GB stock · Healthcare sector · Drug Manufacturers—General
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GSK plc

GSKNYSE

44.06

USD
-0.36
(-0.81%)
After Hours Market
17.56P/E
12Forward P/E
0.68P/E to S&P500
112.000BMarket CAP
1.69%Div Yield
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Largest DNA database.

Data = money right?

Plus, some collab with GSK for medical research.

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What strike/expiry on your gsk and price paid?

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My current two option plays I have are aapl and Gsk.

Im close to being itm on the Apple play and I’m not to worried about that one.

But my Gsk put, I’m thinking the chart might be. Changing. My expiry on that one is Aug 19. So what you’re saying is you would buy a call with maybe an expiry for end of month or early July, atm a hedge in the near term?

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Sector wise, I believe big Pharma(ABBV, LLY, AZN, GSK, MRK) will hold their value and minimize losses. My TDA picks.

On Hood I play a mixed bag, FCX, AMD, LCID, VALE, RBLX, BNTX and CDE. It worked out today(05.19) but not always. Lost some yesterday(05.17) on those.

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Wtf over $10,000,000 in premium in dark pool on GSK in the last hour something coming

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GSK and its not done yet

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VIR - they made over $2B in revenue from their Covid Antibody in the last 2 quarters. Currently sitting at a $2.5B market cap. They have a deep Hepatitis B pipeline that could be worth upwards of $10B alone by 2026. Other reasons to invest: partnerships with Gilead, GSK, and Alnylam to name a few. They have been hiring and expanding like crazy. They rent office space in SF at the Dropbox HQ. If you know about real estate, you know how significant that is. While most small cap biotechs are hurting for cash right now and could be targeted for buyouts, these guys still have a product on the markets generating revenue and a 4 year cash runway thanks to Q4/Q1

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GSK. GlaxoSmithKlein. I am buying just for Chapstick....lol

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I will buy the calls for GSK, they make some bitching drugs against HIV.

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NYSE: GSK

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GlaxoSmithKline (GSK)

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Even with the huge GSK investment in their drug development side?

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Pfizer, Novartis, Bayer, AstraZeneca, JJ, GSK, United health (long term holds).

New position just entered for Gene-editing biotech (Intellia therapeutics).

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Wendy's calls? Or GSK?

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Got GILD, GSK, AMGN and IBB up all week in the middle of all this and not a peep about it anywhere. Freakin me out a little

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I'd like to invest in long term, so looking for long term growth and perhaps dividends aswell. I just sold GSK for a 10% profit because I didn't see them grow more than other stocks.

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Question regarding GSK stock, looking at the graph the stock price is all over the place, not a steady growth. Why is that and what would that mean for the long term? Thank you!

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GSK

From Aquafresh and sensodyne to theraflu and tums, to centrum and advil... that's just the tip of their iceberg

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Top Unilever shareholder Terry Smith has called the company’s rejected bids for GSK’s consumer health division a “near-death experience” and urged management to focus on improving the existing business rather than targeting big acquisitions.
The Fundsmith founder and his head of research, Julian Robins, set out the view in a wide-ranging letter to the £29bn asset manager’s investors on Thursday, a copy of which was seen by the Financial Times. In it, they criticise Unilever’s management, strategy, communication with shareholders and “penchant for corporate gobbledegook”.
The letter said: “It seems to us that Unilever management’s response to its poor performance has been to utter meaningless platitudes to which it has now attempted to add major M&A activity. What could possibly go wrong?”
Unilever’s share price has underperformed rivals’ in recent years and stands slightly below its levels when the group repelled a bid from Kraft Heinz in 2017. Its then chief executive, Paul Polman, described his successful fight against the hostile Kraft Heinz takeover as a “near-death experience” — comments Smith and Robins echoed on Thursday.
“It now appears that Unilever’s attempt to purchase the GSK consumer business is now thankfully dead rather than the value of our investment in Unilever,” they wrote in the letter.
Mauritius-based Smith is the outspoken founder of Fundsmith, whose successful long-term record has helped him amass a large following of retail investors. As of Wednesday, Fundsmith owned an £814m position in Unilever, making it the company’s 13th largest shareholder.

Unilever, maker of Dove soap, Hellmann’s mayonnaise and Magnum ice cream, on Monday signalled it was shifting its strategy to pursue major acquisitions. But Smith and Robin’s letter said: “We believe the Unilever management — or someone else if they don’t want the job — should surely focus on getting the operating performance of the existing business to the level it should be before taking on any more challenges.”  

The letter follows Smith’s annual client missive last week in which he criticised Unilever’s chief executive, Alan Jope, and top management for burnishing sustainability credentials at the expense of running the business.
“A company which feels it has to define the purpose of Hellmann’s mayonnaise has in our view clearly lost the plot,” he wrote.
Unilever’s three bids for the GSK unit, which is 32 per cent owned by Pfizer, late last year culminated in a mostly cash offer of £50bn. But its pursuit was effectively ended on Wednesday with a statement saying the company would not raise its offer beyond that price, which GSK had already rejected.
The backtracking came as shareholders began to go public in opposition to the deal. Flossbach von Storch, a top-10 shareholder, told the Financial Times it would “strongly oppose” it in a vote and urged management to abandon its bid.
GSK has been preparing to spin off the consumer health division as a new independent company this year. Smith and Robins questioned why investors should not just wait and buy shares in the initial public offering because for “Unilever to buy it will involve paying a control premium to the expected IPO valuation”.
They added that while Unilever said that the bid worked on financial metrics, including return on capital, “getting management to discuss what that number was, was like a dentist pulling a back tooth”. 
Smith and Robins stopped short of calling for an immediate change of management at Unilever but accused them of playing “‘what Warren Buffett lampoons as ‘gin rummy’ management . . . throwing away their least promising card(s) each round in the hope they will turn over better ones”.
“They should maybe consider whether the problem may not be with the hand/business but with the player/management,” they added.
Unilever had on Monday defended its attempts to buy the unit, which makes Advil painkillers and Centrum vitamins, calling it a “strong strategic fit”. It said it planned to focus on health, beauty and hygiene via potential “major acquisitions” to be accompanied by selling off lower-growth businesses.
Unilever was one of the Fundsmith Equity Fund’s bottom-five performers last year. Overall the fund gained 22.1 per cent in 2021, just behind its benchmark MSCI World index, which was up 22.9 per cent in sterling with dividends reinvested. Since it launched in November 2010, the Fundsmith Equity Fund has recorded annualised gains of 18.6 per cent.
Unilever did not have an immediate comment.

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Sony, Siemens, Mitsubishi, GSK, Unilever, Airbus, Shopify, Nintendo....

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wtf? what if I wanted to buy GOOGL or GSK?

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Diageo, GSK, Vodafone, BHP, Barclay’s, Lloyd’s, I could go on. Just because you have blinders on doesn’t mean everyone else does lmao

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Ooh, a guessing game! All in GSK

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I am sort of starting trading, adding a part of my monthly income every month to my portfolio, which consists of multiple stocks for long-term additional income.

I would like someone to rate my portfolio and perhaps give some advices. I tried to research into every company i invested.

My portfolio is divided almost equally into the following:

- Vanguard S&P ETF

- Amazon

- AMD

- Alphabet

- Meta

- PepsiCo

- Berkshire Hathaway

- Orange

- Apple

- Microsoft

- Tesla

- Target

- Starbucks

- OMV

- Nvidia

- Intuitive Surgical

- IBM

- Intel

- GSK

- Costco

- Constellation Energy

- British American Tobacco

- Boeing

- AT&T

- Abbvie

Thank you

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Calls on $GSK... The room smells like Polident and Poligrip.

With a side of $KMB for the Depends.

$CLX for the aides who have to deal with the Code Browns.

Breathe deep the scent of the Establishment! And opportunity for tendies!

'Merica! 😂 /S

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Actually I think her dentures came loose. Poligrip is manufacturered by GlaxoSmithKline PLC (GSK)

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If covid sales drop to 0 then Pfizer would earn ~$2.60 per share. Assuming a P/E of 15 which is in the ballpark of where Merck, GSK, and Sanofi sit then Pfizer would be $39. Currently $45. There's room to fall but not a crazy amount.

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Divs are long term holds. Abbv, apam, ENB, CWEN, epr, gsk, JXN, pru, o, saft, TD, UL, vici, wba.

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ABBV, ABR, STAG, EPD, PRU, ENB, NEP, ARCC, BTI, GSK.

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I’ve been helped mainly by holding a few value plays & funds - these are the only thing keeping me remotely green!

BTI, GSK, AZN, WPC are about 28% of holdings and are all +20%

T, PLTR, SCT, SMT are ones where I have been hammered on by 15 - 45% and I totally sold out of PayPal at a big loss

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It depends on what you mean by "covid is over". There are too many mutations and its spread is so global, the virus isn't going anywhere. That said, the response to covid might (and should) change, but I wouldn't count on it any time soon. If it does, there are plenty of other viruses out there and MAB treatments are rather effective. They have other drugs in their pipeline, are flush with cash, and have a big partner in $GSK. I'm expecting some big news on Tuesday in regards to future direction.

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Stock price tanking.. Sotrovimab inactive vs new variant.. VIR can't meet supply demand. Buy the fear sell the greed. I have been buying some up near $29.50 levels when it drops.. and as OP said the price doesn't stay there long. It could certainly drop below that if the FDA labels this as ineffective against the BA2 subvariant. I think it still retains activity against ALL variants though. Management has stated this as well and will be PRing their findings very soon. These guys are all scientists and when they say it works they usually have peer review quality papers with the data to back it up. 2nd gen Sotrovimab as well as prophylaxis trials are underway. This is just one aspect of their pipeline, which currently provides them 72.5% of the revenue split..Their collaboration partner GSK bought more shares last quarter and there is speculation that VIR is on the top of their list for buyout targets.

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Formulation (tablet/syrup/capsule) manufacturers like GSK, Pfizer, Abbott etc but obviously their smaller counterparts. Both local and export prospective customers.

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any news come out about GSK or MRK? Checked their charts and seems they both had dips right at bell

GSK has a competitor for the shingles vaccine but that was all I read about "bad" news (which isn't even bad)

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Found this to be a bit entertaining (on GSK turning down Unilever's bid for GSK health unit which was merged with Pfizer's a couple years ago).

​

Richard Buxton at Jupiter Capital Management, a top-30 shareholder in GSK, said the company should proceed with a spin-off as the consumer health unit has a “great future as an independent company which can re-rate over time as the market understands it better”.

“The idea of letting the goons at Unilever run it is laughable . . . There is no price at which I would want to sell it to them,” he said.

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I have positions in $GSK & $JNJ , but to be honest , I’m far more comfortable with $GSK out of the 2

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We hold some of all three, plus Moderna and GSK.

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Yes to all. In fact, I'm honestly having a hard time deciding which of the three to buy.

I'll have my entire 401k to invest in 7 months and between the three I settled on PFE and GSK for Pharmaceuticals and ABBV for Biotechnology. I made my choices assuming I was retiring today. Portfolio would be 2.1% PFE, 1.6% ABBV, and 1.0% GSK.

At this time I can't pick a best of the bunch so I'm going with several in the health care sector.

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GSK, KW, ABR, NEO

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I dunno if I’d say “ dump “ but I’ve definitely been rotating more into tech with these dips. I was heavy in big pharma before ( GSK, MRK, etc.) as well as BTI, LMT. I sold a nice chunk of my positions and moved into AMZN at 2700, CRM at 225, and just today FB at 240$. I feel these are starting to get a bit too undervalued and wanna diversify a bit more into tech, so I used my sold positions above and bought into these guys! Non tech stocks I like are K and BUD here too. TROW as well.

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What do you guys think of the GSK 3/4 $47 options going into Pharma earnings season?

Based in UK, so benefits from the increase in the value of the Pound vs the Dollar

Will file for approval for their vegan Covid vaccine this quarter

Just got a favorable settlement against Gilead on a court case. Now will be taking profits from Gilead's HIV drug

Benefiting from the value vs growth trade

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SAP, Volkswagen, AB-InBev, GSK, Telenet are all in my portfolio.

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We tend to be bombarded with U.S. centric stocks. The FTSE has some deals BTI, GSK. A closed-end fund AOD has 50% of holdings in International.

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GSK is too big for this to matter to them. Vir is interesting and may have upside down the road. I think they will only have a couple quarters at most of having a monopoly on their antibodies until Regeneron can get its latest ones authorized and be able to manufacture at a greater scale than GSK/Vir.

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XOM BP AAPL O MCD MMM ULVR PEP V BATS VZ RIO DGE NEM TXN GSK BRK.b IMB

My worst performer is MMM so far. The others are doing fine.

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Last year a made a test run and bought (on paper only) 1 share of the top 9 shares they recommended. Today it is 5.7% down overall. GSK is up %20. But I think even an idiot could pick that stock. POLY and PSN down -25%+ Very bad advice. Almost worth checking what they recommend so you can steer clear!

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The one thing that study after study confirms is that timing is the most important factor when buying stocks (note that this is distinct from timing the market).

The issue is in how people time things. And study after study confirms that there is one effective method for timing: purchasing stocks that have low valuations and holding them.

Buy stocks that have low valuations and hold them. I don't know if the stock will go up or down, but if the stock is selling at low valuations, the probability it will rise increases greatly. Through diversification, you can average down well.

This is why my portfolio is made up of things like ABBV, DOW, GSK, HPQ, HMC, IBM, LYB, TAK, etc. None of these are flashy stocks. But they meet a few basic criteria:

  1. They pay a dividend
  2. They're all fairly large and well-established
  3. They're in industries without obvious threat of obsolescence
  4. I bought them when they were trading as low multiples (typically, I like Price-to-FCF)
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I wouldn’t buy the dip in /Netflix/, but I’m definitely loading up in some growth names now. First time in almost two years that the market is under its fair value according to Morningstar. It might be only 1% undervalued :p but definitely starting positions with this dip. I’ve been investing in value stocks and ran up the last few weeks with GSK, K, and BTI :0 now rotating a bit more into AMZN, CRM, DIS, etc.

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>Both have Flu + Covid vaccine boosters in the pipeline, capturing market share from Sanofi and GSK.

Here ya go... This is a quote from your post.

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I bought a lot of these during Q3 and Q4 of 2021...

ABBV, BBL, BP, BTI, C DOW, DUK, ENB, EPD, FCX, FL, GLPI, GSK, HMC,HPQ, IBM, IP,INTC, KHC, KMI, LYB, MO, MPW, NGG, SCCO,TAK, TD, TDC, VIAC, VZ, WRK, WU

Keep in mind, these are not equal-weighted. IBM and INTC I consider risky and have much smaller positions than for things like ABBV, GSK, and VZ.

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It seems that the FTSE 100 is currently being dragged down by a decline in mining and banking stocks, so that answers that question.

Some of the individual stocks mentioned in the comments have done OK in 2021, like BP, GSK and BTI. Others did badly, like ULVR and VOD, but over 5y a lot of them are down 20-50% and those that are up over that period are only up 5-9% (other than RIO, which is up 57%).

The FTSE 100 is up 3.93% over 5 years, so an index tracker would have done better than dividing your money between those individual stocks but those gains would have been wiped out by inflation and the S&P 500 is up 95% in that period.

So my conclusion is the UK market is a bit shite.

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RIO, BATS, IMB, ULVR, GSK, BP, DGE

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Gsk is another great uk company. I recently sold all for a profit but will be back in on its next dip. UK has some great companies with great dividends.

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Smoke em if you got em. BTI has treated me very well. I've been loading up on GSK now too.

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> I hold value stock with PER around 12, and I am in the green.

I don't think this is a fair statement. RFP, WFG, LPX, FNF, HCA, GSK all value stocks with decent cash flow. Red.

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UL took a nosedive yesterday because the company made a soft play (an overture, let's say) to acquire a consumer-health division of GSK. It's a great stock with a beefy dividend. I bought a bunch yesterday in the hope that the dip was merely an overreaction. This stock has a huge upside (and a .49 dividend). If it touches $48.50 today, I'm buying a bunch more. It's still a deal at $49.75.

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I bought some CVX ... BAC ... INTC ... GSK ... Today

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I've got two near term plays for each side.
Make up to 23.0% (41.6% annualized) and start to lose only if $GSK drops by more than 3.5% through 8/19/2022. source
Buy 1 $45 call
Sell 1 $55 call
Sell 1 $44 put
8/19/22 exp
Make a fixed 7.7% (13.4% annualized) and start to lose only if $UL drops by more than 7.1% through 8/19/2022. source
Buy 1 $47.5 put
Sell 2 $52.5 puts
8/19/22 exp

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UL should dip (temporarily) and GSK spike. Normal M&A movement.

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I've got two near term plays for each side.

Make up to 23.0% (41.6% annualized) and start to lose only if $GSK drops by more than 3.5% through 8/19/2022. source
Buy 1 $45 call
Sell 1 $55 call
Sell 1 $44 put
8/19/22 exp

Make a fixed 7.7% (13.4% annualized) and start to lose only if $UL drops by more than 7.1% through 8/19/2022. source
Buy 1 $47.5 put
Sell 2 $52.5 puts
8/19/22 exp

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This is predictable movement in share prices during a merger & acquisition for UL and GSK. GSK will continue to benefit from the news, and once the deal is finalized UL should start to recover.

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>*23andMe Announces Extension of GSK Collaboration $GSK

^*Walter ^Bloomberg ^@DeItaone ^at ^2022-01-18 ^06:57:40 ^EST-0500

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June calls on gsk

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As a shareholder, this is shit! They had poor performance overall, and now they are farting around with the GSK healthcare business as to "boost" sales so that we dont see that they are not growing their own line of products.

I personally do not see a lot of super synergies, as one is a consumer business while the other is a consumer OTC but still based in a regulated GXP environment. Unless they want all their SAP systems to now be a validated system as to build on the synergies.

I guess I find out soon enough if the deal goes through on the system consulting side, as I consulted for both and they want to do a multi year project for consolidation work.

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Yeah I've been pondering buying at the current price, I'm annoyed I sold my GSK at £17, just above break even point after holding them since feb 2020 (terrible time to buy) and averaging down throughout the pandemic. I have a lot of liquid right now but also the market looks like its about to collapse

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Probably because you've never seen it spelled out in full. You can recognize their products by a small orange triangle with the letters 'GSK' in it.

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GSK finna blast off. Up big in London trading

https://www.reuters.com/business/retail-consumer/unilever-weigh-raising-offer-glaxo-consumer-unit-bloomberg-2022-01-16/

https://finance.yahoo.com/quote/GSK.L/

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Buy the GSK dip if I hear correctly?

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The good thing is I also own GSK (which is up quite a lot today) so money moved between my pockets :)

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I think the same that it could fit well, however Unilever seems to be paying expensive price for it. And seems like most huge buyouts are usually ending poorly, so no wonder market did not like it. GSK portfolio of brands is quiet small as well too. They have couple toothpastes, vitamins and pain relieffs and that is pretty much it. For over 55 bilion. They could nearly buy whole Reckitt Benckiser for that ,that have a whole lot more stronger brands imo.

But now with 4% dividend yield Unilever is in interesting place imo as stock. For safe CPG company this is quiet unheard in this market besides flops like Kraft Heinz.

I did not liked Unilever as they stagnated last 5 years, but they are trying to turn it around by selling low margin brands

​

Not to mention deal doesn't need to go throught, seems like either GSK did not want to sell it and just spin it, or want to squeeze more $ from Unilever.

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Had gsk for a while. Decent divided too.

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If you watch a commercial and see anything about Periodontax or Sensodyne toothpaste, GSK owns those.

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I have Unilever shares and I'm p*ssed! Classic CEO move, will pay out for him I'm sure. Countless examples of why these deals are always a terrible deal for the buyer.

I bet GSK can't believe their luck, and clearly now successfully managing to string Unilever along and get them to bid even higher. As soon as it becomes a "strategic" acquisition you can name your price. And now it's out in the press Unilever can't back down.

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$BNTX $MRNA $PFE $NVAX. For all the dumb wits who think the pandemic is over, Sanofi and GSK make 5B$ a year on a flu pandemic happed 200 years ago. These guys would make money for foreseeable future. I personally all in on $BNTX, they have FDA approval, they have Pfizer backing, their vaccine has approval among all age groups, they have global manufacturing capacity and distribution. Unlike moderna who contract out everything to lonza. Most importantly, the CEO is a physician and true scientist who didn't sell a single share, unlike moderna insiders who pocketed more than 2B$ against investor gullibility.

Even today bntx is 2x undervalued than moderna after making more money even after splitting profits with Pfizer. The current PE of 5 is mind bogglingly cheap and l am all in. It's so stupidity locked with mRNA, but this market gap is going to correct sooner rather than later. Current SP is a wonderful entry running up to earnings.

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Agreed - and more clearly: stay away from meme stocks! Also, if you are going to put any money into crypto XRP is a truly awful choice - just my opinion.

You need etfs - and perhaps you should only be in etfs for now. If you want stocks look for established stocks with real yields. I personally maintain an equities portfolio that is 70% ETF and 30% Common Stock - a mix I'm quite happy with. I like picking individual stocks, but I want the diversification from the etfs. I aim for stocks that carry steady dividends on top of having strong growth forecasts for their industry.

Companies I personally like include ABBV; F; IBM; GSK; WBA; ADM; BEN; JPM; PFE; FCX; CMCSA; etc - these may not be as sexy as ACB, but they will earn you steady yields and are going to be far more reliable and likely have far greater returns than just about anything you're holding.

If you're just beginning, one way to search for companies is to look through 'value' focused etfs and see what they are holding: VTV is my primary US focused etf and it is value focused - go through and see what stands out, what has a solid and steady dividend, which companies have real plans for growth, which are in industries that are dying off, which are on shaky financial ground, etc. Your first stocks shouldn't be 'sexy' ones - focus on consumer staples, utilities, energy companies (including mid-stream, or just buy into the MLPA etf), materials, some industrials.

Look for companies who have real demand for their products; or who are unlikely to be hurt by an economic downturn (look at ADM, it is among the largest agribusiness companies in the world, making all sorts of food products -- people have to eat no matter the economic conditions; GSK makes a whole suite of drugs across numerous fields of medicine, has a cutting edge covid medication, and produces a large number of consumer staples on top of that - likely including your toothpaste - AMC on the other hand? Well, I've gone to a few movies lately but not many others are, aside from really big blockbuster spectacles. It's a dwindling business and you're sinking money into it because it is a meme stock pumped up by Wallstreetbets; where will it be compared to GSK or ADM in 10 years?).

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My largest common stock holding is ABBV, followed very closely by both WBA and GSK. Walgreens caught my interest when CVS announced it was closing thousands of stores - since CVS is their only major competitor that means good things, alongside their growing healthcare presence. ABBV is one of the best Aristocrats with a great portfolio of drugs and one of the best consistent yields you'll find anywhere. GSK has had enormous success lately with covid and other therapeutics and also produces consumer staples as one component of its business.

Taking a bit more conservative approach this year I think. I should note that all my largest positions are etfs, only 30% of my portfolio is allocated to stocks, 70% to etfs.

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Lol GSK was supposed to just spin off their consumer unit... now they're playing hard to get with buyout offers. Bullish AF

https://www.bloomberg.com/news/articles/2022-01-15/unilever-confirms-takeover-bid-for-gsk-s-consumer-goods-business

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GSK is the new PFE. It's Covid-neutral growth pharma at a reasonable price

Best monoclonal antibody treatment for Omicron. Full, super innovative pipeline once Covid fades away. Can't lose

Don't @ me

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I am a molecular biologist and their database while big and substantial compared to competitors is based off an outdated genetic sequencing technique. Newer companies and likely even governments will eventually supersede them. I do agree their current database becomes more valuable as more research on SNP genes and associations come out. The link with GSK was a great boost for them. But for me best case scenario is their genome database gets bought out by one of the big pharma groups for research

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If you’re going to do a DD post, do it well. Talk about the dozens of drugs they are working with GSK on. Data on a cancer drug is coming very soon. Talk about their pivot into telehealth. Cmon dude

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I wonder if the $2800 per dose contract was a way for the Biden Administration to incentivize GSK to increase Sotrovimab production without resurrecting Trump’s Operation Warp Speed. We all know how averse the Biden Administration is to continuing Trump’s successful policies.

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From their most recent PR: "GSK and Vir expect to manufacture approximately 2 million doses globally in the first half of 2022 and additional doses in the second half of the year."

Maybe they had some more on the shelf prior to the star of the year? My estimate would be no more than 2.25mm sold for 1H. Just for that time period, and using $2800 per dose that would be a $4.5B gross for VIR after the split with GSK.

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Global orders are rolling in. GSK has the international reach, but VIR gets 75% cut of revenues

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I understand VIR gets 75% of profits vs GSK gets 25%….of approx $2100/dose. That’s a bangin deal for VIR if this thing goes ape shit on global orders rolling in.

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That's why I described their revenue share model in article and the cost of sales, which appears to be around 7% of the ; and gross margin from their report on sec.gov

I also searched for the GSK Q3 earnings for sotrovimab (brand name Xevudy).

Their Q3 revenue is 114million pounds (around 152m usd), which correctly correlates with all the revenue share structure.

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The tricky part is knowing how much GSK is charging on expense. GSK reported equiv $153M in sales for Q3. At $2,100 per dose equals 72,743 doses. VIR recognized $102,398,000 in collaboration revenue in Q3. That comes out to VIR portion being $1,408 per dose. 661,257 is going to be what the Q4 volume is (George told us) which translates to $931M in collaboration revenue. Burn rate roughly $165M per quarter...round up to $170M. Taxes at $251M we are looking at earnings of $510M for the quarter, or $3.89 EPS

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yes, been confirmed many times

https://www.fiercepharma.com/pharma/gsk-and-vir-tune-their-sotrovimab-pitch-heels-delta-busting-variant-data

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For all the dumb wits who think the pandemic is over, Sanofi and GSK make 5B$ a year on a flu pandemic happed 200 years ago. These guys would make money for foreseeable future.
I personally all in on $BNTX, they have FDA approval, they have Pfizer backing, their vaccine has approval among all age groups, they have global manufacturing capacity and distribution. Unlike moderna who contract out everything to lonza.
Most importantly, the CEO is a physician and true scientist who didn't sell a single share, unlike moderna insiders who pocketed more than 2B$ against investor gullibility.
Even today bntx is 2x undervalued than moderna after making more money even after splitting profits with Pfizer.
The current PE of 5 is mind bogglingly cheap and l am all in. It's so stupidity locked with mRNA, but this market gap is going to correct sooner rather than later.

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Buy 15 shares of ME (23 & Me). They have over 11 million peoples genetic information and are partnered with GSK to develop drugs. Currently ME is valued around $2.8 billion. They have several drugs in the pipeline. Long term they should have successes with drugs and could be worth 10x or more their current value. Risky play for your son but I bought some for my newborn daughter. Figured she has 18 years or more to see how things play out.

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They are working on like 30+ drugs with GSK. 3 drugs in phase 1 already

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He wants to sell you GSK calls for January.....

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GSK pending FDA priority review by january 23rd

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+1

GSK VIAC KO UNP IBM

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WPP rolls Royce MNG MGGT gsk legal a d General

These r the UK stocks I hold

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Su bae is old news

This is the CEO of GSK: https://i.imgur.com/ndbb0Fi.jpg

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>GSK

I sold my GSK this morning when I realized there are so few people even getting sick needing meds. It's like the common cold at this point. feel like shit for 48 hours and you are good as new.

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Through in some GSK fir the therapeutics play, Vax not working

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Deciding between boomer stocks; KO, GSK, or UNP?

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GSK said they would to be able to produce 2 million doses by May. VIR gets 72.5% of Sotrovimab's sales and each dose is $2100. That's $3b in sales for a company with a $5b market cap. Intramuscular Sotro will increase productive capacity significantly. The only thing that could fuck them is this Pfizer or merck pill taking off.

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[Nov. 4th 10Q (https://investors.vir.bio/node/8701/html) "Collaboration revenue includes recognition of our profit share from the sales of sotrovimab pursuant to the 2020 GSK Agreement. Our contractual share of 72.5% from the sales of sotrovimab is based upon the revenue reported to us by GSK, net of cost of sales and allowable expenses (including distribution, selling, and marketing expenses) in the period."

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$gnca someone ask me today why you buy a delist stock first it's a volontary delist , because i think buyout coming $gsk or $jnj ,cfo sell his share right now i don't put all my account in this risk vs reward i buy some https://t.co/hPiOAxP1t6. https://t.co/qGxmKqE8EE
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$NSRGY considered $GSK consumer deal, but dropped idea, @business says https://t.co/GLOrlEc7mP
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$CVAC $GSK "chemically modified mRNA technologies with clinical programs for influenza and COVID-19 expected to start later this year"
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Today I made some moves in the market. I’ve held $GSK for over a year and noticed they have reduced their dividend from $0.59 per share to $0.34. I sold my position and moved into $WBA - new position, $ABR - expanded, and $AMD - expanded. What’d you buy today? 👇👇👇👇👇👇👇
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Thank you $GSK for being a good store of value throughout this year, appreciate it big man
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$GSK is really the ideal type of company to own during this environment. 1. High margin cash flow machine 2. Minimal exposure to dumb flows (passive & retail) 3. Clear catalyst ahead with improving narrative (spinoff + underlying benefiting from reopen) 4. Defensive value
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