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vectura Share price is set to break 120pence and Volcano up to 200 pence
There are a few reasons for this everything is coming together in my view
HIKMA RESULTS quoted 7/8/2020
ONE
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Our submission for generic Advair Diskus® remains under review by the US FDA and we expect to receive a response and launch in the second half of the year. THIS WILL RESULT IN A RERATING FOR VECTURA as i belieave they have royalties of 16% from Hikma on This
TWO
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on the covid Triangle with HIKMA and Gilead Sciences
This increased manufacturing capacity is enabling us to better supply the US and EU markets with both our own products and those of our third party contract manufacturing customers. In particular, we have signed a non-exclusive supply agreement with Gilead Sciences, Inc. to manufacture remdesivir for injection. Remdesivir is an investigational drug that has been granted conditional marketing authorisation in the EU and emergency use authorisation in the US for the treatment of COVID-19.
We now expect our Injectables business to deliver revenue of between $950 million and $980 million, reflecting our strong performance in the first half of the year and expectations for continued demand for COVID-19 related products. We expect core operating margin to be in the range of 38% to 40%.
THREE
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VECTURA IS Overwhelmed with customers because of the covid sittuation
Has anyone kept a check of where this has got to?
I think they have have repurchased about 5,615,000 (ish) in this tranche, early on sp was around 90p but over 110p now. So possibly around £4.5M left?
Originally I thought that they would last until about the interims but with the recent rises being quick, volumes have been lower as they have been reaching 5% price cap more frequently.
OK, thank you for the correction. I'm new and still learning.
No, they cancelled the shares. That's what buybacks are for - the company buys the shares then cancels them, reducing the number of shares in issue.
They cancelled the repurchase of shares
Which rns? I have only seen ones for the buyback transactions
Hopefully shouldn't have too much affect. Stay strong people.
Major FOMO! quietly confident.
I think the rise is due to my investing a few £k . lol.
I think the recent rise has a lot to do with it moving into the FTSE 250 auto entry range, driven in part, by the consistent buybacks.
Good morning Everyone in my view
Vectura Group is in a covid Triangle with Hickma pharmaceuticals and Gilead Sciences you can expect a Sharp Rise in Vectura Shares on The LSE I Target £2 for Starters
Vectura is Ready to Explode
You will see this breaking much Higher
Over 120 pence and onwards and upwards towards the 200pence level
Believe it or not all this in 2020
Absolutely Amazing
Re rating currently under way & hopefully the up trend will continue this week & a new trading range will start to be formulated -hopefully backed up by positive news
Veck, thanks - that is what i thought you meant.Interesting to see how this plays out - the market moves last week indicate good news is coming.
Tavern
The triangle starts with the cooperation between the
Three companies
Between Hikma and Vectura Gilead sciences
Hikma and Gilead Sciences have a collaboration with Remdesivir. They may use injection to apply the medicine
Now
But with the epedemic they will or are using Vectura to
Apply the medicine via inhalers or analysers
Vectura collaboration with Hikma leads to collaboration
With Remdesivir
It will come to light sooner or later
ReRating is on the cards for Vectura in my view
Vec, Hikma is a separate company and unless they deployed vec's inhaler for remdesivir I cannot seee how Vectura bebenfits from the Gilead/Hikma deal - can you eplain please?
Target is £2 for Vectura
Great analysis of the Graph
hxxps://youtu.be/cyqc6RaOaTI
In addition, Hikma said it has started manufacturing Covid-19 treatment remdesivir, from Foster City, California-based Gilead Sciences at Gilead's Portugal facility, for an undisclosed amount.
Hikma will supply the first batches of the antiviral drug, and Gilead is expected to distribute the treatment, which was the first to be approved to treat symptoms caused by the coronavirus that causes Covid-19.
We are going to Double Easy
In this Covid environment Vectura is well worth Double or Triple this price
150pence is bear term with 250pence further out
Great Weekend everyone
Davis, I have always thought we should be £1.20 plus on account of the legal settlement monies, covid effects on asthmatics and general prospects. We shall see what happens.
Been watching this since sub £1 gutted missed 10% rise but now jumped in. Buy back of shares can only mean one thing GLA
Any thoughts on the share price over the next few months? Can't find many opinions or broker views on the web so thought I'd do what I usually do and ask here.
Strong Interims & seem very confident if Advair Diskus approval as including $20-$40 mill revenue in second half projections & presumably there will be some lead time between approval ,manufacture ,marketing & sale .Kets hope approval is announced ASAP !
Hopefully we are in the process of re rating to a higher range ,despite the temporary buy back pause & ahead of Results & (hopefully) confirmation of approval of our Advair generic & possibly other positive news.All of which is against a backdrop of weak Markets so let's hope that the uptrend is established & our long awaited recovery is underway .
Recent interview with CEO. He does mention towards end of interview discussions with pharma partners with reference to the current pandemic.
https://m.youtube.com/watch?v=J94LilS_P3o
overwhelmed with customers in his own words