Vectura Share Discussion Threads

[pooroldboy55] 09/8/2017 09:14

Slowly but surely going under a pound! !!

[cumnor] 08/8/2017 20:09

Not sure what Hik's performance has to do with Vec? Advair old news more than priced in as we all know and written off by the market?

[cumnor] 08/8/2017 20:08

Not sure what Hik's performance has to do with Vec? Advair old news more than priced in as we all know and written off by the market?

[popper joe] 08/8/2017 19:06

I think the fundamentals showed generic advair was worth about 15p on the share price, so a fall of around 50p to where we are now would suggest that the market has completely discounted it, and some!

[alexchry] 08/8/2017 16:44

Hikma fell over 6% today which seems rather ominous. Their results are due on the 17th, will be interested to hear what they say about Advair generic. What I would like to know is what price the analysts would put on VEC assuming the Advair generic never comes to market.

[gnnmartin] 01/8/2017 13:08

I've just noticed the posts here highlighting HDB's reduction in holding from 16.1% on June 30 '16 to 8.5% on June 30 '17. I looked back at the RNS since mid June '16, and HDB have only announced a change in holdings twice in that period. Both announcements (16Jan'17 & 6April'17) announce a small change from just above 10% to just below 10%.

Does anyone know why there are not more RNS recording the stages in the significant reduction in their holding?

[qackers] 01/8/2017 12:20

Looks to me like there is a seller that has to be cleared. Large sells in end of day auction for a few weeks. imo

[rogerrail] 01/8/2017 10:31

Continuing good results on Flutiform sales in Japan, with Q1 sales of Y2.8B on target to hit Y5.4B for H1 and Y12Billion (£82m) for FY. VEC has a product supply agreement in addition to royalties

[pooroldboy55] 31/7/2017 17:34

AGREE
Back to normal up am down pm
problem is the only thing that gets stiff these day's is my back !!!!!

[gbcol] 31/7/2017 16:12

Think you were better off with your original post POB, sounds a lot more fun than watching VEC SP

[pooroldboy55] 31/7/2017 15:54

bloody pre text wifi! !!

[harry the haddock] 31/7/2017 15:45

fair play to you pooroldboy55. sounds like you're having a great afternoon! is it a special occasion or is that how you pass the time on a Monday afternoon?

clssic post!

[pooroldboy55] 31/7/2017 15:28

Only just have wife in hotel in St OMER but looks to be heading down

[alexchry] 31/7/2017 12:08

Pob-another morning rise, is today the day for some excitement this afternoon?

[alexchry] 27/7/2017 08:31

pob-you were right, no excitement in the afternoon but at least it was a better afternoon than morning, a change from past behaviour.

[9degrees] 26/7/2017 15:29

Extract from GSK results - could VEC be one of these ? Any views

"She also said that GSK would consider M&A to acquire companies with promising early stage science “to help bolster the pipeline”. She also pointed to the success of the consumer healthcare joint venture with Novartis, adding she would be “delightedR21; to buy out its share if it chose to sell"

[alexchry] 26/7/2017 08:26

pob-yesterday was one for the record books, share price struggled to hold its own in the morning and then went up in the afternoon! Are we in for more excitement today?

[best1467] 19/7/2017 19:58

HBM had no holding in Ventura prior to merger and took a large cash option also in the merger .Not been on to HBM website recently but they had sold around ten million shares in the 9month period to end of march 2017.
They are probably unimpressed with lack of communication from this management team like most investors .

[dstorey1] 19/7/2017 17:40

Nobody other than those engaged behind the scenes knows what is going on and too speculate on a public forum is meaningless.

[fhmktg] 19/7/2017 12:02

Not until there are more cash generating products to underpin the valuation. The lack of news on the FDA stalling is disturbing!

[dunderheed] 19/7/2017 11:53

Absolutely I'm sure HBM 'encouraged' the merger.
Whether they've now got cold feet and / or this is portfolio alignment who knows?
The problem of course is that there doesn't appear to be a corporate buyer for the shares?

[popper joe] 19/7/2017 11:47

Were they shareholders in both companies pre-merger and so ended up with a very large holding in VEC after the merger. That may have resulted in a shareholding that was greater than their investment guidelines allow for and required a sell-off. Just a thought!

[alexchry] 19/7/2017 10:48

Aceuk-can't tell how many shares they have sold but the percentage of their portfolio in VEC shares has gone from 16.1% to 8.5% in one year. There were a very major shareholder in SKP but don't seem as enthusiastic about VEC.

[aceuk] 19/7/2017 10:42

Tbh I haven't had time to read the report (still in my in-box) so have just posted up the link.

If HBM are selling as you say then I would assume it is ongoing as I haven't seen any RNS advising thresholds crossed, which I assume they will have?