Vectura Share Discussion Threads

[aceuk] 22/11/2016 21:16

I wonder why the hell you invested in Vectura?

[dontay] 22/11/2016 17:16

Speaking as a newish investor in VEC I would say today's trading activity and share price level is completely normal and consistent with results which are expected to be in line with expectations. The share price as stayed around its recent resistance level and ahead of the results its my view that's to be expected. No unpleasant new surprises are expected so my focus (as an outsider and newish investor in VEC) is more on the impending announcement which everyone else seems to be waiting for. Despite expectations about the impending announcement there obviously cannot be any guarantee that it WILL go VEC's way, if it doesn't it won't be a total disaster but sentiment will send the share price back to its recent lows regardless of how superb tomorrow's results may be. The scales seem to have been firmly tipped in VECs direction but quite rightly the market won't be counting it as a forgone conclusion... neither do I... to me tomorrow's results are of almost of secondary importance... but a mew 'settled down' modest uptick pending the expected announcement will be nice!

[carpadium] 22/11/2016 16:47

No strength either in HIK, GSK, AZN ... that's the way pharmas go some days. But there'll always be punters who think they're playing safe by selling out before results, regardless of earlier and acceptable revenue guidance via trading updates.

Tomorrow's numbers should be on the good side of OK, as for news who knows apart from the obvious, just maybe comment re GSK litigation. We're owed that.

[a1ord53] 22/11/2016 16:15

looks like people afraid of tomorrow numbers and news
no strengh in sp

[alexchry] 22/11/2016 10:05

Disappointing reaction to this morning's news, hope tomorrow's results can reverse the trend. I was expecting the share price to strengthen ahead of the results but I suppose what happens today is irrelevant, it's tomorrow that counts.

[dontay] 21/11/2016 21:25

Hi boadicea, hopefully your correct on car, they are my sentiments too... but who knows with that lot! I still have a few and quite willing to increase again if the pension/divi problems look to be getting resolved. My main disappointment with car wasn't the so much the touch sensor failure, it was the CDS failure... medical devices... an area they are supposed to be familiar with!!! Seems strange CIT couldn't make a go of smart devices, even inhalers... in the bright new IOT and cloud based computing world we have coming up! I first bought Into Vec about 10years ago, think it was somewhere around 80p... and sold out a few years later... so I've not missed much! I've only bought 10,0000 this time around but it does now rather seem that VEC could finally start to gain some traction over the next couple of years... hoping it will at least provide a bit more fun than Carclo!

[boadicea] 21/11/2016 20:32

Dontay - I think you will find VEC rather more rewarding than CAR over the next 6m to a year. Plenty of cash in the bank and, above all, it doesn't have a pension problem!
However, I expect both of them to come good over the medium to long term.

[dontay] 21/11/2016 12:26

I had some of these back in the early days... jumped out a few years ago... then was tempted to re-joined the party near the recent low point with a very modest holding a few months ago. Due to holding Carclo which manufactures the Gyrohayler device I've always kept my eye on Vec... and of course it's been very pleasing to see the share price now get a little stronger. I'm expecting the results due on Wednesday with the expected confirmation of everything going to plan... to be already pretty much priced in the share price now but as always... hope it may put on a bit more of course... especially if they can beat expectations. I'll be just grateful that 'confirmations' will at least give a stronger underpinning to the recent rise... which should in turn give a stronger platform for what, after the new Gold report, promises to be a really exciting announcement which is due imminently. GLA.

[gswredland] 21/11/2016 09:18

Let's hope so Sax!
Long term holder here

[fhmktg] 21/11/2016 09:16

Bring it on!

[saxula] 21/11/2016 09:12

It's just the tide going back before the surge. You better have your surf boards ready for Wednesday morning. It'll be like riding the Severn Bore (I hope)

[taffy100] 21/11/2016 08:43

Novartis commends publication of major report which recommends broad use of dual bronchodilators to treat COPD

[fhmktg] 21/11/2016 08:38

But a perverse start!

[john202] 21/11/2016 07:47

GOLD-This is the day

[rivaldo] 21/11/2016 07:38

More good coverage in the Telegraph:



"Vectura's inhalers to win out from changes to respiratory guidance

19 November 2016 • 7:15pm

British drug-maker Vectura could be in line for a sales boost following a major change in treatment guidelines for chronic obstructive pulmonary disease (COPD).

The new guidelines favour a type of inhaler that Vectura has developed in partnership with Swiss drugs giant Novartis.

Vectura’s Ultibro inhaler is now a “preferred” choice for three-quarters of patients who suffer from COPD.

“We see these changes helping Ultibro on its way to becoming a blockbuster inhaler with more than $1bn [£810m] in annual sales,” said analysts at Numis Securities. “We estimate this increases the addressable market [in this area] to $10bn.”

The new guidelines were announced last week in the biggest overhaul to COPD guidance in a decade.

FTSE 250-listed Vectura is due to unveil half-year results on Wednesday, the first set of numbers since it merged with Skyepharma in a £441m deal in June.

The actual sales and profit outcome will be less in focus, as the figures will be complicated by the merger and a change in Vectura’s financial year-end from March to December.

Investors will, therefore, be looking for an update on when Novartis plans to launch Ultibro in the lucrative US pharmaceuticals market. The drug won approval from American regulators a year ago and has been used in Europe for some time now.

It’s widely expected that the strategy will be unveiled shortly after the results from a study comparing Ultibro with a similar class of drug from GlaxoSmithKline, which is already sold in the US.

“We see Ultibro as arguably a best-in-class inhaler with the strongest data,” Numis said.

Loss-making Vectura should offer an update on a combination therapy it is developing with Mundipharma and news on a launch date for a generic version of GSK’s Advair. The copycat drug is set to be second-to-market in the US, with a potential approval date of May 10. Analysts and investors will also be hoping for details on the integration process with Skyepharma."

[carpadium] 20/11/2016 16:26

Too true Rt.

Up 14p+ on the week thanks to excellent Utibron findings, the fight back is most certainly on.

If Novartis announce a US launch date in the next couple of weeks and Wednesday's results are as upbeat as expected then I re-join the 200p by Xmas/early NY club!

Don't plan to exit 'til 2020 earliest by which time I expect VEC will be enjoying, or challenging for, FTSE 100 status and seeing revenues in excess of a billion sterling excluding any interim M&A income which is almost guaranteed. Two blockbusters permitting.

Meantime the only concern I have is how to find further funds to add quickly whilst the share price is so low. GLA

[richtea1701] 20/11/2016 15:57

Big week coming campers

[slim9] 20/11/2016 10:37

£100m in bank & $1 Billion plus on route

[diesel] 18/11/2016 18:00

The fact that it gained at all today bodes well, the chart suggest that this about as much as we'll get in one step, I think the early 2015 chart might be what we should expect.

[boadicea] 18/11/2016 16:38

Well, 150p seems to have brought out the sellers - not surprising perhaps as we spent a couple of months at that level in Spring 2015. However, I've been around rather longer than that and prefer to follow the fundamentals which allow plenty of room for potential upside from here - even for those who treat broker targets with justified scepticism.

[richtea1701] 18/11/2016 14:14

Last chance saloon campers

[jdgen] 18/11/2016 14:01

Alexchry...I keep saying that the biggest upside is from the nva237 franchise. Launch milestone for Ultibro in USA and then watch the royalties roll in from Novartis after the new GOLD guidelines. No additional cost to VEC unlike all the risk of trying to take own products to market.

[alexchry] 18/11/2016 11:44

pob55-looking at the chart over the last six months, I can see how someone might be tempted to take a profit. However, with the expectation of good news over the next six months, I think there is a lot more to come from VEC and I will be holding at least until the FDA decision in May.

[pooroldboy55] 18/11/2016 10:11

cant see why anyone would sell at moment