Verona Pharma Share Discussion Threads

[kfp] 16/2/2015 17:24

Directors cant buy if there are developments that are not public knowledge can they ?

[vasilis] 16/2/2015 15:00

Tim

That link takes me to a BBC webpage showing a date of Wed 10 September 2008. Am I missing something here? Thanks.

[aimshares] 16/2/2015 13:46

http://www.investegate.co.uk/verona-pharma-plc--vrp-/prn/director-s-dealing/20150216112927P0393/

[aishah] 16/2/2015 13:05

Today's volume now way above ADV.

[timbo003] 16/2/2015 12:28

Decent director buyer with the CFO buying at a price higher than last years placing price

I think this is new news isn't it?



New study to start in November for nasally delivered RPL554 (presumably with the new suspension formula delivered via a nasal spray)

I assume it will be in some sort of induced model using volunteers rather than patients, looking forward to hearing more about this

edit: old (BBC 2008) link posted above, so best ignore

[protean] 16/2/2015 12:15

No smoke without fire.

[fozzie] 16/2/2015 12:15

3.28 is breakeven for me here so long may this rise continue. Bought at exactly the wrong time in Nov 13, added a few to bring the average down, looking good.

[aishah] 16/2/2015 12:01

Well spotted protean. Some serious buying going on here.

[protean] 16/2/2015 11:35

And another buy. CFO today has just bought 500k shares @ 2.3p.

Something looks to be brewing.

[blueball] 16/2/2015 10:16

Top rise today.

[meijiman] 16/2/2015 09:25

I believe that this is a case where director buying is worth following -based on optimism as expressed in various erudite postings on this BB about the potential.

[protean] 16/2/2015 09:15

Another director buy today. And a cluster of director buying recently. What do they know?

(deals tab)

[gbb483] 14/2/2015 23:11

JeffCranbounre 14 Feb'15 - 15:24 - 139 of 140 0 0 (Filtered)

This idiot needs banning.

[jeffcranbounre] 12/2/2015 18:50

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[bikkit] 11/2/2015 17:59

Ditto Shearluc, feeling more positive

[corbine] 11/2/2015 13:27

apparently when stage 2 results come through? ;-) but others can possibly give u examples of other jv/buyouts from successful trials and at what stages?

[shearluc] 11/2/2015 13:01

The big respiratory companies must surely be watching VRP very closely, one wonders at what stage they are likely to intervene

Been invested here for about 5 years, averaging a tad over 6p, and after 2 respectable director buys and a very focused recent corporate presentation I am more optimistic than I have been for a couple of years!

[corbine] 11/2/2015 07:53

copd updates-generally worth a read-imo



GlaxoSmithKline (GSK) and Theravance have started a major new study of a three-drug combination for chronic obstructive pulmonary disease (COPD) delivered via a single inhaler once a day.

Around a third of COPD patients are already receiving triple therapy to help manage the disease, but have to rely on "different inhalers with differing doses", according to Dave Allen, head of respiratory R&D at GSK.

The company wants to put a corticosteroid, long-acting beta agonist (LABA) and long-acting muscarinic antagonist (LAMA) in a single device as this will not only improve convenience for patients but may reduce the risk of COPD exacerbations compared to dual therapies.

The latest phase III trial - called FULFIL - will compare the trio of fluticasone, umeclidinium and vilanterol to AstraZeneca's twice-daily therapy Symbicort (budesonide and formoterol) on lung function, exacerbation rates and safety in 1,800 COPD patients.

A larger 10,000-patient trial of the combination got underway last year and is due to complete in 2017.

GSK has been a dominant force in the COPD sector for years with its blockbuster steroid/beta agonist dual therapy Advair (salmeterol and fluticasone), although the latter faced increasing competition and pricing pressure - particularly in the US - over the course of 2014.

The performance of GSK's respiratory portfolio dragged down group revenues as a whole last year, and GSK is now banking on a series of new products launches - including LAMA/LABA combination Anoro (umeclidinium and vilanterol) and Advair follow-up Relvar/Breo (fluticasone furoate and vilanterol) - to get the division back on track.

That could be a tough call, however, as the COPD sector is becoming increasingly crowded with new LAMA/LABA combinations such as Novartis' Ultibro (indacaterol and glycopyrronium bromide) and AZ's Duaklir (formoterol fumarate and aclidinium bromide) jostling for market share.

Analysts have predicted that the new dual therapy entrants are unlikely to reach the $7bn-a-year in sales enjoyed by Advair and are much more likely to be in the $1bn-$2bn range, but GSK will be hoping its triple therapy will do somewhat better given generic versions of Advair are due in Europe this year and potentially in the US in 2016.

One set back for the triple therapies came last year, however, when a study reported at the European Respiratory Society ERS) meeting found that removing the steroid component from a triple therapy had no impact on the frequency of exacerbations among moderate-to-severe COPD patients.

Analysts at Deutsche Bank have suggested this could limit interest in triple therapies, although a poll of respiratory specialists carried out last year by First Word suggested that almost two thirds felt these combinations could be a 'paradigm shift' in COPD comparable to the launch of Advair in the category.

[fillipe] 10/2/2015 11:50

Another pump and dump by many normally never associated with VRP, all by using recent only modestly worthwhile newsflow.

[timbo003] 09/2/2015 20:08

Good question corbs, looking at figure 5 in the 2013 Lancet RPL554 review paper, the improvement in FEV1 looks excellent at 4 hours, you could argue it goes on for up to 8 hours (just).





I guess it's possible that new formulation may have an incremental effect on potency / duration (compared to the old one), but if there is a formulation effect, I suspect it might be quite small.

Intuitively, you would think that increasing the dose would also increase duration and there may be some scope to do that (side effects permitting)

.

[corbine] 09/2/2015 18:42

Thanks Timbo. im thinking about pricing and daily amounts per patient- ie the tio neb sometimes is used (as the dose you mentioned) 4 times daily for salbutomol as well as 4 times daily for the Ipratropium Bromide?
each patient could be given multiple doses daily- so thoughts on the way ahead for 554 if successful?
what is the time / benefit on earlier results and envisaged time / benefits for current optimised dosing?
appreciate i may be jumping the gun a tad here-
once daily?
twice?
4 times daily even?
thanks
corbs:-)

[blueball] 09/2/2015 18:07

Been a long time now coming good.

[timbo003] 09/2/2015 18:04

>>>>Corbs

Have a play on this site which gives you pricing (which is based on NHS indicative price). I assume price is in pence.(not pounds)



I cannot find a price for any Tiotropium products (Boehringher still have a monopoly on that one by the looks of it), but you can find the pricing for all the older generic asthma and COPD nebuliser solutions, for example:



Salbutamol 2.5mg/2.5ml nebuliser liquid unit dose vials (A A H Pharmaceuticals Ltd) 20 unit dose 2 x 10 unit dose vials: price 191


Ipratropium bromide 500micrograms/2ml nebuliser liquid unit dose vials (Alliance Healthcare (Distribution) Ltd) 20 unit dose: price 523



Salbutamol 2.5mg/2.5ml / Ipratropium bromide 500micrograms/2.5ml nebuliser liquid unit dose vials 60 unit dose
(Ipramol nebuliser solution 2.5ml Steri-Neb unit dose vials (Teva UK Ltd) 60 unit dose 12 x 5 unit dose vials): price 2383

[corbine] 09/2/2015 15:08

timbo-aim shares et all- any ideas what nhs pay for nebbed tiotropium?, atrovent nebbed salamol/salbutomol, etc ??

we could get some figures out here to know what sort of sale price a working nebbed 554 might retail at? especially if it can match current regime, or better them with pft results/sides etc

corbs-just asking :-)

[timbo003] 07/2/2015 14:20

Thanks AimShares, well spotted. A link to the presentation is now in the header of this thread.

I assume that Jan-Anders has been showing this around over the last few days, which probably accounts for much of the renewed enthusiasm for the shares and the subsequent rise.

The strategy for RPL554 really seems to be coming together, there seems to be a few subtle (but important) shifts in strategy over the last few months.

* We already knew that CF was being added to the potential list of indications, but now they are saying it's potentially a $4Bn market. An effective treatment for CF really is an unmet clinical need, so a large chunk of that $4Bn is up for grabs.

* They are now saying that RPL554 has three distinct mechanisms of action (bronchodilator, anti-inflammatory and mucociliary clearance stimulant) all of which should have some benefit in CF and for COPD and Asthma exacerbations.

* It looks like RPL554 for the treatment of asthma (in the emergency room) is well and truly back on the cards, with the development to run parallel to COPD (in the emergency room), subject to a satisfactory outcome from the ongoing phase I/IIa RPL554 study.

* From the slide set it looks like they consider the total asthma market ($16Bn) to be about 30% larger than the total COPD market ($12Bn).

All good stuff!