GLAXF News and Press, GlaxoSmithKline Plc From 05/07/22

Fisher's 13F portfolio value decreased from ~$179B to ~$165B in Q1 2022. Nvidia, Intuit, Broadcom, Verizon, Uber, AMD, & Meta Platforms were increased while reducing Intel, Walmart, Walt Disney, Cisco, UnitedHealth, Starbucks & Visa this quarter. The top three positions ar...

Kahn Brothers’ 13F portfolio value increased from $741M to $788M this quarter. Citigroup, ViewRay, and VOXX International were increased during the quarter. The portfolio continues to be very concentrated with the top five positions accounting for ~48% of the 13F holdings. ...

Vir Biotechnology had obtained about $917.2 million of sotrovimab collaboration revenue in 2021; Expects about $1.1 billion in revenues with all doses delivered by 1st half of 2022. About 95% of patients who took VIR-2218 plus PEG-IFN-a achieved Hepatitis B surface antigen ((HBsA...

GlaxoSmithKline plc (GSK) Q1 2022 Results Conference Call April 27, 2022 07:00 AM ET Company Participants Nick Stone - Head of Global Investor Relations Emma Walmsley - Chief Executive Officer Iain Mackay - Chief Financial Officer Deborah Waterhouse - Chief Executive Officer, ViiV Healthcare ...

The following slide deck was published by GlaxoSmithKline plc in conjunction with their 2022 Q1 earnings call. For further details see: GlaxoSmithKline plc 2022 Q1 - Results - Earnings Call Presentation

Our 3-step process focuses on wide-moat stocks (as per Morningstar’s rating). We are only interested in those targets that are attractively valued in historical comparison. We share the heat map of the most investable candidates that may be worth your time for further analy...

Clovis, a "trading stock," has some shakiness in its fundamentals. Moreover, the shares tend to rise and fall for you to trade for short-term gains. Due to upcoming catalysts in June, Clovis is a trading stock that is about to embark on another bullish cycle. Despite being a tradi...

Thoma Bravo continued its binge of software acquisitions last week by entering into an agreement to acquire SailPoint Technologies. Kaseya, a provider of unified IT management and security software, entered into a definitive agreement to acquire Datto Holdings for $6.2 billion. Wi...

The market recently discounted ImmunoGen due to its expectation of Mirvetuximab's SORAYA data. Contrary to market belief, I view Mirve as a stellar drug for the treatment of advanced ovarian cancer. I forecast a high likelihood of upcoming Mirve approval. For further details...

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