Vectura Share Discussion Threads

[a1ord53] 10/3/2021 13:44

Looks like we have new major shareholder 5,03 %


Reade Griffith

Reade Griffith
Reade Griffith co-founded the investment manager of Tetragon in 2005 and Polygon in 2002. He is a member of Tetragon’s Board of Directors, the head of Tetragon's investment manager’s Investment Committee and Risk Committee, the Chief Investment Officer of TFG Asset Management, and the CIO of Polygon’s European Event-Driven Equities strategy, in addition to other roles. Mr. Griffith was previously the founder and chief executive officer of the European office of Citadel Investment Group, a multi-strategy hedge fund that he joined in 1998. He was a partner and senior managing director responsible for running the Global Event-Driven arbitrage team in Tokyo, London and Chicago for the firm. Prior to that, he was with Baker, Nye, where he was an analyst working on an arbitrage and special situations portfolio. Mr. Griffith holds an A.B. degree in Economics from Harvard College and a J.D. degree from Harvard Law School. Mr. Griffith is currently a member of the the Dean’s Advisory Board at Harvard Law School and was a member of the Financial Sector Forum at the Bank of England from 2017 until 2020. Mr. Griffith also served as an officer in the U.S. Marine Corps and left as a Captain following the 1991 Gulf War. He is based in London.

[vsb234] 10/3/2021 10:38

Tim Wright, Editor, Contract Pharma03.09.21

Vectura Group, an inhalation contract development and manufacturing organization (CDMO), has expanded its dry powder inhaler (DPI) development and manufacturing capabilities at its facility in Chippenham, U.K.

Investment has been made at the site to install a new capsule filler, a capsule blister packer, and a Mikron semi-automated device assembly machine. These enhancements will support work with capsule inhaler devices, Vectura’s open inhale close (OIC) device and the lever-operated multi-dose inhaler (LOMI) device used in Hikma’s generic Advair product, which was recently approved by the U.S. FDA.

Work on the project has commenced and the new capabilities are scheduled to be available from the second quarter of 2021. This expansion will significantly increase the capabilities Vectura has in DPI dosage form development, both unit dose and multi-dose inhalers, and integrated device design and manufacturing for customer programs.

The new semi-automated device assembly line will help meet customer demand for Vectura’s blister-based, multi-dose DPI devices, offering increased capacity to manufacture up to 1 million devices per year.

With expertise in formulation including engineered particle development, DPI device design and development, advanced inhalation analytics and GMP product and device manufacturing, customers can partner with Vectura to advance dry powder programs from early development through all clinical phases of development to small-scale commercialization.

“Vectura has extensive specialist knowledge and experience in the development of dry powder inhalers, and this investment allows us to fully integrate these disciplines under one roof for pre-clinical, clinical and commercial programs,” said Mark Bridgewater, chief commercial officer, Vectura. “The investment in new equipment will complement existing blister-based platform capabilities to offer customers greater flexibility, alongside our other inhalation delivery platforms, to provide patients with new inhaled therapies.”

Vectura’s Chippenham facility is home to advanced science laboratories, manufacturing suites and offices where the company’s differentiated technology and skills are used to develop customers’ inhaled products, from high quality generics to novel therapies.

[vecturaking] 09/3/2021 17:38

BREAKING NEWS
Vectura Expands Dry Powder Inhaler Capabilities

Just one of many Facts to come out
With the results on 18/3/21

Remember 2021 is The Volcano year for Vectura

Imminent ReRating on News and Results
Will propel the Stock price to 150pence
With 200pence later on in the year

There is a Special Divided for those
Loyal shareholders

[taffy100] 09/3/2021 17:04

Vectura Expands Dry Powder Inhaler Capabilities
Bolsters development and manufacturing capabilities at its facility in Chippenham, U.K.

[volvo] 09/3/2021 10:05

Looking better already...9 days to go :)

[davr0s] 08/3/2021 21:44

Well I hope you aren't. People topping up every day on bulletin boards so why can't I? Lol

[frazboy] 08/3/2021 20:35

I’m not taking you too seriously Davros. I haven’t been following Vec too much of late but the new CEO is yet to prove himself, and I see no reason for a rerate from information currently in the public domain - at least nothing that would make you want to go all in. But what do I know, hey?

[volvo] 08/3/2021 16:41

polaris indeed I was in the market today to double my position, averaged 112p can only see a positive outlook post results 130p plus as you said....if you have £200m plus on the books and a market cap of £680m.....the equity funds start to put up their antennae's

[justiceforthemany] 08/3/2021 15:27

Must be trading well below book price now.

[dodkins] 08/3/2021 14:34

I reduced heavily at 124 as it looked like the market wasn't interested in raw cash. Happy to dip back in at 110.

[polaris] 08/3/2021 14:19

Thanks to whoever pushed the share price down today - allowed me to add a few. I'll be adding a few more should this trading algo keep up for the rest of the week.

...looks like someone didn't like my previous comment... ;-)

[diesel] 08/3/2021 12:29

You might be right Paul, but I have lost a degree of confidence here, esp since the trading update. CDMO is a strategy yet to be proven for VEC and the constant delays with the Advair generic doesn’t play well for their ability to get a triple therapy generic to market in any timescale that is advantageous. I mean two months to sort out a packaging problem!

[pooroldboy55] 08/3/2021 11:39

Hi Paul
Not like you to stick your neck out !! lets hope your right.
A.

[polaris] 08/3/2021 10:55

Look at it this way. If someone wanted to make a certain chart feature appear and they could pretty much control the order book, what might happen? Look at the trade volume and type since December and tell me someone isn't trying to engineer a HS formation in the SP? It looks like 100 is nailed on and some might see the delay in results as smoke and mirrors rather than the auditors being useless.

I've stuck a few orders in today to see whether i can add a few more for the back-end of next week. This has been a regular occurrence in the close period for VEC/SKP for many years, reported a few times for unusual trading patterns/volumes. I see this one as no different and the share price should be somewhere near the top of the channel with what we know.

The only issue is what effect the CDMO long-term strategy will have on the forward projections. VEC is now cash rich and will have a good 2021, due to the recognition of the remaining royalties from GSK. What happens after that is unclear. I'll stick my neck out and say low 130s immediately after results are announced.

[polaris] 07/3/2021 22:47

Nope - just an algo trading churn to put through larger orders. They appear at the end of the day. I doubt there has been much movement of stock at all. It's just going round and round within the parameters of the programmed trade.

Edit
Oh - and the auditor delay of the results has given them another week to mess about with the share price within the trend...see action this morning! Random number O trade generator between 1440 and 1470 so far today.

[boadicea] 07/3/2021 19:44

We have had 3 consecutive days of around 1.5M or more trades, very much above previous levels. This must mean that more people are suddenly eager to sell.... matched by more people eager to buy. They can't both be right but the price is not notably moved, just slightly firmer on balance and still appearing to lag the news, esp. the GKN cash.
My feeling that our days of independence are numbered gets stronger.

[richtea2517] 05/3/2021 18:49

And a little hint that trading update will be good too.

[rikreschem] 05/3/2021 13:27

I have noticed a few companies having their reporting dates put back by a few days. Reason seems to be Covid restrictions. Seems fair enough whatever you think of auditors.

[popper joe] 05/3/2021 13:17

They probably think they must have missed something, given VecturaKing's exuberance!

[polaris] 05/3/2021 12:52

Agree GBCol. muppetry of the highest order from auditors.

[gbcol] 05/3/2021 11:50

So auditors delays have pushed back our results. This doesn’t help my already very low opinion of auditors.

[redips2] 05/3/2021 11:42

...lost track a bit re: GSK payment..... have we, are we, when, how much ?

[gbcol] 05/3/2021 09:21

Re 11139 Yes, so you said!

[vecturaking] 05/3/2021 08:17

: Imminent ReRating on Results of 09/03/21. strong buy in my view

Imminent ReRating on Results Next week

$200 Million is a Significant amount and will give the Stock a ReRating. This is a Fact not a fiction or bedtime Story
Just check the facts for your selves

TRADING IS WELL AHEAD OF EXPECTATIONS again check the Trading Statement in January

Results Next week will provide the volcano year for Vectura

Make No mistake Smart money always follows the VecturaKing

Have a great Weekend

[aceuk] 04/3/2021 21:15

Not GSK style - the majority of fantasies on these boards are wild beyond dreams ;-)