||EPS - Basic
||Market Cap (m)
|Pharmaceuticals & Biotechnology
Verona Pharma Share Discussion Threads
Showing 12601 to 12624 of 12625 messages
|Unless you bought in at a penny in which case showing a profit.|
shakin not stirred
|I am waiting to see if Nasdaq listing makes a difference but need to get to £2 new money to break even. Will bale out when that is reached. Unless anything materially changes as to indicating a good news flow. At the moment it is a Jam tomorrow as have been the last few years for me and longer for others. None of us have invested in companys for F.A. but that is the current return at this moment in time. That is the current reality of the share price.|
shakin not stirred
Whilst I share some of your frustration as to 'past performance', we are now focussed on a new suspension - and patented - formulation of RPL554. It is not the same formulation as in the CP/MW days and is now in trials for both CF and COPD - and these trials are important to establish efficacy and potential commercial value. And the current Phase 2a COPD trial IS important and will have been devised after appropriate consultations.
The current potential opportunities presented by these trials are why major investors have been attracted to the company and now hold far more shares than us PIs. Of course, as an AIM bio, we are all taking risks here - including institutional investors. But if you think that IIs and PIs have invested in a company just so as to keep management in jobs and to 'pick up their fat cat payslips for doing sweet F.A.' then surely the intelligent and logical thing for you to do is to sell up and move on.|
|Would like to share your confidence but I see this as another trial that will do nothing to move the value of the company forward and each year the board will just issue themselves more bonus shares etc etc. They must be rolling around with laughter each month that they pick up their fat cat payslips for doing sweet F.A. IMHO. Keep milking it JAK and CO. No improvement in share price since JAK has taken charge and he has proved that he only talks the talk. I hope his next job the employers and shareholders look back at what he did not do for this company and have second thoughts.Like CP and MW it appears JAK is just as hopeless IMHO...."significant shareholder value". Try being a comedian as you are good at that.|
shakin not stirred
|Agree Harold. If RPL554 can demonstrate efficacy within a combo with non of the side effects and perhaps additional benefits vis a vis control of exacerbations then there will inevitably be a lot of big pharma interest. Thus this Phase 2a study.
Re GSK's Seretide, for info - https://www.medicines.org.uk/emc/medicine/2317|
|Patients use spiriva long term with say seretide for copd.if the trial shows no problems and a benefit then there is a massive market for the combination.if it is then shown that it is superior to say seretide then somebody will jump at the chance to get their hands on it .of course the price of the product would have to be comparable to the products on the market. As gsk make seretide they will be rather upset they did not keep it.|
All current treatments for COPD can have significant side effects - which is why RPL554's excellent (to date) safety profile is potentially very significant.
Since you have to maintain the meds of seriously ill patients in a Phase 2a study of this nature, a combo with Spiriva - a tried and tested medication, but with potentially serious side effects for certain patients - makes sense in order to assess any enhanced benefits that RPL554 may add to the known data of Spiriva.
In particular, a combo with RPL554 may be more effective in dealing with exacerbations. See https://www.drugs.com/spiriva.html
Note the paragraph :-
'Spiriva is not a rescue medicine. It will not work fast enough to treat a COPD flare-up. Your doctor may prescribe a fast-acting inhalation medicine to treat a bronchospasm attack. Tell your doctor if it seems like your medications don't work as well.'
A combo with RPL554 may just solve that problem with regard to Spiriva - or some other similar treatment used by patients today.|
|Looking at the side effects I fail to see how this can be a good combination. Cannot see the point of combining with this drug. Like many on LSE board I feel the trials are becoming pointless and fruitless. I hate to say it but returning to trials that seem to be a grand waste of money and moving the commercialisation and share price no further forward. Very disappointing.|
shakin not stirred
|using RPL554 could be a good combo..
|>>>vas and Shakin'
Regarding royalty and milestone payments to Vernalis, the directors have always been cagey at offering any information. I suspect the reason for that is that they realize the wording in the original agreement may have been a bit vague and they prefer to let the lawyers work out what it all means, therefore all we have to go on is what there is in the AIM admission document, see link in the header and below:
|Vasilis. Yes there is a question that has never been really answered at the agm as to if these payments have a limiting date on them due to patent expiring that vernalis may hold.Otherwise I think that it may be quite a substantial 6-7p royalty plus milestone etc etc if I remember rightly. I think the milestone on commercialisation was a one off 50 million.|
shakin not stirred
|Phase 2a COPD trial official start as first patient dosed with expected top-line results in Q4 -
|From Vernalis's (VER) Interims this morning :-
'On the NCE pipeline, Verona announced positive data from a Phase IIa dose-finding clinical study for RPL554 in March 2016 using their new proprietary nebulised formulation and in May 2016, announced positive results from an "add-on" Phase II trial, where RPL554 produced over 60 per cent additional bronchodilation on top of standard of care bronchodilators in COPD patients. In order to finance the current and future studies of RPL554 in COPD and Cystic Fibrosis, Verona announced a US public offering in November 2016, targeting to raise up to $130 million in the first half of 2017. Vernalis will receive a share of sub-licensing income, a milestone payment on approval of RPL554 and royalties on commercialisation.'
From memory I'm still not aware of any specific numbers regarding the last sentence which clearly states Vernalis 'will' receive all three kinds of payment if things go as planned.|
|Yes, this is hardly going to plan but feel it will come back like a boomerang(probably hit me on the back of the head). However still feel lucky with this one. They will have accounted for this drop as worst case scenario as astute business leaders in this field. Perhaps a curve ball rns is to released prior to fund raising across the pond.|
shakin not stirred
|Has a consolidation ever worked (I'm sure they have otherwise companies wouldn't do them), I think every one I have had the misfortune to have been involved in has ended up giving the MM's the opportunity/excuse to drive the share price lower! Very disgruntled share holder, especially when my break even was just over 4p previously.|
|How can shareholders ever make money when its not a level playing field..Was £1.50p now a lot lower on very little volume after consol...Therefore share price was inflated on consol day by persons unknown or with company approval etc..|
|There are supposed to be rules and Regulations plus the FCA to stop this happening...Where are they..???|
|It's all in the repeated mantra of 'significant shareholder value'!
Everything the management has/is doing is destroying shareholder value.
They're alright of course, they'll just reissue their options at a lower price.
All this of course, is with stock markets riding high; so what lies in wait, I hate to imagine.|
|What is happening here? 1.25 is the equivalent of 2.5p - They'll never get the NASDAQ IPO away at that level surely?|
|A nice little earner for the Toffs,now its just like watching Valirx share price after consol...We should still be at about £1.50p if the stockmarket is not crooked,but we know its bent as hell...|
|Very true Tim but when all is said and done it will be trial results - and only trial results - that will eventually determine the success or otherwise of both Motif Bio's Iclaprim and Verona's RPL554. All the rest is intermediate detail in my book in 'getting to the promised land'.
My favourite example - Pharmacyclics - which I've mentioned before had everything from boardroom bust ups, new CEO etc whilst its share price languished at around $1. But as the trials of its drug Ibrutinib (for forms of leukaemia) went through its paces things improved until it passed Phase III when there were three sealed bids for the company. It eventually went to Abbvie for $261.25 per share.
In my experience its therefore best to focus on the trials themselves and potential market value if successful. So on that basis there is an argument for saying that if the clinical trial risks for Iclaprim and RPL554 are the same today as when 'BN'(BN = Before Nasdaq)came into the picture, then lower SPs makes it cheaper to buy those risks today than BN. And since nothing from a clinical perspective has yet changed, you could argue that this presents opportunities for other investors to get in at lower prices than one might expect. In fact, given the greater exposure which Nasdaq listings should bring, the fact that prices go in a contrary (and somewhat counter-intuitive)direction in the short term, could equally mean that SPs are more likely to react in a 'catapult' like fashion in the opposite direction on any good news. We'll see as both stories unfold.|
|The recent share price movement is a bit disappointing, but similar to that of Motif Bio immediately before it had its Nasdaq listing.
With US listings for UK listed AIM companies, be careful of what you wish for!|
|fallen from 3.8p to 2.6p since announcing they were going to list in US - Market makers just go short and cover once the placing is done.|