Vectura Share Discussion Threads

[andyv] 04/3/2021 20:51

They might have to be quick; the cash could be given back to Shareholders in a special Div

[volvo] 04/3/2021 18:19

Maybe GSK making a belated move...they will at least get their money back

[boadicea] 04/3/2021 18:12

They started yesterday but greatly increased number today. If it's between two or a few large holders it seems a strange way to make a transfer. Why not just one or a few large blocks? It's not as if the numbers were widely randomised to avoid attention, they are as obviously linked as it's possible to be, all within a small range and a large proportion at exactly 1425 - so bound to cause speculation.

[polaris] 04/3/2021 13:24

Algo at work - look at the number of trades today and yesterday and compare to any day last week or over last month. Frequency up by over a factor 5. Something is working a trade through the system.

Edit
A whole load of strange O trades going through at regular intervals now for seemingly matched volume...low 1400s.

[richtea2517] 04/3/2021 12:54

Jumpy jumpy today

[volvo] 04/3/2021 08:30

Bought some extra trading stock this week....just see a decent bounce on results, cash in the bank talk of special divi and 'great' CDMO success, plus big play on Elipta with Hikma, along with new Advair sales and of course increased core sales to beat expectations....all terrifically exciting

[polaris] 03/3/2021 14:28

Pretty close to gap closed to the trading update day price on the 12th January. As expected...

[rolo7] 03/3/2021 11:41

Yep I got back in yesterday naked trader a big holder also...

[vecturaking] 03/3/2021 11:02

Smart money always follows VecturaKing

You will find out Soon Enough

[richtea2517] 03/3/2021 10:35

You brighten up my day VecKingEven if it doesn't happen Still enjoy your posts

[vecturaking] 03/3/2021 08:29

Best

Time will tell

I am sure you have already made a note
Of this

Key things to remember $200million
Trading ahead of Expectations
2021 the volcano year for Vectura


Not long to go 09/03/21

[best1467] 03/3/2021 08:11

VecturaKing

If you keep saying the same thing often enough you will begin to believe it yourself

[vecturaking] 03/3/2021 06:41

Ladies and Gentlemen we are nearing 9/3/21 Results

Make no mistake 2021 is the Vectura
Year

The smart money has no doubt Vectura
Will be in an imminent volcano upwards


Trading is well ahead of Expectations
With an Extra $200 Million in the Bank
Expansion of manufacturing facilities
These are just a few facts to consider in your calculations

You just need to add up the facts
You will get over 150pence with swiftly
Moving on up to 200pence

[polaris] 02/3/2021 13:59

RE: point 3. Hikma are wasting their time with a couple of the Ellipta products. They need to concentrate development on Trelegy, Breo/Relvar and maybe Anoro. Incruse and Arnuity are likely to be small markets, or withdrawn, by the time development cycle is complete. GSK will be going forward with Nucala (non-Ellipta), Trelegy and Breo/Relvar, IMO. Anoro looks to be at peak sales already but might still be worth it if Hikma/VEC go for RoW approvals too.

[polaris] 02/3/2021 13:52

SP creeping back up towards the level on the day of the trading update. I'd expect it to be at that level 1-week today, results day. BS closed period trading again.

[richman777114] 02/3/2021 13:39

i think a 15p special dividend is a possibility-would still leave c £110m in the coffers

[a1ord53] 02/3/2021 11:05

Hi all, bored , cause no news and on 9th of March no new news to come.
What we all know :
1.GSK - no Petition -means funds paid irrevocable.
2. Advair - another month or two .
3.Elipta is moving and Hikma wants to develope all five Elipta products.
4.Pacira another year to wait.
5.Details on CDMO contracts to disclose.
6. May be special divis?
So all in all Elipta could be blockbuster in 2 - 3 years and slow will share price drifting higher ?

Anything I forgot ? Please, correct or comment.

Richtea , Diesel , its not quite - its dead board.

[diesel] 02/3/2021 10:43

Quite bored!

[richtea2517] 02/3/2021 10:14

Quiet boardYou know what that means : )

[volvo] 26/2/2021 07:50

best, yes very encouraging re Ellipta, Hikma seemed very bullish with statement early investment will pay off in Ellipta....could well be the driving force for Vectura going forward.

Seemed quite sanguine on Advair and confident as and when its gets the ok...4 months max so April latest.

Market liked it abit more yesterday

[best1467] 26/2/2021 07:13

Polaris

I’m reasonably confident for YE 2021 but doubt it will make much difference but great to hear that Hikima plan to start substantial investment in the Generic Elipta range

[polaris] 25/2/2021 16:56

@best - see post 10886. The results today just confirm what Pacira said back in early January.

Probably more important is that Jan sales were only $34.9 M, due to COVID delays to elective procedures. Need an EU launch in 2021 to make up the numbers.

[best1467] 25/2/2021 16:49

Experal 4 th quarter sales $125 million

[a1ord53] 25/2/2021 14:31

You can listen to Hikma questions and answers session ( link below).
Hikma is very exciting and optimistic on Elipta and would like invest more to accelerate development of Elipta( 34th to 37 minutes of recording -Elipta and between 10th and 15 th minutes Advair )

From Hikma presentation today:

“Partnership with Vectura to develop up to five generic Ellipta® products using Vectura’s Open-Inhale-Close device”.

[popper joe] 25/2/2021 12:53

A few more snippets from Hikma results:

In December, we received US FDA approval for our generic Advair Diskus® and initiated launch. In January 2021, we temporarily paused the launch of this product in order to process an amendment to our Abbreviated New Drug Application (ANDA). This is classified as a Prior Approval Supplement (PAS) and needs to be reviewed by the FDA before we can introduce our product to the market. The PAS reflects enhanced packaging controls to meet new industry standards adopted since the initial submission of the ANDA application and does not affect the approved status of our ANDA. The FDA has granted this supplement priority status.

Assets write off: In December 2020, Hikma submitted to the FDA a Prior Approval Supplement (PAS) relating to generic Advair Diskus®. The amendment reflects enhanced packaging controls to meet new industry standards adopted since the initial submission of its ANDA application. As a result, the launch has been temporarily paused and inventory amounting to $12 million is expected to expire before launch and has been written off.

R&D cost: Hikma incurred $24 million of research and development costs related to a repeat clinical endpoint study for generic Advair Diskus®. The study was completed in November 2019. The study and certain additional information was submitted to the US FDA for their review. In December 2020, Hikma has received the US FDA approval.

As of 31 December 2020, the Group performed sensitivity analysis over the valuation of the generic Advair Diskus® CGU. The sensitivity analysis assumed a further delay of three months to the projected launch date and a 15% reduction in the projected cash flows from lower conversion rates from the branded product and earlier competitor entries, which assumptions eroded the $26m of headroom. A further reduction of the cash flows by an additional 10% would imply an impairment of about $10m. As per the Group's policy, whilst approval has been obtained, generic Advair Diskus® has not been launched, meaning that none of the previously identified indicators of impairment have reversed.