 doses at 5ug the NVAX vaccine with MatrixM had an had a 2756 fold higher EC90 response in the NHP modes than the GSK chAd3 did in its NHP test.
Assuming a 10 fold reduction in antibodies in the human model, similar to what GSK has seen, this indicates with a 2 dose regimen in humans at 5ug with Matrix M at 31 days we can expect to see around 3071 (1,302,798 over 368) fold increase in Ebola antibodies compared to what GSK has seen in their “successful” p1 study using a matched monovalent vaccine at 1 dose.
GSK is no NVAX, the future. The FDA animal rule (antibodies) wins!
NVAX makes vaccines, from DNA sequence to manufacturing, IN 90 DAYS!! with amazing antibody response. The next generation is here.
from $350-500+. At a minimum, the vaccine should be priced above $400. Anything less would border on incompetence.
Yahoo has had a problem for the last 8 or 9 days where half the regular posters could not post anything. They claim it's fixed now.
so the reasons to own GSK poss HIV spinoff and fat bonus dividend....they basically canceld both. This shows me there may not be any new cards in the mix and/or management has no clear direction to turn this pig around. I am deeply disappointed
MNGA is looking mighty plucky and could really test its 12 month high of $1.83 especially now that its confirmed another major sale of MagneGas®