GSK

rackoblack

My current holdings at five stars at Morningstar (strong buy) are PFE, O, GSK, WU and STAG

oquido

$SPRO, extremely undervalued biostock partnered with GSK. Phase 3 ever early due to efficacy and GSK will handle NDA filing and commercialisation. $325M pending milestone payments and tiered royalties per sales. Currently sitting at market cap of $110M. No brainer. Full comprehensive DD coming next week. Big discount today.

UndergroundHQ6

Oh boy, now you've done it. I'm 32 and i've had asthma all my life due to LA smog and secondhand smoke. *takes deep, clear breath* GSK's version of Albuterol, called Ventolin - delivers the exact same medicine as generic ProAir at the exact same dosage per puff. At first glance, the price difference is laughable. Proair is maybe $5, i think my current insurance gives it to me for free. But Ventolin by GSK frequently tests price range between 40-60 dollars. **And its worth every fucking penny.** The first difference is the unparalleled delivery system. Proair delivers a harsh, wide spray pattern. With Proair, the albuterol is a glorified throat spray. There have been times where ive had to take 3-4 puffs despite the recommended dose being 2. Its fucking trash. Ventolin delivers a targeted, efficient puff that gets the medicine deep inside your airway before you've even taken a deep breath. It is aggressive - it hits INSTANTLY. I know this sounds insane, but the feeling of nearly falling over struggling to breathe followed by a shot of ventolin? You feel like a superhero for about 10 seconds. Its a surreal feeling. Closest thing to a video game consumable, i mean that literally. The second difference is the design of the delivery system. ProAir is smaller and wider- good for portability, but terrible for delivery. It CONSTANTLY clogs. ive had to fire off "warning shots" before finally being able to get a good spray out. Not a single fucking time with Ventolin, which goes taller instead of wider. And if you think they were "one and done" - i have watched, throughout my childhood, as this company continues to improve its product. It never had a meter on the back. Now it does. And you wanna know why im so loyal to this fucking U.K pharma company? They give you a baker's dozen in medical form. My inhaler currently reads "000" - all out. There is still medicine in here. Literally life saving stuff, and theyre not giving me more medicine, they've just calculated the meter as if theyre my dad lol. This company has genuinely saved my life. I will invest in this company for as long as i live. I cant offer any entry advice, but this is a stock id hold even through a downturn.

UndergroundHQ6

GSK. They make my asthma inhaler. I’ve nearly choked pharmacists when I tell them VENTOLIN. NOT PROAIR. VENTOLIN. Yes, it’s the same medicine. Yes, it’s the same dosage per puff. But they’re not the fucking same at all. I HAPPILY pay the extra 20-40 for it. If they sold T-shirts I’d dead ass but one

RunningRobert1980

QNCX 1.59 - Under 100M Market Cap, P3 data for a rare pediatric disease coming in 1Q 2026. Rare pediatric disease vouchers sell for about 100M if they can get approval. Have Money until data [https://youtu.be/QAXNo9ujQQo](https://youtu.be/QAXNo9ujQQo) INO 2.80 - 150M Market Cap got rolling submission and it depends if they get priority review, but there product should be out Mid 2026 (if they get priority), Only 1 other drug on the market, they are slightly better Already up 100% (sold half of my shares so I am free rolling), Think it could get to 300M Market Cap with approval, could be an issue if they dont get the quick review because they would need to raise more cash [https://youtu.be/7BIXD8\_Ay9Y](https://youtu.be/7BIXD8_Ay9Y) SPRO 2.15 - 120M Market cap, NDA will be filled in 4Q 2025 (triggers a 25M milestone), approval 3Q/4Q 2026 (another 51M milestone on approval (well first sale). Already have a partner, has no money issues with that 25M coming in 4Q 2025 (Its for filling an NDA which I know GSK will do correctly) [https://youtu.be/CpOIz1CcN6I](https://youtu.be/CpOIz1CcN6I)

Dizzy_Drawing_2451

INVA looks like a Royalty Pharma (RPRX) me too company RPRX. Have you done your research? These are typically very long term plays. It's also competing with other companies like RPRX to make deals so there are only so many good deals to go around. And this INVA company used to be a poor performing respiratory company called Theravance but GSK wouldn't sell their inhaler products as well as they would have hoped so the stock didn't do well

Clean_Library_5419

Spero Therapeutics, Inc. reported its financial results for the second quarter of 2025, revealing a net loss of $1.7 million, a significant improvement from the $17.9 million net loss in the same period of 2024. The total revenue for the quarter was $14.2 million, up from $10.2 million in the second quarter of the previous year, primarily driven by collaboration revenue from GSK. Research and development expenses decreased to $10.7 million from $23.7 million in the prior year, mainly due to reduced clinical expenses related to the PIVOT-PO trial. General and administrative expenses slightly increased to $5.9 million compared to $5.5 million in the same quarter of 2024, attributed to higher personnel and professional service expenses. Spero's existing cash and development milestone payments from GSK are expected to support the company's operating expenses and capital expenditures into 2028.

RunningRobert1980

The current treatments are injectables, which have there own issues, being an oral drug it could be taken easily in several setting(Hospital or out patients) . The drug also has a short half life which again helps doctors since they dont have to worry about drug interactions. It also works with another GSK drug so that makes it easier to sell since your hitting the same doctors As far as cost saving, taking a pill is alot cheaper (and easier) then getting in IV injections. So I believe we are primed here!

Thin_Cat8817

Yesterday I said i would eat shrooms, go into the desert, and come back with a ticker I'm back, and 3 letters came to me "M M R". I looked this up and did not find a ticker, but instead "Measles Mumps and Rubella" I looked up who makes the vaccine for this virus, and apparently it's Merck (MRK) and some british company called GSK. Do what you will with this information Thank you for your attention to this matter, regards

UndergroundHQ6

GSK. They make the inhaler that keeps me alive, and they have several catalysts ahead of them.

Teembeau

Half of the FTSE 100 has nothing to do with the UK. They might be listed here but their factories, operations, sales are abroad. I own some ISF which is a FTSE 100 ETF, but it's not because I think Britain is a particularly good place to invest in but that it was an underpriced global index (Vodafone, Shell, GSK, BAT), and a few solid stable companies like Tesco and Next. That said, thinking of selling ISF as the P/E has gone up since I bought it and probably better places to go now.

pstbo

Extremely large insider purchase of $50mil by director of CRSP. Not just any, guy. The managing partner of SR One, GSK’s corporate vc arm spinout. He knows what pharma looks for. Best balance sheet of any biotech, 30% short interest, blockbuster potential pipeline. LOAD UP.

rackoblack

If it was still good on that dip (was NVDA the one that tanked and you sold low?), BUY MORE is the answer. Hold only good stocks and usually you can hold through dips and even buy more. That's what I recommend. Here are my current holdings at 4 and 5 star buys at Morningstar: 4: CCI GOOG MCD ET VZ BMY 5: PFE GSK O WU

BiglyStreetBets

The issue with Regeneron that made me always unwilling to invest in it was that, unlike the legacy big pharma/biotech companies, it's one of the pure modern biotech startups that made it big as a sole biotech play, and as such its business model dictates its sole source of revenue and growth comes from high risk/high value oncology drug discovery, which more than often fails. Of all oncology drugs that end up in Phase 1, only 3.6% will end up being FDA approved, and of those approved, there's no guarantee of business success (see CART companies folding, for example). Unlike the legacy companies such as Jensen (Johnson and Johnson), GSK etc. that started off as trading companies and/or chemical manufacturing companies that actually develop and sell other shit apart from oncology, obesity, blood pressure drugs... Soap, shampoo, cat litter, cleaning products, chemicals for factories/industrial use....

dvdmovie1

"Thermo Fisher Scientific TMO Danaher DHR" Good companies but you had oversupply post covid, among other issues. DHR's earnings actually weren't bad but were overshadowed a bit by disappointing earnings from Sartorius this am. TMO is tomorrow I think? If you expect these to have some sort of major turnaround tomorrow, you're going to be disappointed, but I think both could do okay over the next few years. "Constellation Brands STZ Brown-Forman BF.B" People are drinking less + alcohol names are a prime example of "if it's not working, I don't want anything to do with it." At some point that's baked in, but looking forward what changes the fact that younger people seem less interested in drinking? Alco I mean also, Constellation has shit capital allocation - they lost close to a billion on Ballast Point and their investment in Canopy has lost them a few billion. "Campbell’s CPB" Have at least made a couple of decent purchases (Rao.) Maybe break it up into soups and everything else? "Merck MRK" I'm thankful for the company they bought recently that I owned, but for Merck it's part of a process of trying to refill the gap left when Ketruda's patent expires. https://www.forbes.com/sites/greatspeculations/2025/07/11/mercks-verona-acquisition-plugging-a-4b-hole-in-a-20b-gap/ "GSK GSK Bristol-Myers Squibb BMY" Meh.

pstbo

CRSP. Solid balance sheet, strong game changing pipeline with positive phase 1 just released and more readouts in coming months. Director who’s also managing partner of SR One, the biotech VC firm that spun out of GSK, just bought $50mil of stock - largest insider purchase in many years. Stock up %18 after buy. 70% institutional ownership. 30% short interest. Perfect short squeeze candidate. Load up.

Pharmacologist72

$SPERO Phase 3 terminated early as data too positive. Buyout target. Class leading oral therapy for complicated UTIs. Everything else requires in-patient IV therapy. $GSK partnership and milestone payments. Under $3 rn. I see it going to $7-8 this fall with IND filing and publication. My position is 1000 shares. I brought you punks $MDGL. Don’t sleep on this one.

FewBelt7288

Anyone got news on $GSK

Avish_Golakiya

July's been a good month. I mixed some high-risk biotechs with a few safer names and ended up with around a 21% gain overall. PHVS and COGT were the biggest movers for me, with strong gains after their catalysts. I also caught good momentum in RYTM and ELDN. A few micro-cap trades like ADIL and WINT gave quick spikes, which I sold into. The bigger AZN and GSK didn’t move much but helped balance things out. I’m taking profits and stepping back for the rest of July. Done with this month’s volatility and shifting focus to scouting August catalysts. Curious what others are watching and how you're thinking about the next round of PDUFA rally with delayed decision and CRLs

Nearby_Valuable_5467

You make a good point. On the other hand u/Steel_BEAR69 , are there any good nicotine cessation companies that one can think of? There's one owned by GSK, but it's hardly going to move the needle monies-wise

Rare-Dragonfruit-246

GSK bought Boston Pharmaceutical’s liver drug prior to FDA APPROVAL. It can happen any moment really, as long as they have good data and can meet the FDA conditional approval

DCOperator

Moderna is only going one way, to zero. Nobody cares about Covid vax anymore. The RSV vax they brought to market failed to take off in light of very well established players (Pfizer and GSK). Setback of non-vax cystic fibrosis treatment forced them to effectively abandon that product. The cancer treatment they are cooking is years from approvals and mass market if it works. Net income after tax was a whopping 3.5 billion dollar loss in 2024. Layoffs happened, etc etc.

Imaginary_Tea_5630

SPRO..real deal way it looks and great partner in GSK

stevenryl866

For your information; SPRO phase 3 stage with partnership with GSK, if approved by FDA it will be first oral medicine for complicated UTI aka cUTI. ITRM FDA approved drug and the first oral medicine for uncomplicated UTI aka uUTI. I guess the GSK name behind SPRO lead the pump of the stock. And yes I’m holding ITRM close to 3 month! Patiently waiting for buyout or partnership announcement

Aromatic_Acadia_8104

I mean it’s not like anyone needs US pharmaceuticals. There are many alternatives. Roche, Novartis, Astra Zen, Novo Nordisk, GSK etc. Way to damage another US sector.

Individual_Study_731

This is a good thing IMHO - the CEO was no good for GSK and I cannot imagine why he was hired for his last role.

clamandcat

Indeed. I wonder why the morally superior European drug companies (GSK, Novartis, Roche, etc) don't simply reduce the prices they charge in the US market to match what Europeans pay. It is interesting to observe that they don't.

Monsieur_Creosote

He's twisting big pharma's arm into bribing him a few million. Watch, give it 2 weeks and a huge donation from GSK et al and he'll walk this shit back.

sesriously

“The Pharmaceutical/Drug Companies would say, for years, that it was Research and Development Costs, and that all of these costs were, and would be, for no reason whatsoever, borne by the ‘suckers’ of America, ALONE,” he wrote. He said he would introduce a “most favoured nation” policy whereby the US pays “the same price as the nation that pays the lowest price anywhere in the World”. The comments triggered a sell-off in pharmaceutical stocks on Monday amid worries profits could be hit if firms have to cut prices in the US. In London, shares in the pharmaceutical companies AstraZeneca and GSK fell in early trading by as much as 5% and 3.2% respectively. Shares in Denmark’s Novo Nordisk which makes the weight loss and anti-diabetes drugs Wegovy and Ozempic, dropped by 7.5% in Copenhagen, while the Swiss group Roche Holdings fell by 3.6%. In South Korea, shares in SK Biopharmaceuticals and Samsung Biologics fell by 2.1% and 4.7% respectively. In Hong Kong, the cancer drug maker BeiGene dropped by nearly 9% and Innovent Biologics fell by 5.7%. In Japan, the pharmaceutical sector index fell by more than 4%, while Indian pharma stocks also dropped.

pmotiveforce

I'm kind of conflicted. I would probably do better by a market pump tomorrow overall. But I will lose money on some straddles expiring EOW that are green in the put side. So I either want a mongo giant throbbing veiny shrek cock tomorrow that pushes those straddles to call side, or GSK and HYG only to take a shit and everything else to moon like no tomorrow. Then I can by puts.

pmotiveforce

I don't buy SPY puts. I have some straddles for GSK coming up, though. And some Tesla shorts via TSLZ calls, but I have a while for that. Nah I mostly bear out by buying gold and foreign ETFs. 

rackoblack

I've been investing in majority index funds but some individual holdings for 30 years now because I enjoy the work the latter takes. I initially started buying stocks as a way to learn the markets and finance better and it turns out I enjoyed it and did well with it. But you're right, strictly index investing is the safer bet. But I like the added risk. For me, value was key. Doesn't matter how great a product or company is, if the share price is overvalued it's not a buy. To determine the value, I trust in analyst ratings, and very heavily weight the Morningstar rating for a holding in my decisions. Dividend payers was my second criteria, and especially now that we're retired. My top ten holdings follow. If I remove AMZN and GOOG from the mix, my other 22 holdings earn about 6.2% dividends, much more if I calculate yield on cost. I'm sitting on 30% gains, double that in my taxable brokerage which I'm selling down in retirement at 0% LTCG before our social security and RMDs kick in and income goes back up. ET O AMZN BTI EPD PM VZ PFE GSK

Ilike3dogs

I looked at my ibuprofen bottle. Mfg is GSK CH.

ShroomGrown

GSK is kinda steady

rackoblack

How much work do you want to make for yourself in this? If you're just picking something else without a good numbers based reason based on some time consuming research, you're not helping things. Just stick with VOO. But if you don't mind a couple hours a week plus maybe a few more hours per month at earnings season, you might benefit from what you propose. Namely, if you're buying only something highly rated AND at a good value, then *maybe* you'll be better off. No way to know until 30 years later when you can't fix it. Oh, so along with the added work it takes, you have to be comfortable with the distinct possibility that you did worse that just VOO would have done. I do as you describe and have for a bit over 25 years. In my retirement, it's my main interest/hobby. I use Morningstar ratings (free at your public library, or subscribe to MS Premium) to determine the rating/value. E.g., all my 22 or so holdings 1 just dropped to two stars (sell, I might have to shift that one off the list, we'll see), three are hold (\*\*\*) seven are buy (\*\*\*\*) and five are strong buy (\*\*\*\*\*). The five stars I currently own are: GSK WU GOOG PFE O Generally, if I'm adding to the list I'll do so with only five star holdings.

Additional-Ninja239

I was with GSK when they made a big deal about Andrew Witty retiring. Was surprised to see he made it to UH and was condemning Luigi. Rebranding changes the name, the same crooks always run the show.

BigDaddyFatRacks

Moderna, Arcturus, Sanofi, CSLLY, GSK, CureVac. Zoeitis and Merck for animals.

SpaceCatVII

GSK hiring freeze? https://www.reddit.com/r/biotech/s/aHOJvKfBwV

ghoxen

Calls on GSK

TacticalAcquisition

Pharma on the London Stock Exchange is copping a hammering. Footsie fell 200 points on open, AstraZeneca and GSK amongst others fell off a cliff thanks to the dipshits incoming pharma tariffs.

racks_long

GSK is British pharma and it’s COOKING WITH GAS 

pmotiveforce

Damn, I'm a cautious ber so other than DIS puts, TSLZ and some TSLS calls I tend to do straddles. And those things are fucking cooking. I don't know what the fuck GSK is, but that shit's printing.

pmotiveforce

Oh, I'm mostly cash but I'm up on my GSK straddles, my HYG straddles, my TSLS calls, my LQD straddles. I'm mostly waiting for the crash to buy back in, but I did buy some 2 month HYG straddles. I'm up like 6K today. But should be way more.

miemcc

Oh my god. The stupidity in this comment is ridiculous. You DID have a great national health intelligence and research network with NIH and CDC. Guess what gutted... Most pharma science happens from multinational corporations such as Novartis, AstraZeneca, Pfizer, Merck, GSK. Looking from a pharma equipment supplier point of view, a machine that cost £1M before is now £1.25M, but that machine is still vital for the research because there is no alternative. Factor in all of the single-use consumables, the cost if a two-week experiment had risen for 2 to £2.5M. You can then factor on the GDP to USD exchange rates and increased shipping paperwork costs. Yippee aye ayyy MF....

salty0waldo

WTF? This would be possibly reasonable IF US companies weren't operating as multinational organizations with exposure across varying nations. Just because you own a US company does not imply it was 100% US exposure only. Same as owning a European company say GSK, isn't 100% European exposed.

-boatsNhoes

We are not calling many shots and you are acting with hubris. The UK won't retaliate because it's not in their interests to. We buy a lot of their crap and they buy less of ours. The tariffs won't effect trade between the two much TBf. Based on a quick Google we buy nuclear reactors and boilers from them the most. Along with military goods and parts. Pharmaceuticals are also up there but most of the companies like GSK and AZ have subsidiaries here so they will avoid the tariffs. We buy about 3 billion in vehicles ( range rovers etc.). Nuclear reactors aren't necessarily being bought in the USA lately. Military goods will likely be excluded and even if they aren't the government doors the bill and noone cares about price within the MIC. Drugs can be made here. Cars will take a hit buy range Rover is utter dog shit anyway. The UK buys chemicals ( they can shift to buying direct from Bayer and not deal with buying from it's subsidiaries like Monsanto etc ) , pharmaceuticals ( they can shift supply to other countries and already have TBf - since COVID they've been getting more meds from the EU and Asian suppliers like india, cars ( which again are mostly manufactured in the UK or EU by Ford ( there are literally zero other USA based auto manufacturers that are bought by UK citizens. Cadillac tried and failed miserably, no one wants a Chevy or GMC etc. the only other company that exists in the UK is Jeep and they don't sell many cars - I've literally seen 2 in the 10 years I lived there, one of which was my rental car)), aircraft ( not anymore I guess - look at Boeing 🥴) and oil. Most of these things will likely A.) Not fall under tariffs due to exclusion for the MIC or national security, B.) will not fall under tariffs due to EU based subsidiaries that make the goods i.e. Ford cars over there and therefore won't fall under tariffs. So I'm not really sure what you are talking about. Digital goods?

MyLuckIsTurning

If you're not shorting these companies for April 2 lib day idk what to tell you AZN FCX GSK BHP RIO NVS WFG SCCO RDY

Spankynpetey

BRK.B, PPL, ABBV, GSK, MRK, MMM OXY, T, VZ & XLU. Ugly day overall.

pmotiveforce

So some trade talk, mainly to mock bols. I'm cautious so I bought some straddles not long ago. SONY 4/4 @25 Strad - P side up 185%, C side down 28% HYG 5/16 @80 Strad - (didn't expect much, this seems to never move) P up 70% C down 30% JNPR .. it's not moving for shit, so sad there. GSK 5/16 @38 Strad - C side up 160% P down 36% DBX put side... doing decent hoping for more of a shit from them.

pmotiveforce

Ahahaha. This is so hilarious. Bols mad. My position is 90% cash, 5% broad market ETFs, and 5% straddles on shit over the next few months, the majority of which are a bit ahead on the put side, though GSK whatever the fuck that is seems way up on call side.

Straight_Turnip7056

 **Nestlé, Colgate Palmolive, GSK**

FewMathematician5031

[https://clinicaltrials.gov/study/NCT05199272?term=23ME-00610&rank=1](https://clinicaltrials.gov/study/NCT05199272?term=23ME-00610&rank=1) [https://investors.23andme.com/news-releases/news-release-details/23andme-therapeutics-announces-phase-2-results-two-additional](https://investors.23andme.com/news-releases/news-release-details/23andme-therapeutics-announces-phase-2-results-two-additional) not included in current 23andme s/p: \- Phase 1 drug \- Phase 2 drug \- Lemonaid health (His n Hers, but with actual doctors!) \- GSK paid nearly $400M for 7 years of dataset mining! (6 years exclusive- why there were no other deals) \- GSK has 50drug targets from ME dataset. \- GSK and ME reduced drug targets to clinical trials from 7 years to 4!

_daath

GSK 100% return took profits and ran

RiskDry6267

GSK was pretty good if you were a Chinese doctor years ago, free cash, flights and prostitutes anytime

JamiesPond

Stay away find another stock to trade. GSK is a predatory company that is unable to innovate due to bad policies and bias. It obtains New chemical entities by takeover. The saving grace was a Charitable Trust called the "Wellcome Foundation" This was a joint venture and between USA and UK for over 100 years. Non profit Pharma existed but no one can accept that - I understand. Glaxo became Glaxowellcome then GSK when Smithklinebeecham was bought. The closure of the legacy sites that provided said innovation followed very quickly. Buy the book : silas Burrows and Henry Wellcome fascinating

PuzzleheadedPhoto272

Only two out of the four companies you mentioned actually have FDA-approved drugs: Geron (GERN) and SCYNEXIS (SCYX). Geron's Rytelo (imetelstat) is approved for low to intermediate risk MDS, a condition that affects a relatively small patient population (around 60,000 - 100,000 people in the U.S.). While there is some demand, it’s not exactly a blockbuster drug, and there are several other alternatives. SCYNEXIS’s Brexafemme (ibrexafungerp) was approved for treating vaginal yeast infections, but sales were halted due to manufacturing issues after the company found potential cross-contamination risks. GSK, which now handles its commercialization, is working on a solution, but the drug is currently off the market. So, if your argument is based solely on FDA approvals, it’s not as strong as you think. Having an FDA-approved drug doesn’t automatically make a stock a better investment - especially when one isn’t a major market mover and the other isn’t even being sold right now.

ChiefOsceola14

Technically this is correct but missing some context for spun-off business. When GSK spun off consumer goods into Haleon (HLN), shareholders of GSK received shares in HLN. When Johnson Controls spun off automotive seats into Adient, shareholders received a share for every 5 shares or something of JC. If Intel spins off Foundry, one could reasonably expect to receive x number of shares for every number of y shares in INTC.

RandomGuyNamedChris

mango just talked about tariffs on europe, GSK is already falling 

Drakonluke

GSK?

midweastern

I really like your portfolio, especially how you're getting some international exposure in some of the few companies worth having a position in. You are a little too heavy in tech imo. I'm not sure I would sell any of your existing positions there, but I wouldn't add any more to them without first investing into another sector. Personally, I would choose an industrial or consumer defensive stock. I'm also not a fan of UNH. I would replace it with a pharma giant like PFE, GSK, or GILD. Alternatively, maybe some sort of real estate like DLR, AMT, or PLD.

birdflustocks

SAB Biotherapeutics Cidara Therapeutics Arcturus Therapeutics CureVac BioCryst Phamaceuticals Supernus Pharmaceuticals Novavax Shionogi Viatris Baxter BioNTech Moderna Takeda Daiichi Sankyo CSL GSK Sanofi Pfizer AstraZeneca Thermo Fisher Scientific Roche Johnson & Johnson

BigDaddyFatRacks

Correct. However, Moderna has already received their funding for it, and it’s currently in phase 2. Pfizer has also had their development underway for some time already. GSK is partially immune to American stupidity given that they cater more to European populations. My thesis is that there will be initial denial strong enough to let things get out of hand, at which point we will have no choice but to implement something akin to another Operation Warpspeed. In my opinion, the longer we drag our feet on vaccination, the more certain I am that we will need mass vaccination.

BigDaddyFatRacks

Bird flu is a very real thing that nobody is counting on. To limit its spread would mean implementing practices that make meat and dairy industries lose money, as well as the fact that a large portion of the people who need regular testing are undocumented, and thus not inclined to do so. Additionally, it hops across species of wild animals incredibly efficiently, which is where it would gain the mutations to butt fuck us. Our vaccine stockpile for bird flu is a joke, and we have no evidence that it would be efficient against potential mutations. The main companies currently working on mRNA H5N1 vaccines are Moderna, Pfizer, and GSK. I’m long on all three.

Qs9bxNKZ

That AI solution is best in breed. I’m evaluation Googles, Meta, OpenAI and others (3rd party niche) along with in house development. You just can’t beat $19/mo for business or $39/mo for enterprise with unlimited usage and APi available, not to mention GPT-4, o1 models and Claude Sonnet. Then you get the @copilot reviewers if you use PRs on GitHub. If there is a better option… share. Because we invest over $100K/month on this. And I’m not GSK nor Adobe who have tens of thousands of engineers.

romt_25

GSK, SNY, PFE, and MRK prepare those polio vaccines. Short them.

Diipadaapa1

Depends a bit, I'm thinking about startups who have already submitted their drug for testing to the FDA, which is about 9% who make ir through all the way. Granted a lot of them are propably Pfizer, GSK, or similar, not startups.

jelhmb48

I never understand the argument of "S&P 500 companies generate revenue overseas / worldwide so that's enough diversification". You think Toyota, ASML, LVMH, Spotify, Novo Nordisk, BHP Billiton, Shell, Airbus, Total, BMW, British American Tobacco, SAP, Samsung, Vestas, Novartis, Unilever, GSK, TSMC and Nintendo don't have worldwide revenue?? They only earn money in their home markets??

ReAlUnDeRdOg2016

$CVAC Big player in mrna technology.. research in oncology and bird flu vaccines (congo desease x) . Joinventure with GSK. Isn't it also a applicant for a short squeeze? On friday it breaks 100ma and 200ma in one day. Golden cross during this month possible.. iam novice. Would be nice if you can do a chartanalyse for me ? 😃

nugzbuny

Short term boost from that news - definitely could see that. I work with the industry, which is why I weighed in on this. Longer term there are big competitors such as GSK. But in terms of avian flu, and even normal flu - the trend has been a bit of "vaccine exhaustion". Numbers are still decent for annual flu (and now covid) shots, but each year the margins are slimming. So if numbers stay steady, or slight growth, its being offset by margin impacts.. And I do think the industry needs to start gaining some federal oversight, to prevent this, but its not happening anytime soon. In terms of the cancer therapy, or if the avian flu actually is that big to drive true growth, its a shot in the dark. I've traded a few pharma companies, and look to those that are developing drugs that target major markets, with known patient populations available to reach. Examples would be diabetes, dialysis alternatives, hormonal treatments, blood pressure. Esperion is my current watch. Bought in at $1.80 and recent momentum is driving it up. A cardio drug that can reach millions, and create recurring and consistent revenue.

jackywackyjack

CDC have a deal with GSK and Sanofi on avian flu vaccine.

Open-Palpitation-960

Why GSK?

northernnorthern

$GSK already produces an H5N1 vaccine. Canada has a standing agreement with them in case of an outbreak to produce enough.  In for a bit of GSK Feb 21 2025 $33C, if reversal doesn’t work, will ditch it. Let’s hope H5N1 doesn’t become much worse. 

tgff333

Looks like it's GSK 🧐

Fragrant_Actuary_596

GSK

Beetlejuice_hero

Interestingly I think WEN is presently a solid buy ;) I've seen lots of solid recs on this sub. /u/zephyr4813 and others touting RDDT. Many posts about META when it plummeted in 2022, including by myself. It's my largest individual holding with low 100s cost basis. RKLB I saw referenced here and (virtually) no one you meet IRL will have even heard of it. And the always solid - but obviously boring - advice to DCA the S&P. The market has had an absolutely ridiculous run since March 2009. Some dips but basically nothing but up up up. It's hard to find screaming value now. Political uncertainty with a disrupter coming may not bode well for a Wall St that likes stability. But mostly we're here for entertainment and many of us hold a mild or stronger gambling streak that passively buying index funds doesn't satisfy. Idc if my some of my "picks" lag my S&P holdings - I like the excitement and will keep stock picking. -- I'll put my neck out on a few picks for those curious: GSK, HMC usually finds support in the low 20s and has 3 of the top 15 best selling car models, SG for a growth stock, HII which is a near monopoly and the Pentagon will never be cut, CVX, META I still think will be far higher in 5 years.

Leather_Method_7106

Saw congres yesterday preparing / reflection on pandemic preparedness, so today I increased my $PFE, $GSK and some Oil-positions $PBR.A $TTE.PA and $GIS (people gotta eat and reset pet food acquisition, people invest more in their pets, than in themself) and enjoyed my puts expiring OTM.

bananacakesjoy

By cash crops, I assume you mean vaccines. It's still a reach to assume RFK will actually get a position. GSK, JNJ and PFE for example have effectively written down covid revenue to the point of 'anything >0 is a bonus' separately, e.g. NVAX and MRNA crashing and burning currently is very good news for BNTX/PFE in the long term

Zestyclose-Detail369

GSK

Zestyclose-Detail369

it won't be anywhere near NVIDIA good but i'm keeping an eye on GSK to take a decent leap (maybe 25%) with their new UTI antibiotic on the horizon . GSK is trading at a decent price also VRTX with their new non opioid pain medication on the horizon. if its really as advertised, it could be huge, but again nothing on the scale of NVIDIA Crowdstrike has been steadily recovering and should keep trending up

dochavoc

Big time. What’s your best guess at valuation? I’m thinking based on tebipenem’s $525M GSK deal (the only other oral carbapenem in development, and it’s still in Phase 3), we’re looking at a pretty good multiplier on ITRM’s $40M MC.

OverviewEffect

Solid oral version of weight loss treatment. This company will be solde for $15b and in the next few months. I'm expecting at least a 2x from here. I expect MRK to buy em considering they want into the market, have the expertise in solid oral mfg, and have the cash on hand and low debt, but could be GSK too.

PunishedRichard

GSK bros we are so fucking back. Zantac lawsuit settled

birdflustocks

4/4 Meanwhile the newest conventional vaccine got approved in 2020. It's Audenz from CSL and doesn't require eggs. CSL cooperates with Arcturus, similar to GSK and CureVac. However, both CSL and Arcturus are somehow unaffected by the legal maelstrom that sucks in all the other vaccine companies. Due to an entirely different approach Cidara also isn't involved in litigation. They have developed an innovative sa-mRNA Covid-19 vaccine. While they are not publicly working on a bird flu mRNA vaccine, just like Sanofi, this would most likely change in the event of a pandemic or a more significant pandemic threat. [https://newsroom.csl.com/2024-05-20-Nature-Communications-Publishes-Pivotal-Data-Demonstrating-Efficacy-and-Tolerability-of-CSL-and-Arcturus-Therapeutics-COVID-19-Vaccine](https://newsroom.csl.com/2024-05-20-Nature-Communications-Publishes-Pivotal-Data-Demonstrating-Efficacy-and-Tolerability-of-CSL-and-Arcturus-Therapeutics-COVID-19-Vaccine) "Under the agreement, CSL will have the exclusive license to Arcturus' next generation mRNA technology in the fields of influenza, COVID-19 and other respiratory viral diseases, and a non-exclusive license in the multi-pathogen pandemic preparedness field with the right to turn exclusive." [Source: CSL Announces Closing of Global Collaboration and Licensing Agreement with Arcturus Therapeutics](https://newsroom.csl.com/2022-12-12-CSL-Announces-Closing-of-Global-Collaboration-and-Licensing-Agreement-with-Arcturus-Therapeutics) "Arcturus will expand its current influenza vaccine program to include development of a pandemic influenza vaccine based on its proprietary self-amplifying mRNA platform with the support of the Biomedical Advanced Research and Development Authority (...) The award provides $63.2 million over three years to support preclinical, manufacturing, nonclinical safety studies, along with development and regulatory support for Arcturus’ self-amplifying mRNA vaccine platform technology for rapid pandemic influenza response through Phase 1 clinical studies." [Source: Arcturus Announces $63.2 Million Award from the U.S. Government to Support Development of Self-amplifying mRNA Vaccine for Rapid Pandemic Influenza Response](https://ir.arcturusrx.com/news-releases/news-release-details/arcturus-announces-632-million-award-us-government-support) "Arcturus will receive $200 million upfront and is eligible to receive over $1.3 billion in development milestones and over $3 billion in commercial milestones. In addition, the Company is eligible to receive a 40% net profit share for COVID-19 vaccine products and up to double-digit royalties for vaccines against flu, pandemic preparedness and three other respiratory pathogens." [Source: Arcturus Announces Collaboration with CSL to Develop and Commercialize Self-amplifying mRNA Vaccines](https://ir.arcturusrx.com/news-releases/news-release-details/arcturus-announces-collaboration-csl-develop-and-commercialize)

birdflustocks

2/3 Pfizer is developing a mRNA vaccine, but seems to be a bit behind Moderna and maybe CureVac/GSK: [https://www.pfizer.com/news/announcements/pfizer-reiterates-commitment-pandemic-preparedness](https://www.pfizer.com/news/announcements/pfizer-reiterates-commitment-pandemic-preparedness) That's probably why Moderna was awarded phase 3 US government funding and not Pfizer in a direct competition: [https://www.reuters.com/business/healthcare-pharmaceuticals/us-awards-moderna-176-million-produce-bird-flu-vaccine-2024-07-02/](https://www.reuters.com/business/healthcare-pharmaceuticals/us-awards-moderna-176-million-produce-bird-flu-vaccine-2024-07-02/) According to the licensing agreement, BioNTech would receive royalties from Pfizer: "In 2018, Pfizer entered into a worldwide collaboration and license agreement with BioNTech under which Pfizer has the exclusive right to carry out the clinical development and commercialization of mRNA‐based influenza vaccines. Upon potential approval and commercialization, BioNTech would receive a royalty on Pfizer’s sales." [https://www.pfizer.com/news/press-release/press-release-detail/pfizer-initiates-phase-3-study-mrna-based-influenza-vaccine](https://www.pfizer.com/news/press-release/press-release-detail/pfizer-initiates-phase-3-study-mrna-based-influenza-vaccine) The downside with BioNTech in contrast to CureVac and Arcturus is that they have way too much cash, which limits the upside. They also work on a Mpox mRNA vaccine. Seasonal influenza consists of influenza A and influenza B strains, while "bird flu" is influenza A. mRNA vaccines are less effective against influenza B, and Sanofi was publicly proven wrong by Moderna: "The biggest names in messenger RNA like Moderna, Pfizer and CureVac are all working on their own influenza candidates, but Sanofi used a vaccines investor event yesterday to spell out bluntly why those initial attempts to target the technology on flu just won’t work." [https://www.fiercebiotech.com/biotech/first-gen-mrna-flu-vaccines-wont-win-sanofi-execs-admit-they-retool-strategy](https://www.fiercebiotech.com/biotech/first-gen-mrna-flu-vaccines-wont-win-sanofi-execs-admit-they-retool-strategy) "Moderna (MRNA.O) on Wednesday said its flu vaccine had generated a stronger immune response against all four A and B strains of the influenza virus compared to traditional flu shots in a late-stage trial." [https://www.reuters.com/business/healthcare-pharmaceuticals/moderna-scale-down-manufacturing-covid-vaccine-2023-09-13/](https://www.reuters.com/business/healthcare-pharmaceuticals/moderna-scale-down-manufacturing-covid-vaccine-2023-09-13/) Now they had so much egg on their face that they had to do something, so now they improve their mRNA technology, but also cooperate with Novavax to improve their traditional vaccines with the Matrix-M adjuvant, which is actually great, just leapfrogged by mRNA technology. [https://www.novavax.com/what-we-do/matrix-m-adjuvant-technology](https://www.novavax.com/what-we-do/matrix-m-adjuvant-technology) [https://pubmed.ncbi.nlm.nih.gov/37113023/](https://pubmed.ncbi.nlm.nih.gov/37113023/)

birdflustocks

1/3 I have been asked to summarize this in three sentences and without links, but I already left out all those facts related to vaccines only: Consider this article about mRNA patent litigation from 2021, or at least the chart in there: [https://ipwatchdog.com/2021/04/30/mrna-patent-competitive-landscape-pioneers-litigation-outlook-big-pharmas-next-moves-part-iii/id=132936/#](https://ipwatchdog.com/2021/04/30/mrna-patent-competitive-landscape-pioneers-litigation-outlook-big-pharmas-next-moves-part-iii/id=132936/#) Now consider that in 2024 those legal conflicts are still escalating and increasing in complexity: [https://www.fiercepharma.com/pharma/gsk-pulls-pfizer-and-biontech-another-vaccine-patent-lawsuit-time-surrounding-partners-mrna](https://www.fiercepharma.com/pharma/gsk-pulls-pfizer-and-biontech-another-vaccine-patent-lawsuit-time-surrounding-partners-mrna) Moderna defended a patent against BioNTech/Pfizer/GSK/Sanofi, at least in the first court instance: [https://www.fiercepharma.com/pharma/eu-patent-office-backing-key-patent-moderna-wins-one-battle-covid-patent-war-against-pfizer](https://www.fiercepharma.com/pharma/eu-patent-office-backing-key-patent-moderna-wins-one-battle-covid-patent-war-against-pfizer) Moderna lost a patent because of BioNTech and appealed the decision: [https://www.juve-patent.com/cases/epo-revokes-moderna-patent-in-vaccine-dispute-with-biontech/](https://www.juve-patent.com/cases/epo-revokes-moderna-patent-in-vaccine-dispute-with-biontech/) CureVac lost a patent and 40% market cap because of BioNTech and appealed the decision: [https://www.maucherjenkins.com/commentary/first-instance-declares-german-curevac-patent-on-mrna-vaccine-against-covid-19-invalid](https://www.maucherjenkins.com/commentary/first-instance-declares-german-curevac-patent-on-mrna-vaccine-against-covid-19-invalid)

birdflustocks

[https://www.theguardian.com/world/article/2024/may/11/bird-flu-human-transmission-prepared-pandemic](https://www.theguardian.com/world/article/2024/may/11/bird-flu-human-transmission-prepared-pandemic) It's a complex issue with mRNA patent litigation, government contracts, production capacities and so on. I have written a lot more about that on Reddit and elsewhere. Take a look at Moderna, they would be the first to develop an mRNA vaccine and got government funding for phase 3 trials: [https://investors.modernatx.com/news/news-details/2024/Moderna-Receives-Project-Award-through-BARDAs-Rapid-Response-Partnership-Vehicle-Consortium-to-Accelerate-Development-of-mRNA-based-Pandemic-Influenza-Vaccine/default.aspx](https://investors.modernatx.com/news/news-details/2024/Moderna-Receives-Project-Award-through-BARDAs-Rapid-Response-Partnership-Vehicle-Consortium-to-Accelerate-Development-of-mRNA-based-Pandemic-Influenza-Vaccine/default.aspx) CureVac and GSK are also developing an mRNA vaccine, but with the licensing agreements and patent litigation it's more complicated: [https://www.curevac.com/en/curevac-announces-start-of-combined-phase-1-2-study-in-avian-influenza-h5n1-development-in-collaboration-with-gsk/](https://www.curevac.com/en/curevac-announces-start-of-combined-phase-1-2-study-in-avian-influenza-h5n1-development-in-collaboration-with-gsk/) [https://www.curevac.com/en/gsk-and-curevac-to-restructure-collaboration-into-new-licensing-agreement/](https://www.curevac.com/en/gsk-and-curevac-to-restructure-collaboration-into-new-licensing-agreement/) [https://www.curevac.com/en/curevac-provides-update-on-trial-dates-for-patent-litigation-across-multiple-geographies-against-pfizer-biontech/](https://www.curevac.com/en/curevac-provides-update-on-trial-dates-for-patent-litigation-across-multiple-geographies-against-pfizer-biontech/) Cidara is very promising, with a much lower market cap. Phase 2b trials for CD388 are starting this year. "The private placement provides $240 million in gross proceeds that will be used by Cidara to develop CD388 as a universal preventative against seasonal and pandemic influenza A and B, beginning with a Phase 2b clinical trial in the upcoming Northern Hemisphere influenza season. The proceeds from the private placement fund the upfront payment under the agreement with Johnson & Johnson and are expected to provide runway beyond topline data from CD388’s Phase 2b trial." [https://www.cidara.com/news/cidara-therapeutics-reacquires-global-development-and-commercial-rights-to-cd388-and-announces-private-placement-financing-of-240-million/](https://www.cidara.com/news/cidara-therapeutics-reacquires-global-development-and-commercial-rights-to-cd388-and-announces-private-placement-financing-of-240-million/) They actually have a company presentation on Monday: [https://www.cidara.com/news/cidara-to-present-at-the-h-c-wainwright-26th-annual-global-investment-conference/](https://www.cidara.com/news/cidara-to-present-at-the-h-c-wainwright-26th-annual-global-investment-conference/) Check out their website, they even made a video for Youtube: [https://www.cidara.com/cloudbreak/influenza/](https://www.cidara.com/cloudbreak/influenza/) [https://youtu.be/RimtrUVxgCU](https://youtu.be/RimtrUVxgCU) You can see typical press coverage below, but be careful about Novavax, they somehow always get mentioned, but never answered my requests for clarification: [https://finance.yahoo.com/news/vaccine-stocks-rise-growing-threat-150800194.html](https://finance.yahoo.com/news/vaccine-stocks-rise-growing-threat-150800194.html)

birdflustocks

Moderna [https://www.reddit.com/r/birdflustocks/comments/1dtjnar/moderna\_receives\_project\_award\_through\_bardas/](https://www.reddit.com/r/birdflustocks/comments/1dtjnar/moderna_receives_project_award_through_bardas/) CureVac/GSK [https://www.reddit.com/r/birdflustocks/comments/1cbzfno/curevac\_announces\_start\_of\_combined\_phase\_12/](https://www.reddit.com/r/birdflustocks/comments/1cbzfno/curevac_announces_start_of_combined_phase_12/) Cidara is promising, but might need a bit longer. Phase 2b trials for CD388 are starting this year. "The private placement provides $240 million in gross proceeds that will be used by Cidara to develop CD388 as a universal preventative against seasonal and pandemic influenza A and B, beginning with a Phase 2b clinical trial in the upcoming Northern Hemisphere influenza season. The proceeds from the private placement fund the upfront payment under the agreement with Johnson & Johnson and are expected to provide runway beyond topline data from CD388’s Phase 2b trial." [https://www.cidara.com/news/cidara-therapeutics-reacquires-global-development-and-commercial-rights-to-cd388-and-announces-private-placement-financing-of-240-million/](https://www.cidara.com/news/cidara-therapeutics-reacquires-global-development-and-commercial-rights-to-cd388-and-announces-private-placement-financing-of-240-million/)

Envoybish

Why is EBS the play? When GSK owns the treatment?

Beginning_Frame6132

GSK

wolfhoff

Airlines Luxury fashion Nio and Chinese EVs Marijuana stocks AMC Disney I also don’t love pharma stocks, I hold GSK that’s about it. One stock that I’ve touched but wish i didn’t is Sofi as it brings me constant disappointment 😂

prince_8814

Pharma PFE TEVA MRK JNJ GSK BMY

brostrummer

I made $ on both of their earnings via calls...haven't decided if GSK will do the same.

gsasquatch

I remember amphetamines and fen-phen. I'm just waiting for the other shoe to drop on these diet pills. When something's too good to be true, it usually is. As far as the stock is concerned, it's a meh, or a little dip. There's so much profit there, it'd take a lot to do anything to the company. Look how long it took for Purdue Pharma to go bankrupt after causing the opioid epidemic. GSK got a $1B criminal penalty, and a $2B civil penalty, and their stock is still doing ok. These drug dealers are slimey business. Unfortunately, they make a bunch of cash, 1/3 of their revenue is profit, and they have a significant portion of the 17% of the US GDP spent on health care. Treat symptoms, but don't cure, get people hooked, set the price to whatever they want, and rake in the money. Good for an investor, and something like a big class action for blinding a lot of people is just the cost of doing business.

txholdup

I had 1600 shares of PFE when it dropped like a rock. Now I have 2600 shares having lowered my basis when it was trading in the $25 range. But I like drug stocks and also hold ABBV, AZN, GSK, MRK, OGN, VTRS and a risky MRKR. I'm retired and like the steady income that drug stocks provide. i don't worry about the price fluctuations as I won't need to sell any of them. I get about $40k a year in dividends which is much more than I need to draw each year to live comfortably.

Bend-It-Like-Bakunin

Zyban (GSK) or Chantix (Pfizer) are the most effective treatments for nicotine addiction, beyond simple willpower.

_Kenway

Granolas are like the Mag 7 for the US, major 11 EU companies specifically: GSK, Roche, ASML, Nestlé, Novartis, Novo Nordisk, L'Oréal, LVMH, AstraZeneca, SAP and Sanofi.

officialdaxon

Ensifentrine is their only candidate product at the moment. The team has brought several other successful resp. medications to the international market under a different biopharma company (GlaxoSmithKline (GSK)). The company bet its entire future on this FDA approval date (see the loan facility section). They didn't have to do this- they had enough cash on hand to wait a year and play it safe. But they got the cash for commercialization sooner rather than later because they are very confident that it will be approved (as are outside, independent analysts (see the discussion on CEPAC's B+ rating).

birdflustocks

I have written a lot about the pandemic risk and bird flu stocks on Reddit, but market capitalization is sometimes an issue, too low for here, too high for pennystocks, don't self promote and so on. As a starting point here are all even slightly relevant pharmaceutical companies ordered by market capitalization as of March 2024 to narrow this issue down: SAB Biotherapeutics 40 million USD Cidara Therapeutics 100 million USD Novavax 600 million USD CureVac 700 million USD Arcturus Therapeutics 1 billion USD BioCryst Phamaceuticals 1 billion USD Vir Biotechnology 1.4 billion USD Xencor 1.4 billion USD Supernus Pharmaceuticals 1.8 billion USD Viatris 14 billion USD Baxter 20 billion USD BioNTech 20 billion USD Moderna 40 billion USD Takeda 45 billion USD Daiichi Sankyo 60 billion USD CSL 90 billion USD GSK 90 billion USD Sanofi 120 billion USD Pfizer 160 billion USD AstraZeneca 200 billion USD Roche 200 billion USD Shionogi 200 billion USD Johnson & Johnson 400 billion USD

pobrumar

GSK, NVS, NNVC, VRAX are some that I saw on some research papers

whatifweallwon

NNVC and VRAX is exciting too. If megacaps, we should look at moderna, GSK, CSL Seqirus, Sanofi and Pfizer.