Vectura Group Live Discussion

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sadoldsod 24 Jan 2018

Re: GSK best of luck, think i will wait till low 90s

F22 Raptor 24 Jan 2018

Re: GSK I’m buying. Think the t/o will happen.

Ambiorix1 23 Jan 2018

Pulmatrix - Vectura news... From a PR Newswire press release… Januari 22, 2018Pulmatrix announces acceptance of a clinical trial application in Europe for Pulmazole – an inhaled dry-powder iSPERSE formulation of ItraconazolePulmatrix, a clinical stage biopharmaceutical company developing innovative inhaled therapies to address serious pulmonary diseases announced today that it has received authorization of its Clinical Trial Application from the UK Medicines and Healthcare Products Regulatory Agency (MHRA) to initiate its first-in-human study for Pulmazole (PUR1900), an inhaled iSPERSE formulation of the anti-fungal drug itraconazole for the treatment of allergic bronchopulmonary aspergillosis (ABPA) in patients with asthma. ABPA is a disease that occurs most often in patients with underlying asthma or cystic fibrosis, and it is characterized by an exaggerated allergic hypersensitivity response of the immune system to the fungus Aspergillus growing in the airways. Oral itraconazole (Sporanox® is currently used as an adjunctive treatment to corticosteroids in ABPA patients. However, its use is limited by poor bioavailability, variable pharmacokinetics, and toxicity concerns related primarily to the risk of gastrointestinal and cardiac side effects, as well as extensive drug-drug interactions. This phase 1/1b study will be conducted in healthy subjects and patients with mild to moderate stable asthma. The study will include single ascending dose (SAD) and multiple ascending dose (MAD) arms in normal healthy volunteers (NHV) to assess safety, tolerability, and pharmacokinetics (PK). A third study arm will evaluate safety and tolerability in patients with mild to moderate stable asthma and will also include PK analysis of itraconazole levels in the blood and sputum following administration of a single dose of oral itraconazole (Sporanox; 200 mg itraconazole) or Pulmazole (20 mg itraconazole) in a crossover study design. This program represents the first inhaled dry-powder formulation of itraconazole that the Company is aware of to enter clinical development."We have begun to screen subjects and look forward to initiating dosing in our first clinical trial for Pulmazole in early February," comments James Roach, Chief Medical Officer of Pulmatrix. "There is a significant unmet medical need in patients with both asthma and ABPA, and we believe that by delivering higher doses of itraconazole directly to the lungs while minimizing systemic exposure, Pulmazole has the potential to provide significant advantages in both efficacy and safety relative to oral itraconazole." The study is planned to include up to 42 subjects in the SAD/MAD evaluation in NHV and 16 asthmatics in the crossover study. The company expects that top line results will be available in mid-2018.Robert Clarke, Chief Executive Officer of Pulmatrix, added "The approval to initiate clinical dosing of Pulmazole is an important step for Pulmatrix in 2018. We expect an ambitious year advancing development of both Pulmazole and PUR1800 as part of our core company strategy, while continuing progress on our US partnership of the PUR0200 once daily bronchodilator program with Vectura."

raptor66 15 Jan 2018

Re: GSK Hikma would be a better contender for a take over as they, I believe would keep VEC intact.GSK and Novartis have more loose change to play with though their takeover would be predatory one, i.e. eat the good bits and leave the rest for the scavengers.I believe VEC has great potentials on 5-10 years time frame, its current sp is being manipulated by the market molesters to drive it toward being takeover. How is it VEC worth less than before SKP buyout? Just my thoughts, dyor.

dave297 14 Jan 2018

Re: GSK We have £100 mill in bank,the annuities value of royalties payable by GSK to us could be worth circa £400 mill (if we win the case),Flutiform must be worth £300-£400 mill,Exparel £100 mill,apart from our other existing products & pipeline.175p would be arguably cheap but even our IIs must be losing the willl to live here & would welcome a reasonable compromise exit.I would prefer 250p but I have plenty of blue sky wishful thinking investments & this wasn't supposed to be one if them.If Hikma are confident of success with our generic maybe they will buy us & our CEO can solve their succession issues -

raptor66 14 Jan 2018

Re: GSK I believe VEC is valued at 170p therefore, 200p would be more appropriate to account for its future potential and put a lid on the litigation.Question is what is in VEC that would interest GSK? Advair alone cannot be the reason because other generic makers are hard at work on this.

dave297 14 Jan 2018

GSK If GSK s legal team consider they have agoid chance of losing their litigation together with royalties saved (9-20mill annually) could make a compelling rationale for an acquisition.Assuming GSK can resolve any potential issues with Novartis & Mundiform there is much to be gained by GSK by their acquiring us.They gain Exparel,Flutiform etc ,apart from our scientific pipeline &,of course,control over our input on our Advair generic.Most of us would gladly take 175p ,me included !

F22 Raptor 13 Jan 2018

Re: GSK Price action on Friday didn’t really suggest that Thursdays article about GSK bidding 175p, has a huge amount of weight. Thoughts?

F22 Raptor 13 Jan 2018

Re: GSK You’ve almost stolen my avatar! I’m infamous you know!I’m also now interested in Vectura....

raptor66 12 Jan 2018

Re: GSK One way to close litigation against you. After the possible takeover, I wonder If the share holders of VEC may still be able to bring 'class action' for the damage to VEC's sp due to GSK falling foul of the agreements??

raptor66 12 Jan 2018

Re: GSK 11 JANUARY 2018 • 8:56PMThe City rumour mill moved back into full swing today following the Christmas lull, speculating that asthma inhaler maker Vectura could be in the crosshairs of pharma giant GlaxoSmithKline, looking to capitalise on its recent share price slump.City chatter mooted that GSK is preparing to deliver a knockout bid in excess of 175p per share, which would value the company at close to £1.2bn.Vectura has become vulnerable to a swoop after its share price tumbled 14pc last year and traders have speculated that GSK could be the first to launch an opportunistic bid.One analyst noted that Vectura’s smart inhaler technology could prove alluring for GSK but added that a move would be a step change as new boss Emma Walmsley attempts to put her stamp on the company.Vectura’s strategy shift towards partnerships elicited a tepid response from shareholders last week and the company was highlighted by City analysts as one of a handful of mid-cap pharma stocks that are sitting ducks for takeover action. Its shares have been put under pressure by its dispute with US regulators over receiving approval to launch a generic copy of GSK’s Advair drug, as generic drugs snap up more market share.A final decision is expected from the US Food and Drug Administration during the first quarter of this year. Vectura’s shares were still under the cosh from the looming verdict on Thursday, finishing up 0.5p at 113.9p.

raptor66 12 Jan 2018

Re: GSK 'GSK could take us out and shelf the advair generic???'That is my rational behind any bid from GSK.However, any take over will destroy a Company with great potentials.

Kingel 12 Jan 2018

GSK Inhaler maker Vectura was in the black following press reports that GlaxoSmithKline is looking to make a bid for the company.ADVFN

d gaser 09 Jan 2018

Re: We are going backward I fear . Unfortunately in the Barclays mid day market up date it didn't give a target price ,but I would have thought It would be between 10 and 20 % less than their previous numbers .Personally I never take much notice of these analysts , as they are normally out of date by the time they actually published their findings . You also have to remember ,It takes a company a good few weeks to do a proper analysis of a company, and many things can change during that time .so I wouldn't worry to much just yet ,so Lets see what the end of year produces. But if the turn over or margins have been affected by their decisions to change course ,then that will be very bad news , so I'm keeping my fingers crossed BE HAPPYDAVE .

raptor66 08 Jan 2018

Re: We are going backward I fear . d g, my apology, I only noticed the date on top of the article and assumed the contents to be up to date.Do you have a value Shore Capitals have downgraded VEC to?