Vectura Share Discussion Threads

[diesel] 25/1/2021 13:26

POB, hope you’re not holding your breath, without a catalyst this won’t get to 150p for quite a while yet.
News on Eliptica generic,
An acquisition programme to grow the business
Or a significant new CDMO contract,
Something of this nature is required, but from the trading update I’m less than optimistic. For now the trend is your best guide, with a blip when the GSK money is received and another 5p or so when Pacira threshold is reached.

[pooroldboy55] 25/1/2021 12:48

Hi VOLVO

Don't see my 150p coming any time soon !!!!!!!

[boadicea] 21/1/2021 08:10

Trades of 1, 5 and 3, all timed at 8:02:55.
Is that our coded target for the day? i.e. 153p (or perhaps 135p.)
Someone must have a motive for these transactions!

[justiceforthemany] 20/1/2021 18:28

Resistance at 127-128p broken.
Bowl shaped pattern suggests major resistance longer term now at 167-168p but need to get to 150p first!

[volvo] 20/1/2021 16:07

Maybe they are

[richman777114] 20/1/2021 15:45

nice if they were getting it out to buy the company

[volvo] 20/1/2021 15:26

GSK getting the cheque book out

[volvo] 20/1/2021 14:22

Hikma up too....hmmm

[volvo] 20/1/2021 12:45

Good volume

[boadicea] 20/1/2021 09:34

Are we looking for a new high today?

[volvo] 18/1/2021 16:19

alord the presentation sounded ok...almost positive

[volvo] 17/1/2021 15:56

Good opportunity Monday morning if there's any weakness in VEC re Advair...Hikma have confirmed minor issue, but soon sorted, lost sales maybe, but a few weeks here and there is nothing.

Hikma is too honest, no need for the RNS other than its public re the amendment.

Want to see the RNS re GSK paying up the first $164m thats real and will certainly mean a special divi of 15pc of the market cap.....18p per share, and i doubt if the share price will move, especially when Advair is turned back on!

[slim9] 15/1/2021 21:38

(Sharecast News) - Hikma Pharmaceuticals said on Friday that it had temporarily paused the launch of its generic version of GlaxoSmithKline's asthma treatment, Advair Diskus.

The US Food and Drug Administration approved Hikma's Abbreviated New Drug Application (ANDA) for generic Advair Diskus in December 2020. However, the company has since submitted an amendment to the application, which reflects enhanced packaging controls to meet new industry standards adopted since the initial submission of its ANDA application.

HIkma said the amendment will be classified as a Prior Approval Supplement and will not affect the approved status of the company's ANDA for generic Advair Diskus.

"Hikma will work closely with the FDA in its review and will commence distribution of the product once the review has been completed," it said.

[a1ord53] 15/1/2021 17:36

You can still listen to Vectura presentation at Jpm conference with Elipta and cdmo questions mentioned and partially explained.Actually everything discussed incl Divi.
Very easy to register and listen to audio 39 mins presentation.

[alexchry] 15/1/2021 17:32

Yes, diesel, got to agree with you, as I said previously almost all revenue comes from products and agreements made years ago. Apart from Ellipta agreement which will not provide a significant income for many years there is very little else to get excited about, certainly not the CDMO contracts so far.

[diesel] 15/1/2021 17:20

Thanks Polaris for your detailed post earlier, more or less corresponds with my thoughts, potential TP of 150p by year end although I’m getting increasingly pessimistic that the present strategy is going to enhance value here. All the drivers are from legacy products and what happened to the opportunities in the nebuliser market?
I’ve been reducing for a couple of weeks now, better opportunities elsewhere, it’s not the financials that are disappointing but confidence in the management.

[justiceforthemany] 15/1/2021 16:51

'Enhanced packaging controls'?
What nonsense is this now?
Better wrapping paper needed??

[marvelman] 15/1/2021 16:42

The dreaded after hours Friday RNS...just bought in..aaagh Edit (almost after hours)...aaagh

[polaris] 15/1/2021 16:42

RNS was issued here at 1626 too.

[a1ord53] 15/1/2021 16:39

“Advair launch paused.

Following the US FDA's approval of Hikma's Abbreviated New Drug Application (ANDA) for generic Advair Diskus(R) in December 2020, Hikma has submitted to the US FDA an amendment to its application. The amendment reflects enhanced packaging controls to meet new industry standards adopted since the initial submission of its ANDA application. This amendment will be classified as a Prior Approval Supplement and will not affect the approved status of Hikma's ANDA for generic Advair Diskus(R) .

Hikma will work closely with the FDA in its review and will commence distribution of the product once the review has been completed."



This update does not impact Board expectations regarding Vectura's 2020 financial performance.“

Nothing is simple with Vectura , always something happened

[volvo] 15/1/2021 16:08

mm thanks left the scene 10 yrs ago, only back because of Pandemic boredom, and back making a few quid, enjoying it.

[justiceforthemany] 15/1/2021 15:08

Big open 125p - now 121p. Very low volume.

[marvelman] 15/1/2021 14:38

Volvo, you have always been one to go straight to the source..pleased to see you have not changed and that you are still around. Regards.