Vectura Share Discussion Threads

[diesel] 06/9/2016 12:09

We need clarity here, and I'm not sure tomorrow will bring that. We have litigation with GSK, could be costly, a diversion of management efforts and bad for future partnering opportunities. We have Feviprivant a game changer drug to asthma sufferers, what impact to VEC?, then there is the failure of the COPD trials, is that final, they did state that they would be reviewing the results. So some positive sales and corporate news would be helpful right now....

[richtea1701] 06/9/2016 11:37

Think Braveheart - hold......hold......hold. Keep your nerve.

[gnnmartin] 06/9/2016 11:32

I'm not a chartist, but looking at the 5 year chart looks to me like Vectura has ceased being a momentum hold for now. Perhaps a significant number of those who held Vectura and those who held Skyepharma are both less enthusiastic about the shift in emphasis of the company the were invested in. 2+2<4?

All the same, I'm toying with buying a few. :-o Trouble is, I still know relatively little about the original Vectura, and am too lazy to put in the effort to find out. And anyhow, I nearly always lose money on biotech stocks: Skyepharma was a happy exception, and happily I sold most of my holding just before and after the merger.

[soundbuy] 06/9/2016 11:19

Action reminded me of GNC of late, wondered why that took a turn down, seemed to be a seller around blah blah....driven down .....worries about what the 'mkt' knew blah blah.......yet results ok and normal service eventually resumed....

[luffness] 06/9/2016 07:50

my vision is to turn my £10 into £1,000,000 - so what

[soundbuy] 06/9/2016 07:29

Certainly been 'exceptional' I'll give them that......

[melody9999] 05/9/2016 22:33

Joined in today

[carpadium] 05/9/2016 19:53

Maybe we should take heart from Vec's August corporate presentation,
(pg3)
specifically the wording within their vision statement, ".....alongside delivering exceptional shareholder returns"

Granted hardly going our way at the moment but 'exceptional' strikes me as highly confident for the future, dependent of course on individuals' patience and timeframes.

[soundbuy] 05/9/2016 15:38

Vectura Group PLC VEC Numis Buy 127.30 126.80 246.00 246.00 Reiterates
Vectura Group PLC VEC Peel Hunt Buy 127.30 126.80 200.00 200.00 Retains

[cap160] 05/9/2016 12:25

Pegged the slide if nothing else--nice to see a bit of blue

[alexchry] 05/9/2016 08:24

fhmktg-I think we are going to need something much more significant to get the share price moving in the right direction, let's hope that Wednesday's update is a very positive one.

[fhmktg] 05/9/2016 07:21

Good report this morning on Ultibro.For former SKP folk, what % on sales do Vec get?

[adamb1978] 01/9/2016 17:29

I saw that consensus estimates for VEC for 2016 have been reduced by almost 1p in the last week from 6.45p to 5.5p. Does anyone have the detailed breakdown? Presume its just one analyst coming up with a very low figure

[pooroldboy55] 01/9/2016 13:07

hope your right had some very cheap SKP so my avg is only 74p so some way to go yet
cheers
POB

[soundbuy] 01/9/2016 13:04

Yep, SKP certainly an 'interesting' ride, thought the merger would to some degree lessen the volatility.....ho hum..........

[gbcol] 01/9/2016 12:50

Anyone that has come over from SKP should be used to big price swings. It's frustrating but still optimistic this will come good. I hope so cos I'm up to my neck in this one.

There are still strong fundamentals underpinning this but much will depend on the upcoming update.

[pooroldboy55] 01/9/2016 12:27

same here wish sold more but was up to my cap gains limit ,but if goes on like this would have been better off paying tax

[davr0s] 01/9/2016 12:15

Well I am glad I got out a few weeks ago but still should have sold earlier. The clue for me to exit was no bounce after the merger/Brexit. Added to that the litigation RNS. In a horrible trend now so suggests we have big seller(s) for the moment

[diesel] 01/9/2016 11:31

Fevipripant, litigation with GSK and a failed drugs trial, not surprised to seen reaction, only wished I had sold more at merger time, the FD new, and maybe even the merger was bought about by the challenges of a game changer drug.

[a1ord53] 01/9/2016 10:43

No bottom in sight ?
looks like buyers walked away or shortsellers covered their shorts.
volumes dropped - just 270k today in compare of millions last 2 days
Everybody who was calming ourseves on this blog - looks like they have nothing to say and bright future turned in suffer for shareholders.
Overvalued stock and brokers did favor recommendations - market didnt trust them .
SKP CFO did right sale ( he didnt trust in brokers recommendations at all) for himself without warning- insiders are criminals.

[pooroldboy55] 01/9/2016 10:41

something must be wrong big time not often see a share drop over 40% from its year high perhaps more bad news next week and us PI last to know!!!!!

[specul82] 01/9/2016 10:38

I thought the management would have followed up by now with an email stating that the figures are still in line with expectations

[specul82] 01/9/2016 10:37

Seems to be some support on the graphs at 120

[pooroldboy55] 01/9/2016 09:25

Are we heading for a £1 ?

[a1ord53] 31/8/2016 10:33

Vectura’s new drug misses the mark

Biotech firm Vectura Group (VEC) has taken a blow after the trial of its drug to treat pulmonary disease was unsuccessful.

Peel Hunt analyst Amy Walker retained her ‘buy’ recommendation and target price of 200p on the shares, which fell 3.9% to 132.1p yesterday.

‘Vectura announced that a phase III trial of Flutiform in chronic obstructive pulmonary disease did not meet its primary end point,’ she said. ‘Flutiform will therefore not be commercialised in this indication. This removes £7 million peak royalties from our model, which together with modest revisions to our... royalty forecasts... results in a low to mid-single digit reduction in our earnings per share forecasts.’