Vectura Share Discussion Threads

[soundbuy] 31/8/2016 09:27

Cheers (we could do with some)

[rivaldo] 31/8/2016 09:22

Overnight good news....



"AirFluSal® Forspiro® showed superiority at 12 months over Seretide® Diskus® in persistence to treatment
August 31, 2016

New study shows that rate of patient persistence using Sandoz AirFluSal Forspiro is twice as high as for reference product Seretide® Diskus®.

• Study highlights importance of improving treatment "persistence" over time for long-term respiratory diseases.

• Analysis, published in leading medical journal, is largest European Real-World Evidence study ever conducted in asthma and COPD.

[1] Seretide® and Diskus® are registered trademarks owned by Glaxo Group Ltd.

Holzkirchen, August 31, 2016 - New data just published in a leading medical journal shows for the first time that the rate of treatment persistence for patients using the innovative Sandoz AirFluSal Forspiro respiratory inhaler is more than twice as high as for the reference product....

...About AirFluSal Forspiro
AirFluSal Forspiro offers the proven combination of salmeterol (a long-acting inhaled ß2-agonist) and fluticasone propionate (an inhaled corticosteroid) in an innovative device. Safety, efficacy and equivalence have been proven in multiple clinical trials.

It was developed at Aeropharm GmbH in Rudolstadt, Germany, Sandoz`s global respiratory Center of Excellence. Sandoz collaborated with UK-based Vectura Group plc, a respiratory product development company, in the design and development of the product. The innovative and intuitive-to-use inhaler was invented at Vectura and its design was awarded the Red Dot Product Design award in 2011, an internationally recognized quality seal awarded by the Design Zentrum Nordrhein Westfalen in Essen, Germany.

In order to improve patient experience with inhalation devices, Sandoz and Vectura collaborated closely with patients during the development process. The device includes multiple feedback mechanisms such as visual control features, which help reassure the patient about dosing and a simple lever arm to load the dose.

AirFluSal Forspiro has been launched to date in approximately 30 countries, in Europe and elsewhere."

[carpadium] 30/8/2016 16:23

Insider dealing alive and thriving imo, as if anyone doubted the fact. Explains the volume sales and worsening sentiment over the last three months.

Now this news out of the way let's hope the BOD have kept the good news for a week tomorrow and we can regain lost ground.

[ianood] 30/8/2016 16:13

What does somebody know that we don't?

[richtea1701] 30/8/2016 16:04

Might end blue today - ?

[best1467] 30/8/2016 15:11

While the copd news is disappointing ,the fluitform numbers are way ahead of Edison forecasts pre merger so looking good going forward .This looks a reasonable buying opportunity to me

[popper joe] 30/8/2016 13:14

I suppose the fundamentals are there to support the recommendations but the market sentiment isn't. Then again, from where we are now, rising profits will only drive the price higher if there is the prospect of either further acquisition action or payment of a dividend. Thoughts???

[richtea1701] 30/8/2016 13:12

Based on the fundamental business model and predicted earnings - despite the last couple RNS updates which have been disappointing the outlook is not much changed for future exponential growth and revenue upgrades. What the market chooses to do with the share price is another matter. If it was an exact science we'd all be loaded and not wasting our time on these boards. Have a good day.

[a1ord53] 30/8/2016 12:30

Could anybody explain how they can do these BUY recommendations ? They being doing this since 2 years and share price moving only down.Their credibility is zero.
And it misled investors IMO.What they know what we dont know to give these recommendations ???


30 Aug 16 Stifel Buy 128.60 242.00 242.00 Reiterates
30 Aug 16 Numis Buy 128.60 246.00 246.00 Reiterates
30 Aug 16 Peel Hunt Buy 128.60 200.00 200.00 Retains
30 Aug 16 finnCap Buy 128.60 225.00 225.00 Reiterates

[a1ord53] 30/8/2016 10:47

Sky Pharma + Vectura should mean more value IMO , but we lost values of both companies after this merger.Are management of both companies incompetent ? Looks like with this merger they brought suffer to their shareholders instead of create wealth ?
Lack of transparency ? Insider selling ? GSK betrayal ? Why then brokers recommending to BUY this stock ?
Can anybody share thoughts and views what to expect ? It looks like a SELL and not BUY......Insiders know much more .....than we are.

[diesel] 30/8/2016 09:18

Is this all the Feviprivant effect, Vec rely primarily on Asthma treatments, news of a 'game changer' new treatment must have an impact. The company needs to address this, as I understand this new drug treats the severe cases and this might be in conjunction with current inhaled treatments. If so then the impact could be marginal, all guesswork now..

[soundbuy] 30/8/2016 08:53

Vectura Group PLC VEC Peel Hunt Buy 0.00 137.50 200.00 200.00 Retains
Vectura Group PLC VEC finnCap Buy 0.00 137.50 225.00 225.00 Reiterates

[verger] 30/8/2016 08:39

lol scotches. But if we are the last to know then the consolation is that hopefully the news is already in the price.

[richtea1701] 30/8/2016 08:38

No advice intended. Lol

[richtea1701] 30/8/2016 08:37

Buy. Now. If you can.

[soundbuy] 30/8/2016 08:35

Well, was said at the time that a SKP/VEC combo would be more attractive to an acquirer once bedded in, only way this will see £2 plus in the next 12 months....zzzzzzzzz

[richtea1701] 30/8/2016 08:33

They wanted all PI shares on this. I imagine this is final straw for most. Job done. Apart from mine

[a1ord53] 30/8/2016 08:31

Hope, that all bad news behind us , but CFO sale was bad sign
It should bounce IMO, but it doesn't.Its just collapsed. No trust ?
Institutions might step in.

[verger] 30/8/2016 08:15

Despite the disappointment of flutiform's COPD trials JWL emphasises the positive: "Whilst this result is disappointing, flutiform continues to grow strongly based on the approved asthma indication, which continues to underpin our expectations for future growth of the product. Also re flutiform: In the most recent six month period to 30 June 2016, in-market net sales totalled EUR92.4 million, up 42% year-on-year.

Hopefully VEC is preparing the way for a very positive presentation on 7/9 from which point it will be onwards and upwards.

[richtea1701] 30/8/2016 08:13

Anyone get in sub 130?

[soundbuy] 30/8/2016 07:19

Well, no surprise there I guess.......