GlaxoSmithKline PLC

GlaxoSmithKline is a global healthcare company. Co.'s segments include: Pharmaceuticals; Vaccines; and Consumer Healthcare. The Pharmaceuticals segment is focused on developing new medicines in respiratory, HIV, oncology and immuno-inflammation, with discovery research exploring these and other areas. The Vaccines segment has a portfolio and pipeline of vaccines to help protect people throughout life. Co. delivers vaccines to people living in over 160 countries. The Consumer Healthcare segment develops and markets consumer-preferred brands in oral health, pain relief, respiratory, nutrition/gastro-intestinal and skin health.
  • TickerGSK
  • ISINGB0009252882
  • ExchangeLondon Stock Exchange
  • SectorPharmaceuticals & Biotechnology
  • CountryUnited Kingdom

Analysts

1 director sold after exercising options/sold

A director at GlaxoSmithKline sold after exercising options/sold 47,508 shares at 20.610USD and the significance rating of the trade was 84/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under list...

Damien Conover

Morningstar | GSK Updated Forecasts and Estimates from 11 Feb 2019

GlaxoSmithKline reported fourth-quarter results slightly ahead of both our and consensus expectations, but we don't expect any major changes to our fair value estimate. We continue to view the stock as undervalued with the firm reaching an important inflection point, moving beyond generic launch of respiratory drug Advair in 2019 to a solid position in HIV, vaccines, and consumer along with a significantly improving pipeline with an increased focus in oncology. This strengthening outlook post-Advair declines also reaffirms our wide moat rating. While the magnitude of lost Advair sales is unce...

GLAXOSMITHKLINE PLC. sees an upgrade to Positive due to a better fundamental star rating

The general evaluation of GLAXOSMITHKLINE PLC. (GB), a company active in the Pharmaceuticals industry, has been upgraded by the independent financial analyst theScreener with the addition of a star. Its fundamental valuation now shows 3 out of 4 possible stars while its market behaviour can be considered as defensive. theScreener believes that the additional star(s) merits the upgrade of its general evaluation to Positive. As of the analysis date February 8, 2019, the closing price was GBp 1,564.80 and its potential was estimated at GBp 1,661.60.

Eric Le Berrigaud

GLAXOSMITHKLINE: 2019 will see more competition for the two main franchises | NEUTRAL | 1660p

GLAXOSMITHKLINE - NEUTRAL | 1660p(+9%) 2019 will see more competition for the two main franchises A wide 2019 EPS guidance Respiratory will face a more difficult year in 2019 Competition more intense in HIV too Recent deals are high-risk, high-reward

Ahmed Ben Salem ...
  • Alain William
  • Alfred Glaser
  • Benoit Valleaux
  • Charles Lepetitpas
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Florent Laroche-Joubert
  • François Maury
  • Georges Dieng
  • Jean Sassus
  • Jerôme Bodin
  • Johanna Jourdain
  • Louis Boujard
  • Martial Descoutures
  • Matthias Desmarais
  • Nicolas David
  • Philippe Ourpatian
  • Pierre Corby
  • Stephane Houri
  • Steven Gould
  • Sven Edelfelt
  • Sylvain Goyon
  • Virginie Rousseau
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 02/07/2019

The stabilisation of eurozone PMI indices in January contributes, albeit still modestly, to the abating of the excessive risk aversion end-2018. This is in addition to the welcome change in the Fed’s tone with the announced pause in monetary normalisation, pushing back the spectre of recession. Against this backdrop, the decent nature of results publications is contributing to the improvement in sentiment. However, questions about growth, or rather its rate of deceleration, persist. I...

GlaxoSmithKline plc: Approval of generic Advair Diskus will hurt GSK’s earnings in 2019

Credit implications of Mylan Inc's approval of substitutable generic Advair Diskus

GlaxoSmithKline plc: Update following change of outlook to negative

GlaxoSmithKline's credit metrics will remain weak for a prolonged period of time following acquisition of Tesaro

GlaxoSmithKline plc - September 2018 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

GlaxoSmithKline plc: Update to credit analysis

A strong business profile partly offset by somewhat weak credit metrics following the buyout of Novartis's stake in consumer health JV

GlaxoSmithKline plc - June 2018 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Damien Conover

Morningstar | GSK Updated Forecasts and Estimates from 11 Feb 2019

GlaxoSmithKline reported fourth-quarter results slightly ahead of both our and consensus expectations, but we don't expect any major changes to our fair value estimate. We continue to view the stock as undervalued with the firm reaching an important inflection point, moving beyond generic launch of respiratory drug Advair in 2019 to a solid position in HIV, vaccines, and consumer along with a significantly improving pipeline with an increased focus in oncology. This strengthening outlook post-Advair declines also reaffirms our wide moat rating. While the magnitude of lost Advair sales is unce...

Eric Le Berrigaud

GLAXOSMITHKLINE: 2019 will see more competition for the two main franchises | NEUTRAL | 1660p

GLAXOSMITHKLINE - NEUTRAL | 1660p(+9%) 2019 will see more competition for the two main franchises A wide 2019 EPS guidance Respiratory will face a more difficult year in 2019 Competition more intense in HIV too Recent deals are high-risk, high-reward

Martial Descoutures ...
  • Pierre Corby

GlaxoSmithKline : Une année de transition

>Un T4 solide qui a bénéficié de nouveau de Shingrix et Advair - GSK a publié un T4 globalement de bonne facture, 3% au-dessus des attentes sur le CA et 12% au-dessus sur le BPA du fait d’une forte résistance d’Advair ainsi que d’une bonne performance de Shingrix. Les 3 divisions sont en croissance : Pharma +4% à changes constants, OTC +1% et vaccins +18%. Brièvement, nous retenons tout d’abord du côté de la Pharma le maintien de la bonne dynamique de ventes de d...

Martial Descoutures ...
  • Pierre Corby

GlaxoSmithKline : Transition year

>A solid Q4, again benefiting from Shingrix and Advair - GSK reported a generally solid set of Q4 figures, 3% ahead of expectations for sales and 12% better for EPS thanks to significant resilience from Advair and a good performance by Shingrix. The group’s three divisions all reported growth: pharma +4% at constant currencies (cc), OTC +1% and vaccines +18%. To sum up, we would highlight, for the pharma division, continuing solid sales momentum for dolutegravir,...

Nurhayati Wan

GlaxoSmithKline Plc

1 director sold after exercising options/sold

A director at GlaxoSmithKline sold after exercising options/sold 47,508 shares at 20.610USD and the significance rating of the trade was 84/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under list...

Eric Monnier

Top Picks Q2 Healthcare: From five names down to three

The least we can say about Q1 2018 is that it was another tough quarter for healthcare in general with few exceptions across the sector, despite early activity on the M&A front with Sanofi announcing the acquisitions of Bioverativ and Ablynx in January. This was not enough to prevent the sector from underperforming the general indices by 1.4pp (-6% in absolute terms). We assume this is mainly the reflection of shy 2018 guidance on average from most companies suggesting in the end another transition year with very limited growth, most of which coming from the positive impact of the US tax refor...

Ahmed Ben Salem ...
  • Alain William
  • Alfred Glaser
  • Benoit Valleaux
  • Charles Lepetitpas
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Florent Laroche-Joubert
  • François Maury
  • Georges Dieng
  • Jean Sassus
  • Jerôme Bodin
  • Johanna Jourdain
  • Louis Boujard
  • Martial Descoutures
  • Matthias Desmarais
  • Nicolas David
  • Philippe Ourpatian
  • Pierre Corby
  • Stephane Houri
  • Steven Gould
  • Sven Edelfelt
  • Sylvain Goyon
  • Virginie Rousseau
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 02/07/2019

The stabilisation of eurozone PMI indices in January contributes, albeit still modestly, to the abating of the excessive risk aversion end-2018. This is in addition to the welcome change in the Fed’s tone with the announced pause in monetary normalisation, pushing back the spectre of recession. Against this backdrop, the decent nature of results publications is contributing to the improvement in sentiment. However, questions about growth, or rather its rate of deceleration, persist. I...

Ahmed Ben Salem ...
  • Alain William
  • Alfred Glaser
  • Benoit Valleaux
  • Charles Lepetitpas
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Florent Laroche-Joubert
  • François Maury
  • Georges Dieng
  • Jean Sassus
  • Jerôme Bodin
  • Johanna Jourdain
  • Louis Boujard
  • Martial Descoutures
  • Matthias Desmarais
  • Nicolas David
  • Philippe Ourpatian
  • Pierre Corby
  • Stephane Houri
  • Steven Gould
  • Sven Edelfelt
  • Sylvain Goyon
  • Virginie Rousseau
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 07/02/2019

La stabilisation des PMI Eurozone en janvier contribue, encore modestement, au reflux de l’excessive aversion au risque de la fin 2018. Ceci s’ajoute au bon accueil du changement de ton de la FED avec la pause annoncée dans la normalisation monétaire et repousse le spectre de la récession. Dans ce contexte, le caractère convenable des résultats participe à l’amélioration du sentiment. Pour autant les questions sur la croissance, ou plutôt son rythme de ralentissement, ne sont pas levé...

Alexandre Iatrides ...
  • Alfred Glaser
  • Charles Lepetitpas
  • Delphine Brault
  • Emmanuel Matot
  • Louis Boujard
  • Martial Descoutures
  • Nicolas David
  • Philippe Ourpatian
  • Pierre Corby
  • Pierre Tegner
  • Rémi Adam
  • Stephane Houri

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 01/31/2019

This report assesses the consequences for BMW and Daimler of a “possible” scenario: an increase in US tariffs on imports from Europe (from 2.5% to 15%) and a decline in Chinese tariffs (from 25% to 15% irrespective of the origin). We estimate: i) the impact on EBIT at -€ 1.2bn for both, i.e. respectively 15% and 10%, and ii) the impact on the valuation at -€ 13.9bn and -€ 14.9bn, which are impressive figures but not realistic. Any increase in US tariffs would result in the relocation ...

Alexandre Iatrides ...
  • Alfred Glaser
  • Charles Lepetitpas
  • Delphine Brault
  • Emmanuel Matot
  • Louis Boujard
  • Martial Descoutures
  • Nicolas David
  • Philippe Ourpatian
  • Pierre Corby
  • Rémi Adam
  • Stephane Houri

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 31/01/2019

...

Jean Sassus ...
  • Martial Descoutures
  • Pierre Corby
  • Steven Gould

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 12/20/2018

Following the Oddo BHF cognac seminar held in November 2018, we are adopting a cautious view of the cognac market. After a clear acceleration in growth for the past two years, the market seems increasingly risky in the short term and its downturn would have clear repercussions on earnings growth for all spirits groups. Even though cognac is a prized asset for them, in that it guarantees a high valuation for the long term due to its scarcity value and high-end profile, we reiterate our...

GLAXOSMITHKLINE PLC. sees an upgrade to Positive due to a better fundamental star rating

The general evaluation of GLAXOSMITHKLINE PLC. (GB), a company active in the Pharmaceuticals industry, has been upgraded by the independent financial analyst theScreener with the addition of a star. Its fundamental valuation now shows 3 out of 4 possible stars while its market behaviour can be considered as defensive. theScreener believes that the additional star(s) merits the upgrade of its general evaluation to Positive. As of the analysis date February 8, 2019, the closing price was GBp 1,564.80 and its potential was estimated at GBp 1,661.60.

Nurhayati Wan

GlaxoSmithKline Plc

Nurhayati Wan

GlaxoSmithKline Plc

Nurhayati Wan

GlaxoSmithKline Plc

Nurhayati Wan

GlaxoSmithKline Plc

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Expert Corporate Governance Service (ECGS)

Etude de l'AG du 04/05/2017

Sir Andrew Witty will be stepping down as CEO with effect from 31 March 2017 and will be succeeded by Emma Walmsley. Dr Patrick Vallance joined the Board in his role as President, R&D on 1 January 2017. Item 2: Approve the Remuneration Report. The remuneration structure is unsatisfactory. Variable remuneration has the potential to be excessive and the actual awards exceeded guidelines. Item 15: Re-appoint the Auditor. PricewaterhouseCoopers LLP (PwC) have been the Group

Jérôme VINERIER

Analyse court terme - GLAXOSMITHKLINE : La tendance est incertaine.

La tendance est incertaine. Les cours se sont repris, mais la tendance manque de puissance pour le moment. La prochaine résistance est à 1 625,00 p.

Jérôme VINERIER

Short term view - GLAXOSMITHKLINE : The trend is uncertain.

The trend is uncertain. Prices have recovered but the trend lacks power for the time being. The next resistance is at 1,625.00 p.

Jérôme VINERIER

Short term view - GLAXOSMITHKLINE : Prices are still making progress

The background trend is clearly bullish. Prices are still making progress but there is less power in the movement. The next resistance is at 1,560.00 p. Breaking below the support at 1,318.00 p would invalidate the trend.

Jérôme VINERIER

Analyse court terme - GLAXOSMITHKLINE : Les cours progressent encore.

La tendance de fond est clairement orientée à la hausse. Les cours progressent encore, mais le mouvement montre moins de puissance. La prochaine résistance est à 1 560,00 p. La rupture du support à 1 318,00 p invaliderait cette tendance.

Jérôme VINERIER

Medium term view - GLAXOSMITHKLINE : The background trend is clearly bullish.

The background trend is clearly bullish. The correction is gaining traction. It is too early to qualify this action as a bearish reversal. The trend would be invalidated below the support at 1,321.00 p.

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