GLAXF News and Press, GlaxoSmithKline Plc From 03/06/22

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

I must say up front that I do not expect ADAP to make me a profit in the next 12 months because of the poor market conditions. However, I still like the science and am holding on to a small position for the longer term. ADAP has a BLA filing in 2022. For further details see:...

My portfolio, built specifically for my retirement ~20+ years from now, experiences some major shifts as I play for upside in oil and former market darlings. Making monthly contributions, even though they seem small at the time, makes all the difference in the world over time in helpi...

Unilever and P&G are both large global consumer companies that have shown very different performances during the last few years. Pushed by active investor Nelson Peltz, P&G has undergone a significant transformation and has emerged very strong out of that. Unilever has cle...

Seth Klarman’s 13F portfolio value decreased from $10.88B to $10.13B this quarter. Baupost Group added Fiserv while dropping eBay and International Flavors & Fragrances. The portfolio continues to be heavily concentrated with the top three positions accounting for ~35% ...

Vir Biotechnology and GlaxoSmithKline expect to develop 2 million doses of Covid-19 antiviral Sotrovimab in the 1st half of 2022, with more to follow in the 2nd half of 2022. An Emergency Use Authorization of Sotrovimab has been filed as an intramuscular injection for patients with mi...

Since the acquisition of Alexion was completed, we were watching AstraZeneca from the sidelines. Holding but not taking any further action. Q4/FY 2021 earnings are marking a turning point for the company, for its future, for its dividend, and (consequently) for us. This has been nothi...

GlaxoSmithKline PLC (GSK) Q4 2021 Earnings Conference Call February 09, 2022, 09:00 ET Company Participants Nick Stone - Head, Global Investor Relations Emma Walmsley - CEO & Director Luke Miels - Chief Commercial Officer Deborah Waterhouse - CEO, ViiV Healthcare Brian McNamara - CEO, GSK...

Investing in the biotech industry is an art, not a science. While the potential for gains from groundbreaking therapies exists, the majority fail. By utilizing statistics, careful selection, and net present value calculations, it is quite easy to find a basket that fulfills your p...

Fisher’s 13F portfolio value increased from ~$161B to ~$179B in Q4 2021. Amazon, Netflix, Meta Platforms, and PayPal Holdings were increased while reducing Visa, Cisco Systems, Walt Disney, Intel, Wal-Mart, UnitedHealth, and Starbucks this quarter. The top three positions a...