GSK

Ok-Conversation6225

Second this! There is a great DD post in this sub from a month ago. This is slowly starting to climb. Very confident everything will go smooth with GSK on board.

ElmoLovesGrover

Not dramatic like LPTX... biotech SPRO is up 14% for the week. They have earnings and a business update Tomorrow after the close. Their partner GSK is due to file the NDA for their antibiotic any day now. Upon filing SPRO receives a $25 million milestone payment. 25 mill is about 20% of SPRO market cap and will almost double their cash on hand.

Pointsmonster

SCYX is interesting and is not one that’s already made a run. There’s no near-term catalyst but also no near-term existential risk, and from what I can tell they’re trading for less than they’re worth in cash today. They already had 12-18 months of burn and that’s now >2 years with their GSK settlement, not including revenue they generate next year when GSK restarts Brexafemme sales. ~$25M market cap vs what I believe is ~$70M in cash and short-term assets and ~$14M in liabilities on a biotech that has funding through the next phase of their pipeline and has already successfully commercialized a therapy in their current asset class. Short interest isn’t that high but volume is so low that it’s like 3 days to cover. Maybe I’m missing something but this seems way under-valued and primed to leg up

ElmoLovesGrover

 Heck yeah baby! GSK already owns 16% of them and buying them out saves GSK from paying SPRO milestone payments and royalties. GSK would probably wait until after FDA approval just because that is the most risk-averse thing to do and big pharma is notoriously risk-averse. I've seen a post-approval buyout range of from $14 to $21 per share! To me the upper range of that seems improbable, but I'd take anything in the bottom of the range fer sure.

Ok-Conversation6225

Do you think GSK could buy them out? They’ve been pretty quiet and they know how much money tebipenem will be in demand. Im definitely in it for the long haul. Im confident they will see FDA approval next year and if I remember correctly they are on the fast track for approval? I’m in healthcare and the first oral carbapenem is a game changer! It’s already being used in other countries and they stopped the trial early because the drug was just as good as IV! It will save everyone sooo much money, which is bottom line.

ElmoLovesGrover

SPRO is good longer term and also good for a quick pump. Announcement that GSK has filed the NDA could give a big pump, and then once the NDA is accepted by FDA another pump, and finally upon FDA approval a third pump. SPRO has very low cash burn (since tebipenem is their only drug they have they have no research and development costs) so once sales start coming from that they are rolling in cash, baby! Heck, they get a $25 million milestone payment when GSK files the NDA and a $101 million milestone payment once the first unit is sold!

ElmoLovesGrover

Yes, the Guggeheim buy recommendation. You know, baby, that $25 mill from GSK is just one part of what they are getting from their GSK deal. They also have a deal with GSK for their anti-fungal BREXAFEMME (ibrexafungerp) which has both royalites and milestone payments associated with it. After the $25 mill payment SYCX is trading for less than their cash value (market cap is less than cash on hand) and their enterprise value is negative. These things are screaming "undervalued"!

Rpking92

I read this. They're getting $25 million from GSK and has a PT of $3 [1](https://www.quiverquant.com/news/SCYNEXIS+Secures+%2424.8+Million+Payment+from+GSK+and+Advances+SCY-247+Development+Plans+Amid+Phase+3+Study+Termination) [2](https://www.tipranks.com/news/blurbs/guggenheim-reaffirms-their-buy-rating-on-scynexis-scyx-blurbs)

Cy-man

25M mc and received a 25M from GSK

NoDisk5699

For defensive stocks I have Pharma: Astrazenica and GSK and Utilities: SSE and National Grid. UK based GSK and SSE have been like growth stocks anyway so win win

stickman07738

I understand you comment but I walk into Costco or Walmart and I buy the generic acetaminophen. It is the same reason GSK spun-off Haleon (HLN) and you could look at its performance.

Gl5778

Please be aware I do have a potential conflict of interest here because I own over 1,000 shares of NWBO. You need to know how to read research papers, how to verify sources, and most importantly any tiny thing that you can use to tear them apart. While also being able to think like an investor. The burden of proof is on those who publish and not the reader. All it takes is a 👍 or 👎 from a group of regulator’s. One you make an assload of a gains the other near certain catastrophic loss in the stock you have. These are not MRK, GSK, J&J, and LLY that can /will soak up billion dollar losses on a drug and still have 40 others in the pipeline Will maintaining profitability. Small biotechs are very vulnerable to data manipulation, fraud, and regulatory scrutiny. I mean you need approval for profit. (Or a buyout) You have Assholes who will defraud people at all costs. Then the FDA is notorious for picking on the little guy. They don’t have the big legal teams. Only invest in if you trust the data and the conclusions that other professionals completely unrelated to the study have come to. Per google there are issues with NWBO’s study. “the company made fundamental changes to the trial design, used questionable statistical methods, and demonstrated a profound lack of transparency” The changes and statistical methodology is fine if it can be verified and replicated in other trials. The lack of transparency is a huge problem with the company. It is the big thing that makes me nervous. Anyway just my thoughts on NWBOz

ElmoLovesGrover

Agree, low risk on this one and 10x not happening. Low risk penny stock biotechs are uncommon indeed and SPRO stands out for that alone. Potential for maybe 8x is there though. In a buyout GSK could offer high teens meaning as much as 8-fold from current prices. I'm in 2,500 of the shares, $3,500 in Jan. 2026 calls to play a pump from NDA submission and $5,000 in April 2026 calls to play a pump from announcement from FDA of NDA receipt and start of review.

thalassamikra

Be boomer pharma - down when market's up, down when market's down Anyone long GSK explain price action today?

oquido

nothing much really, they will just reiterate GSK's plan for NDA submission in Q4, and report financial stability and that's about it.

EmpathyFabrication

Had to look up the distributions for YM Tesla fund. Avg about $50 a month on an $850 investment in a fund that I have zero confidence in the managers to maintain the share price. Meanwhile buywrite TSLA $44k investment to collect $3k premium right now on the ATM 30DTE 442.5 call. I'll argue that all these stocks you mentioned (and all the stocks YM offers) are not really that good for doing a buywrite strategy. Maybe msft and goog if you want to own the stock. Compare YM distributions to premiums on boring stocks that have pretty low "risk of cratering." SCHD $2700 investment collect $15-50 premium on the ATM 30DTE 27 call. KO $7000 investment collect about $115 premium on the ATM 30DTE 71 call. Look at something with an awful spread like GSK. Way OTM 30 delta I can collect $70 for the 30DTE 46.5 call and I would invest $4500. Plus you collect a dividend on all these stocks and skip writing the call that month. You don't even have to do anything. Decent chance of capital appreciation on all these stocks.

Ok_Cry7572

Pfizer: $2.3 billion criminal fine (2009). GSK: $3 billion criminal fine (2012). Johnson & Johnson: $2.2 billion criminal fine (2013). These aren't conspiracy theories. They are settled U.S. Department of Justice cases. The Victims: And who pays the price? The mothers of vaccine-injured children. Their pain is the human cost of this corruption. They are ignored, silenced, and called "anti-science" for demanding answers.

whoppermaltmilkballs

AVLNF is a sub $100M Canadian mining company with huge lithium and high risk REE reserves that's not getting a lot of hype yet. I will continue monitoring it. SCYX is my deep value play in the biotech space. They have more cash on hand than their market cap, and has actual FDA approved drugs in a high need area. Just going through temporary commercialization difficulties with GSK. As always - NFA.

britash1229

The CEO of CytoDyn left his former company, Quest Diagnostics, which he founded, to lead CytoDyn because of his strong belief in the potential of its drug. Max Latalaid also made a notable move, leaving GSK/VIIV to become Vice President of CytoDyn, and on the very same day, was appointed Vice President at the Bill & Melinda Gates Foundation—suggesting a deeper connection and possible involvement from Bill Gates in the company. Dr. Richard Pastell, one of the world’s leading oncologists and a top expert in cell therapy, has also joined CytoDyn, further validating its scientific credibility. During a recent shareholder letter and investor conference, the company announced that an ultra-high-net-worth individual has committed to fully funding the EIND (Expanded Access) study, as well as two glioblastoma studies and an Alzheimer’s study. So far, eight individuals worldwide have been cured of HIV through bone marrow transplants involving a CCR5 mutation—some of whom were also cured of cancer. CytoDyn’s drug is a CCR5 inhibitor, offering a non-transplant-based alternative with similar potential. Since the CCR5 receptor plays a key role in inflammation and disease progression, this drug could represent the future of medicine. Anyone getting involved now is in a fortunate position. ⸻ Let me know if you’d like i

Straight_Increase293

Eli Lilly, Verizon, KO, Shell, Walmart, Sony, GSK, Kymberly-Clark, Mercedes Benz

Tradingland

$SGMT going to triple, $PROK can double or more $SPOR can do double to quadruple on GSK buyout

Tradingland

SPOR Up 5%. GSK buyout coming?

Tradingland

$SPRO perking up. Dormant since p3 result. $GSK buyout coming?

Impressive_Review

Why are you calling names when someone consolidates information which may be helpful to those worrying about their prescription prices as many including myself are? To recap, 90% of the prescription drugs used in the US are generics which are exempt. As of 10/02/2025 the updated branded drugs exempt due to investment agreements are AbbVie, Amgen, AstraZeneca, Biogen, Bristol Myers Squibb, Eli Lilly, Gilead Sciences, GSK, Johnson & Johnson, Merck & Co., Novartis, Novo Nordisk, Regeneron Pharmaceuticals, Sanofi, and Pfizer. Pfizer has also agreed to lower some current drug prices for Medicaid patients with a ‘most favored nation’ agreement. Hopefully more manufacturers which we import branded drugs from will get on board with that, exempt from tariffs or not. We are paying far more than other countries for the same drugs.

Impressive_Review

I’m sorry to hear your sister is going through that. One of my monthly meds has doubled in the past year and my insurer doesn’t cover it. It’s a generic made by several, most recently an Indian mfr. Obviously my increase had nothing to do with tariffs and I lay blame on Pharmacy Benefits Mgrs, in my case Optum. As far as branded drugs now AbbVie, Amgen, AstraZeneca, Biogen, Bristol Myers Squibb, Eli Lilly, Gilead Sciences, GSK, Johnson & Johnson, Merck & Co., Novartis, Novo Nordisk, Regeneron Pharmaceuticals and Sanofi are now exempt

CreLoxSwag

Calls on GSK. WHY? Because one redditor farts so much I can smell it from here.

EmpathyFabrication

GSK up 10%+ on new CEO

oquido

I agree it's undervalued and hope the price increases. It could skyrocket with interest from big pharma, but the challenge is that it's currently only approved for uUTI, which is rarely a complicated disease. With GSK recent approval in the same field for their new antibiotics for uUTI, it will be an uphill battle to compete alone.

DoctorKoolAid1981

Anything to do with pulmonary diseases, let alone bio-tech, is never a certain thing. However, the open source information does show potential for this medication, to be beneficial. Not every drug has a 100% affect on any illness or disease being targeted. Viagra, Cialis, Rogain, are just a few examples. Among the reports and research from the first and second studies, it does help with the inflammation from pulmonary sarcoidosis. There is always room for improvement in medicine. That is why it is "medical pratice," and not absolute. Also, look back on the development of Brio-Elipta. The stocks for GSK showed volatility around it's development.

InternationalCow7269

Appreciate the clarity. If GSK is eyeing submission by year end and we’re looking at a Q3 2026 PDUFA, that gives some room, but it also means a lot of the move could get front-loaded if market starts pricing that in ahead of formal acceptance. Still, curious: do you see the market re-rating on submission alone? And at what price? Or are we banking on whispers of M&A to fuel the upside earlier? Seems like we’re all playing the “anticipation premium” game here. but how early does that show up do you think?

oquido

I was suggesting that, in comparison to other clinical-stage biopharmaceutical companies, the SP movement may not be the most dynamic until future catalysts. According to GSK's Q2 earnings, an NDA submission is anticipated before the end of the year. If the submission is accepted without any issues, the PDUFA date is expected to be set in Q3 of 2026.

InternationalCow7269

Not the most thrilling? 7x move in 4–6 months isn’t thrilling? Lol. if that’s boring, I need more boring plays from you. But seriously, that $14–$21 range bakes in a lot of best-case and assumes the market front-runs GSK or a buyer.What gives you confidence the market will price that in pre-approval? Also PASTEUR’s still just a ‘maybe,’ not a milestone... even though there is bipartisan support, its been in legislative pipeline for a few years now. How would this really impact SPRO? Can you share what timeline you are looking for NDA submission and FDA Approval? Very interesting. Appreciate the insights

oquido

The valuation range of $14-$21 does not account for potential dilution risks and is predicated on assumptions regarding a near-term buyout, either before or after FDA approval. Regarding stewardship and payer considerations, GSK will be responsible for negotiations; however, I am highly optimistic about the advantages of tebi over current IV administration, particularly its potential to contribute to reduced overall hospitalization costs. I've not mentioned but pending Pasteur Act may also have some positive impact once passed. I appreciate your comment! While it may not be the most thrilling opportunity in the biotech field, it's worthwhile shortlisting it.

InternationalCow7269

Well written. definitely some good signals here. GSK licensing de-risks a lot, no doubt. But curious how you’re thinking about real commercial traction? approval does not necessarily mean adoption, especially with stewardship programs and payer bottlenecks in play. Are those $14 to $21 targets factored in dilution risk or just assuming a clean run to M&A... either way, appreciate the breakdown. watching closely.

Internal_Field5970

GSK and YPF Bullish for policy reasons 

Internal_Field5970

Bullish: IBM, GSK, YPF, TLRY, PSKY, HTZ, anything with drones, AMPX Hold: SoFI AAPL Google GLD GDXJ uranium quantum  Might sell: some fake overvalued companies that have AI in their description 

joeg26reddit

The market is irrational GSK literally just cured ass cancer and the stock went down (look it up)

Dramatic-Morning-100

I mostly look for swing trades. Strictly chartwise, YPF would be okay if it drops below 24 again, but it's on a long-term decline, so be careful. GSK is better for long-term and has some good volatility.

Internal_Field5970

Any chart wizards who can shed light on some growth for YPF or GSK

Internal_Field5970

I bought some GSK because of Wellcovorin, the new ivermectin for autism And I can see that people who use this emoji  🤌  Will be the reason this stock goes up 

Internal_Field5970

Big on PSKY and SOFI Anything with the word Quantum or Uranium YPF for Argentina stuff GSK for Wellcovoroin (ivermectin for autism) TLRY for the 420 vibes, also for weed reclassification  Drones cause of war (RCAT/ONDS) GDXJ seems to be my stable golden child What I’m not big on are fake companies like Costco who provide no real services like data centers or generative AI sex robots 

Internal_Field5970

What do you think of GSK, wellcovorin company aka the Ivermectin of Austism Or YPF, Argentinian ADR that might benefit most from US stimulus 

bigmeatbag

I'm very interested in the option for GSK before Donnie's autism announcement since they decided to hype and approve their Leucovorin drug for folinic acid vitamin B9 deficiency which is nothing but a precursor that gets broken down into L-Methylfolate instead of just telling people to take readily available L-Methylfolate supplements that can be found in any store that sells any supplements. I've been taking it for a while to help with ADHD so I was shocked to see what the announcement was. Don't get a script or give GSK cash for the same damn thing you can buy anywhere over the counter for cheap. Donnie and his boys just hyping their GSK calls.

SignificantStuff5446

I thought the stocks associated with Leucovorin may do better as insurance will cover the drug once the new use is added to the label. They're also inexpensive as TEVA is trading at a 6.8 FPE, while GSK is at an 8.41 FPE.

Necessary_Fly_9266

GSK

NewtonMaxwellPlanck

It's a form of vitamin B9/folate. Generics available. I read that $GSK is marketing their own version of it called Wellcorvin. https://www.gsk.com/en-gb/media/press-releases/gsk-to-submit-label-update-for-wellcovorin-leucovorin-at-us-fda-s-request/

bigmeatbag

So buy GSK calls for their leucovorin the new autist candy that the FDA approved today?

Internal_Field5970

GSK

SignificantStuff5446

I bought TEVA though GSK also went up AH. Anyone remember what happened with REGN stock? TEVA makes it today via tablet and injectable. GSK is re-labeling it.

Internal_Field5970

I purchased 5 shares of GSK because Wellcovorin is going to cure autism 

Internal_Field5970

GSK Shrek dildo thx to autism 

Internal_Field5970

You’re thinking of GSK

oquido

https://www.reddit.com/r/pennystocks/s/wxkug4oSCX I've added a DD as well, great opportunity. GSK also announced $30B investment in the US for next 5 years.

OyyBrent

Ok here’s the AI response to these ridiculous price targets just to be objective here : Here are the main issues: ⸻ 🔹 1. “No dilution risk until 2028” is unrealistic • The DD claims Spero has cash until 2028 and won’t dilute. That’s not accurate. • Their last 10-Q showed a limited cash runway, extended by GSK milestones — but not enough to fully eliminate dilution risk. • Small biotechs almost always raise more capital before commercialization, even with a partner, especially when relying on royalties (which are low %). • Expect additional equity raises in the 1–2 years post-FDA approval. ⸻ 🔹 2. Overstating royalty economics • The DD suggests royalties could hit $190M/year if sales beat $2.7B. That’s misleading: • The royalty tiers are low (low single digits to low double digits). • For SPRO to see $190M/year, Tebi would have to sustain multi-billion sales at the high royalty tier — which is highly unlikely for an antibiotic. • Realistically, royalties would probably be in the $30–60M/year range at peak. • That makes the “FDA approval = $7–9 stock” assumption too aggressive. ⸻ 🔹 3. Overinflated buyout thesis • GSK holding ~16% is not a guarantee of a buyout. • Large pharma frequently partners without acquiring — especially in antibiotics, a space known for poor commercial returns (Melinta, Achaogen, Paratek all struggled). • Antibiotics have been historically weak M&A targets, even with strong trial data. ⸻ 🔹 4. Ignoring FDA label risk • FDA approvals for antibiotics often come with narrow indications, which can cut revenue potential. • The DD assumes a broad label for cUTI, but the FDA could restrict usage to ESBL-E or resistant pathogens only, reducing uptake. ⸻ 🔹 5. Valuation math problems • Market cap is ~$110M now. • The DD’s price targets ($7–9 approval, $14–21 buyout) imply >10x upside, but that ignores: • Near-term dilution • Modest royalty flows • Narrow label risk • Competition (new IV/oral agents are in the works, plus generics will pressure pricing) • A more grounded post-approval valuation might be $3–5/share near-term, drifting lower as dilution sets in unless sales surprise to the upside. ⸻ 🔹 6. Misleading claim about “no clinical risk” • The trial was stopped early for efficacy — great news, but it doesn’t make approval guaranteed. • FDA previously issued a CRL for Tebi (2022). They’ll scrutinize the new dataset carefully. • Manufacturing and resistance-pattern questions could still trip them up. ⸻ ✅ Bottom Line The DD oversells SPRO as “safe” and massively undervalued. What’s wrong with it is mainly: • Overstating GSK’s commitment → implies buyout is inevitable. • Overstating royalty value → ignores real-world antibiotic pricing. • Understating dilution risk → cash needs are not solved through 2028. • Assuming broad FDA approval → label could be narrow. • Unrealistic price targets → ignores past antibiotic failures. SPRO does have a real catalyst and backing, but future share price is more likely to see a pop into the $3–5 range around FDA approval than the $7–21 that DD projects, unless something very unexpected happens. ⸻

BryanDaBlaznAzn

My dad works at GSK, might have to give it a shot

oquido

[https://www.gsk.com/en-gb/media/press-releases/gsk-and-spero-therapeutics-announce-exclusive-licence-agreement-for-tebipenem-hbr-a-late-stage-antibiotic-that-may-treat-complicated-urinary-tract-infections/](https://www.gsk.com/en-gb/media/press-releases/gsk-and-spero-therapeutics-announce-exclusive-licence-agreement-for-tebipenem-hbr-a-late-stage-antibiotic-that-may-treat-complicated-urinary-tract-infections/) GSK's PR on the licensing/partnership deal with SPRO Furthermore, GSK has recently received a FDA approval for uUTI antibiotics last year, and getting cUTI will complete their UTI portfolio.

gghhossttzzerro

Paul Schimmel, co-founder of aTyr Pharma, is a serial biotech builder. From co‑founding Alnylam Pharmaceuticals, Alkermes, Repligen, Sirtrist, Cubist, Momenta, Abide, to aTyr itself - all have made it to NASDAQ with strong valuations or exits. Current share prices: Alnylam : $465.89 Alkermes : $27.02 Repligen : $115.00 Momenta : Acquired by Johnson & Johnson for $6.5b Sirtrist: Acquired by GSK at $22.50 per share Cubist: Acquired by Merck at $102 per share Abide: Acquired by Lundbeck for $400m

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.