GLAXF News and Press, GlaxoSmithKline Plc From 06/14/22

GSK has been a stalwart of stability in the healthcare sector, despite the lack of growth. Q2 2022 performance stood out, and performance has been strong across the board. The company is undergoing transformational changes that will make the investment proposition different, hopef...

GSK plc (GSK) Goldman Sachs 43rd Annual Global Healthcare Conference June 13, 2022, 05:00 PM ET Company Participants Deborah Waterhouse - Chief Executive Officer, ViiV Healthcare Kimberly Smith - Head of R&D, ViiV Healthcare Conference Call Participants Keyur Parekh - Goldman Sachs Presen...

Diamond Hill invests on behalf of clients through a shared commitment to its valuation-driven investment principles, long-term perspective, capacity discipline and client alignment. During a volatile quarter, the portfolio held up better than the Morningstar Global Markets ex-US Index...

Vivo Capital, a US-China healthcare investor, held its first closing of a yuan-denominated private equity fund at $600 million, with a target of bringing the fund to $1.5 billion. SciNeuro Pharma, a Shanghai CNS company, acquired global rights to Lp-PLA2 inhibitors for neurodegenerati...

My portfolio, built specifically for my retirement ~20+ years from now, makes a strong pivot from my formerly diversified base to a more focused core. Making monthly contributions, even though they seem small at the time, makes all the difference in the world over time in helping crea...

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...

GlaxoSmithKline plc (GSK) UBS Global Healthcare Conference Call May 24, 2022 09:15 ET Company Participants Kimberly Smith - Head of Global Research & Medical Strategy Conference Call Participants Laura Sutcliffe - UBS Presentation Laura Sutcliffe All right. Good morning, everyone. Welcome...

ImmunoGen is a promising turnaround equity that is approaching its inflection point in growth. Mirvetuximab is poised to gain approval toward yearend. In H2 this year, ImmunoGen is set to release a flurry of catalysts. For further details see: ImmunoGen: An Inflection Po...

Seth Klarman’s 13F portfolio value decreased from $10.13B to $9.30B this quarter. Baupost Group increased Fiserv, Dropbox, Encompass Health, Nuvation Bio, and ironSource while reducing Joby Aviation and dropping Pershing Square Tontine and NortonLifeLock. The portfolio cont...

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...