When will the takeover happen?

OK, the stock is now at $39 and change. With the pipeline in very, very poor shape (total BS about 40 drugs in Phase 2-3 development, most are high risk, low probability of success). Morale is poor in R&D. The best folks in R&D, those from oncology, have now left. R&D in RTP, which provided the majority of drugs that became approved, is being shuttered. The only chance left for survival is for Novartis, Pfizer, and Roche to come in and carve out their slice of GSK. There needs to be a complete overhaul with "Sir" Andrew being tossed out (look for this to happen by EOY) and then soon after, Vallance (and his Boots drugstore glasses) and Dr. Tagine (both masters of Sirtris, darapladib, MAGE-3 fame) to be shown the door. How such a great and proud company with a history of innovation to be in this current state is bewildering. All British citizens should be outraged.

 

What a pair of losers. Could not discover a drug IN a Boots drugstore!

 

...and what pharmaceutical has North Africa contributed to the pharmacy ?

 

Why would anyone want to buy our POS company. What do we have that anybody wants

 

For a tax write-off !

 

Wallstreet is mostly concerned with one matter

 

Amen Bro !

 

At the most recent BIO conference, the hall sat stunned as one person delivered an address that was at once decoupled from reality and seemingly randomly arranged.

 

How do guys like him - with no leadership charisma- reach this level? It just reflects badly for gsk a corp...

 

All stocks are low due to the stock market correction. The pipeline is actually healthy and that will be shown on the R&D day in November. There are several Phase 3 projects progressing to launch.

RTP did provide several of the big 6, as did Ware.

 

I know for a FACT that most of the so-called GSK pipeline is a LIE. Been that way for YEARS. Phase II drugs still listed that have safety issues precluding them from proceeding. Phase III with no chance of ever showing efficacy. The few POS pigs that actually make it through to "significance" need a lot of lipstick to even get approved, let alone reimbursed... GSK is DOA. Fork and DONE.

 

As the Financial Times noted in a May 2015 article, GSK is "Out of Step". We all hope that Phil Hampton can right the ship because clearly the current leadership, including the past Chairman, were unable to do so. Come on Phil, we're counting on you to set things right just like you did for RBS.

 

Lets look at the recent past - GSK has had an industry leading number of FDA approvals. These are real products for respiratory, cancer (inflating the oncology price to NVS) and HIV. There are several projects like PHI, BTI and '744 which are all due to enter Phase 3 in the next few months, with no safety issues. The pipeline is in reasonable shape and more will be made known in November.

 

Pipeline? There is no pipeline! It is a ceramic cone stuffed with meats, veg and strange spices. Overseen by a negligent cook who is parched of moisture.

 

True but as noted in the Financial Times, May 2015 article "Out of Step" from Andrew Ward, analysts believe that these leading number of FDA approvals were "ping pong" shots. Many of the really significant drugs were from the oncology business unit which was sold down river when Tagine and PV became jealous of its success and that of PP. PHI should have been in Phase 3 years ago but incompetence slowed its development. Look at the pipeline published on the web at gsk.com and strip away the oncology drugs and the line extensions, there are a few potential winners (including the PHI compound) but far fewer that GSK should have. Changes in R&D leadership and in the corner office are long overdue.

 

WTF is Moncef still earning a salary?? Why is he not in prison with all his money returned to the stockholders??

 

Prison becomes him; a prison in Turkey.

 

Both are failures who could not discover a drug if a shelf in CVS pharmacy fell on their hollow skulls. The latter wanders around in a daze of dehydration with a ceramic dunce cone on his head.

 

I don`t doubt there are oncology drugs in the pipeline but if these make it we can sell them to NVS and make money.
I am sure some of those decrying the pipeline were complaining about it years ago, even though GSK has lead the INDUSTRY for several years in approvals of drugs. Several of which will be billion dollar drugs (dolutegravir and Relvar/Breo) which are also not oncology drugs.
Having all your eggs in one basket - oncology - is not good ina few years when pricing will be hit. It may be very profitable (we did get >$15 billion from Braf, etc) but it will come down to pricing earth soon enough. I think the oncology business was reluctantly sold because NVS insisted on it for the consumer and vaccine businesses. Now whether it was worth trading (for some cash) to get those two units which have lower risk is debatable but we will see, it is done now.