Vectura Share Discussion Threads

[diesel] 18/9/2020 11:34

Maybe Some Time! but that doesn’t tell you much...

[vecturaking] 17/9/2020 21:05

This will be two pounds in No Time

[k0321503] 17/9/2020 20:48

Happy I held mine lots of upside from here GL

[fhmktg] 17/9/2020 11:49

Onwards and upwards...bring on the Advair approval to push through the £1.20!

[justiceforthemany] 16/9/2020 22:13

Volatility continues then. - 4%?
Advair result soon and GSK verdict not too far off either.

[peddlers] 16/9/2020 18:40

I have sold my holdings in Vectura.
It was a very nice ride.
If I see VEC push through 120 on decent volume I will purchase again at 120 ish

P

[volvo] 16/9/2020 17:59

Ct there is sure to be volatility atm, its a tinder box lol.

But also a time to consolidate.

Vec is super sure footed and well funded....ideal buy out candidate imo

[cockneytrader] 16/9/2020 17:27

Volvo. All depends on market volatility. Another stock market downturn could see us back at 80p.

[volvo] 16/9/2020 17:18

...put a price on a buy out...with Advair and $200m from GSK...would 150p get it away or are we talking 200p plus?

[popper joe] 16/9/2020 17:18

I had similar thoughts when listening to the webcast yesterday; it feels like the company has been aimed downmarket. I suppose that in itself is no bad thing if profits are there to be had for less risk. But as CT alluded to, everything that they "unveiled" yesterday seemed very small in comparison to some of the legacy SKP products whose revenue these CDMO contracts must ultimately replace.

[a1ord53] 16/9/2020 17:10

Its so small minded for company 600mln £ imo. Its like Mamas and Papas business.
You never see money . Dealing with these small clients is nightmare - they consume so much time and results are peanuts !
I hope somebody will buy Vec !
These idiots will kill the company and cash will use for their compensations.
Very dissapointed.

[cockneytrader] 16/9/2020 17:05

So to sum up, quite a lot to look forward to short term, but longer term looking rather dull.

[cockneytrader] 16/9/2020 17:02

From experience lots of small projects just tie your staff up.

[cockneytrader] 16/9/2020 16:52

Hmmm. Not sure about this CDMO strategy. Lots of small projects - seems like a backward step. Far too cautious an approach. But no doubt will reward BOD handsomely over the next decade. Less so shareholders.

[diesel] 16/9/2020 10:01

Well there was a mention that they are working on a Covid project, you never know. I think Covid will be with us every year, like flu, and being an airways disease there may well be some area of expertise that Vec can bring to the table, treatment or vaccine.
As for the results, agree with Polaris, steady as she goes, follow the trend and wait for one of the many exceptionals to come in...

[polaris] 15/9/2020 15:58

Read slide presentation and see quite a few of the small CDMO contracts are related to the nebulisation IP, so answers my own comment in previous post.

Generic Advair is a larger market than i assumed would be the case this time last year. With some aggressive marketing by the partner then it can still be worth $20 M+ to VEC in royalties annualised by end 2021. Not long ago i was assuming less than half of that if VEC ended up 4th to US market, with added pricing pressure.

All of the interactions with FDA will help with on-going Ellipta programme too. Hikma and VEC will not want a repeat of the initial Advair submission disaster. Main question now is the timing of the development for submission. It's hard to evaluate but i'd hope less than 3 years from now until first approvals, by which time Ellipta should be close to peak projected GSK sales.

[polaris] 15/9/2020 15:16

Pretty much steady as she goes with those numbers. For some reason i was assuming that the GSK SKP legacy Ellipta royalties had expired last year too, so it was nice to see the £9 M recognised in H1 2020.

The CDMO contracts are almost all small scale pilot projects with minimal revenue generating possibility in the short term. However, you need to start somewhere and if they can cast a wide net then hopefully one or two medium fish will be caught...can always hope for a whopper!

Looks like all the speciality in-house stuff has stopped, related to VR475 and VR647. Will that IP value be realised through CDMO agreements? Remains to be seen.

Almost nothing on the Ellipta and VR2081 developments in the US, except they are progressing well. I've not watched the conference call yet or read presentation so maybe there is some snippet that is not reflected in the RNS text.

H2 2020 expected to be similar to H2 2019 in terms of revenues and margins. I'd assume that is ex GSK ruling, now expected in 2021, and probably ex any royalty revenues from VR315 (generic Advair) assuming approval.

Not much information on the potential for QVM149 in terms of sales and the recently launched AirBufo Forspiro (Symbicort analogue approved in Europe - the US version is VR2081). I'll have to keep an eye on the different royalty lines now to guess how they are growing. That seemingly comes under other inhaled royalty revenues when not specifically listed by product.

Nice to see Flutiform continue to grow, albeit slowly. There is still quite a lot to come there in the MENA, Japan and China regions IMO.

With steady progress in H2 and into 2021 then there is room for further share price growth. I'll likely dip in and out here, depending on how my goldies react to the continuing strength in pog. It'll also depend on the gyrations in TSLA, a total enigma to me that has bitten me a lot this year!

[denizen] 15/9/2020 10:49

Sold in August at 110, cannot help but feel I made a mistake, but need to protect long profits. Good luck to holders.

[a1ord53] 15/9/2020 10:46

Was on conference call :
No divi for now
Very confident on FDA Advair approval and on Gsk court outcome
Have some products on Covid 19 but its confidential
Strong second half of the year expected
Elipta generic in progress

[best1467] 15/9/2020 10:11

So no mention on Elipta Generics then

[vecturaking] 15/9/2020 09:58

Vectura has tripled its customers Base

Vectura is helping there various customers combat the corona virus

Just keep Buying in my view

We will get to £2 as a long term Target

[srpactive] 15/9/2020 09:24

b7

Yes agree that $200m potential pay day will change vec for certain.

We shall see though.

active

[base7] 15/9/2020 09:02

This mornings conference will be interesting & May set the trend for the direction of our share price Results were solid if not spectacular & I am encouraged by early rapid progress in our CDMO department,ie 3-5 mill revenue in our second half is not a bad achievement for what is essentially a new business.Hopefully positive news v soon re Advair & we will have to wait until Q1 2021 for confirmation re our case v GSK

[srpactive] 15/9/2020 08:22

R

Agree, good if we can get through 118p and close.

dyor

active