Vectura Share Discussion Threads

[best1467] 27/10/2017 13:51

Yes arrived here allso by skp I THOUGHT With THE POTENTIAL Of FLUITFORM AND THE Generic Copy TO Name But TWO THERE Seemed POTENTIAL.
IT AS TURNED OUT DISSAPOINTING BUT AT ONE POINT MANY YEARS AGO BEFORE SEVERAL AVERAGING DOWNS I WAS LOSING 50/60 THOUSAND IN SKP AND LOOK AT THE RUN UP WE ENJOYED THERE. Vectura has been a big dissapointment for sure but feel it can only be upside from here PATIENCE IS THE GAME.

[diesel] 27/10/2017 11:59

Also lth in SKP now Vec sold half my holding last year and promised myself would sell the rest if it breached 100p, still here. To be honest I was heartened by the more upbeat view of the prospects of the Advair generic then the director buys. We are due to hear, this year about "the regulatory timetable" for VR 315, so may just give it until year end.

[pooroldboy55] 27/10/2017 11:10

Yes in Bormes less Mimosa for last 5 weeks weather superb 26c at the moment but back to reality on Tuesday, NOVEMBER in the cotswolds not quite the same,

[gbcol] 27/10/2017 09:57

Similar POB, suffered for years with SKP only to have the pain transferred to VEC just when SKP were starting to look good! Still well in profit here but BOD seem to be doing their best to change that. Also in LLOY.

If I remember correctly you were in SOF recently. If we get to over £2 here (which I was expecting by now) then I plan to spend a lot of my time there myself. Seems a long way off at the moment though.

[pooroldboy55] 27/10/2017 09:25

Gcol no I haven't I'm very lucky my buy in price via SKP only 73/74p still have 40000 plus 2000 from a few weeks back at 92ish had nearly 90000 my last sell was 153p so not all bad news my biggest holding by a long way is Lloyds Bank and at the moment seems ok
POB

[saxula] 27/10/2017 09:05

Does anyone know whatever became of Vectura's Chinese joint venture Kinnovata? It kicked off back in 2013, but it's all gone a bit quiet since then...http://www.vectura.com/news/vectura-establishes-strategic-partnership-kinnovata-new-respiratory-business-china/

[gbcol] 27/10/2017 09:01

POB have you written to their Investor Relations team to express your concerns? I have on two occasions this year, where I have expressed my great concerns at the share price falls since the takeover, an the effect that has had on my retirement plans! I have also suggested they consider share buybacks (which I think would be very beneficial). They have said they have no plans for buybacks BTW.

At least if shareholders contact them they will get some direct feedback - I doubt they spend too much time reading these bulletin boards.

[pooroldboy55] 27/10/2017 08:46

Looks like big down again today, what I don't understand no comments on share price from B OF DIRECTOR'S. you think when the price as almost halfed in twelve months they might say something.
Back in the UK next week after 5 weeks away with the wife so no more depressing post from me till end of year.
cheers POB

[dp1umb] 25/10/2017 11:01

Sorry wrong board ! Ignore the above.

[dp1umb] 25/10/2017 09:30

Maybe my 32p by year end isn't that far off the mark? Although if I was betting against 11%'s 25p then at this stage I would take his 25p.

[justiceforthemany] 24/10/2017 18:06

Now trading around book price which is 96p. Like all drug companies it does carry a large amount of intangibles/goodwill. Cash balance was unchanged at H1 = £91M. Adjusted EBITDA H1 £19M

[best1467] 24/10/2017 16:58

Injectables was not sold to fund fluitform it was they had to choose between the two and fluitform was further down the pipeline,And sorry but more bad news The royalties end in 2017/18 financial year end from Pacira and I'm suffering pain there they have hit a two year low this week.

[citytrader66] 24/10/2017 15:03

first daily close below £1 me thinks. opens the door to a retest of the 90p support. or lack of whichever. bounced well last time from £1 but not today!

take your time baby, don't drop too quickly. i need get some funds ready.

[fhmktg] 24/10/2017 14:20

Damn that predictive spelling!

[fhmktg] 24/10/2017 14:15

It's been a terrific story and will be a feature in anaesthesia for many years.Shame it had to be sold to fun's Flutiform.Not sure when the agreement with Pacira terminates?

[rogerrail] 24/10/2017 12:30

Some more moderately good news last week, VEC receives 3% of sales, plus another $32m milestone payment when this hits $500m annual sales:

[rathean] 24/10/2017 12:10

1.5% out for short but no change on that in a month...

[pooroldboy55] 24/10/2017 10:29

So how do we account for rise on Friday? anyone know what the short position is.

[fhmktg] 24/10/2017 09:47

You're right prob; google Vectura peg ratio to get the lose data.Not much there to enthuse.

[pooroldboy55] 24/10/2017 09:28

Hi fumktg just out of interest how many companies have assets worth more than there share price I have never looked at this perhaps I should
cheers POB

[alexchry] 24/10/2017 09:09

fhmktg-completely agree, we need some favourable progress on Advair and the court case to get some significant movement in the share price otherwise it's a wait for a couple of years. Today's news of growth of 6% and 0% is not exactly inspiring but, hopefully, next year will be much better with US sales in the numbers.

[fhmktg] 24/10/2017 08:53

If you peruse the financials section there isn't much to be enthusiastic about, with net assets just about matching the share price Two significant downsides this year with the failure to get into the Advair market and the legal shenanigans.Flutiform should keep the wolf from the door for now and the Novartis franchise holds some growth potential.But without a steady and sustained stream of successful developments there is no reason for new investors to come in.2019/20 is a long wait.

[pooroldboy55] 24/10/2017 08:48

Just wait till we get some bad news! !!!!!!!!. well someone sure knows something and it's not us.

[dunderheed] 24/10/2017 08:45

Maybe just bad mgt and the market does not like this? All imho of course!

[a1ord53] 24/10/2017 08:37

Sentimen for Vectura so negative - even good news sending share price down .
May be shorters know more than ourselves.