Vectura Share Discussion Threads

[paquitojordi] 27/7/2016 10:59

vectura should have been well above 200p, 6 months ago. And still a merger,which obviously was cgoing to add value to the company, has been playing short for to long now and will probably break through the dangerous 146...Sadly I´m out guys!!sorry...do not trust them...been a vectura shareholder since 2012... can´t bear how bad are the directors treating their investors. Greedy fat boys who are probably sharing the cake between friends,,,:(

[a1ord53] 27/7/2016 10:41

FTSE 1000 IS THREW THE ROOF , BRITISH POUND LOWER AND INCOME OF VECTURA SHOULD BE 15% BETTER , IF THEY HADNT HEDGED .
So something wrong and major shareholders dont buy.
Very frustrating.
I was shareholder of SKP a few years ago and it was no fun- always were problems and IMHO Vectura ans SKP should not merge.
Now its for management to be straight and honest and I hope that they are and will not hide bad news or wait until short sellers will continue kill share price.

[pooroldboy55] 27/7/2016 10:31

same here ex SKP did sell some but then cap gains kicked in now still own 100000 VEC will hold now have to

[alexchry] 27/7/2016 10:18

a1ord53 - I agree. I am an ex-SKP holder and I now regret not selling a big chunk of my holding in the euphoria surrounding the announcement of the takeover/merger. Each day I see the drop in share price and think it can't go down further yet it does. I've mentioned the large COPD trial before, the results should be imminent but hard to believe they will be good if the share price is any guide. I think that I've missed the boat re selling so I'll just hold on and hope for the best as I did for many years while holding SKP shares.

[pooroldboy55] 27/7/2016 10:15

big falls something going on???

[a1ord53] 27/7/2016 09:42

Looks like success story presented by analysts with average 220p target price not accepted by investors and city for now and reevaluation of Vectura being taking place for now.
All these last 2 years mergers and acquisition were not good for shareholders.
Also no dividends - so what we have?- declining share price and suffer for shareholders. Its very annoying :(

[carpadium] 26/7/2016 16:25

The next news release could be confirmation of the final capitalisation of
Kinnovata JV, on 26/5 Vectura did say this was expected 'within the next few weeks'.

Vectura's holding will be 35%, a nominal value of £14.6m on close with royalties to 2030 on certain products sold by Kinnovata.

[richtea1701] 26/7/2016 16:01

Think it's just mid season sale - pick up your summer bargains.

[boadicea] 26/7/2016 15:44

SP movements seem to me to be essentially random when considered against a sensitive background market.
The 1m trade showing last evening corresponds well in price to a buy accumulated by an agent/mm over the previous day or two and reported retrospectively. With that buyer satisfied (for the time being) and without the support that had given, the share price quickly reverted to the ~150p support seen on occasions during the preceding 6 weeks.
Nothing here to indicate a trend, just volatility in the face of portfolio adjustments that often follow major corporate events. My guess would be a another excursion towards 160p within a week or so but no breakout either way unless/until news intervenes.

[pooroldboy55] 25/7/2016 19:32

was thinking the same

[qackers] 25/7/2016 19:29

1000000 traded at 157.8 reported. Whats that about?

[davr0s] 25/7/2016 19:03

Well this Mather/acquisition has done nothing for shareholders yet apart from lose money - gone nowhere in last year. Think company needs to get a move-on and do more to promote/deliver the benefits of the tie up

[richtea1701] 25/7/2016 16:51

I hope you are too Alex.

[a1ord53] 25/7/2016 16:40

last trade 148,80 - 330,388 shares - was today liquidation ? any view ? 2,52m shares been traded today.


2016-07-25 16:35:10 148.80 330,388 Sell 491,617 UT

[alexchry] 25/7/2016 16:38

Richtea1701 - I wish I could share your optimism. Since the merger took place, and a little before that, the share price has been on a downward path despite a number of buy recommendations. I can't think of any reason other than bad news is expected, I hope that I am wrong.

[richtea1701] 25/7/2016 14:37

They want our shares. No reason to think bad news is out there - it's only been good for ages

[fhmktg] 25/7/2016 14:05

All three of my bio techs are down today- just a trading shift during a quiet summer day?Normal service returns in September when the market is back from holidays and news flow returns.

[pooroldboy55] 25/7/2016 12:10

not looking good at the moment (why)

[alexchry] 25/7/2016 12:07

It's hard not to think that there is some bad news on the way given the fall in share price despite all the price targets averaging over 220. At least we will hear how things are going on the 7th Sept, it can't come soon enough.

[gswredland] 21/7/2016 22:07

I have been a long term holder here and it is one of my biggest investments but imho I think we may see a far higher price in the 200's in two years time.perhaps even a shorter time scale - it pays not too expect too much!

[davr0s] 21/7/2016 14:00

1 million share transaction - hard to tell if buy or sell, but price has nudged up though

[rivaldo] 21/7/2016 11:46

Shares Mag today tips VEC as a post-Brexit winner:

"VECTURA

A RECESSION IS not going to stop asthma suffers seeking treatment. Finding ways to manage this condition fall under the category of ‘non-discretionary spend’.

That’s good news for respiratory-focused drug and inhaler-developer Vectura (VEC). Its earnings have been greatly bolstered by the acquisition of SkyePharma earlier this year. Numis’ pre-tax profit forecast of £58.5 million for the year to March 2017 is nearly twice the figure expected for Vectura before it made the acquisition.

The deal has proved transformative as the enlarged company now targets a $35 billion market with a strengthened portfolio of medicines as well as dry powder and metered dose inhalers. Development partnerships with global drug giants, including Novartis (NOVN:SIX), highlight its influence in the market.

Near-term growth catalysts include the proposed launch of inhalation capsules Ultibro and Seebri for smokers cough in the US later this year. Another investment case-strengthening event is expected in May 2017, if Vectura’s
generic version of GlaxoSmithKline̵7;s (GSK) £3.7 billion revenue respiratory medicine Advair is approved.

The shares trade on 18 times forecast earnings for 2017; admittedly not cheap but profit is expected to increase rapidly year on year. Earnings per share is forecast to jump from 4.4p in 2016 to 12p per share in 2018. On that latter
basis, a PE of 12.8 is far from expensive.

The company is financially strong with £79 million net cash forecast for the end of 2016, more than doubling to £200 million two years later according to N+1 Singer. It doesn’t pay a dividend. (MD)"

[carpadium] 20/7/2016 08:18

Q1/16 missed and then the re-scheduled Q2. So best guess Q3, any time soon :~)