Geoffrey Porges, SVB Leerink

Top an­a­lyst chimes in on bub­bling de­bate about Glax­o­SmithK­line's fu­ture with a clear mes­sage: Let your £40B vac­cines group go

Ge­of­frey Porges does not mince words.

The SVB Leerink an­a­lyst has a clear mes­sage for Glax­o­SmithK­line in­vestors the day be­fore Em­ma Walsm­ley and her top team are set to re­veal their vi­sion for the com­pa­ny af­ter spin­ning out the con­sumer health unit. Writ­ing ap­prov­ing­ly of the ru­mored moves by ac­tivist in­vestor El­liott Man­age­ment, Porges ar­gued in a new note that GSK should go fur­ther in its re­struc­tur­ing to un­lock more val­ue. First up: the vac­cines group.

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