Vectura Share Discussion Threads

[pooroldboy55] 06/1/2017 10:04

Looks like the brake above 140 wont last long

[alexchry] 05/1/2017 15:37

Boadicea-the upward trend has only been for the last month, the previous three months were flat and since the takeover/merger was announced the share price has averaged a 3p per month loss. There are two significant bits of planned news in the next few months, the results of the COPD trial, now overdue, and the advair generic. I'm hoping that the current upturn is due to the expectation of surprisingly good results from the COPD trial although it may just be down to start of year recommendations. I am hoping that this year the share price moves much closer to the analyst's valuations, 180p year end will do for me. The one big unknown is what deals Ward-Lilley will be tempted to do with the money that must be burning a hole in his pocket.

[boadicea] 05/1/2017 15:04

Some indication of an uptrend seems to be confirmed, currently rising at almost 2.5p per month. However forthcoming news which should give this an upward kick is not yet anticipated by the market.

[tcarter66208] 04/1/2017 21:48

Seems like another up and down day

[rivaldo] 04/1/2017 12:08

More from JP Morgan to follow that target price upgrade to 240p - they have their 2017 drugs preview out per FT Alphaville just now, and they say:

"Mid-caps: Vectura is our top pick, given significant upside from generic
Advair approval, and the base business alone justifying the current share-
price"

[soundbuy] 04/1/2017 08:13

Vectura Group PLC VEC JP Morgan Cazenove Overweight 141.50 137.60 230.00 240.00 Retains


Lift in PT from 230p to 240p

Every little helps I suppose........

[alexchry] 03/1/2017 16:21

We are still waiting for the results of the COPD trial in China/Asia, due in 2016. The share price was very weak leading up to the failure of the Europe COPD trial and has not recovered since. I'm not sure how much of a knock the share price will take if the latest trial is a failure, presumably that's what people expect, so any good news should give a welcome boost to the share price

[tcarter66208] 03/1/2017 16:08

So volatile today! ?

[sikhthetech] 02/1/2017 13:11

Happy New Year all...
Very mixed 2016, was expecting more from the SKP merger.
Hopefully during 2017, as we approach the 1st year of merger, we'll see real improvement.

[carpadium] 31/12/2016 17:05

....with thanks to Ambiorix on II thread.

In the US…last night, Innocoll Holdings announced that it has received a Refusal to File letter from the U.S. Food and Drug Administration for Xaracoll, the company's product candidate for the treatment of postsurgical pain. Commenting on the news, a Janney Capital analyst told investors that the decision removes an overhang on Pacira as Xaracoll was "the most significant near-term threat" to its Exparel franchise (and for which Vectura receives a lot of royalties). Innocoll was downgraded to Neutral after the announcement. The FDA refusal to accept a new drug application for Xaracoll is likely to result in a lengthy process of meeting with the FDA to determine how to address the deficiencies in the NDA. The analyst noted that this may not jump start Exparel's growth, but eliminates a risk that the existing business will slow further before Pacira can secure an expanded nerve block label for the drug. While Mr Trbovich argued that the setback for Innocoll is clearly a positive for Pacira in the short-term, he said it may turn into "a great threat" in the future if another company with greater resources steps in to acquire the former as the lack of capital necessary to fund its operations to the potential timing of an NDA approval for Xaracoll may force Innocoll into a sale. He raised his price target on Pacira's shares to $34 from $31, but reiterated a Neutral rating on the stock.
Still good news for Vectura...to start the new year.

Edit. Note..Exparel sales of $64.9m in 3rd qtr, up 9% from the year-earlier period. All to the good.

[carpadium] 30/12/2016 16:15

Certainly not the finish to the year investors were hoping for, in fact nothing like.

Product-wise we all know what's coming next year, fingers crossed, plus the carry over of this year's pipeline but I still reckon the biggest spur to market cap growth will be more or less guaranteed M&A activity. Fastest way to joining the big boys and a favoured route our esteemed leader is well-versed in.

Here's to an entertaining and profitable 2017.

[fhmktg] 28/12/2016 13:47

Hot off the mark Numis, hope you earn your fee this year!

[a1ord53] 25/12/2016 10:00

Happy Christmas and happy Holidays to all !
According site (see link below ) almost no short positions - so who are sellers ?

[dontay] 23/12/2016 16:51

COLSMITH... It's a good report and I think it could be beneficial to VEC. Triple formulations seem set to become the next big thing in asthma treatment and GSK are well ahead of VEC in that area... these new CURE rules could potentially shorten the time to market which, in the long run could help VEC play catch up with the big boys.

[colsmith] 23/12/2016 10:43

I wonder if this will be relevant, would have thought so.



* link courtesy of waterloo01 on IMM thread.

[soundbuy] 23/12/2016 10:39

Mixed end to the yr here.....overall extremely disappointing performance......hopefully a better 2017.......if the share price fails to improve going fwd then VEC's leaving itself wide open........esp. with exchange rates as they are......

Patience was tested with SKP, that came good for me, here's hoping..

[diesel] 23/12/2016 10:38

Its just good to see that the management have been active after such a long period without announcements.

[boadicea] 23/12/2016 10:29

Agreed - if your horizon is some years ahead.
However, an early correction of the current undervaluation of VEC will only be secured by confirmation of progress in the several more imminent prospects (imho).

(Alexchry) The list of collaborations is highly impressive -
"... including Hikma, Novartis, Sandoz, Mundipharma, Kyorin, Baxter, GSK, UCB, Ablynx, Grifols, Chiesi, Almirall, Janssen, and Tianjin KingYork."

Incidentally, wouldn't this act against the likelihood of a takeover as the cross-links could lead to multiple conflicts of interest, which may already be part of the GSK litigation problem.

[richtea1701] 23/12/2016 09:54

I can see it underpinning a steady rise now tbh Boadicea

[alexchry] 23/12/2016 09:44

boadicea-agree with your comment but what I am pleased about is the confirmation that Mundipharma are happy to deal with Vectura and the new management.

[boadicea] 23/12/2016 09:12

Re VR2076 - 2022/23 potential licence income is much too far ahead to have any effect on the share price in short-term London. Until then we will just have milestone payments - but still useful.

[fhmktg] 23/12/2016 08:57

Well done team!

[diesel] 23/12/2016 08:51

Looks positive to me, in these uncertain Brexit times, Mundi shouldn't have any problems with regulatory issues across the EU.

[alexchry] 23/12/2016 08:45

Another item ticked off on the list of upcoming core news flow for 2016. Just one big one left, the results of the COPD trial in China/Asia.

[richtea1701] 23/12/2016 08:40

Could be last rites for 130's