Vectura Share Discussion Threads

[dodkins] 16/12/2020 12:17

Why would that suggest news coming?

[fhmktg] 16/12/2020 12:16

First hint of a capitulation by GSK will send the price up significantly and unless it comes with a bid offer, it would take a buyout to over £1.2 billion.....that would be a big ask to any predator imho.So let's see where the continuing strategy takes us over the coming year.Hopefully we will see £2 in the near future.

[a1ord53] 16/12/2020 11:39

VOLVO,
you are right. Every time it hits 111,4 offer size being reloading. Big size hidden obviously.

[volvo] 16/12/2020 11:03

111.4p holding firm lol

Seen this all before, big volume sitting on 111.4p as if its going no where, but why.

It can go lower but no higher. News coming imo.

[dodkins] 16/12/2020 09:19

Just over 2 years since announcement of Ellipta under "accelerated development ". Must be due some sort of news?

[alexchry] 16/12/2020 09:13

If the Advair experience is anything to go by, four years late, then it will be a long, long time before GSK have to worry about Ellipta competition.

[volvo] 16/12/2020 08:42

See if the ceiling of 111.40p is set again today. The lid is being put on it. Why is the question.

[base7] 16/12/2020 07:57

Our prospective JV with HIK regarding their Ellipta product range is also very significant in this discussion as this will deprive GSK of hundreds of millions of $$$ too, in addition to Advair.These 3 pieces of major news, if all positive will transform our prospects in respect of revenues, profitability, cash flow & bank balance & should all 3 have a positive outcome our value will be substantially higher -unless we are taken over for a fair price -which should be North of 200p - which still represents a poor return for former SKP shareholders.

[volvo] 16/12/2020 07:45

best have to agree, it will surely have been discussed at the highest level.

Get Hikma Advair of the table and they pay for VEC within 3 years and everything else is a bonus. No other Advair generic on the horizon for a least that period.


VOLVO8 Dec '20 - 12:29 - 10604 of 10623 Edit


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.

[best1467] 16/12/2020 07:23

I don’t see GSK going down yet another appeal surely would have been submitted by now.
We must have a strong possibility of a Hikima GSK bidding battle it certainly makes sense

[gbcol] 15/12/2020 15:45

GSK only have until this weekend to file petition for rehearing, so that uncertainty will be out of the way very soon.

[volvo] 15/12/2020 15:31

Holding pattern imo.

Expect that GSK will have contacted VEC and started talks.

Also over 90 days since Hikma replied to the FDA, so news there anytime now re Advair, all to play for imo.

[volvo] 14/12/2020 16:19

Price being held with a 111.4p top all day.....means something is on the go imo, expecting news this week.

[a1ord53] 14/12/2020 14:46

It looks like sellers betting that it will be supreme court overruling appeal court anonymously 3 judges judgement and no Advair approval IMHO !

[justiceforthemany] 13/12/2020 15:37

Astrazeneca has spent £30Bn on acquiring Alexion.
Vectura can be bought for a lot less than that! Wonder if BOD are blocking any deal/not disclosing to preserve their own jobs?
Saw this at SAGA earlier this year. share price now half the take over price offer which was not even disclosed to the market at the time. Scandalous.

[boadicea] 13/12/2020 14:48

So both sides have chickened out of pulling the plug.
Doesn't actually mean much other than they're each waiting for the clock to run down instead of taking the blame (or credit) now.

[peddlers] 13/12/2020 12:24

Just in - Talks to find a post-Brexit trade deal will "go the extra mile" beyond Sunday's deadline in bid to reach agreement, says EU chief.

[fhmktg] 12/12/2020 06:26

Five gene variants found that raise virus risk by the Roslin Institute Show JAK inhibitors are effective in controlling severe inflammation in people with a genetic preponderance. Potentially important for Covid, sepsis and rheumatoid arthritis.Our recently announced collaboration takes on even more importance.

[volvo] 11/12/2020 17:35

peddlers.....yes a buyer because next week GSK will contact Vectura with an offer to settle, and Advair will be approved for Hikma....so if you want 30pc upside, join the buyers I guess

[peddlers] 11/12/2020 12:36

we have some buyers.

[polaris] 09/12/2020 17:18

Yep $38.1 M in November on top of the $40.7 M for October, from the US alone. Exparel got approval in EU in this Q and launch is expected in H2 2021. With current run rate, EU monthly sales only have to come in a $3-4 M tops by YE 2021 to meet final royalty payment level for VEC. Analyst forecasts were for end 2022, maybe 2023.

[best1467] 09/12/2020 17:06

Pacira $38 million for month of November so YE 2021 looking good for the $32 million milestone payment

[volvo] 09/12/2020 15:51

polaris, I agree with day to day machinations of a share price.

The die is cast, I believe Glaxo will have to pay over $220m......and unless theres a last minute reversal (which there shouldn't be) Hikma will get approval for Advair over the coming weeks.

Both are share price altering and I would expect 140p should be breached.

[polaris] 09/12/2020 10:15

Look, the chart says the 107-8 area is a support/resistance level. In the absence of further confirmation of the GSK news and VR315, traders are probably just taking advantage of the range.

Sooner or later, the market will actually catch on that another $32 M is nailed on for FY2021 in addition to the $200 M from GSK. That plus VR315 milestones and royalties will add to the coffers.

Advice is to stop looking at the price every day and wait for the known news to play out.

[a1ord53] 09/12/2020 09:47

Justice,
obviously unfortunately we have seller or short seller .
It looks imo like short seller.