Vectura Share Discussion Threads

[pooroldboy55] 21/8/2017 08:51

logged as buys but do not think they are as price is down poss left over from last week's sell off

[fhmktg] 21/8/2017 08:23

All logged as buys?

[pooroldboy55] 21/8/2017 08:22

Not looking good

[alexchry] 21/8/2017 08:17

Very large trades going through early this morning. In the first ten minutes or so more shares traded than the daily average and share price fallen again. It's hard to know what's going on, the results are due soon so I hope it's not a sign of disappointing news to come.

[best1467] 18/8/2017 11:54

So several weeks gone by and we get the exact statement as the day of the knock back you just couldn't make it up. I find it hard to believe that they have know further information from the fda once again they take us the shareholders for fools as the price just keeps drfting ever lower

[alexchry] 18/8/2017 10:57

Richtea2517-Easier said than done although I've not bailed out yet. The results are due soon so I'm going to hold until then when I'll decide whether to reduce my holding or not. There is potential for plenty of good news in the next few months-the GSK litigation, Sunovion's sales of Utibron in USA, FDA and Advair generic so I'm keeping my fingers crossed.

[richtea2517] 18/8/2017 10:48

Remember the market will either shake you out or tire you out - stand firm

[pooroldboy55] 18/8/2017 10:06

Is this a new 4 year low still think under a pound poss just hope not.

[diesel] 18/8/2017 00:25

Was thinking the high volumes was another inst selling into the relative strength following last two rns's, thought that may have cleared out for now but looks like there is too much selling pressure.

[pooroldboy55] 17/8/2017 15:26

Diesel
Was thinking you could be right with trend reverse then down we go again
hey ho that's life.

[diesel] 17/8/2017 11:37

Worth reading the whole Hikma piece, sounds positive to me working with the FDA to resolve issues.
POB, think this may be one of the days when the trend reverses...

[rogerrail] 17/8/2017 10:39

The issues around Advair appear to be related to QA procedures as the industry is highly regulated though not tightly standardized as for example the auto industry (via TS 16949).
Meeting the requirements can be subjective and an auditor who is a stickler to his/her opinion can hold things up for a while though I have no doubt the issues are not insurmountable and it should all be resolved in due course and approval granted.

[alexchry] 17/8/2017 10:22

Pob-the news about the Advair generic is that it is not dead yet but no indication as to whether it will ever get approval so I'm not surprised that the rally didn't last. VEC's results are out soon, I do hope they don't get the same reaction that Hikma's have today.

[pooroldboy55] 17/8/2017 09:58

Well good news didn't last long

[a0148009] 17/8/2017 08:15

Certain degree of clarity here and encouragement.

[popper joe] 17/8/2017 07:24

From Hikma's half year report this morning:

"Since then we, supported by our partner Vectura, have had constructive discussions with the FDA and we have been able to clarify and resolve a number of the questions raised. The discussions with the FDA have confirmed our initial assessment that there are no material issues regarding the substitutability of the proposed device. We are in ongoing discussions with the FDA to address the remaining questions and will provide a more detailed update to the market as soon as we are able to do so."

So perhaps not quite the dead duck that we had thought, but no detail on what the real issues are/were.

[alexchry] 16/8/2017 09:50

cumnor wrote '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'. It certainly seems like the market has written off the Advair generic, the share price was around 160p when the market started to worry about FDA approval after Mylan got knocked back. However, I don't think that VEC and HIK have written off the generic just yet so I am interested in Hik's results in case there is an update on progress with the FDA. If cumnor is right and the generic is a dead duck then I think it will be quite a while before the share price reaches the heights of earlier in the year much less the optimistic forecasts of some of the analysts.

[saxula] 16/8/2017 08:35

Still here Diesel. I've learned not to get too excited about news flow. I still believe VEC will come good, but in a slow burn kind of way. It's definitely a positive announcement this morning, hopefully one small increment of many more to come.

[diesel] 16/8/2017 08:25

Quiet here, everyone moved on? Some positive news this morning, and tomorrow Hikma results, may here something about Advair generic.

[diesel] 14/8/2017 11:44

Interesting article in Business section of Sunday Times. Won't quote it all but basically, Mylan, who have a generic asthma drug that did not get approval have announced that they do not need to do any more trials, raising the green light that Hikma also may not need to do further trials to gain approval for their/our generic.
Should here something from Hikma this week.

[harry the haddock] 10/8/2017 10:09

i sold out a couple of weeks ago, just can't see a recovery in share price so cut my losses and moved on to more attractive targets (INSE, GMAA,PTSG & XLM if anyone's interested)

[jdgen] 09/8/2017 13:39

You may be right...it is so sad. I have held VEC since 2013 on basis of deal with Novartis. However i have now lost patience with VEC and will sell out today or tomorrow and invest in something less boring. Need to see a positive trend line up before considering again.