GlaxoSmithKline plc (ADR) (NYSE:GSK)

the #1 pipeline - great products -

Strong new drug pipeline

buy on a relative low, still good management and fundimentals

Typically story : great potential as having one of the most potential pipeline of new drugs but now slashed because of eventual higher risk of one of its products.

Let's talk again about this stock around end of august !

Good mixture

GSK was beat up severely on news articles spouting impending doom because of health effects for the diabetes drug Avandia. The market has had time to sette down now; institutions hold about 10% of the shares; in this odd market, GSK has a bonus of a nice dividend; its P/E of 13.5 is below the industry average; its PEG is in line. The market is treating this stock as though it only had one product.

The Avandia news has made GSK a buying opportunity for those with a long-term outlook.

Great company with excellent produts, and great fundamentals

A big oportunity at today´s prices

short term blip, long term support and growth.

With the recent news about Avandia, the short term prospects are not very good. However, with their new line of products, including Alli, they should recover and regain investor confidence.

That’s what is expected from the mammoth drugmaker GlaxoSmithKline. The company received FDA approval for its Veramyst nasal spray to relieve seasonal and perennial allergies. The steroid spray, which was originally to be called Allermist, has an edge over older allergy medicines. It has been shown to be effective in relieving itchy eyes as well as reducing nasal symptoms. The drug is approved for use in adults and children of two years of age and older have projected peak sales of up to $1 billion a year.

GSK’s business is at a crucial phase, with two of its biggest sellers, Advair for asthma and diabetes treatment Avandia facing a slowdown in growth, while the company hopes to revive its fortunes by bringing new drugs on stream. GSK pipeline seems to be strong with 158 pharmaceutical and vaccine projects in clinical development, comprising 94 NCEs, 41 PLEs and 23 vaccines. GSK expects to launch Cervarix, its HPV vaccine to protect against cervical cancer, in European and certain International markets in the second half of 2007.

GSK has also launched Tykerb in the USA after receiving FDA approval on 13th March. The company continues to expect approval in Europe during 2007, and has also filed Tykerb with International regulatory authorities. Clinical development of Tykerb continues, as during the quarter the company initiated a pivotal phase III trial in head and neck cancer.

The first quarter was challenging for GSK given U.S. generic competition to its anti-nausea drug Zofran, antidepressant Wellbutrin XL and Flonase for allergies. The company’s bottom-line declined by 1% as sales were hit by the strength of sterling and the loss of patent protection on key medicines. However, significant progress on five key pharmaceutical products, which is expected to be launched in 2007, should help the company to achieve its full year 2007 EPS growth 8%-10% growth. Looking at these aspects it seems that the company should outperform the market in the coming fiscal

New drugs, they are a comin.

JNJ just reported good results, expect simillar from this mega pharma

stronghold in vaccines.this market continues to grow.

Good anti-viral work in progress.

Although GSK has been a bit unpredictable as of late, I still think they've got a lot of potential to continue doing well with new drugs and products in the pipeline as well as old drugs that are still popular over the counter (like Claratin).

New cancer drug approved and more on the way.

Tykerb, a landmark drug to treat breast cancer just approved by the FDA 3/07. Oncologists believe that it is a "Miracle" drug. I think this drug alone may bring in over $1b in the next year. It will completely replace Herceptin, genentech's darling 2 years ago,

FDA approved weight loss drug will be HUGE plus company is overall safe and stable.