Vectura Share Discussion Threads

[base7] 08/12/2020 13:11

Near term positive news in respect of GSK & Advair should result in a re rating as our short/medium term prospects will have improved tangibly & positive news & a submission timetable regarding our prospective Elitpa generic range would provide an additional boost - apart from any additional CDMO deals to be announced.as I have said previously 2021 could well mark a turning point in our prospects & provide the possibility of our share price exceeding previous highs .

[volvo] 08/12/2020 12:29

GSK just stocking up for the buy out :)

Looking at a GSK settlement nearer $220m, add on top that Hikma will get Advair approval, that is another forecast $200/300m yearly from the GSK lockers.

GSK will be looking at all options imo.

Either way news flow will arrive here soon.

Should get interesting, GSK have until the 19th December to appeal which they won't, and I recon Advair approval is nearly there.

[a1ord53] 07/12/2020 09:59

08.12.20
10:01:11
111.00
GBX
725,000
804,750.00
Off-Book

[taffy100] 05/12/2020 06:50

Our science and CDMO transformation - Sharon Johnson

[popper joe] 04/12/2020 18:47

This was printed yesterday, but is a report of the court proceedings from November 19th, which dealt with GSK's appeal. So old news. The question is whether or not GSK will attempt to take this to the Supreme Court. We should know just before Christmas.

[diesel] 04/12/2020 18:02

Thanks Volvo, if that was from yesterday I’m surprised the share price hasn’t responded, but it will....

[volvo] 04/12/2020 17:51

justice patience dear boy

[base7] 04/12/2020 12:35

After years of underperformance there is a decent chance that Vec will surprise The Market & outperform for once & our new CEOs strategy change seems to be bearing fruit which in itself should result in a re rating .
Generic Advair approval & 200mill from GSK would be a great start to the year + the final milestone from Pacira ,$32mill,later this year + positive news regarding the development of our generic Ellipta product range would be well received & will generate substantial revenues once approved.

[peddlers] 04/12/2020 11:27

Dodkins - Yes I agree.
It won't remain at this level for long.
I see Vectra are looking for Project Managers.
Describing exciting times at Vectura etc.
I added at 112 and have another order at 107 just in case an opportunity presents itself.

[vecturaking] 04/12/2020 11:07

THIS IS HUGELY UNDERVALUED CONSIDERING ALL THE FACTS

[dodkins] 04/12/2020 10:46

I think this is spot on. I'm considering moving profits from my recovery shares into this over the next couple of weeks. I think it's ready to pop to 130+ sometime between now and March.

[volvo] 04/12/2020 09:53

Back in here having traded my last position after the GSK news.

Fully expect to see some details on the GSK fine over the coming weeks, with some numbers attached, also hopeful that Hilkma and Advair approval is close.

Both shall move the share price, combined target 130p-145p.

[fhmktg] 03/12/2020 14:54

Just in time for Christmas then!

[gbcol] 03/12/2020 11:55

10589 30 days started 19/11 so another couple of weeks.

[justiceforthemany] 03/12/2020 11:44

The 30 days must be up soon.

[polaris] 03/12/2020 10:40

They need a payment schedule from GSK, confirmed potentially by the courts. It'll not arrive until sometime next year.

[popper joe] 03/12/2020 08:46

I think they need to get beyond the point at which GSK can no longer appeal before they start spending the money.

[justiceforthemany] 02/12/2020 23:27

Would be nice if the BOD commented on how they plan to use the £250M impending cash pile. Hopefully capital return vs more buybacks.

[base7] 02/12/2020 18:20

One thing we haven’t been since I joined the fun is a growth stock & I still hope that our new CEO /Board identify some decent bolt on acquisitions ,rather than major until our rating improves ,which can be funded out of our substantial cash reserves & with shares only issued in respect of future performance .U remain optimistic that Vec the ugly duckling could get become a swan in 2021

[dodkins] 02/12/2020 16:13

Is VEC not just seen as a defensive stock?. It's all recovery stocks at the moment.

[a1ord53] 02/12/2020 09:53

Polaris, why Vecturas market makers pushing share price always down and not support share price at all.
Did I misunderstand something ?
Thanks a lot.

Strange, market up , Vec down.
Frustrating to hold as always was.
If Advair they cant get approved in 3 years, no chances for Elipta imo.
Only short sellers were able to make money and management.
SKP was also very difficult to hold.

[base7] 01/12/2020 21:02

Exactly Polaris -I was invested in SKP at that time & it was a devastating blow -which is still hard to fathom when it has been approved almost everywhere else in The World.
Anyway that is now distant history & as much as Vec has been a very poor investment since it acquired my SKP shares,it looks like it's on the way back & I am optimistic that our share price will revisit the high point at the time of the acquisition -putting me back to where we started ,although I have added at lower levels

[polaris] 01/12/2020 18:50

Yes - agree. It is pretty much a risk-free development with some long-term bonus if it gets to market.

To this day, i still don't understand the FDA decision and position on resubmission for Flutiform in the US. It would have been a blockbuster, as it would have been one of the first combination therapies to market. It set SKP back enormously and led to all the cash problems and decisions on which IP to sell on.