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Share Name | Share Symbol | Market | Type | Share ISIN | Share Description |
---|---|---|---|---|---|
Vectura Group Plc | LSE:VEC | London | Ordinary Share | GB00BKM2MW97 | ORD 0.0271P |
Price Change | % Change | Share Price | Bid Price | Offer Price | High Price | Low Price | Open Price | Shares Traded | Last Trade | |
---|---|---|---|---|---|---|---|---|---|---|
0.00 | 0.00% | 164.80 | 164.80 | 165.00 | - | 0.00 | 01:00:00 |
Industry Sector | Turnover | Profit | EPS - Basic | PE Ratio | Market Cap |
---|---|---|---|---|---|
0 | 0 | N/A | 0 |
Date | Subject | Author | Discuss |
---|---|---|---|
12/2/2020 22:19 | As ever Polaris -an insightful & positive perspective on our current position & our new CEOs vision for our future &, if all goes according to plan,our share price could well be substantially higher by this time next year.A 50-60p increase in our share price over the next 12 months would be most acceptable . | base7 | |
12/2/2020 13:43 | Just been rooting around the website and see that strategy and content has markedly changed with the new CEO. It seems more generic and focussed towards process rather than a known pipeline of products under development and launched, as it was previously. This, IMO, shows the move towards the CDMO approach, where it is the process and IP that is championed, rather than success stories from specific products. The last presentation from Will Downie in mid January is also a very different type to the one in the previous year (JPM Healthcare conference). Again, it stresses process and strategy for technology leverage. The buyback has reached around £7 M in value and the rate of buyback and share price suggest that the tranche 1 will complete in mid-March. That would fit well with possible results dates of Tuesday 17th or 24th March. The 2019 FY results date has yet to be fixed. The results presentation and the outlook will be key for the new strategy. I want to know how things are progressing on the new look CMDO organisation and the development pipeline. 2020 guidance already includes the likely milestones expected from approvals and launch of QVM149 and VR315, $5 M and $11 M respectively, plus the royalties, low single digit and mid-teen respectively. With the news on Sandoz pulling out of generic Advair race then there may yet be value as third entrant to this market in the US. For generic Ellipta, i think the major focus will be on Anoro, Breo/Relvar and Trelegy, with the triple therapy (Trelegy) the one they must focus on as top priority, due to projected growth rates. Breo/Relvar has suffered from pricing pressure from generic entrants to ICS/LABA market in the US (generic Advair one such pressure). It will be interesting to see whether Hikma also go for EU/International approval if they get US through. Those markets make up around 40-45 % of net sales and US FY2019 came in at £1.29 Bn for Ellipta range. That's another £1 Bn or so market to aim for for any generic competition. I still see growth for Flutiform in the non-EU market regions. MENA and far East remain strong growth with the added possibilities for new indications and launches. That manufacturing and royalty stream is core to any emerging strategy having success. Now that the IG margin changes are out of the way, I have started to add to holdings again. It seems that HBM are finally out so selling pressure will be capped. I am looking for 100 p plus at the results date and, if the strategy delivers in 2020, a strong further share price increase towards year-end 2020, hopefully leading to re-entry into the FTSE250 on last reshuffle of the year. regards, Paul | polaris | |
12/2/2020 10:20 | Last HBM quarterly report no longer lists Vectura as part of portfolio. Compare: page 15 with: page 15 | polaris | |
11/2/2020 21:25 | Any attempt at a rise is still being hit on the head. Is it the psychological 100p barrier effect on pi's or something more fundamantal such as a systematic unloading - by HBM or others? (N.B. This is a rhetorical question I am asking myself.) | boadicea | |
11/2/2020 11:47 | No correction needed, my misunderstanding of your post, your maths correct. Unfortunately, just highlights how poorly SKP holders have done since the merger. | alexchry | |
11/2/2020 10:24 | Alex, I am more than happy to be corrected, but if we were to convert today's price of 95p for VEC shares back to old SKP shares, each SKP share would be worth 2.79 x 95p = £2.65. Similarly, we started with an old SKP price of £4.80 and converted to VEC at 2.79 VEC for each SKP. So £4.80 รท 2.79 gave us the new VEC price per share of £1.72 | popper joe | |
11/2/2020 09:49 | POB, cir is 25.7 as we speak, looks like an overhang got cleared. | celeritas | |
11/2/2020 08:26 | Think I was a bit muddled up with VEC almost hitting £2 .must be an age thing!!!!!!! Bought into CIR a few weeks back at just under 20p went up to 29p now going down again 24p, so yes back in a gamble share which of course I said I wouldn't do. Cheers Andrew | pooroldboy55 | |
11/2/2020 07:55 | Popper Joe-I think you need to revisit the maths. | alexchry | |
11/2/2020 07:37 | So we (former SKP holders )will be back to where we were (@peak) @ around 170p This time next year ......... | base7 | |
11/2/2020 04:30 | If you are trying to compare that pre-merger peak SKP price with the current VEC price, you need to consider that SKP holders received 2.79 VEC shares for each SKP share. So current equivalent price would be £2.65. Still a big fall from £4.85 | popper joe | |
10/2/2020 22:52 | SKP share price went up to 190p before crashing down after dotcom bubble back in year 2000. Skp share price reached 485p (and only ~100m share capital) just before VEC screwed us up with a merger. | notsowiseman | |
10/2/2020 22:18 | Thanks PaulA | pooroldboy55 | |
10/2/2020 22:02 | It was over 400 p when delisted, think the final price was around 440 p equivalent. | polaris | |
10/2/2020 20:46 | Should read CIR | pooroldboy55 | |
10/2/2020 20:46 | Hi allBeen talking on my cut BB I said I didn't think SKP was ever over £2 but someone has come back and said the takeover was at plus £4 I must say I don't remember it that high, am away at moment so can't check can someone or Paul put me right Cheers A | pooroldboy55 | |
10/2/2020 19:31 | I agree that the new position created for a former senior colleague appears to be a positive move.She clearly has a track record of success which will hopefully be replicated here & I wouldn't be surprised if other colleagues from his past arrive over the coming months to help us recover from the post SKP malaise.Results due next month should be positive | base7 | |
10/2/2020 14:03 | A new position created, and an old colleague of the CEO bought in....sounds good on paper, time will tell... | diesel | |
10/2/2020 01:27 | a1ord53 - when IG first sent the changes out it was going to be 25 % and 40 % for tiers 1 and 2. They switched that to 20 % and 30 % but reduced the ranges to 0-1100 and 1100-3300. I've trimmed back to 230 k in the run up to the changes and will see how things go in the next week before deciding whether to increase again or not. As an aside, the first tranche of buyback just reached 2/3 of total, with average a little below 90 p. Still a long way to go. | polaris | |
07/2/2020 11:40 | Vectura Limited v. GlaxoSmithKline LLC 20-1054 Filed: 10/16/2019 Case Updated Daily !!! Latest Docket Entry: 02/06/2020 PACER !!! I cant access pacer - anybody has possibility to access dockets , which updated - some filings ? on February 6th 2020 ( yesterday ) ? Anybody knows if HBM out ? Polaris , IG margin tier 1 - 20% and 30% - tier 2 from tomorrow. | a1ord53 | |
05/2/2020 08:17 | Kyorin 2019 3rd qtr results out.Flutiform sales up 11% on 3rd qtr 2018. I expect they will overshoot their yr end target of Y14.1B (v Y 13.1B in 2018) by 2%+ and hit sales in excess of £100m. Also more to come if expanding use to pediatric patients is approved. | rogerrail | |
01/2/2020 20:20 | Flutiform production rate sounds good. Maybe a big year in 2020. | cambourne | |
30/1/2020 08:18 | Yeah, that is right, it doesn't mean much for the VEC program, it only raises fantasies. If you want to be a pessimist, one could also read this news as "well, it is not getting easier to get an approval". | 0815exitstrategy | |
29/1/2020 22:02 | That's good news for GSK and Mylan but remains to be seen for VEC/Hikma...looks like repeat trials from Sandoz did not meet the required standard for resubmission. | polaris | |
29/1/2020 21:53 | Good news: Sandoz is out of the advair Race. hxxps://www.fierceph | 0815exitstrategy |
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