Vectura Share Discussion Threads

[best1467] 23/4/2018 14:23

Jimboyce fluitform got rejected by fda a number of years ago .

[a1ord53] 23/4/2018 14:23

Short tracker shows increase of short positions back to 3,3 %

[fhmktg] 23/4/2018 13:46

Jim, they have been collecting real patient experience date on Fluti, particularly in Japan which might just meet the post phase III date that the fda will be looking for to support the original data package.I haven't heard of any intention though.

[pooroldboy55] 23/4/2018 13:40

Don't think in all the years i have owned shares have i seen movement like we have VEC

[rathean] 23/4/2018 12:43

Support at 90 but I reckon next step down to 82p might be a more attractive buy in point given its long term downwards trend imo.

[jimboyce] 23/4/2018 11:45

Now if flutiform could get a stateside boost, then that would make a hell of a difference.........

[fhmktg] 23/4/2018 11:32

New brooms for a new strategy. The new non exec has a fantastic profile of experience in the US market as well as corporate with GSK and sanofi.The delay for the court hearing is unhelpful, but the tech team will be getting their ducks in a row and there are a couple of partnerships to sort out once the trial data is in.Plenty of opportunity to excite during the year.

[jimboyce] 23/4/2018 11:16

Don't like the FD going at all. He will have been looking for a new job for some time, these things do not happen overnight. also Condella out too. Too many changes, and I fear too many problems on the horizon.

[bilster1] 23/4/2018 11:08

Thanks Dontay - that's really useful. I will keep a close eye on this case as it really is a deal breaker for both companies - Bw Bilster

[aceuk] 23/4/2018 09:46

Don't know why anybody would complain about manipulation with regards to HBM's recent (large) sales - they obviously found a buyer for some of their very large holding which was at a premium to the current price.

Somebody(ies) was prepared to buy at slightly better than the previous absolute fire-sale price so be grateful IMO.

[dontay] 23/4/2018 09:35

Hi Bilster1, this is the last statement we had on the court dates:Legacy Vectura agreement with GSKIn July 2016, Vectura announced that it had initiated legal proceedings against GSK in the US following GSK's decision not to extend the term of its legacy agreement with Vectura beyond 31 July 2016, by licensing additional patent families.A jury trial originally scheduled for December 2018 has recently been rescheduled by the court and is now likely to occur in Q2 2019. Following initiation of the US action, GSK commenced an action in the UK challenging the equivalent UK patents and Vectura has counter sued for infringement. The outcome of this action is currently expected in Q4 2018. A cumulative total of GBP1.9 million of expenses have been incurred in respect of this litigation, recorded as an exceptional item to the end of 2017.

[cumnor] 23/4/2018 09:30

I suspect several other big pharmas are looking closely at this and VECs respiratory and Inhaler IP as a nice bolt on for their respiratory division, and to usurp GSK getting too far ahead in the inhaler and device market-a very competitive and lucrative market with high barriers to entry (even for generics as we saw with advair). The takeover rumours are far from GSK specifics and, at this price, shorts in danger of a surprise from a bid, possibly from an Asian pharma.

[muffster] 23/4/2018 09:14

Good post dontay. Agree.

[bilster1] 23/4/2018 09:05

Hi Dontay - thanks for the update. When is the court case pencilled in for? It will be a big day for both parties!

[dontay] 23/4/2018 09:01

I don't think there is any chance of a buy out at least until GSK have had their day in court. GSK certainly won't want to bid until they have tested the IP issues (and they are about Elipta NOT Advair and its a massively important case for them)... and if the judge decides VEC hasn't got any IP legs to stand on VEC's share price will be going only one way big time! GSK will probably have their fingers crossed no-one else makes a move in the meantime... but it's a pretty safe bet no-one will because any other potential buyer will also want to wait on the outcome of the case. Why buy now at a round 140p when there is good chance you will be able to buy in few months time when the share price will be back in the 60p range and you can get it at around 100p... if you think it's still worth having for some reason?

[a1ord53] 23/4/2018 08:36

Dont you see that its no takeover bids at all.
Cfo left .HBM sold.
No takeover ever !!!!
On fundamentals share price should stay around 110-115 p and generic Advair will bring in case FDA approval 50p or more.Litigations in case successfull - will bring 20p
Advair and litigations completely discounted many times.
So just seat and wait.
Again I dont believe takeover will happened.When HBM will out share price will stabilize imo.I blame HBM for manipulations.They should go forever.They are not stable investors .

[pooroldboy55] 23/4/2018 08:31

Ramped up so HAM could sell as I say we haven't got a clue what's going on Pi's are just pawns in all this.

[toolsmoker] 23/4/2018 08:23

Back into 80s today been ramped up over takeover today

[pooroldboy55] 23/4/2018 08:20

Seems no likes us this morning that's one big sell off so far down 10p since Friday morning.

[9stars] 21/4/2018 23:51

People come and go. Andrew Derodra is 53 - its his final shot to move up to a much bigger co with 10,500 staff ( vec 450) , Sales of £800m (vec £150).Throughout his career move, he doesn't appear to hang around for longer than 3 years stint. So skp & vec for 5 years is pretty much the limit.

[pooroldboy55] 20/4/2018 17:03

Yes to me looks like price worked up by MM for someone to sell, point is we haven't got a clue whats really going on. I will ask the wife she knows everything and she's always right.

[s1zematters] 20/4/2018 16:44

More like the vec we know. ;)
Again large volume and again decent buying but just swamped by the AT seller.
Reminds me of January trading pattern.

[a1ord53] 20/4/2018 14:54

HBM being manipulating share price
They need huge volumes buying and selling themseves in order to sell real stock once share price moved up by their automated trading. There are no a lot of RNS’s concerning holdings in company after 45 mil traded IN ONE DAY - strange - isnt it ?

[jonnycash1] 20/4/2018 14:07

Good move Brucie. Little point holding a stock the market hates for the long term. CFO resigns you got problems. The question is whether you know what they are yet. Such huge rises and falls in a defensive pharma stock all the time don't sit well with me either. That's not investing, it's gambling - whether you think so or not, it's still just gambling. Mainly why I got out.

[s1zematters] 20/4/2018 13:56

FT.COM

Sector peer Vectura climbed even after Novartis, its key licensee, posted disappointing quarterly sales for their Ultibro and Seebri inhalers. Combined sales of the devices grew just 2 per cent to $127m, which was about $4m shy of market expectations. “Ultibro/Seebri quarterly growth trends have historically been noisy and hence we don’t expect the market to over-extrapolate this slight miss,” said JPMorgan Cazenove.

Dealers said Vectura was finding support thanks to another retread of takeover speculation with talk in the market about a 140p a share offer.