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GlaxoSmithKline plc Message Board

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  • Copy that longs???

    Sentiment: Strong Buy

  • Cover shorts!!! ???

    Sentiment: Strong Buy

  • August 25, 2014 | By Marcin Marchewa
    GlaxoSmithKline plc (NYSE:GSK) announced, that its experimental intravenous drug, designed to cure Ebola, will soon go into clinical trials. GlaxoSmithKline is developing the drug in conjunction with scientists over at the US National Institute of Allergy and Infectious Diseases (NIAID). On Friday GlaxoSmithKline plc (NYSE:GSK) share price closed at $47.68. Company net profit margin stands at 27.60% whereas its return on equity (ROE) is 105.20%. GlaxoSmithKline plc (NYSE:GSK) is -13.63% away from its 52 week high and its 52 week range is $46.01 – 56.73.

    Sentiment: Strong Buy

  • 14 August 2014, 11:24
    Written by Stephen Lamacraft
    We are just coming to the end of the second quarter reporting season, so I thought this would be a good opportunity to update you on the operational progress of some of the core positions in the CF Woodford Equity Income Fund.
    In summary, we are very pleased with the progress being made by our 10 core holdings, with results being reported either in line or slightly ahead of expectations. Below, you will find passages from the results statement of each of the top 10 holdings in the fund as at 31 July, along with the latest dividend (if one has been announced).
    The one exception is GlaxoSmithKline, which we highlighted in our July Fund Roundup.
    GlaxoSmithKline is currently a very unpopular stock – as contrarian investors, this is one of the reasons we like it, because its unpopularity is reflected in a very low valuation. To put this into context, Bayer recently acquired Merck’s consumer healthcare business for 7x sales. If you were to put Glaxo’s consumer healthcare business (it recently put its consumer healthcare assets into a joint venture with Novartis) on the same multiple, it would be broadly equivalent to half of Glaxo’s market capitalisation.
    By combining the potential valuation of the consumer healthcare division with the potential valuation of a world-class vaccines business and VIIV, a leader in HIV treatment, you get the current market value. As such you get a portfolio of existing pharmaceutical products and a strong pipeline of new drugs, in our view – for free! It’s worth mentioning that this division is no minnow with a potential valuation of £33bn, some 50% of the current market cap.
    Now, we are not suggesting that a corporate bidder is going to pay that sort of money for Glaxo’s consumer healthcare business any time soon – it’s just an interesting way of looking at the valuation opportunity that exists in the stock currently.

    Sentiment: Strong Buy

  • U.S. stocks: Futures higher as Draghi lifts Europe

    Sentiment: Strong Buy

  • Shorts ???... next $50....lol cover cover...lol

    Draghi comments spark gains for Europe stocks
    European stocks kicked off Monday with gains, inspired by European Central Bank President Mario Draghi’s unexpected suggestion at Jackson Hole, Wyo. that further stimulus could be on the way for the region.

    “He feels action may be needed to boost demand in Europe, and this will see markets start to price in probability for further stimulus in the near term,” said Stan Shamu, market strategist at IG, in a note. “The result was a drop in the euro today and is also likely to support European equities.”

    Sentiment: Strong Buy

  • Woodford Investment Management said it planned to publish a full list of the fund's holdings in a week's time.
    Mr Woodford said he had a "cautious" view of the world economy because of the reining in of "quantitative easing" and falling expectations for global economic growth. As a result he was avoiding sectors that he saw as vulnerable.
    “My cautious view on the global economy hasn’t changed," he said. "The liquidity flows that have supported asset prices over the past five years are going into reverse, while growth in many parts of the world is being downgraded.
    “The global economy and financial markets both face a tricky time over the next few years, but there are still many undervalued assets in equity markets and it is these opportunities that the fund is seeking to exploit."
    He added: “I’ve been using a pilot analogy to explain the process of building the portfolio of my new fund. We have taken off and we have already gained a lot of height, but we are not yet at cruising altitude. The portfolio will continue to evolve.
    “I have been very careful in building a portfolio that avoids sectors that I believe are vulnerable to a faltering global economy. There is significant emphasis in my new fund on the tobacco and pharmaceutical sectors. These two sectors are resilient to falling demand, have strong balance sheets and attractive valuations."

    Sentiment: Strong Buy

  • Neil Woodford: GlaxoSmithKline's troubles are only temporary
    Renowned fund manager gives embattled drug giant a vote of confidence
    Veteran fund manager Neil Woodford has revealed that a "long conversation" with GlaxoSmithKline boss Sir Andrew Witty following a recent profits warning inspired confidence in the company.
    Mr Woodford's backing will come as a boost to GSK, which saw billions of pounds wiped off its market valuation after it admitted that it would fail to increase its profits this year.
    "A long conversation with Glaxo’s chief executive post results has allowed us to maintain confidence in the long term investment case, despite this near term setback," said an update from the renowned investor's new fund, Woodford Equity Income.
    GlaxoSmithKline accounts for 7.1pc of the £1.6bn fund, second only to rival drug maker AstraZeneca. The update also disclosed that the fund bought more shares in GSK towards the end of last month.
    Britain's biggest drug maker last month posted a disappointing set of quarterly results, dragged down by fiercer competition for a number of its historic best-sellers as they lose patent protection.

    GSK's troubles centred on declining sales of its best selling inhaler, Advair, after the product was removed from reimbursement lists of several major US prescription managers. However America's biggest prescription manager, Express Scripts, on Monday revealed it had reinstated Advair to its approval list for next year after the company cut the price tag.

    Sentiment: Strong Buy

  • 'Pharmaceutical shares are entering a golden era'
    James Thomson, who manages the Rathbone Global Opportunities fund, has bought pharmaceutical shares for the first time in eleven years. Here he explains why

    James Thomson has been manager of the Rathbone Global Opportunities fund for 11 years but has never invested in a pharmaceutical share – until now.
    Mr Thomson’s job is to unearth companies that are “shaking up their industries” and he said that after 15 years of disappointment, pharmaceutical firms are doing just that.
    “It has been 15 years of deterioration for the sector, with slowing revenue growth and the loss of patents for key drugs, but they have now come through. Companies in the US and Europe are developing drugs that are going to solve and help with symptoms for a variety of illnesses,” he said.

    Sentiment: Strong Buy

  • Zacks just said " STRONG SELL" on GSK??? ya right???

    Pharma Investing 101
    by Zacks Equity Research Published on August 22, 2014
    With the year coming to an end, the worst of the patent cliff faced by the pharmaceutical sector in recent times is over. Although genericization will continue, the major patent expiries are over and done with.

    Many companies which had faced generic headwinds in the last couple of years should continue to see a sustained improvement in results as they move into 2014. Cost-cutting, downsizing, streamlining of the pipeline, growth in emerging markets and new product launches should support growth. Meanwhile, increased pipeline visibility and appropriate utilization of cash should increase confidence in the sector. (Read: Biotech Earnings Put these ETFs in focus)

    Acquisitions & Divestments

    Acquisitions as well as divestments will continue in the pharma sector with several companies pursuing bolt-on acquisitions, in-licensing deals and collaborations for the development of pipeline candidates. The in-licensing of promising mid-stage candidates by big pharma companies has gone up significantly – this makes sense as it helps the companies cut down on the time and cost involved in developing a product from scratch.

    A major part of the in-licensing activity is focused on therapeutic areas like oncology, central nervous system disorders, diabetes and immunology/inflammation. The hepatitis C virus (HCV) market is also attracting a lot of attention. (Read:

    Another recent trend is the divestment/monetization of non-core assets so that the companies may focus on their core areas of expertise. Biosimilars are also a focus area.

    Restructuring activities are also gaining momentum as large pharma companies are looking to cut costs and streamline their operations. Most of these companies are re-evaluating their pipelines and discontinuing programs which do not have a favorable risk-benefit profile.

    Sentiment: Strong Buy

  • Takeover candidate or best time to load up vs market !!!!

    GSK:
    52-Week Change:-14.55%
    S&P500 52-Week Change:+20.02%

    Sentiment: Strong Buy

  • A Briton who contracted the Ebola virus in Sierra Leone is being flown back to the UK on an RAF jet, the UK Department for Health has said.

    The patient, who is a healthcare worker, is to be flown to RAF Northolt and will then be transported to an isolation unit at the Royal Free Hospital in north London.

    The Briton is "not currently seriously unwell", a spokesman said.

    Health chiefs say the risk to the UK from the virus remains "very low".

    The Department of Health (DoH) said the patient was being "medically evacuated" in a specially equipped C17 RAF aircraft following "clinical advice".

    It is the first confirmed case of a Briton contracting the virus, for which there is no cure, during the latest outbreak.

    The deadly virus is spread between humans through direct contact with infected bloodily fluids.

    So far 1,427 people in West Africa have died - more than in any other Ebola outbreak.

    A statement from Sierra Leone's health ministry said the Briton had been volunteering at a clinic in the Kenema district of Sierra Leone.

    Sidie Yayah Tunis, director of communications at the health ministry, said the patient had been flown out of the country's main airport in the town of Lungi on Sunday.

    'Best care possible'
    Dr Paul Cosford, director for health protection at Public Health England, said the Briton was being transferred with "all appropriate protocols promptly activated" by UK health agencies.

    "Protective measures will be strictly maintained to minimise the risk of transmission to staff transporting the patient to the UK and healthcare workers treating the individual."

    He added: "UK hospitals have a proven record of dealing with imported infectious diseases and this patient will be isolated and will receive the best care possible."

    Prof John Watson, deputy chief medical officer for the DoH, said the UK had "robust, well-developed and well-tested NHS systems for managing unusual infectious diseases".

    "It is important to be reassured that although a case of Ebola in a British national healthcare worker residing in Sierra Leone has been identified and is being brought back to the UK the overall risk to the public in the UK remains very low," he said.

    'Slap in the face'
    BBC correspondent Will Ross said health workers in West Africa have had to decide whether it is safe to fly the patient back to the UK.

    "The experts are saying it is a low-risk move but for the patient it could well be a life-saving move because the clinics in Sierra Leone are so over-stretched," he said.

    Our correspondent said the move away from Sierra Leone would "improve the patient's chances" of recovery.

    However, for people living in west Africa it was "another slap in the face", he said, because people could see "how much better" health care is in countries like the UK and the US.

    It comes after two Americans recovered from Ebola and were last week discharged from hospital having been flown to the US and given an experimental drug.

    Dr Kent Brantly, 33, and Nancy Writebol, 59, were flown from Liberia, in West Africa, to Atlanta, in the US, where they received an experimental treatment known as ZMapp.

    Officials in Liberia have also said three medical staff have shown signs of improvement after taking the drug.

    Health workers say the body has a greater chance of fighting off the virus if the patient seeks help fast and the symptoms are treated.

    Sentiment: Strong Buy

  • Several private equity groups exploring a $10 billion plan to buy hundreds of older drug brands from GlaxoSmithKline PLC and Sanofi SA
    KKR & Co. LP and Warburg Pincus LLC are just two of several private equity groups exploring a $10 billion plan to buy hundreds of older drug brands from GlaxoSmithKline PLC and Sanofi SA and merge them, sources told the Financial Times on Sunday, adding to the intense deal activity in the pharmaceuticals industry. GSK is mulling the sale of a portfolio of mature products with annual sales of about £1 billion ($1.69 billion), while Sanofi is considering the sale of about 200 older drugs with annual revenues of at least #$%$2.1 billion ($2.82 billion). The Blackstone Group LP, Advent, Apollo and Bain Capital LLC have reportedly also shown interest in the portfolios

    Sentiment: Strong Buy

  • The Ebola virus is deadly with a mortality rate of 90%. Although it has so far spared India, the danger of it entering and affecting the country is real.

    In India, very few are aware of what Ebola is. It is a deadly virus with flu or the recent chikungunya epidemic-like symptoms. It starts with a high fever, headaches, muscle pain, body ache and sore throat. This is followed by diarrhoea and rashes, as well as internal and external bleeding. It causes liver and kidney damage and eventually death.

    It is highly contagious, spread by contact with body fluids, stool and physical contact. This affects not only the patient, but also puts medical and health care personnel at considerable risk. Clothing, bedding and even dead bodies can spread the infection. The incubation period is long, with symptoms manifesting in eight to 21 days. The infection time period is very low, anyone can become infected within two to 14 days after contact.

    The danger is further compounded by the fact that there is no known treatment for it and regular medicines do not work. The severity is likely to be greater and with a population that already has low resistance levels, the spread of the disease is likely to be faster and fatal.
    Taking into account all the above factors, the immense population of India, the not so good healthcare and medical facilities and resources available, the Ebola virus is a real threat to India.

    Ebola needs a very careful monitoring and right handling to prevent spreading.

    Ebola is at present restricted to West African countries of Guinea from where it started and has now spread to neighbouring countries of Liberia, Sierra Leone and Nigeria. It seems to have also entered the Middle East countries. Ebola attacks humans and other primates such as monkeys and gorillas. Four strains of Ebola are African in origin while one strain is endemic to China and the Philippines.

    The only course of treatment for Ebola is through isolation and containment. Patients have to be strictly isolated, treated for dehydration, which is a major problem, and medical parameters for blood pressure and blood should be maintained.

    The virus can enter with visitors coming from affected areas such as West Africa and the Middle East. A strict vigilance and screening at all airports as well as sea ports of passengers arriving from these countries is essential.

    At present, India is requesting voluntary information from passengers and suspected cases in New Delhi were sent to Ram Manohar Lohia Hospital. Fortunately, they tested negative. Quarantine units have to be set up as transferring patients to ICU only increases the danger of spreading the infection to other patients.

    New Delhi's Airport Health Organisation (APHO) has six quarantine units, but they are not fully in use due to paucity of medical personnel. Plans are afoot to use the airport quarantine units and send only the confirmed cases to the hospitals. The centre will also be ready to disinfect the aeroplanes, if required.

    Medical personnel and health care workers will have to be trained and exhorted to strictly adhere to all precautions and procedures for quarantine and treatment. Disposal of medical waste, clothing, linen, and so on should be stringently controlled and done properly.

    Reports from the Health Ministry indicate that since August 10, over 9,000 passengers have been screened at the major airports of New Delhi, Kolkata, Mumbai, Chennai, Kochi and Trivandrum.

    The public should be educated on the symptoms and spread of the disease and travel, unless strictly necessary, should be avoided to infected countries.

    Recently, drugs in the experimental stage have been used to treat two American medical personnel exposed to Ebola. Two companies -- GlaxoSmithKline and Mapp Biopharmaceuticals are testing drugs in the experimental stage. Mapp's 'Zmapp' has been used to treat two Americans recently infected with Ebola.

    The WHO maintains that an effective vaccine against Ebola will be ready only in 2015. However, discussions between the WHO and the manufacturers to speed up the process and make the vaccine available earlier are underway.

    India's need of the hour is strict monitoring of passengers from infected countries, rigorous quarantine procedures and facilities, creating public awareness and having trained personnel ready to handle the disease.

  • and very cheap after 2 FDA deal this week???

  • I wrote a post earlier today that was a response to a post of yours, on the JNJ board.
    I look forward to your reply!

  • 2 FDA deal this week.....Market must sleep??

    market???

    GlaxoSmithKline's ViiV wins FDA nod for three-in-one HIV treatment
    August 22, 2014 |

    GlaxoSmithKline's (GSK) Arnuity Ellipta Approved by FDA - August 20, 2014

  • Wow this beat Gilead Treatment !!!

    In the combo's Phase III program, it successfully beat out Gilead's three-part cocktail Atripla, charting a statistically significant 80% rate of virological suppression at 96 weeks compared to 72% for its comparator. Gilead's drug combines the antivirals emtricitabine, tenofovir and efavirenz, and it leads the market among fixed-dose treatments, bringing in $3.6 billion for the company in 2013.

    Sentiment: Strong Buy

  • GlaxoSmithKline's ViiV wins FDA nod for three-in-one HIV treatment

    Sentiment: Strong Buy

  • On Wednesday, shares in GlaxoSmithKline PLC advanced 0.97%, closing the day at $47.81. The stock recorded a trading volume of 5.29 million shares, much above its three months average volume of 2.98 million shares. The stock oscillated between $47.30 and $47.83 during the session. Shares in GlaxoSmithKline PLC have gained 2.01% in the previous three trading sessions, although, the shares have declined 11.00% in the last one month and 10.45% since the start of this year.GlaxoSmithKline PLC's shares are trading below their 50-day and 200-day moving averages of $51.45 and $53.11, respectively. Additionally, the stock has an RSI of 35.09.

    Sentiment: Strong Buy

GSK
47.18-0.20(-0.42%)2:32 PMEDT

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