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Verona Pharma Share Discussion Threads
Showing 12526 to 12549 of 12550 messages
|New CF trial:
|When is the Nasdaq quoting taking place?tia|
|Well one thing is certain and that's that US fund managers would give a much higher valuation to this and may be happier to buy a NASDAQ quoted vehicle.|
|Well, what's going on all of a sudden...?|
|I think you may be right. I understand that the proposed NASDAQ listing will be some sort of Depository Interest like an ADR or ADS so the Xetra listing may no longer be needed as it would an extra layer of complexity when creating or splitting the ADRs or ADSs. More sensible to have one listing of the GBP shares on the LSE and one for the US ADRs or ADSs only.|
|Maybe they have decided it's not worth having 3 different listings in future, so they are cleaning up before announcing a new listing on Nasdaq.|
|You are making the assumption that the share price rise is linked to the RNS. It might well be.
Perhaps cost savings? Clearly the company has decided that that listing had no tangible benefits. Any other views???|
|...not sure why this move is being seen as so positive?|
|Well spotted Mol and Vas
It looks like they are measuring a few Pharmacodynamic parameters (FEV, FVC and Sputum Rheology) as well as the Pharmacokinetics (from two different doses), so the study could give us a very early indication of whether it might have some benefit for CF patients.
I would have thought they might also have wanted to look at the Chloride sweat test which Vertex include in many of their Cystic Fybrosis studies for their with CFTR potentiator drugs given that RPL554 may also have CFTR potentiating properties:
|Well done Summit today..A nasdaq listing will open up massive opportunities for vrp in the same way as Summit if 554 is a blockbuster......Good to see the start of a new trial....:)|
|My thanks to 'mol42' on II for unearthing this latest information on the start of the next Cystic Fibrosis trial -
A Phase IIa, Randomised, Double Blind, Placebo Controlled, Three Way Crossover Study to Assess the Pharmacokinetics of RPL554 Administered to Adult Patients With Cystic Fibrosis.
Estimated Enrollment: 10
Study Start Date: November 2016
Estimated Study Completion Date: March 2017
Estimated Primary Completion Date: March 2017 (Final data collection date for primary outcome measure)
|The front page of this week's Investor's Chronicle (30 September - 6 October) has a full colour splash with a very large title : 'The Next Blockbuster Drugs' and just below that in smaller letters, 'Spotting winners in the drug discovery pipeline'. It is also on the website for subscribers - and you can see the artwork of the front cover at the top of the the IC's website today -
The inside article - 5 pages including a another full page headline grabber as per the front cover - is by Megan Boxhall who wrote last week's focus on Verona Pharma. I do recommend that you try and get hold of a copy as you can also hold it as a 'reference' document for biotechs in areas such as Respiratory and Oncology. The specific reference to Verona is -
'Verona Pharma (VRP). His [JAK's] view is that respiratory drug developers have become lazy and a lack of innovation has come at a cost to patient populations inflicted with the most severe respiratory disorders.
For example, for COPD patients, steroids are not terribly reliable and so Verona aims to target that population with its drug, currently in phase 2 clinical trials. RPL554, as it is currently known, will be the first long-acting bronchodilator to not use steroids. Early results have been extremely promising, patient feedback good and, by targeting a specific patient population, Verona goes pretty much uncontested as it attempts to launch its drug. Should it succeed, there could be opportunity for blockbuster status, particularly if RPL554 is approved for asthma and cystic fibrosis, as well as COPD.'
However, you really need to read this in the full context of the section on 'Respiratory' within the article itself.
I presume this full blown biotech feature in this week's IC is behind some of today's buys. Following on from last week's spotlight on Verona this exposure can only help bring other interested investors up to speed with developments in the company as well as focus their attention on the potential investment returns if things go to plan over the next few years and RPL554 does indeed end up achieving 'blockbuster' status. Long way to go, but so far so good.|
Appointment of Piers Morgan(sic) as CFO and where he came from:
|Thanks for that Tim.
Having read the article I notice that nothing is said about the excellent safety profile of RPL554. That would also be another strong 'Bull point' in my view.
Having said that, I'm glad that the article points out the significant impact that CF studies could have on RPL554's progress to market:-
'The World Health Organisation estimates that roughly three million people a year die of COPD and it is these severely ill patients for whom RPL554 is ideally targeted. Furthermore, with the potential to test in cystic fibrosis - a disease which currently has very limited treatment options - it could be fast-tracked through clinical studies, which may lead to an earlier-than-expected launch.'|
|There's a buy recommendation in tomorrow's Investors Chronicle, see abstract below, or for those who have access here's the link
Back Verona's blockbuster bet
UK pharmaceutical companies seem to have a particular affinity with the respiratory sector. Chronic obstructive pulmonary disorder (COPD) and asthma sufferers have been well catered for by AstraZeneca (AZN) and GlaxoSmithKline (GSK), whose drugs have dominated the market for many years. But this domination has led to a lack of innovation, particularly in the acute care and hospital setting, and therefore a lack of novel treatments......
For an early-stage biotech, Verona is very attractive. It is operating in an area of significant unmet need, with excellent trial data to date. Funding is in place for the next stage in its drug's development and while the limited focus makes this a very risky play, RPL554 comes with the tantalising prospect of blockbuster potential. Buy.|
|Hot off the press..
Home countries of the impacted athletes include Great Britain, Denmark, Canada, the USA and Spain.
Upon inspection, many of the drugs in the documents are steroid based anti-inflammatory medications or asthmatic treatments – including prednisolone, triamcinolone and salbutamol.
They could use RPL554 without side effects i guess..|
|Verona Pharma published interims this morning.
Update from N+1 Singer, out this morning on Research Tree:
"Verona Pharma’s interim results highlight a busy period for the group. Positive headline data from the group’s Phase IIa asthma trial of RPL554 and Phase IIa ‘add-on’ trial in COPD were reported. The impressive data followed the stellar Phase I/II trial results with the new nebulised formulation of RPL554 in 2015. The recent £44.7m equity capital raise enables the group to progress its development of RPL554 through to a Phase III ready stage. If development goes according to plan, RPL554 could be in a position to commence Phase III trials by the end of 2018. We remain upbeat and look forward to the commencement of Phase IIb trials in H2 2016."|
|Any poster got any info on how well or not the presention went in the states..thanks in advance..
Verona Pharma PLC Data on RPL554 to be presented at ERS Congress..5th 6th 7th sept 2016...|
I look forward to reading your expert analysis of that patent application.
What seems very pleasing to me is that different acid based salt formations of RPL554 can be produced to have beneficial characteristics in both buffered solutions and dry crystalline formations. I presume that prepares us not just for future Phase III studies, but beyond bearing in mind what has been said by the company in respect of development for commercial DPI/MDI inhalers.|
|Asthma Report: '1,000 Needless Deaths A Year.. This report could benefit vrp.
|thanks (bewise and mol)
That looks like a very well drafted patent application regarding salt forms and it's going to take a while to read, digest and to put into context, so that's my weekend reading sorted....|