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GlaxoSmithKline PLC (GSK)

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idpickering
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Re: GlaxoSmithKline PLC (GSK)

#364968

Postby idpickering » December 11th, 2020, 6:22 am

Sanofi and GSK announce a delay in their adjuvanted recombinant protein-based COVID-19 vaccine program to improve immune response in the elderly.



Sanofi and GSK announce a delay in their adjuvanted recombinant protein-based
COVID-19 vaccine program to improve immune response in the elderly.

o Phase 1/2 interim results showed an immune response comparable to patients
who recovered from COVID-19 in adults aged 18 to 49 years
o Insufficient response in older adults demonstrates the need to refine the
concentration of antigen in order to provide high-level immune response
across all age groups
o Companies plan a Phase 2b study with an improved antigen formulation
o With support from BARDA as part of Operation Warp Speed, study to start in
February 2021, including a proposed comparison with an authorized COVID-19
vaccine
o Product availability now expected in Q4 2021 pending successful completion
of the development plan


https://www.bloomberg.com/press-release ... ove-immune

A bit disappointing methinks. Watch out for a weak GSK on market opening perhaps? I do intend topping up my holdings of GSK in January though, maybe?

Ian.

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Re: GlaxoSmithKline PLC (GSK)

#364983

Postby idpickering » December 11th, 2020, 7:19 am

Further to the above, here's the RNS put out by GSK on this;

Sanofi/ GSK update on COVID vaccine candidate

· Phase 1/2 interim results showed an immune response comparable to patients who recovered from COVID-19 in adults aged 18 to 49 years

· Insufficient response in older adults demonstrates the need to refine the concentration of antigen in order to provide high-level immune response across all age groups

· Companies plan a Phase 2b study with an improved antigen formulation

· With support from BARDA as part of Operation Warp Speed, study to start in February 2021, including a proposed comparison with an authorised COVID-19 vaccine

· Product availability now expected in Q4 2021 pending successful completion of the development plan


https://www.investegate.co.uk/glaxosmit ... 00053053I/

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Re: GlaxoSmithKline PLC (GSK)

#379563

Postby idpickering » January 22nd, 2021, 10:16 am

FDA approves ViiV Healthcare's Cabenuva for HIV

ViiV Healthcare, the global specialist HIV company majority owned by GlaxoSmithKline plc ("GSK"), with Pfizer Inc. and Shionogi Limited as shareholders, today announced that the US Food and Drug Administration (FDA) approved Cabenuva, the first and only complete
long-acting regimen for the treatment of HIV-1 infection in adults. Cabenuva is provided as a co-pack with two injectable medicines - ViiV Healthcare's cabotegravir and Janssen's rilpivirine - dosed once monthly, as an option to replace the current antiretroviral (ARV) regimen in those who are virologically suppressed (HIV-1 RNA less than 50 copies per milliliter [mL]) on a stable regimen, with no history of treatment failure, and with no known or suspected resistance to either cabotegravir or rilpivirine. Prior to initiating treatment of Cabenuva, oral dosing of cabotegravir and rilpivirine should be administered for approximately one month to assess the tolerability of each therapy.1


https://www.investegate.co.uk/glaxosmit ... 00065355M/

Good news for GSK, and we shareholders alike I think. I topped up my GSK holdings yesterday.

Ian.

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Re: GlaxoSmithKline PLC (GSK)

#379592

Postby Bouleversee » January 22nd, 2021, 11:51 am

Let's hope so. Their share performance has been disappointing of late.

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Re: GlaxoSmithKline PLC (GSK)

#379597

Postby Dod101 » January 22nd, 2021, 11:59 am

Bouleversee wrote:Let's hope so. Their share performance has been disappointing of late.


Of late? In September 2014 it was sitting at around £14.35. It has behaved like an old fashioned bank deposit with a half decent yield. Come to think of it I do not know why any of us holds it.

And I do not know how long it is since they last raised their dividend.

Dod

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Re: GlaxoSmithKline PLC (GSK)

#379609

Postby AleisterCrowley » January 22nd, 2021, 12:40 pm

GSK was the first individual share I bought, way back in 2009 @1048 including costs
I've topped up several times since, with an average cost per share of 1376
They are now sat at about 1365....so they've effectively gone nowhere and have just acted as a 'bond proxy'
I haven't worked out the XIRR, or the real return vs inflation

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Re: GlaxoSmithKline PLC (GSK)

#379613

Postby seagles » January 22nd, 2021, 12:49 pm

Dod101 wrote:
Bouleversee wrote:Let's hope so. Their share performance has been disappointing of late.


Of late? In September 2014 it was sitting at around £14.35. It has behaved like an old fashioned bank deposit with a half decent yield. Come to think of it I do not know why any of us holds it.

And I do not know how long it is since they last raised their dividend.

Dod


Very pedestrian. I have just brought back in though. After this last year, "steady eddy" is better than "boom or bust"... :lol:



Edited to add source https://www.dividenddata.co.uk/dividend-history.py?epic=GSK

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Re: GlaxoSmithKline PLC (GSK)

#379639

Postby Bouleversee » January 22nd, 2021, 1:47 pm

Dod101 wrote:
Bouleversee wrote:Let's hope so. Their share performance has been disappointing of late.


Of late? In September 2014 it was sitting at around £14.35. It has behaved like an old fashioned bank deposit with a half decent yield. Come to think of it I do not know why any of us holds it.

And I do not know how long it is since they last raised their dividend.

Dod


Yes, it was an understatement, especially since I first bought at £15.70 in 1998. One always expects them to improve but it never seems to happen. However, the "of late" was because they have done so badly compared with others, especially pharmas, following the Covid crash and subsequent partial recovery. Maybe I should just sell and buy more AZN who have done brilliantly by comparison. There seem to be wildly different opinions from the commentators. Credit Suisse seems to think the dividend will have to be cut. This chap seems to think they are a buy: https://investomania.co.uk/2021/01/why- ... -recovery/. Part of me would like to hang on and see if Emma Walmsley (who has been emphasising their drugs chain strength) manages to pull it round. I suppose the answer is to sell one holding and keep the other.

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Re: GlaxoSmithKline PLC (GSK)

#379643

Postby Dod101 » January 22nd, 2021, 1:53 pm

Bouleversee wrote:
Dod101 wrote:
Bouleversee wrote:Let's hope so. Their share performance has been disappointing of late.


Of late? In September 2014 it was sitting at around £14.35. It has behaved like an old fashioned bank deposit with a half decent yield. Come to think of it I do not know why any of us holds it.

And I do not know how long it is since they last raised their dividend.

Dod


Yes, it was an understatement, especially since I first bought at £15.70 in 1998. One always expects them to improve but it never seems to happen. However, the "of late" was because they have done so badly compared with others, especially pharmas, following the Covid crash and subsequent partial recovery. Maybe I should just sell and buy more AZN who have done brilliantly by comparison. There seem to be wildly different opinions from the commentators. Credit Suisse seems to think the dividend will have to be cut. This chap seems to think they are a buy: https://investomania.co.uk/2021/01/why- ... -recovery/. Part of me would like to hang on and see if Emma Walmsley (who has been emphasising their drugs chain strength) manages to pull it round. I suppose the answer is to sell one holding and keep the other.


She was reported as saying she wanted the dividend cover to be increased before recommending any increase in the dividend itself. It always seems to be jam tomorrow. I think I might sell and buy the World Healthcare Trust or something like that. The trouble is that I quite like their dividend. It is shall we say on my naughty step. I am sorry that I did not see seagles helpful post so that we can see that the dividend has been stuck at its current level since 2014.

Need to think on this one.

Dod

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Re: GlaxoSmithKline PLC (GSK)

#379663

Postby monabri » January 22nd, 2021, 2:38 pm

I had a look through the Annual Report for World Healthcare Trust (WWH)...interesting to see that neither AZN nor GSK featured in the holdings....not even at a very low percentage. The downside of WWH compared to GSK is the current yield is sub 1% but the total return over the last 5 years has been >120%. GSK dipped off in share price in 2020 but has drifted (mostly downward) and not recovered.

here's a comparison of WWH versus GSK.....end of March 20 would have been a good time to have been considering a purchase :roll:

Image

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Re: GlaxoSmithKline PLC (GSK)

#379674

Postby Dod101 » January 22nd, 2021, 3:16 pm

Thanks for that monabri. If I sell Glaxo, I may rather buy something like Toronto Dominion Bank I bought it in tranches last year and it yields 4.5% or thereabouts before with holding tax. It has also shown good if modest increases in the share price. So sacrifice a bit of dividend income in return for I think a secure and increasing dividend and some capital appreciation.

World Healthcare appeals but I have enough one way and another of growth shares at the moment.

Dod

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Re: GlaxoSmithKline PLC (GSK)

#379846

Postby 77ss » January 22nd, 2021, 10:35 pm

AleisterCrowley wrote:GSK was the first individual share I bought, way back in 2009 @1048 including costs
I've topped up several times since, with an average cost per share of 1376
They are now sat at about 1365....so they've effectively gone nowhere and have just acted as a 'bond proxy'
I haven't worked out the XIRR, or the real return vs inflation


Last year I took a closer look at GSK, as one of my three substantial pharma holdings.

A single, untinkered, share bought on 9/9/15 is now showing an XIRR of 7.04% and an annualised total return of 5.88%. Not disastrous, but far from good.

I have reduced my holding in favour of AZN and WWH and may yet dump it entirely. The dividend, although static, is good - and when the mooted split into pharma and OTC companies comes about there may be some revaluation. Even assuming this to be the case, the question is when!? How long am I prepared to wait?

Over a slightly different time period (12/12/15 to date) WWH is giving an ATR of 16.58%.
AZN falls between the two.

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Re: GlaxoSmithKline PLC (GSK)

#379921

Postby idpickering » January 23rd, 2021, 12:26 pm

I'm happy to continue holding GSK in my HYP. The lack of a rising dividend is not ideal I grant you, but as they're one of 25 different holdings in the HYP, one of which is AZN, I can live with that. Holding on It saves on charges too. One is likely to have a dud share on board sometimes, despite due diligence. That's why we diversify after all.

Ian.

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Re: GlaxoSmithKline PLC (GSK)

#379928

Postby Dod101 » January 23rd, 2021, 12:58 pm

idpickering wrote:I'm happy to continue holding GSK in my HYP. The lack of a rising dividend is not ideal I grant you, but as they're one of 25 different holdings in the HYP, one of which is AZN, I can live with that. Holding on It saves on charges too. One is likely to have a dud share on board sometimes, despite due diligence. That's why we diversify after all.

Ian.


Yes but if you recognise it as a dud share why would you hold on to it? I would not call it a 'dud'. Although it has done nothing on the capital front for many years it does produce a decent dividend, which is why I called it a sort of cash time deposit. Currently though is down capitalwise as well.

Dod

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Re: GlaxoSmithKline PLC (GSK)

#379955

Postby idpickering » January 23rd, 2021, 1:55 pm

Dod101 wrote:
idpickering wrote:I'm happy to continue holding GSK in my HYP. The lack of a rising dividend is not ideal I grant you, but as they're one of 25 different holdings in the HYP, one of which is AZN, I can live with that. Holding on It saves on charges too. One is likely to have a dud share on board sometimes, despite due diligence. That's why we diversify after all.

Ian.


Yes but if you recognise it as a dud share why would you hold on to it? I would not call it a 'dud'. Although it has done nothing on the capital front for many years it does produce a decent dividend, which is why I called it a sort of cash time deposit. Currently though is down capitalwise as well.

Dod


Thanks for your input Dod. OK, my use of the word 'dud' might've been a bit over the top. I continue to hold for the good yield on offer, and the diversification it provides in my HYP. I'm also keen to see what happens should GSK divide itself going forward.

Ian.

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Re: GlaxoSmithKline PLC (GSK)

#380739

Postby monabri » January 25th, 2021, 9:37 pm

https://www.telegraph.co.uk/business/20 ... -spin-off/

"For the first time people with the most common strain of HIV have access to a long-acting treatment to keep the virus at bay. The new drug, called Cabenuva, is injected once a month and means patients no longer need to take pills every day."

"It will be a wake-up call for Gilead and Merck, the market leaders in HIV drugs, which are at least two years away from getting their own long-acting regimens onto the market."

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Re: GlaxoSmithKline PLC (GSK)

#383261

Postby idpickering » February 3rd, 2021, 7:19 am

GSK/CureVac partner on new mRNA Covid-19 vaccines

· Companies aim to develop a multi-valent candidate vaccine to address emerging variants for pandemic and endemic use

· Development to begin immediately targeting vaccine availability in 2022, subject to regulatory approval

· GSK will also support manufacture of up to 100 million doses of CureVac's first generation COVID-19 vaccine CVnCoV in 2021


https://www.investegate.co.uk/glaxosmit ... 00038346N/

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Re: GlaxoSmithKline PLC (GSK)

#383266

Postby Dod101 » February 3rd, 2021, 7:34 am

So they do not announce their results until 12 noon apparently,

Dod

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Re: GlaxoSmithKline PLC (GSK)

#383283

Postby idpickering » February 3rd, 2021, 9:01 am

Dod101 wrote:So they do not announce their results until 12 noon apparently,

Dod


That is correct. See;

2020 Full year and fourth quarter

Released 03 February 2021

We will announce our full year and fourth quarter 2020 results at 12:00 GMT, 07:00 EST on Wednesday 3 February 2021.


https://www.gsk.com/en-gb/investors/quarterly-results/

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Re: GlaxoSmithKline PLC (GSK)

#383321

Postby idpickering » February 3rd, 2021, 12:12 pm



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