- Forum actieveling
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- Lid geworden op: 02 Aug 2012 13:03
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Kevander schreef:Enorm veel spijt dat ik deze ooit gekocht heb! Dit is een pump-aandeel!
GSK heeft een marketcap van bijna 70 miljard GBP (ongeveer 99miljard euro). Aangezien dit forum een aantal duizenden unieke bezoekers dagelijks over de vloer krijgt moeten we dus met zijn allen enkele miljoenen per persoon investeren om dit aandeel te beïnvloeden vanaf dit forum.
Gelieve zelf de rekening te maken en dan vooral de meerwaarde van uw posts te overzien.
Dank voor uw mening,
PS: als u dit aandeel kocht met een KT visie dan heeft u inderdaad de bal dik misgeslagen ... dat neemt echter niet weg dat de fout bij u ligt, en niet bij het aandeel.
QA1 schreef:Buy&Hold stockprice is what you pay, the value is what you get
http://www.fool.com/investing/general/2 ... yield.aspx" onclick="window.open(this.href);return false;
- De Wereld
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GlaxoSmithKline staat haar rechten die ze heeft op een multiple sclerose medicijn in ontwikkeling af aan Novartis. GSK ontvangt daarvoor een eerste betaling in contanten van 300 miljoen dollar en een tweede van 200 miljoen USD bij de aanvang van de laatste onderzoeksstudie. Latere betalingen tot 534 miljoen USD kunnen volgen indien bepaalde doelstellingen in het ontwikkelingsproces worden gehaald. Eenmaal het product de markt heeft bereikt, ontvangt GSK 12% aan royalties op de verkopen.
GlaxoSmithKline GSK.L reported better-than-expected quarterly earnings on Wednesday, helped by
strong demand for HIV drugs and flu vaccines, which offset a continued slide in sales of respiratory medicine, sending its share 4 percent higher.
Sales, in sterling terms, rose 9 percent to 6.13 billion pounds ($9.4 billion) in the three months ended Sept. 30, generating core earnings per share (EPS) down 18 percent at 23.0 pence. Analysts on average had forecast sales of 6.08 billion pounds and core EPS, which excludes certain items, of 19.3p, according to Thomson Reuters.
Britain's biggest drugmaker has underperformed the European drugs sector by nearly 40 percent in the past five years, reflecting past profit disappointments and a damaging corruption scandal in China. But Chief Executive Andrew Witty said the group was on the road to recovery after a revamp of its business via a $20 billion asset swap with Novartis NOVN.VX that has raised GSK's exposure to consumer healthcare products.
This portfolio, which includes over-the-counter remedies and toothpaste, has significantly lower margins than pharmaceuticals. However, it saw an encouraging improvement in profitability in the latest quarter.
Among prescription drugs, new HIV drugs Tivicay and Triumeq grew strongly, while flu vaccines benefited from higher U.S. demand and a shift to four-in-one shots. But GSK's mainstay lung drug business was weak, reflecting pricing pressure on its ageing Advair inhaler in the United States and generic competition in Europe.
New inhalers Breo and Anoro have so far failed to make up the difference and a recent disappointing clinical trial with Breo has not helped. GSK hopes its respiratory franchise will get a boost from Nucala, a new injection for severe asthma, which could win U.S. regulatory approval by Nov. 4. Nucala is one of several drugs GSK is expected to highlight at a presentation about its research and development on Nov. 3, the first such briefing in a decade. It also has high hopes for a new shingles vaccine, although an experimental heart drug looks to be in trouble after disappointing data on Tuesday.
An activist hedge fund has built up a secret stake in GlaxoSmithKline (LON:GSK), The Sunday Times has revealed. The move is likely to add to the heat on the pharmco’s board to replace its chief executive Sir Andrew Witty, who has been struggling to regain investor trust as he tries to revive growth at the UK drugmaker.
GSK’s share price has been little changed this morning, having added 0.36 percent to 1,396.50p as of 08:04 GMT. The shares have lost 6.52 percent over the past year.
The Sunday Times reported yesterday that Och-Ziff Capital Management had a holding of about 0.5 percent in GSK, putting the hedge fund among the pharmco’s biggest investors. The position, however, is thought to be held via derivatives, so Och-Ziff does not appear on the share register.
The London arm of the New York-based fund is understood to have approached the FTSE 100 group’s chairman Sir Philip Hampton two months ago and urged him to shake up the board. A source close to Och-Ziff told the newspaper that it was a question of “when, not if” Sir Andrew Witty’s seven-year tenure as chief executive came to an end.
“We want a plan in place by the end of the second quarter so we can see a road map,” the source pointed out, adding that GSK had entered a “strategic cul-de-sac”. The comments come with the blue-chip drugmaker struggling to counter a decline in sales of its flagship respiratory drug Advair which is under pressure from cheaper generics.
Och-Ziff is not the only investor to press for changes at the blue-chip drugmaker. Neil Woodford, an influential fund manager and long-term investor in GSK, recently renewed calls for a break-up of the FTSE 100 group, arguing that the company should be divided into separate companies, rather than run as a single £65-billion giant.
GSK, which has promised to return to earnings growth this year, will update investors on its full-year results on February 4.
Bron: http://invezz.com/news/equities/22027-G ... eat-on-CEO" onclick="window.open(this.href);return false;
GSK chief reiterates standalone consumer unit is an option
GlaxoSmithKline's chief executive, under pressure from some investors to break up the group, said on Thursday the drugmaker's large consumer healthcare unit had the potential to be a standalone unit at some stage.
"For the first time at GSK we have created a business which has the potential to be of sufficient scale that you could imagine that one day it could be separate," Andrew Witty told Reuters on the sidelines of the World Economic Forum in Davos.
Witty's readiness to consider options for the consumer unit is not new. He said last January that the idea of it becoming a separate operation was "more tenable", following the creation of a joint venture (JV) with Novartis.
But the issue has come to the fore again after a high-profile call by Neil Woodford, founder of Woodford Investment Management, for the drugmaker to be split up in order to make it more focused.
Witty stressed that nothing was planned in the near term for the unit, which sells Sensodyne toothpaste and a range of over-counter-counter remedies, including the painkillers Voltaren and Panadol.
GSK formed its consumer healthcare JV with Novartis in 2015 and the Swiss drugmaker has an option to sell its stake to GSK after three years. GSK has a controlling 63.5 percent interest in the venture.
Witty said GSK was now one year into a two to three year process of integrating Novartis' products into the JV and boosting the profitability of the business.
"We are well on the way and at the end of that journey it gives us options," he said. "I think it is the right thing for us to be talking about. It requires a certain level of acceptance of the uncertain - we are not giving you a definite 'Yes' or 'No'."
There are no plans to spin off either GSK's vaccines unit or its HIV medicines business, Witty added. GSK had considered an initial public offering for the HIV unit but ditched the idea last year.
Bron: http://www.reuters.com/article/us-gsk-c ... SKCN0UZ1J9" onclick="window.open(this.href);return false;
Posted by mitch on Jan 25th, 2016 // No Comments
GlaxoSmithKline plc logoBonness Enterprises Inc. raised its stake in shares of GlaxoSmithKline plc (NYSE:GSK) by 3.9% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The hedge fund owned 26,500 shares of the pharmaceutical company’s stock after buying an additional 1,000 shares during the period. Bonness Enterprises Inc.’s holdings in GlaxoSmithKline plc were worth $1,069,000 at the end of the most recent quarter.
A number of other hedge funds also recently made changes to their positions in GSK. Crow Point Partners increased its stake in shares of GlaxoSmithKline plc by 25.6% in the third quarter. Crow Point Partners now owns 1,080 shares of the pharmaceutical company’s stock valued at $42,000 after buying an additional 220 shares during the period. Trust Company of Virginia increased its stake in shares of GlaxoSmithKline plc by 2.0% in the fourth quarter. Trust Company of Virginia now owns 118,558 shares of the pharmaceutical company’s stock valued at $4,784,000 after buying an additional 2,373 shares during the period. J. W. Burns & Company increased its stake in shares of GlaxoSmithKline plc by 0.3% in the fourth quarter. J. W. Burns & Company now owns 28,928 shares of the pharmaceutical company’s stock valued at $1,167,000 after buying an additional 79 shares during the period. Park National bought a new stake in shares of GlaxoSmithKline plc during the fourth quarter valued at approximately $258,000. Finally, P. R. Herzig & Company increased its stake in shares of GlaxoSmithKline plc by 6.6% in the fourth quarter. P. R. Herzig & Company now owns 32,250 shares of the pharmaceutical company’s stock valued at $1,301,000 after buying an additional 2,000 shares during the period.
Shares of GlaxoSmithKline plc (NYSE:GSK) traded up 0.32% on Monday, reaching $40.16. The company’s stock had a trading volume of 651,429 shares. The stock has a market cap of $97.11 billion and a P/E ratio of 6.99. The firm’s 50-day moving average price is $39.87 and its 200-day moving average price is $41.03. GlaxoSmithKline plc has a 12 month low of $37.24 and a 12 month high of $49.08.
GlaxoSmithKline bevestigde vandaag dat het dividend over 2016 en 2017 zal behouden blijven op 80 pence p.a., wat nog altijd 5,5% betekent na Britse bronheffing. De resultaten over 2015 lagen trouwens in lijn met de verwachtingen en voor dit jaar bevestigde het farmabedrijf dat de winst per aandeel met meer dan 10% zal stijgen. Het bedrijf zit ook op schema om tegen eind 2017 3 mrd. pond aan besparingen te bereiken. Er werd tevens herhaald dat de nieuwe producten van GSK al in 2018 6 mrd. pond tot de omzet zullen bijdragen tegen 2020 aanvankelijk voorzien.
GSK is een onvervalste dividendwaarde en blijft voor dividendzoekers dus interessant.
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