GLAXF News and Press, GlaxoSmithKline Plc From 01/27/23

Summary Wall Street has gone downgrade happy on Pfizer in January, loudly complaining the end of the pandemic has arrived. What brokerage analysts are failing to appreciate is Pfizer now has the strongest balance sheet and free cash flow setup in Big Pharma. If you like cash holding...

Summary As a leader in various therapeutic areas, the company's total revenue was $7,042 million in the third quarter of 2022, up 12.5% quarter-on-quarter. Gilead will be required to make royalties of 3% on future sales of Biktarvy and bictegravir-containing medicines up to the 4th quar...

Summary CTI BioPharma has reported a better-than-expected Q3 print of 18.5M, which is a 40% growth QoQ, and we expect this growth to continue reaching close to USD60M in FY2022. CTIC’s Vonjo (Pacritinib) is a differentiated late-stage JAK2/IRAK4/FLT3/CSF1R inhibitor for the treat...

Summary Vir Biotechnology is a commercial-stage immunology company that bases its activity on infectious disease prevention. The agreement with GSK made it possible to obtain large revenues and profits in 2022. A good pipeline allows us to assume high growth in the coming years. ...

GSK plc (GSK) 41st Annual JPMorgan Healthcare Conference January 10, 2023 10:30 AM ET Company Participants Emma Walmsley - Chief Executive Officer Luke Miels - Chief Commercial Officer David Redfern - President Corporate Development Tony Wood - Chief Scientific Off...

Summary Tweedy, Browne’s 13F portfolio value decreased from $2.45B to $2.27B this quarter. They increased Concentrix Corp while decreasing Fox Corporation and Comcast. Berkshire Hathaway at ~18% of the portfolio is the largest position. This article is part of a ser...

Summary FDA and EU approved, the joint therapy Enhertu is set to become a blockbuster. The therapy targets HER-2 cancers and is already expanding indications beyond breast cancer. With this successful antibody-drug conjugate, the entire sub-industry is now seeing renewed momentum he...

Summary My portfolio, built specifically for my retirement ~20+ years from now gets a nice end-of-the-year Petrobras dividend to help ease market pain. Making monthly contributions, even though they seem small at the time, makes all the difference in the world over time in helping creat...

Summary We share data on over 50 big-yield healthcare investments, including individual stocks, REITs, closed-end funds ("CEFs") and bonds. We dive deeper into three specific attractive big-yield opportunities that also have healthy upside potential. We begin with a special focus on...

Summary IQDG is a large-cap, ex-US dividend growth ETF. 79% of asset value is in European companies. It is well-balanced across sectors, but quite concentrated in the top holdings. Past performance is underwhelming relative to its peers. IQDG's strategy and portfolio...