Vernalis Share Discussion Threads

[chrisdgb] 04/8/2017 13:49

Anyone know when we are likely to get the news...??

[romeike] 04/8/2017 10:40

It wouldn't be a disaster, it would be disappointing in the same way as CCP-07 was disappointing. The damage to strategy may already been done unless they continue with the training for sales staff on both products on the expectation of approval for CCP-07 H1 next year.

Based on the wall of silence from Garland, we can only assume Moxatag or CCP-07 will not be in the market any time soon, today we might be adding CCP-08 to that list.

I would not be surprised if CCP-08 is rejected on the same basis as CCP-07 unless Tris / Vernalis have sorted out whatever the issue was. Of course we don't know what the issue was because Garland has gone to ground. The biggest loser from a failure to win approval for CCP-08 could end up being Garland himself.

[fhmktg] 03/8/2017 16:00

If CP08 is knocked back tomorrow it will be a disaster for the change of strategy.Everything crossed for a clear run and two products in next seasons market.

[romeike] 03/8/2017 15:53

I'm sure I am as irritated by Vernalis lack of communication as anyone else but that "simpvestor" analysis seems a bit basic and very one sided.

TXR was expected initially to replace lost revenue from Frovatriptan. In this regard it is a success. We'd all like it to be getting more revenue but the product looks expensive in the context of a US market that is looking for cheaper drug prices and discounts should be expected. I don't think anyone is expecting TXR to carry the company. The analysis also completely ignores the research area which we know has already outperformed full year expectations.

The major points Garland needs to answer are:
WTF is happening with Moxatag - promises were made re: progress on this and time is up
WTF is happening with CCP-07??? - lack of detail on this and its impact on sales strategy / costs is a disgrace

[chrisdgb] 02/8/2017 12:04

Hoping the FDA can give us a happy Friday.............!!

[megasonic] 01/8/2017 15:35

Here's some thoughtful insight on the recent Vernalis market update:



Will leave you to draw your own conclusions

[fhmktg] 01/8/2017 15:16

Just checked pdufa date is 4th August.

[fhmktg] 01/8/2017 15:14

Some gentle mopping up this afternoon?Can't be good news coming surely.Though CP08 should be coming through soon.

[romeike] 25/7/2017 10:10

If this latest update is anything but very good news I think it will be time for Mr Garland to forgo his gold plated salary and bonus and leave.

[chrisdgb] 18/7/2017 08:42

Plenty of room to bounce higher, just don't seem to have the natural buyers....

[fhmktg] 18/7/2017 08:25

CCP-08 approval statement is due in August. I would hope for better news on both 07 and 08 by the September results or the whole franchise could be in trouble.

[bountyhunter] 18/7/2017 08:24

makes a change

[hvs] 18/7/2017 07:54

PILE in NOW

[chrisdgb] 14/7/2017 10:46

Agreed, we could do with a dose of good news for a change......

[fhmktg] 14/7/2017 08:14

The run rate at June 30th for Tuzistra was touted as an indicator for future potential in the interim report.So the pre results update for the year to end June is very important, plus updates on the later CP series, plus Moxatag 'news'I had expected this during the last week.Hope this delay does not suggest bad news coming!

[chrisdgb] 12/7/2017 14:22

When there is blood on the streets and all that..........

[bountyhunter] 12/7/2017 13:49

...at least I have some oxb to balance out the horrendous situation here, certainly in the running for my most disappointing share, ...maybe one day things will change!

[fhmktg] 12/7/2017 13:39

Couldn't be more despondent.

[chrisdgb] 12/7/2017 13:18

Pretty low volumes but a few buys possibly hoping for an imminent update..?

[fhmktg] 26/6/2017 07:39

Around 7th July for the year end trading update.Poor communication so far, of what is happening with the FDA and Moxatag.With another review of CP08 due soon, let's hope we get a clear idea of strategy for the coming years!Looking like a turkey at the moment.

[chrisdgb] 23/6/2017 12:06

Next news anyone...???

[bountyhunter] 08/6/2017 07:22

absolutely

[bantam175] 07/6/2017 16:06

Lets hope not.

Management buyouts are a nightmare for investors. 10 cents on the dollar if you're lucky.

[fhmktg] 07/6/2017 08:17

Nothing worth having until the Tris products have shown their metal....or not.A management buy out could be a possibility?

[chrisdgb] 07/6/2017 07:46

Any chance of a takeover..??