GLAXF News and Press, GlaxoSmithKline Plc From 09/08/22

GSK plc (GSK) Citi's 17th Annual BioPharma Conference September 7, 2022, 01:50 PM ET Company Participants Roger Connor - President, Global Vaccines & Global Health Phil Dormitzer - Senior Vice President, Head of Vaccines R&D Conference Call Participants...

Summary A little over a year ago is our last coverage on GSK. We looked at implied split in value between GSK's biopharma division and the consumer division, now called Haleon, when it was supposed to split off. Haleon seems to be valued fully, but the implied value based on p...

Summary Tweedy, Browne’s 13F portfolio value decreased from $3.10B to $2.45B this quarter. They added FedEx Corp., American Express, and Paramount Global while decreasing AutoZone and dropping 3M. Alphabet at ~18% of the portfolio is the largest position. This...

The superior reactogenicity profile of Novavax's Nuvaxovid vaccine could make it the preferred choice amongst some in an endemic COVID environment. The company's other promising vaccine, NanoFlu, is being overlooked due to the market's focus on COVID. The recent decline in the NVA...

GSK was having a turnaround year, with drugs pipeline strong and H1 results impressive. Zantac lawsuits are presenting a significant risk to investing in GSK. Haleon's public offering was underwhelming. A few weeks ago, GSK’s ( OTCPK:GLAXF , [[GSK]]) CEO, Emma...

GSK plc (GLAXF) Q2 2022 Earnings Conference Call July 27, 2022, 07:00 ET Company Participants Nick Stone - IR Emma Walmsley - CEO & Director Hal Barron - Chief Scientific Officer, President of R&D and Director Luke Miels - Chief Commercial Officer ...

The following slide deck was published by GSK plc in conjunction with their 2022 Q2 earnings call. For further details see: GSK plc 2022 Q2 - Results - Earnings Call Presentation

Pfizer has a pipeline with more than 90 drugs in development. Pfizer is developing two drugs capable of generating more than a billion sales. Competition is fierce but Pfizer is in the race. Pfizer's story of success Pharmaceutical giant Pfizer ( PFE ) is one of ...

The most recent two hottest potatoes in the biotech arena are Aurinia Pharmaceuticals and Seagen. While the latter is mostly/recently associated with an upcoming Merck buyout, the former has been associated with many big pharma names. It's clear (to us) that AUPH should be on the ...

Unilever's brands are positioned well to navigate whatever is to come economically, it has already grown 7.3% in Q1 in response to inflation. The impact of inflation will reduce profits but on a relative basis, Unilever will become more attractive. 5 years of stagnation has left U...