Vectura Share Discussion Threads

[pooroldboy55] 09/7/2018 12:59

Does seem a bit of a one way bet at the moment ,also added a few more.

[rathean] 09/7/2018 11:40

Back in with a small nibble, not far from long term support and finally freed up money from elsewhere. Happy to be in sub - 80.

[cityfarmer] 27/6/2018 12:06

Thanks for your view and agree although the T1 relationships could probably be overcome VEC have tied their flag to becoming a generics operator moving forward thus increasingly a good fit with HIK (and probably a few others) good to see them pick up a bit today.

[pooroldboy55] 27/6/2018 11:46

Paul your being cynical. Think its only you and me buying.

[polaris] 27/6/2018 11:45

HIK are a generics company and so some of the VEC links to Tier I pharmas might be difficult going forward. However, if VEC do realign fully to a generics development company based on delivery technologies then it might become a target as a bolt on for any of the larger generics players, IMO.

regards,

Paul

[cityfarmer] 27/6/2018 11:36

Just out of interest what are people’s views on a HIK /VEC merger? Would seem like a potentially good marriage to me. This is purely speculation from me but in my head would make some sense/logic?

[polaris] 27/6/2018 11:09

suspicious rise on low volume...

Looks like the short termers got their target and are now letting the share price return to the previous levels. It's either that or someone knows something that we do not.

Or am i just being cynical?

[insideryou] 26/6/2018 08:05

Took out the support with ease. Where now?

[rathean] 22/6/2018 16:13

Well pooroldboy55 with the Primaries in full swing Stateside I don't see Trump letting up on the rhetoric so with more fear in the market to come I've put a sub-75 trigger to buy in.Happy to be proven wrong, I'm well invested elsewhere and could do with him taking a holiday pref. somewhere without wifi.

[brucie5] 22/6/2018 15:53

Looks like another buying opportunity shortly, for those who believe in the underlying.

[a1ord53] 22/6/2018 15:52

MM and Short sellers active again imo - testing support - looks like no support and no interest to buy

[pooroldboy55] 22/6/2018 15:28

Think like you Paul will add a few more at this price, my avg is only midd 70s so not a lot to lose and i like a gamble.

Cheers Andrew
Ps saying that don't think its much of a risk.

[polaris] 22/6/2018 14:55

What else do you want in the meantime? VEC major products, Flutiform and Ultibro, are both doing well, growing market share and increasing launches in major markets. There are several on-going trials to expand indications and coverage (China for example and the paediatric trials). The Novartis triple therapy development is expected to submit for approval at some pont this year, triggering milestone payments for VEC.

edit
Market cap is now around £550M with a good £100M in cash on the books. The major products have significant patent protection in terms of lifetime and i like the way that VEC are streamlining their development work to areas that have a reasonable risk/reward profile and development time.

Now we have reached sub 80p then i have started to add again. I believe that this one is all about your entry points and returns timescales. I'm still looking for a 6-figure return in the 12-18 month timescale from here.

[pooroldboy55] 22/6/2018 14:54

Cheers Paul

best just to sit in garden with a glass of wine.

[polaris] 22/6/2018 14:47

There is no expected newsflow until Q3 - H1 results, generics update including the enhanced delivery progress update and the phase II results from VR647 in the US. Q4 has the VR475 (EU) phase III, VR465 phase IIb and the GSK UK litigation outcome. US litigation outcome isn't expected until Q1 2019.

regards,

Paul

[pooroldboy55] 22/6/2018 13:55

Hi yes they were talking of lots of news flow but as you say very quite at moment. Am retired but could be dead before this improves .

[alexchry] 22/6/2018 13:49

pooroldboy55-at the moment news flow is not bad but non existent. The last positive news announcement relating to product was last November. This is in line with company predicted news flow but isn't much encouragement to investors so it's no surprise the price is drifting. I do hope we start to get positive news soon particularly with regard to partnerships otherwise my retirement may not be as comfortable as I had expected!

[pooroldboy55] 22/6/2018 11:26

News flow could be bad and the litigation may well go the wrong way ,Well Rathean we are in the 70s where next ????.Looks like a steady fall down to low 70s.

[alexchry] 22/6/2018 10:09

cumnor-you may be right but I'll reserve judgement for a further six to nine months as there should be significant news on trials, partnerships and litigation during this period.

[cumnor] 22/6/2018 09:32

No, simply badly run and easy fodder. Compare the fortunes of companies like aph which are well managed with coherent strategy. Differences between plcs run by an idiot (there are plenty of ceos in this category) and those run by pros. imo

[specul82] 22/6/2018 09:22

Hikma again on the up Ventura on the slide down Seems like this share is getting hammered Must be a take over coming

[pooroldboy55] 18/6/2018 15:47

Don't worry it will do ,and then take us on a long slow ride north.

[rathean] 18/6/2018 15:16

This is taking such a long time to fall back to high 70s.