GLAXF News and Press, GlaxoSmithKline Plc From 08/06/21

Kahn Brothers’ 13F portfolio value increased from $646M to $698M this quarter. BP plc and Pfizer were increased, while decreasing Nam Tai Property and BlackBerry during the quarter. The portfolio continues to be very concentrated with the top five positions accounting for ~...

Fisher’s 13F portfolio value increased from ~$142B to ~$159B in Q2 2021. The Vanguard Intermediate-Term Corporate Bond ETF stake was increased substantially this quarter. The top three positions are Apple, Microsoft, and Amazon. They add up to ~14% of the portfolio. F...

GlaxoSmithKline plc (GSK) Q2 2021 Earnings Conference Call July 28, 2021 9:00 AM ET Company Participants Iain Mackay – Chief Financial Officer Emma Walmsley – Chief Executive Officer Luke Miels – President, Global Pharmaceuticals Deborah Waterhouse – Chief Executiv...

The following slide deck was published by GlaxoSmithKline plc in conjunction with their 2021 Q2 earnings call. For further details see: GlaxoSmithKline plc 2021 Q2 - Results - Earnings Call Presentation

Dodge & Cox founded in 1930, focused on providing U.S., global, and international equity; fixed income; and balanced account management. We invest with a long-term horizon, employ a rigorous price discipline, and conduct our own research. The Dodge & Cox Stock Fund had a total...

GSK’s plan to spin off its consumer healthcare division has not led to a substantial revaluation of the group. It is planning to spin off at least 80% of its stake in the consumer business by mid-2022, with a view to selling the remaining interest at a later date. Dividends...

The following slide deck was published by GlaxoSmithKline plc in conjunction with this event. For further details see: GlaxoSmithKline (GSK) Investor Presentation - Slideshow

The following slide deck was published by GlaxoSmithKline plc in conjunction with this event. For further details see: GlaxoSmithKline (GSK) Presents At CECP Biopharma Investor Forum - Slideshow

The following slide deck was published by GlaxoSmithKline plc in conjunction with this event. For further details see: GlaxoSmithKline (GSK) Presents At BNP Paribas 23rd European CEO Conference - Slideshow

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...