I was lucky enough to benefit when Skypharma was taken out by the Vectura Group. They are in the same market area as VRP.
Vectura shares are 'cheap as chips' at the moment and have a nice income stream. Wouldn't it be funny if history repeated itself and VRP and Vectura were to merge. That would truly create a global leader in their chosen field.
I emailed the company a few weeks ago asking what their planned route to market was, how long they expected it to take (assuming all trials were successful) and whether they would need to raise more funds.
Unfortunately they were unwilling to answer any of these questions, so the gravy train continues for everyone except the long term shareholders.
Mol. We must expect CEO to be upbeat but if the product performance is so far above all current competitors then surely upon FDA certification with only 105 mill shares in issue we can expect immense buying pressure. Would you agree the biggest current challenge is is funding and risk of another large fundraising through share dilution?? Do we know the expected timeline to certification ?
Totally agree. Also look at the number of institutional investors that VRP have. This is definitely not a trading stock, but neither is it something to put all your savings into either. Its increasingly looking like another GILEAD in the making.
Not surprised to see the price fall back but still think we have re rated.
There seems to be little volume given the opportunity for long term holders to cut losses or get out on a small profit so there seems to be clear evidence that the majority are holding out and waiting for the end game.
I would be surprised if we are not subject to and agreed merger/takeover by a big pharma given the perils of going it alone but I believe we will only see the full value of the patented compounds reflected in shareholder value if we do go it alone. There is the quandary.
Do we soldier on with all the expense and risk of getting to market or do we fold and accept a percentage of the true value for the certainty a merger/takeover brings.
I always believed VRP would deliver a positive result for shareholder, at least those who have been able and brave enough to average down. The question we all have to ask ourselves is, did we buy VRP and hold on through thick and thin to cut and run on a small loss or profit or did we hope our investment would deliver us a multibagger?
Efficacy is pretty much proven for the lead compounds so I intend to hold and take my chances reflecting on why I invested in the first place.
Thanks mol. Pleased to hear you are in the blue- I still have some way to go at £2.30 average but not holding enough shares to worry either way really -so will just continue to hold and hope that one day this delivers on its obvious potential. Wish the recent percentage rise would happen to Lloyds Sirius and couple of others then I really would be smiling lol.
i did consider selling during day of rns release and buying back later on as history has told us we are likely to slip back from here - mind i've often thought that and never have
(albeit to my chagrin i didn't double up at 1p - though at time didn't have the funds nor perhaps courage - jees 1p to 7p at time .... perhaps never to be repeated)
as to funds
yes i believe we do have and is our bod's intention to do so which therefore rules out a hostile takeover but as to a recommended buy from a major - i believe that is a possibility depending on price - and each trial we have had, with ever increasing number of patients, is only increasing our bargaining hand together with other recent news re copd in general.
mind one of the two gentlemen of verona.......
did note a long time ago now that he thought a buyout was on the cards before the next following agm - or words to that effect M Walker - and that was a while before his step down in may 2012!
at our current market cap of c120m (inc cash at bank £80m) don't think we are undervalued!
Mol. Whats your take on recent events? Does the company have sufficient funds to get us to meaningful sales income or is another placing likely? Do you think a hostile takeover by a major is likely in the near term given recent test results and potential market size worldwide? Appreciate your views
Well, a little later than foreseen in my post of the 9th March but this news is surely pivotal and probably not fully reflected in the 15% mark seen today, to date.
I was in Copenhagen last week and spent St Patrick's evening in a pub. What was amazing to me was during the whole evening I saw just one person vaping. The pub was full of mainly young people, the majority of whom seemed to be smoking taking turns to visit a smoking booth, in the pub itself, which sucked the smoke out of the building (supposedly!) As I left I could smell the stink of smoke on my cloths, something I haven't noticed for years now in the UK where the smoking 'leper colony' has been moved outside. Not so easy to do in Denmark where it was -7c and dropping!
What this showed was just how many new recruits smoking still has and how depressing it was to see so many young people who have no excuse and should all know better, taking to this vile pursuit. It did however remind me why VRP's products are going to be in demand and that 40 years from now we will still need this medication to treat the m0r0ns who are still stupid enough to start smoking and of course those who have the misfortune to have respiratory problem not of their own making.
I mentioned vaping and of course this supposedly 'safe' alternative to smoking tobacco might well lead to custom for VRP products 40 or so years from now given nobody knows what the long term complications of years of vaping might do?
PS, I'm a smoker; forgive the sanctimonious comments! I'm a smoker who hasn't had a 'fag' for 15 years but, none the less, I still call myself a smoker because I know I could pick up a cigarette and smoke it like my last one was just yesterday.
I think this little bit of news slipped out on a Friday afternoon could be setting up the rewards for management prior to news. IMHO
Considering that Dr. Jan-Anders Karlsson already holds 92,400 Ordinary Shares, representing 0.09% of the Company's issued share capital the issue of such a large number of various option at about the current share price seems to underline for me the fact that the current share price is probably now the base.
One cannot help thinking that a swift and exponential rise is on the way. IMHO
Another piece of strong evidence that we are onto a effective and more importantly, from a shareholder perspective, commercially viable product/products.
The big pharma's are always trying to bolster up there portfolios and my guess is we'll see a move for VRP sooner or later. The NASDAQ listing looks like being being a clever move raising the profile of the Company in the US, probably the worlds major market for the drugs, where premium priced products can be prescribed and paid for.
Existing holders are going to hang on to their shares so it is likely that the share price will be moved upwards to generate some liquidity. IMHO.
Tempting as it will be, if this proves to be the case, I will resist the urge to 'get out' after a lot of averaging down over the years. This one is on the list of shares where I'm going to 'pay to see the last card turned'
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