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GSK Stock drops

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Maybe upper management should stop focusing on stupid opportunity engine targets, and give us resources(budget like other divisions have) so we can gain access to THE RIGHT HCPS! Lesson NOT learned from Q2! Incompetence at the highest levels!!
 




anonymous said:
Maybe upper management should stop focusing on stupid opportunity engine targets, and give us resources(budget like other divisions have) so we can gain access to THE RIGHT HCPS! Lesson NOT learned from Q2! Incompetence at the highest levels!!
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The insist on driving the bus off the cliff! They just don’t get it and I don’t see Q3 getting any better.
 








anonymous said:
"Transformation"
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So what’s really going on here in the VBU? Is management out of touch with reality? Because it certainly seems that way. Arexvy seems like it was a one trick pony that over performed specifically due to contract negotiations in the beginning. Now the new restrictions paint a completely different picture. The shingles vaccine is simply not that important to people in the grand scheme of things, and the money has been made. Covid really obliterated this business. Especially in the adult sector.
 




Yes management is out of touch with reality!
Mostly agree with Shingrix statement!
I don’t think guidelines changing will have much effect at all on market, regardless what Wall St says. RSV market still comes down to retail contracts and patients willingness to get protected. I believe we overachieve on RSV potential. More HCPs will have higher risk patients to encourage to get vaccinated.
 




anonymous said:
Yes management is out of touch with reality!
Mostly agree with Shingrix statement!
I don’t think guidelines changing will have much effect at all on market, regardless what Wall St says. RSV market still comes down to retail contracts and patients willingness to get protected. I believe we overachieve on RSV potential. HCPs will have higher risk patients to encourage to get vaccinated.
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anonymous said:
So what’s really going on here in the VBU? Is management out of touch with reality? Because it certainly seems that way. Arexvy seems like it was a one trick pony that over performed specifically due to contract negotiations in the beginning. Now the new restrictions paint a completely different picture. The shingles vaccine is simply not that important to people in the grand scheme of things, and the money has been made. Covid really obliterated this business. Especially in the adult sector.
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There could not be a more accurate post than this. Shingrix is down 50% vs STLY. Arexvy season 2 data stinks and it’s all about pharmacy contracting. VBU is headed in the wrong direction. Vaccine fatigue is real.
 








anonymous said:
So what’s really going on here in the VBU? Is management out of touch with reality? Because it certainly seems that way. Arexvy seems like it was a one trick pony that over performed specifically due to contract negotiations in the beginning. Now the new restrictions paint a completely different picture. The shingles vaccine is simply not that important to people in the grand scheme of things, and the money has been made. Covid really obliterated this business. Especially in the adult sector.
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So, what’s next? We need to persuade the health community that Arexvy is essential for everyone over 60, given that most people in this age group have underlying conditions. This is a topic of discussion in our area. Pharmacies are likely to challenge this idea. As for Shingrix, most people in the U.S. who wanted the vaccine have already received it. The only remaining opportunity is to vaccinate those who reach the eligible age, but this won't significantly impact our bonuses. Pediatric vaccines will continue to progress, but the excitement over what was once considered the 'holy grail' of adult vaccines is now quite disappointing.
 




anonymous said:
So, what’s next? We need to persuade the health community that Arexvy is essential for everyone over 60, given that most people in this age group have underlying conditions. This is a topic of discussion in our area. Pharmacies are likely to challenge this idea. As for Shingrix, most people in the U.S. who wanted the vaccine have already received it. The only remaining opportunity is to vaccinate those who reach the eligible age, but this won't significantly impact our bonuses. Pediatric vaccines will continue to progress, but the excitement over what was once considered the 'holy grail' of adult vaccines is now quite disappointing.
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Spot on!
 








anonymous said:
So, what’s next? We need to persuade the health community that Arexvy is essential for everyone over 60, given that most people in this age group have underlying conditions. This is a topic of discussion in our area. Pharmacies are likely to challenge this idea. As for Shingrix, most people in the U.S. who wanted the vaccine have already received it. The only remaining opportunity is to vaccinate those who reach the eligible age, but this won't significantly impact our bonuses. Pediatric vaccines will continue to progress, but the excitement over what was once considered the 'holy grail' of adult vaccines is now quite disappointing.
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GSK's stock has been relatively stagnant, fluctuating within a narrow range for quite some time. Despite the company's involvement in more than just vaccines, its lackluster performance over the past decade suggests it hasn't kept pace with other pharmaceutical companies. Without its dividends, GSK might struggle to attract investor interest, akin to the "ugly girl at the dance" who stands alone in the corner.

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anonymous said:
GSK's stock has been relatively stagnant, fluctuating within a narrow range for quite some time. Despite the company's involvement in more than just vaccines, its lackluster performance over the past decade suggests it hasn't kept pace with other pharmaceutical companies. Without its dividends, GSK might struggle to attract investor interest, akin to the "ugly girl at the dance" who stands alone in the corner.

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Thanks for this valuable insight, Captain Obvious.
 




























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