Vectura Share Discussion Threads

[jopper74] 22/1/2018 13:58

well the share buy back continues.......lets hope that's not the only thing driving the share price

[best1467] 22/1/2018 07:17

Diversification is key IMM is high risk but potential for imminent major upside no doubt about that .

[john202] 21/1/2018 08:17

Recently sold vectura in frustration and bought immupharma which seems a lot more interesting

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[dp1umb] 18/1/2018 18:13

Who can ever predict a share price? BTG had some negative news regarding a patent relating to zytiga (there highest earning treatment )so we’re at one stage this morning we’re heading for a 10% fall but by close of play were only about2% down while vectura are down over 4%.

[s1zematters] 18/1/2018 16:21

I would say that in retrospect this kind of price action was inevitable. After all, VEC couldn't even manage a penny raise on the back of a 175p takeover story on Friday even with very high volume.
Once the speculative buying dried up you are still left with that nasty big AT seller who dominates daily, who i presume will eventually notify VEC about a change in %.

It may be the case that the 'takeover' story was indeed a plant to help this seller unload.
It certainly does not feel or look like a share about to be taken over, it has been very weak for a while now.
Worryingly, that seller that i talked about a few days ago is getting more aggressive , let's hope it's not linked to news on the US front!

[pooroldboy55] 18/1/2018 15:42

Does it ???

[chutes01] 18/1/2018 15:20

chart looks ready to bounce a lot higher

[jimboyce] 18/1/2018 09:59

Any bidder has a dilemma here. Does he bid before the advair situation is sorted, or after. If before then the share price will be lower anyway and he would still need to deliver a large premium to shareholders. If after then I can see a bidding war starting, as the other bidders will appear, wanting to increase there generic drug exposure.

[dunderheed] 18/1/2018 09:55

Although sometiems the repeat of the 'old' smoke is just people trying to re-hash something that didn't have substance behind it?

[dunderheed] 18/1/2018 09:53

No smoke without fire though? (Just saying.... beeen a bloody lot of smoke and repeat smoke).

[pooroldboy55] 18/1/2018 09:39

Sure if takeover price would not be falling back just a rumour me thinks.

[0815exitstrategy] 18/1/2018 08:05

ok thanks. for me the combination of GSK and a possible offer of 175p was new (but i have not followed all the news about the rumours.

[alexchry] 18/1/2018 07:11

0815exitstrategy-no it's not, the report is based on the original DT rumour. With the share price under 120p it doesn't seem that too much credence is being given to the rumour, however I'm keeping my fingers crossed that something is going on.

[0815exitstrategy] 18/1/2018 07:00

Is a takeover getting more concrete?
hxxps://www.fiercepharma.com/pharma/glaxosmithkline-eyes-1-7b-bid-for-respiratory-partner-vectura-report

[popper joe] 17/1/2018 09:33

They did buy over 600,000 last week but there had been no buying prior to that since before Christmas.

[alexchry] 17/1/2018 08:49

jimboyce-I did think that at first but brokers operate completely blindly to the company, they only have the information that all investors have so not sure why they have stopped at the moment.

[jimboyce] 17/1/2018 08:42

No buy backs for the last few days. Is something brewing to stop the buy back?Have the brokers been put on hold?Rumours, rumours.

[s1zematters] 16/1/2018 10:47

Yes alex, it does look like a ham-fisted rehash of that story.
Yet again today in what has become the norm recently, VEC struggling to hold any gains as the Auto trade seller/s quickly moves in at volume upon any buying off the orderbook.

[alexchry] 16/1/2018 07:19

s1zematters-I was hoping it might be an independent source of the takeover rumour but it reads like it is based on the DT rumour with embellishments. Trade volumes are well above average but not sure whether it's because of the rumours or someone building a position, no RNS so far regarding change of holding.

[s1zematters] 15/1/2018 23:40

yet more ventilation of a bid from Glaxo, this time at in the USA website pharmaphorum.com
reading the story, it seems the editor is not familiar with vec or its financial position!




GlaxoSmithKline could be poised to acquire its respiratory partner, UK biotech Vectura, for $1.65bn.

Speculation around a possible bid has mounted in recent months because GSK is about to face generic competition against its respiratory blockbuster Advair in the US – and also because Vectura has had to scale back its ambitions because of mounting debts.

The Daily Telegraph newspaper reported late last week that GSK might bid £1.2bn ($1.65bn), a significant premium to Vectura’s current market capitalisation of £824 million.

The biotech firm’s share price fell nearly 40% over the course of 2017, largely because the FDA had rejected Vectura and Hikma’s generic version of Advair, but the companies now hope to resolve these problems in Q1 this year.

Vectura’s smart inhaler technology is used in GSK’s next-generation Ellipta respiratory products, and bringing it in house could boost the big pharma’s respiratory franchise.

However Vectura’s many partnerships with GSK’s rivals could prove to be a stumbling block – as could the fact that Vectura is preparing to challenge GSK’s Advair with a generic challenger.

Vectura also has collaborations with Mundipharma, Bayer and Novartis, and these partners have also been linked as possible buyers of the company.


James Ward-Lilley
Its financial problems led Vectura’s chief executive James Ward-Lilley to announce a new business strategy in early January. He unveiled a shift in its focus towards lower risk development opportunities in high potential generics molecules in its pipeline. It will also end new investment in higher risk, novel molecules in early stage programmes, and says it will look opportunities to partner existing programmes.

These include its early stage novel molecule VR588 and VR942, an inhaled biologic which completed a Phase I trial during 2017 and which Vectura is already co-developing with UCB.

The most promising late-stage project in its pipeline is the Novartis triple combination programme for asthma, QVM149. This is currently in a phase 3 trial, with first regulatory submissions expected in 2019.

For GSK, a mid-sized acquisition would be a break from its recent past, as the company under previous CEO Sir Andrew Witty refrained almost entirely from M&A. However new chief executive Emma Walmsley is taking a different approach, and is also mulling a move for Pfizer’s multi-billion dollar consumer division, which could be up for sale later this year.

2018 is expected to see a major increase in pharma-biotech M&A, with Silicon Valley Bank predicting the year will see 20 ‘big exit’ deals over the year.

[0815exitstrategy] 15/1/2018 21:29

Wow, 3.46 Million shares in one buy. There is definitely something going on.......

[s1zematters] 15/1/2018 14:49

it's a strange situation, an aggressive buyer meeting an equally aggressive seller!
Without that seller i suspect this would be in the 130's by now with the buying since Xmas week.
Keep an eye on the close auction, in the last circa 12 close auctions it has ended below bid about 9 times as the seller piles stock onto the book for the UT.

The close auction is usually a good sign of strength or weakness in a share, but despite this, VEC is holding up.

[s1zematters] 15/1/2018 14:42

Indeed, and as we know, once a company is named and it has substance, LSE rules would have forced an RNS.

[alexchry] 15/1/2018 14:41

s1zematters-perhaps the fact that the same DT three weeks earlier had suggested Novartis were considering a takeover bid made investors even more sceptical about DT takeover rumours.