Vectura Share Discussion Threads

[justiceforthemany] 12/4/2021 15:59

Needs to bounce off 110p-111p again.

[justiceforthemany] 08/4/2021 16:11

High volume 4.5M and share price is tanking. Hedge fund must be selling or some rebalancing going on.

[volvo] 03/4/2021 11:22

So annually $19m to VEC, that will do for starters

[volvo] 03/4/2021 11:20

VOLVO 2 Apr '21 - 08:06 - 11357 of 11361 Edit

jfm looks like the relaunch of Advair will not now happen until end of May or into June according to Hikma, maybe they are over stating to please the market when it happens earlier, who knows.

[popper joe] 02/4/2021 19:35

From The Times yesterday.



The market seemed to fret that Hikma might be late to the party or even may not show up at all, but analysts at Jefferies soothed those fears yesterday. “Hikma shares have declined 15 per cent since announcing the generic Advair delay on January 15, but we see limited risk to launch,” James Vane-Tempest, a healthcare analyst at the investment bank, said.

Vane-Tempest expects Hikma’s inhaler to go on sale towards the end of May and calculates that the four-month delay will cost the company about $10 million in underlying profits. Once doctors start prescribing it, he expects it to cost less than other generics available and has tipped it to take a third of the market by 2023, when it should bring in $127 million in sales. That sent Hikma shares 76p, or 3.5 per cent, higher to £22.76. Vectura, which developed the inhaler alongside Hikma, rose 5p, or 4.5 per cent, to 115½p.

[jimboyce] 02/4/2021 10:34

Ok thanks for that. This makes it much closer, becoming mid May 2021, that's 1.5 months at most.

[polaris] 02/4/2021 10:23

@jimboyce - it is a PAS (prior approval supplement) not an ANDA so the timeline is different. It is 8 months standard and 4 months for priority submissions (as per post #11340).

[jimboyce] 02/4/2021 09:15

It will be within 6 months from mid January 2021, which makes it mid July 2021 at the latest. So another 3.5 months to go.Here are the notes from FDA website.Prior to approval, each drug marketed in the United States must go through a detailed FDA review process. In 1992, under the Prescription Drug User Act (PDUFA), FDA agreed to specific goals for improving the drug review time and created a two-tiered system of review times – Standard Review and Priority Review. A Priority Review designation means FDA's goal is to take action on an application within 6 months (compared to 10 months under standard review).A Priority Review designation will direct overall attention and resources to the evaluation of applications for drugs that, if approved, would be significant improvements in the safety or effectiveness of the treatment, diagnosis, or prevention of serious conditions when compared to standard applications.

[volvo] 02/4/2021 08:06

jfm looks like the relaunch of Advair will not now happen until end of May or into June according to Hikma, maybe they are over stating to please the market when it happens earlier, who knows.

[dp1umb] 01/4/2021 17:21

The chart looks a little better.

[justiceforthemany] 31/3/2021 18:40

Strong bounce off the 200 day moving average. That was close. Advair news may be close. Hikma also got a favourable broker note today.

[lsoc85] 31/3/2021 18:16

I hope so as well, best. Not sure which I enjoy most: His Majesty's maniacal exuberance or the angry reactions from His serfs.

Definitely enjoy both though 👍😂

[volvo] 31/3/2021 17:16

Ended on a high and massive uncrossing trade of 520k at the end....probably nothing lets see how it follows threw tomorrow.

[best1467] 31/3/2021 16:55

Vectura king was on of those crazy rampers that is of the opinion the more he posts on bulletin boards the more chance the share price will go up then they just disappear on to the next thread unfortunately.(hope I’m not completely wrong)

[volvo] 30/3/2021 18:20

We did agree that after all the monies due this year the bank account will be around £220-230m and no debt, with a steady stream of income.

With its IP, cash and steady revenue stream someone surely must take a look?

A bit more lively today

[alexchry] 30/3/2021 17:00

Diesel, with 18 contracts and forecast revenue of 27M there are clearly no significant revenue generating contracts this year at the moment, CDMO is just a sideshow at the moment for a company worth well over £600M. It is a surprise that the share price is holding up so well without any significant good news recently.

[jimboyce] 30/3/2021 15:02

Now trading much lower than when the 19p Divi was made known. Very strange.

[volvo] 30/3/2021 14:04

diesel i dont believe the market has become wary.....it is just waiting to receive some sort of confirmation that the company is heading in the right direction, i'd suggest the news that GSK won't appeal (which they won't) will steady the ship a little, so a month for that.

[jeevsje] 30/3/2021 11:05

Volume remains very low.

[diesel] 30/3/2021 10:22

It ain’t going to happen....
When the CEO arrived and decided he needed two execs did he search the world pool of talent no he bought two colleagues from his old company, that says a lot.
Also when searching worldwide for suitable partners for two shelved drug candidates, one went to the company of a VEC board member who had to stand down due to conflicts of interest, the other a startup company where this is there only project.
I would like to see details of the 18 CDMO contracts already announced I suspect they are not particularly significant. The market has become wary!

[volvo] 29/3/2021 20:37

This is a poor stock....good defensive qualities....but without news it cant go anywhere