GLAXF News and Press, GlaxoSmithKline Plc From 06/22/21

While inflation is the flavour of the day, deflation is a non-negligible risk too in a more normalised environment. A good hedge for both these eventualities are non-deferrable products. Pharmaceuticals are the first we think of in this category, and among them we think that GSK h...

CVAC tumbled in the double-digit percentage range after reporting disappointing efficacy pursuant to its COVID-19 vaccine. CVAC could attempt to launch a second-generation vaccine in collaboration with GSK next year. By the time a second-generation vaccine arrives, the COVID-19 ma...

Investors overwhelmed with dividend cut, spin off and no clarity on future strategy. GSK is moving towards the right direction. GSK is undervalued compared to peers. All eyes on 23 June 2021 meeting where we will re-run our absolute valuation models. For further details ...

GlaxoSmithKline plc (GSK) CECP’s Biopharma Investor Forum Conference June 08, 2021 08:40 AM ET Company Participants Emma Walmsley - CEO Conference Call Participants Elaine Quilici - Senior Editor, MJH LIfe Sciences Presentation Elaine Quilici Good morning, everyone. I'm Elaine Quilici,...

AstraZeneca's innovative culture earned it a place as one of the leading biotechs globally. Revenue growth from COVID vaccine sales and some key markets provide strong tailwinds for the company's share in the second half of 2021. Most of AstraZeneca's revenue comes from a handful ...

Here we give some of our picks that we think can weather inflation effectively, without being part of the recent commodity run-up. Fixed cost bases with some pricing power is what we are looking for. We come up with Lumen, GSK and as always, Dassault as the key picks for the curre...

Gilead and GSK have lagged many pharma peers and both still offer attractive dividends on their rather compressed prices. Their profiles are not very different in terms of therapeutic areas, and their main difference is in how much revenue is at risk in the medium term. While GSK ...

Kahn Brothers’ 13F portfolio value increased from $579M to $646M this quarter. Stakes in VOXX International and BlackBerry were decreased during the quarter. The portfolio continues to be very concentrated with the top five positions accounting for ~45% of the 13F holdings....

Fisher’s 13F portfolio value increased from ~$133.5B to ~$142B in Q1 2021. They increased Walt Disney and Eli Lilly while trimming Taiwan Semi, JD.com, and Pinduoduo. Fisher has a number of small positions in several ETFs/ETNs. For further details see: Tracking Ke...

GlaxoSmithKline plc (GSK) Q1 2021 Earnings Conference Call April 28, 2021, 09:00 AM ET Company Participants Emma Walmsley - CEO Iain Mackay - CFO Luke Miels - President, Global Pharmaceuticals David Redfern - Chief Strategy Officer Brian McNamara - CEO, Consumer Healthcare Hal Barron - Chief ...