Vectura Share Discussion Threads

[dontay] 20/3/2017 09:44

Buy side is gathering momentum, should close comfortably up today if it continues. Could be the last buy chance at this level. If all other ducks are in 'in line' as expected then all will depend on what they project about the GSK issue tomorrow.

[alexchry] 17/3/2017 18:40

'The tie-up gives Astrazeneca access to Circassia's sales rep team in the US and its contacts with respiratory experts and allows the FTSE 100 company to focus on its other respiratory drugs, including Symbicort, the blockbuster that generated almost $3 billion of sales last year'. This quote from the Times is why I thought SKP might have been interested in Circassia as they have said on a number of occasions that they would like to buy a company with a US sales force.

[carpadium] 17/3/2017 17:29

Agree Dontay, looking forward to a favourable report Tuesday and uplifting news .. if that's not asking too much :~)

For those that haven't seen the company's March presentation,

[dontay] 17/3/2017 17:17

I think it's a good sign that it's not slipped back to much after a good rise... and we have closed the week out comfortably above 150p going into results week. It might just gain a bit more again on Monday and a report on Tuesday that's 'as expected' should put a few pennies more on it... anything 'extra' such as any kind of amicable settlement with GSK could see quite a large and welcome advancement due to the removal of the uncertainty which is casting a cloud over any potential upgrade in the share price at the moment.

[alexchry] 17/3/2017 14:37

Wonder if the Circassia deal with AstraZeneca contributed to the recent share price movements. CIR sounds like a company SKP could have been interested in as they have a US sales force.

[soundbuy] 16/3/2017 07:18

'The generic division will generate the most significant news flow this year, as Hikma and its partner, the UK company Vectura, take on Glaxosmithkline’s Advair asthma ...............'

[asmith6893] 15/3/2017 19:17

I think we stopped our strong momentum for a slight pause today, I've been watching this from the sidelines for a while having a strong investment here, I think momentum will begin to pick up tomorrow and Friday before next weeks results, I'm hoping for 165.00 plus before results

[dontay] 15/3/2017 17:03

The recent uptick is nice to see... it's probably down to a bit of confidence being gained due to VEC being recently selected for Citygroup's European small/midcap listing. Hopefully this rise should help consolidate the share price at around this slightly higher level. The expected 'in line' results due next week, were well flagged up in January and with this recent rise are now probably near to being pretty much priced in... it will probably take some more recent news being made available next week such as a settlement being reached with GSK or a good COPD report from China to keep the share price set fair for further progression.

[pooroldboy55] 15/3/2017 16:01

hi alex
lets see what happens at end of day but looking like a pob day

[alexchry] 15/3/2017 14:30

pob-this is more like it!

[soundbuy] 15/3/2017 09:54

Well, sells being absorbed this am.

A break of 162p ish would look bullish.


Hikma read across?? Hmmm.....

[alexchry] 15/3/2017 09:09

As an American once said there are known unknowns and there are unknown unknowns. For VEC the known unknowns that may be causing the share price rise could be results at the top end of expectations together with a positive trading update, takeover of a marketing company in the USA, a positive view of the likelihood of approval of generic Advair and its potential sales, the results of the COPD trial and the settlement of the litigation with GSK. Of course, the rise might have nothing to do with any of these but some unknown unknown! If I had to choose, I would opt for good news regarding litigation but that would be a complete guess.

[fhmktg] 15/3/2017 08:29

Is that two bites at the same cherry?Roll on the pdufa date.

[carpadium] 15/3/2017 08:13

From Hikma's finals today..

We continue to expect revenue for the Generics business to be around $800 million in 2017, with an improvement in the mix of sales and new product launches more than offsetting the impact of increased competition on the marketed portfolio and a reduction in contract manufacturing revenue. Certain new launches are expected to contribute around 15% of Generics revenue in 2017, primarily generic Advair, which is assumed to be launched in the second half of the year.

Seem to recall VEC's Advair royalty a sizeable 15%, anyone confirm?

[gswredland] 14/3/2017 17:28

So is motoring for VEC!

[soundbuy] 14/3/2017 16:55

Interesting...........

[cap160] 14/3/2017 16:33

Thanks for that PJ

[popper joe] 14/3/2017 16:32

Just had a look at their annual report. There is a large section regarding litigation in the notes to the financial report. There are numerous companies mentioned by name, but Vectura is not one of them. However, the section does state that the cases listed are the most significant ones. Interestingly, they have provisioned for £300m of legal costs, so I guess Vectura are hardly on the radar.

[cap160] 14/3/2017 16:18

It also points to the fact that Advair is off patent shortly and that there are generics poised to launch....

[cap160] 14/3/2017 16:00

At 1.00 GSK announced the publication of their annual report and within that announcement it draws investors attention to the status of various litigations that are underway. Is it possible that VECs litigation status is looking good???

[pooroldboy55] 14/3/2017 15:54

And im not saying a word

[popper joe] 14/3/2017 15:38

So who knows what then?

[soundbuy] 14/3/2017 15:35

..........and jiggier

[soundbuy] 14/3/2017 15:05

A tad jiggy..........